Data / Investment advisers / Serving pooled investment vehicles / New Jersey
Investment advisers in New Jersey serving pooled investment vehicles: 123 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
123 SEC registered investment advisers with a main office in New Jersey report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $618 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pgim, Inc.
The request: Every investment adviser in New Jersey 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.
- 123Advisers
- $618 billionAUM from this client type
- 122Advisers over $100 million
- November 2, 2026File date
Advisers in New Jersey 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 |
|---|
| Pgim, Inc. | Newark | 255 | $274.44 billion | $1.13 trillion | adviserinfo.sec.gov |
| Blackrock Investment Management, LLC | Princeton | 77 | $81.52 billion | $676.69 billion | adviserinfo.sec.gov |
| Ecp | Summit | 64 | $33.39 billion | $33.39 billion | adviserinfo.sec.gov |
| Onex Credit Partners, LLC | Englewood Cliffs | 80 | $30.08 billion | $30.14 billion | adviserinfo.sec.gov |
| Metlife Investment Management, LLC | Whippany | 46 | $25.36 billion | $563.78 billion | adviserinfo.sec.gov |
| Lord, Abbett & Co. LLC | Jersey City | 36 | $22.54 billion | $270.39 billion | adviserinfo.sec.gov |
| Appaloosa LP | Short Hills | 2 | $20.40 billion | $20.40 billion | adviserinfo.sec.gov |
| Pathstone | Englewood | 165 | $10.66 billion | $110.30 billion | adviserinfo.sec.gov |
| Chatham Asset Management, LLC | Chatham | 18 | $8.27 billion | $8.27 billion | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | 21 | $6.86 billion | $6.86 billion | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | 2 | $6.51 billion | $6.90 billion | adviserinfo.sec.gov |
| Franklin Mutual Advisers, LLC | Short Hills | 29 | $6.48 billion | $42.59 billion | adviserinfo.sec.gov |
| Jacobs Levy Equity Management | Florham Park | 13 | $5.26 billion | $28.01 billion | adviserinfo.sec.gov |
| Corebridge Institutional Investments (U.S.), LLC | Jersey City | 16 | $5.01 billion | $121.05 billion | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | 3 | $4.89 billion | $4.89 billion | adviserinfo.sec.gov |
| Star Asia Management | Mount Laurel | 8 | $4.81 billion | $4.81 billion | adviserinfo.sec.gov |
| Forza Investment Group, LP | Summit | 13 | $4.53 billion | $4.64 billion | adviserinfo.sec.gov |
| Zais Group | Holmdel | 27 | $4.28 billion | $5.26 billion | adviserinfo.sec.gov |
| Pgim Quantitative Solutions | Newark | 8 | $4.10 billion | $110.95 billion | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | 7 | $3.88 billion | $3.88 billion | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | 6 | $3.82 billion | $3.82 billion | adviserinfo.sec.gov |
| Solus Alternative Asset Management LP | Summit | 28 | $3.17 billion | $3.19 billion | adviserinfo.sec.gov |
| Conversant Capital LLC | Summit | 24 | $3.12 billion | $3.12 billion | adviserinfo.sec.gov |
| Landscape Capital Management LLC | Englewood | 6 | $2.76 billion | $3.03 billion | adviserinfo.sec.gov |
| Hudson Edge Investment Partners, Inc. | Jersey City | 1 | $1.75 billion | $2.95 billion | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | 8 | $1.72 billion | $1.72 billion | adviserinfo.sec.gov |
| Columbus Hill Capital Management, L.P. | Short Hills | 6 | $1.61 billion | $1.61 billion | adviserinfo.sec.gov |
| Prmim | Mount Laurel | 1 | $1.54 billion | $1.54 billion | adviserinfo.sec.gov |
| Harding Loevner LP | Bridgewater | 15 | $1.36 billion | $32.06 billion | adviserinfo.sec.gov |
| Alternative Capital Fund Management LLC | Englewood Cliffs | 3 | $1.24 billion | $1.24 billion | adviserinfo.sec.gov |
| Twin Oaks Partners | Chatham | 2 | $1.23 billion | $1.23 billion | adviserinfo.sec.gov |
| Hudson Cove Capital Management LLC | Jersey City | 4 | $1.21 billion | $1.21 billion | adviserinfo.sec.gov |
| Revolvercap Management, L.P. | Teaneck | 3 | $1.05 billion | $1.05 billion | adviserinfo.sec.gov |
| Ashe Capital Management, LP | Englewood Cliffs | 1 | $1.04 billion | $1.04 billion | adviserinfo.sec.gov |
| Fidelis Investors, LLC | Cranford | 6 | $1.02 billion | $1.38 billion | adviserinfo.sec.gov |
| Swander Pace Capital | Bedminster | 5 | $959.6 million | $959.6 million | adviserinfo.sec.gov |
