Data / Investment advisers / Serving pooled investment vehicles / Nevada
Investment advisers in Nevada serving pooled investment vehicles: 15 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
15 SEC registered investment advisers with a main office in Nevada report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $7.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Digital Alpha Advisors, LLC.
The request: Every investment adviser in Nevada that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
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- 15Advisers
- $7.4 billionAUM from this client type
- 14Advisers over $100 million
- November 2, 2026File date
Advisers in Nevada 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 |
|---|---|---|---|---|---|
| Digital Alpha Advisors, LLC | Henderson | 13 | $2.39 billion | $2.39 billion | adviserinfo.sec.gov |
| DTCP USA LLC | Las Vegas | 6 | $1.05 billion | $1.05 billion | adviserinfo.sec.gov |
| Pilgrim Global Advisors LLC | Reno | 2 | $884.2 million | $884.2 million | adviserinfo.sec.gov |
| 1confirmation | Incline Village | 10 | $860 million | $860 million | adviserinfo.sec.gov |
| Oak Harbor Capital, LLC | Las Vegas | 18 | $442.1 million | $442.1 million | adviserinfo.sec.gov |
| P4g Capital Management, LLC | Stateline | 9 | $419 million | $419 million | adviserinfo.sec.gov |
| Whitebark Investors | Incline Village | 5 | $292.4 million | $292.4 million | adviserinfo.sec.gov |
| Kingsbridge Investment Partners LLC | Las Vegas | 8 | $282.5 million | $282.5 million | adviserinfo.sec.gov |
| Zazove Associates LLC | Incline Village | 7 | $265.8 million | $1.97 billion | adviserinfo.sec.gov |
| Hallador Investment Advisors, Inc. | Reno | 7 | $263.4 million | $270.7 million | adviserinfo.sec.gov |
| Baleen Capital Management LLC | Las Vegas | 3 | $168.7 million | $168.7 million | adviserinfo.sec.gov |
| Sahara Investment Group | Las Vegas | 1 | $51.7 million | $218.1 million | adviserinfo.sec.gov |
| Orion Global Advisors US Inc | Las Vegas | 1 | $40 million | $147 million | adviserinfo.sec.gov |
| Fund Asset Managers | Reno | 4 | $24.8 million | $24.8 million | adviserinfo.sec.gov |
| Simplify Asset Management Inc. | Las Vegas | 1 | $2.3 million | $14.05 billion | 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.