Data / Investment advisers / Serving pooled investment vehicles / Michigan
Investment advisers in Michigan serving pooled investment vehicles: 37 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
37 SEC registered investment advisers with a main office in Michigan report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $31.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Oa Private Capital.
The request: Every investment adviser in Michigan that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 37Advisers
- $31.8 billionAUM from this client type
- 35Advisers over $100 million
- November 2, 2026File date
Advisers in Michigan serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Oa Private Capital | Grand Rapids | 31 | $16.98 billion | $22.95 billion | adviserinfo.sec.gov |
| Rockbridge Growth Equity Management, L.P. | Detroit | 10 | $1.84 billion | $1.84 billion | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | 13 | $1.81 billion | $1.81 billion | adviserinfo.sec.gov |
| Peninsula Capital Partners, L.L.C. | Southfield | 4 | $1.04 billion | $1.04 billion | adviserinfo.sec.gov |
| Huron Capital Partners LLC | Detroit | 12 | $1.02 billion | $1.02 billion | adviserinfo.sec.gov |
| Speyside Equity Advisers LLC | Ann Arbor | 2 | $811.4 million | $811.4 million | adviserinfo.sec.gov |
| Valstone Partners VI | Birmingham | 3 | $735.9 million | $735.9 million | adviserinfo.sec.gov |
| Sturbridge Capital LLC | Birmingham | 4 | $730.9 million | $730.9 million | adviserinfo.sec.gov |
| Fieldview Capital Management, LLC | Niles | 4 | $712.5 million | $712.5 million | adviserinfo.sec.gov |
| TRP Capital Advisors V, LLC | Birmingham | 14 | $691 million | $691 million | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | 2 | $564.9 million | $564.9 million | adviserinfo.sec.gov |
| Strength Capital Partners, LLC | Birmingham | 12 | $528 million | $528 million | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | 9 | $465.7 million | $465.7 million | adviserinfo.sec.gov |
| MBX Investors LLC | Farmington Hills | 1 | $460.3 million | $460.3 million | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | 12 | $412 million | $412 million | adviserinfo.sec.gov |
| Lakeside Drive Management LLC | Birmingham | 16 | $372.3 million | $372.3 million | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | 6 | $310.8 million | $310.8 million | adviserinfo.sec.gov |
| Marnell Management LLC | Farmington Hills | 3 | $306.1 million | $306.1 million | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | 5 | $292.7 million | $292.7 million | adviserinfo.sec.gov |
| Beringea, LLC | Farmington Hills | 4 | $269.9 million | $269.9 million | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | 3 | $260.2 million | $260.2 million | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | 1 | $241.1 million | $241.1 million | adviserinfo.sec.gov |
| Solyco Capital LLC | Rochester | 49 | $219.9 million | $219.9 million | adviserinfo.sec.gov |
| SG Real Estate I | Southfield | 4 | $203.5 million | $203.5 million | adviserinfo.sec.gov |
| TRM Advisors LP | Southfield | 1 | $144.3 million | $159.8 million | adviserinfo.sec.gov |
| Clarkston Capital Partners, LLC | Rochester | 2 | $123 million | $1.71 billion | adviserinfo.sec.gov |
| TRP Capital Advisors, LLC | Birmingham | 7 | $82.5 million | $82.5 million | adviserinfo.sec.gov |
| Steward Capital Management | Bloomfield Hills | 2 | $40.8 million | $95.1 million | adviserinfo.sec.gov |
| Seizert Capital Partners | Birmingham | 1 | $35 million | $2.48 billion | adviserinfo.sec.gov |
| Brooktree Capital Management Inc. | Grand Rapids | 1 | $25.7 million | $138.9 million | adviserinfo.sec.gov |
| J W Korth & Company | Lansing | 1 | $22.4 million | $228.7 million | adviserinfo.sec.gov |
| Red Cedar Investment Management | Grand Rapids | 1 | $19.1 million | $3.33 billion | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | 9 | $10 million | $1.33 billion | adviserinfo.sec.gov |
| Managed Asset Portfolios, LLC | Rochester | 1 | $9.3 million | $1.27 billion | adviserinfo.sec.gov |
| Cig Asset Management, Inc. | Southfield | 24 | $4.8 million | $192.5 million | adviserinfo.sec.gov |
| Alliance Investment Management, LLC | Jenison | 1 | $4.1 million | $206.8 million | adviserinfo.sec.gov |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont | 1 | $1.8 million | $998.5 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.