| Sandalwood Securities, Inc. | Roseland | 8 | $930.2 million | $930.2 million | adviserinfo.sec.gov |
| Yorkville Advisors Global, LP | Mountainside | 3 | $900 million | $900 million | adviserinfo.sec.gov |
| System 2 Advisors, L.P. | Summit | 9 | $860.7 million | $912.9 million | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | 12 | $850.5 million | $902.1 million | adviserinfo.sec.gov |
| Thames Capital Management, LLC | Roseland | 3 | $830.5 million | $830.5 million | adviserinfo.sec.gov |
| Barnegat Fund Management Inc. | Hoboken | 2 | $803.4 million | $803.4 million | adviserinfo.sec.gov |
| Faropoint Ventures, LLC | Hoboken | 3 | $780 million | $780 million | adviserinfo.sec.gov |
| Poetic Group LLC | Hackensack | 6 | $765.3 million | $802.5 million | adviserinfo.sec.gov |
| Sciencast Management LP | Princeton | 1 | $760 million | $760 million | adviserinfo.sec.gov |
| Shrewsbury River Capital LP | Red Bank | 4 | $757.5 million | $757.5 million | adviserinfo.sec.gov |
| Shorebridge Capital Management, LLC | Summit | 2 | $735.1 million | $735.1 million | adviserinfo.sec.gov |
| Axq Capital, LP | Jersey City | 5 | $727.1 million | $727.1 million | adviserinfo.sec.gov |
| Himco, LLC | Morristown | 27 | $725.7 million | $725.7 million | adviserinfo.sec.gov |
| World Investment Advisors, LLC | Lincroft | 2 | $678.9 million | $71.64 billion | adviserinfo.sec.gov |
| Kabr Management, LLC | Englewood | 9 | $642.3 million | $642.3 million | adviserinfo.sec.gov |
| Venture Investment Associates | Peapack | 14 | $636.8 million | $636.8 million | adviserinfo.sec.gov |
| Union Grove Venture Partners | Summit | 11 | $634.9 million | $634.9 million | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | 20 | $610.4 million | $610.4 million | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | 1 | $527.3 million | $527.3 million | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | 4 | $498.8 million | $498.8 million | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | 8 | $492.7 million | $492.7 million | adviserinfo.sec.gov |
| Sage Residential Management LLC | Morristown | 3 | $444.1 million | $444.1 million | adviserinfo.sec.gov |
| Selkirk Management, LLC | Chatham | 1 | $443 million | $443 million | adviserinfo.sec.gov |
| Passaic Partners LLC | Newark | 5 | $429.1 million | $2.24 billion | adviserinfo.sec.gov |
| Simon Quick Advisors, LLC | Morristown | 4 | $418.4 million | $9.01 billion | adviserinfo.sec.gov |
| Cre Venture Capital, Inc. | Mahwah | 31 | $404.6 million | $404.6 million | adviserinfo.sec.gov |
| Pgim Private Placement Investors, L.P. | Newark | 1 | $396.1 million | $24.44 billion | adviserinfo.sec.gov |
| Worth Venture Partners, LLC | Fort Lee | 12 | $390.8 million | $456.1 million | adviserinfo.sec.gov |
| Blueprint Capital Advisors LLC | Short Hills | 5 | $365 million | $1.79 billion | adviserinfo.sec.gov |
| Diadema Partners LP | Morristown | 6 | $363.8 million | $397.9 million | adviserinfo.sec.gov |
| Seix Clo Management LLC | Park Ridge | 2 | $335.6 million | $335.6 million | adviserinfo.sec.gov |
| Concord Management Services, LLC | Summit | 7 | $301 million | $301 million | adviserinfo.sec.gov |
| Mercator Partners | Princeton | 3 | $297.6 million | $297.6 million | adviserinfo.sec.gov |
| Tap Root Capital Management LP | Summit | 3 | $297.3 million | $297.3 million | adviserinfo.sec.gov |
| High Trail Capital | Hoboken | 6 | $296.9 million | $296.9 million | adviserinfo.sec.gov |
| Aiga Capital Partners LLC | Jersey City | 3 | $285.3 million | $289.2 million | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | 3 | $282.8 million | $282.8 million | adviserinfo.sec.gov |
| Certum Group | Newark | 10 | $275.6 million | $275.6 million | adviserinfo.sec.gov |
| Credit Capital Investments | Livingston | 5 | $264.1 million | $444 million | adviserinfo.sec.gov |
| Evergreen Capital Associates LLC | Plainsboro | 8 | $242.9 million | $243.6 million | adviserinfo.sec.gov |
| Transcend Capital Advisors, LLC | Madison | 12 | $237.2 million | $2.91 billion | adviserinfo.sec.gov |
| Prudential Select Strategies LLC | Newark | 2 | $229.5 million | $22.78 billion | adviserinfo.sec.gov |
| Oze Capital LLC | Florham Park | 12 | $213.7 million | $213.7 million | adviserinfo.sec.gov |
| Monimus Capital Management, LP | Woodbridge | 2 | $204.2 million | $204.2 million | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | 3 | $197.5 million | $694.4 million | adviserinfo.sec.gov |
| Skyview Investment Advisors, LLC | Shrewsbury | 14 | $196.7 million | $8.32 billion | adviserinfo.sec.gov |
| Gulfstream CM, LLC | Summit | 2 | $194.1 million | $244.2 million | adviserinfo.sec.gov |
| Om Advisers LP | Summit | 3 | $189.5 million | $189.5 million | adviserinfo.sec.gov |
| Three Bridges Capital, LP | Monmouth Beach | 3 | $175.5 million | $175.5 million | adviserinfo.sec.gov |
| Soryn Ip Capital Management | Millburn | 7 | $168.1 million | $168.1 million | adviserinfo.sec.gov |
| Egis Capital Partners LP | Summit | 5 | $160.8 million | $160.8 million | adviserinfo.sec.gov |
| Leo Fund Services, LLC | Edison | 4 | $151.3 million | $151.3 million | adviserinfo.sec.gov |
| Veteri Place Corporation | Parsippany | 6 | $150.7 million | $150.7 million | adviserinfo.sec.gov |
| Unio Capital LLC | Princeton | 2 | $143.7 million | $691.5 million | adviserinfo.sec.gov |
| Jaffa Capital Management LLC | Clifton | 1 | $138.6 million | $597.2 million | adviserinfo.sec.gov |
| Seelaus Asset Management, LLC | Chatham | 4 | $137.6 million | $1.70 billion | adviserinfo.sec.gov |
| Lexington Capital Management LP | Lakewood | 7 | $136 million | $153.4 million | adviserinfo.sec.gov |
| Asset Management Consulting Services, Inc. | Livingston | 5 | $124.3 million | $144.2 million | adviserinfo.sec.gov |
| Pine Valley Investments | Marlton | 2 | $124 million | $2.67 billion | adviserinfo.sec.gov |
| TSG Alpha Partners, LLC | Old Bridge | 12 | $117.2 million | $134.9 million | adviserinfo.sec.gov |
| Nitor Capital Management | Englewood Cliffs | 3 | $113 million | $158.6 million | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | 1 | $112.6 million | $397.3 million | adviserinfo.sec.gov |
| Systematic Financial Management LP | Teaneck | 2 | $90.9 million | $4.21 billion | adviserinfo.sec.gov |
| UBS Financial Services Inc. | Weehawken | 24 | $71.3 million | $915.79 billion | adviserinfo.sec.gov |
| Palisade Capital Management, LP | Fort Lee | 4 | $67.2 million | $3.86 billion | adviserinfo.sec.gov |
| Lumida Wealth Management LLC | Wayne | 7 | $54.8 million | $132.8 million | adviserinfo.sec.gov |
| Lord Abbett Private Credit Advisor LLC | Jersey City | 1 | $46.6 million | $1.28 billion | adviserinfo.sec.gov |
| Ridgeleigh Capital | Summit | 1 | $46.3 million | $1.03 billion | adviserinfo.sec.gov |
| Carapace Financial Advisors LLC | Bedminster | 3 | $37.7 million | $106.5 million | adviserinfo.sec.gov |
| Embassy Asset Management LP | Short Hills | 2 | $34.2 million | $774 million | adviserinfo.sec.gov |
| Ridgewood Investments | Springfield | 62 | $33.5 million | $419.2 million | adviserinfo.sec.gov |
| Washington Crossing Advisors LLC | Morristown | 21 | $30.3 million | $2.03 billion | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | 2 | $25.1 million | $435.5 million | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | 7 | $20.2 million | $106.5 million | adviserinfo.sec.gov |
| Grand Slam Asset Management, LLC | Englewood Cliffs | 2 | $19.9 million | $35 million | adviserinfo.sec.gov |
| Emissary Wealth | Hackensack | 1 | $18.5 million | $185.1 million | adviserinfo.sec.gov |
| Genesis Financial Group, LLC | Paramus | 1 | $18 million | $171.3 million | adviserinfo.sec.gov |
| BCS Private Wealth Management | Rumson | 2 | $17.9 million | $469.7 million | adviserinfo.sec.gov |
| Lord Abbett Fif Advisor LLC | Jersey City | 1 | $13.9 million | $190.4 million | adviserinfo.sec.gov |
| Goodhaven Capital Management | Millburn | 1 | $13 million | $405.3 million | adviserinfo.sec.gov |
| Oliver Luxxe Assets LLC | Gladstone | 1 | $12.2 million | $1.00 billion | adviserinfo.sec.gov |
| Astra Wealth Partners | Jersey City | 1 | $4.3 million | $268.4 million | adviserinfo.sec.gov |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan | 3 | $3.5 million | $168.7 million | adviserinfo.sec.gov |
| Newport Capital Group, LLC | Red Bank | 1 | $1.8 million | $1.28 billion | adviserinfo.sec.gov |
| Wbi Investments, LLC | Red Bank | 1 | $159,575 | $539.6 million | adviserinfo.sec.gov |
| Landseer Advisors LLC | Princeton | 2 | Not listed | $415.2 million | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | 1 | Not listed | $275.5 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.