Data / Investment advisers / Serving pooled investment vehicles / Tennessee
Investment advisers in Tennessee serving pooled investment vehicles: 61 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
61 SEC registered investment advisers with a main office in Tennessee report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $304 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Alliancebernstein L.P.
The request: Every investment adviser in Tennessee 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.
- 61Advisers
- $304 billionAUM from this client type
- 57Advisers over $100 million
- November 2, 2026File date
Advisers in Tennessee 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 |
|---|
| Alliancebernstein L.P. | Nashville | 412 | $215.32 billion | $763.40 billion | adviserinfo.sec.gov |
| Arcline Investment Management LP | Nashville | 15 | $26.46 billion | $26.46 billion | adviserinfo.sec.gov |
| Nephila Advisors LLC | Nashville | 39 | $12.88 billion | $12.88 billion | adviserinfo.sec.gov |
| Gerber/Taylor Management LLC | Memphis | 38 | $10.68 billion | $11.42 billion | adviserinfo.sec.gov |
| GSV Equity Holdings, LLC | Knoxville | 14 | $4.58 billion | $4.58 billion | adviserinfo.sec.gov |
| Pointer Management, LLC | Chattanooga | 6 | $2.79 billion | $2.79 billion | adviserinfo.sec.gov |
| Aj Capital Management LLC | Nashville | 41 | $2.64 billion | $2.64 billion | adviserinfo.sec.gov |
| AB Broadly Syndicated Loan Manager LLC | Nashville | 6 | $2.62 billion | $2.62 billion | adviserinfo.sec.gov |
| Edison Partners Management, LLC | Nashville | 20 | $2.58 billion | $2.58 billion | adviserinfo.sec.gov |
| Whistler Capital Partners LLC | Nashville | 5 | $2.49 billion | $2.49 billion | adviserinfo.sec.gov |
| Capitalspring | Nashville | 13 | $2.48 billion | $2.80 billion | adviserinfo.sec.gov |
| Rubicon Founders, LLC | Nashville | 14 | $2.26 billion | $2.26 billion | adviserinfo.sec.gov |
| Ils Advisory Services, LLC | Nashville | 2 | $1.58 billion | $1.58 billion | adviserinfo.sec.gov |
| Courage Capital Management, LLC | Nashville | 10 | $1.43 billion | $1.45 billion | adviserinfo.sec.gov |
| LFM Capital | Nashville | 9 | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| HG Capital Management, LLC | Nashville | 6 | $1.21 billion | $1.21 billion | adviserinfo.sec.gov |
| Round Hill Music LP | Nashville | 7 | $1.11 billion | $1.11 billion | adviserinfo.sec.gov |
| River Associates Investments, L.P. | Chattanooga | 2 | $815.5 million | $815.5 million | adviserinfo.sec.gov |
| Claritas Capital | Nashville | 108 | $789.9 million | $814 million | adviserinfo.sec.gov |
| Sanford C. Bernstein & Co., LLC | Nashville | 5 | $636 million | $1.22 billion | adviserinfo.sec.gov |
| Pharos Capital Group, LLC | Brentwood | 6 | $623 million | $629.6 million | adviserinfo.sec.gov |
| TSW II Capital Advisors, LLC | Chattanooga | 9 | $544.5 million | $544.5 million | adviserinfo.sec.gov |
| Council Capital Funds Management, LLC | Nashville | 7 | $518.6 million | $518.6 million | adviserinfo.sec.gov |
| TVV Capital | Nashville | 6 | $372 million | $372 million | adviserinfo.sec.gov |
| Carter-Haston Investment Partners II GP, LLC | Nashville | 10 | $367.2 million | $367.2 million | adviserinfo.sec.gov |
| Chickasaw Capital Management, LLC | Memphis | 52 | $353.3 million | $2.55 billion | adviserinfo.sec.gov |
| Hcip Advisors, LLC | Nashville | 1 | $339.3 million | $339.3 million | adviserinfo.sec.gov |
| Rare Capital Management, LLC | Nashville | 5 | $333.6 million | $333.6 million | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | 24 | $317.9 million | $328.7 million | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | 5 | $305.3 million | $2.14 billion | adviserinfo.sec.gov |
| Memphis Capital Management, LLC | Memphis | 3 | $268.6 million | $268.6 million | adviserinfo.sec.gov |
| Mission Value Partners, LLC | Nashville | 3 | $262 million | $303.2 million | adviserinfo.sec.gov |
| Cove Capital Management Inc. | Brentwood | 1 | $247.5 million | $247.5 million | adviserinfo.sec.gov |
| Ridgeline Capital Management, LLC | Memphis | 20 | $228.3 million | $228.3 million | adviserinfo.sec.gov |
| Walnut Grove Capital Partners, LP | Memphis | 9 | $226.3 million | $226.3 million | adviserinfo.sec.gov |
| Gen Cap America, Inc. | Nashville | 5 | $212.6 million | $212.6 million | adviserinfo.sec.gov |
| Callaway Capital Management, LLC | Nashville | 6 | $211.3 million | $211.3 million | adviserinfo.sec.gov |
| Highland Rim Capital, L.P. | Nashville | 2 | $209.7 million | $209.7 million | adviserinfo.sec.gov |
| 1819 Partners | Memphis | 4 | $207.1 million | $207.1 million | adviserinfo.sec.gov |
| Preserver Partners | Memphis | 1 | $168.3 million | $175.7 million | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | 9 | $166 million | $166 million | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | 12 | $165 million | $165 million | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | 3 | $155.1 million | $155.1 million | adviserinfo.sec.gov |
| Empirical Capital Management, LLC | Hendersonville | 2 | $152.7 million | $152.7 million | adviserinfo.sec.gov |
| Red Door Wealth Management, LLC | Memphis | 7 | $132.6 million | $3.09 billion | adviserinfo.sec.gov |
| Newsouth Capital Management Inc | Memphis | 1 | $118.8 million | $2.23 billion | adviserinfo.sec.gov |
| Additive Advisory PBC | Memphis | 1 | $97.6 million | $140.9 million | adviserinfo.sec.gov |
| 12th Street Asset Management | Nashville | 1 | $62.4 million | $621.6 million | adviserinfo.sec.gov |
| Templeton & Phillips Capital Management, LLC | Lookout Mountain | 2 | $57.1 million | $314.2 million | adviserinfo.sec.gov |
| B. Riley Wealth Private Shares | Memphis | 8 | $47.6 million | $47.6 million | adviserinfo.sec.gov |
| Worthington Capital Management, LLC | Memphis | 2 | $41.2 million | $41.2 million | adviserinfo.sec.gov |
| Southeastern Asset Management Inc. | Memphis | 2 | $36.4 million | $3.70 billion | adviserinfo.sec.gov |
| Malt Partners Management LLC | Nashville | 2 | $36.3 million | $36.3 million | adviserinfo.sec.gov |
| Moon Capital Management, LLC | Knoxville | 1 | $35.5 million | $391.5 million | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | 3 | $30.4 million | $749.4 million | adviserinfo.sec.gov |
| WMG Financial Advisors, LLC | Knoxville | 3 | $19.1 million | $693.8 million | adviserinfo.sec.gov |
| Calydon Capital, LLC | Memphis | 1 | $18.2 million | $3.58 billion | adviserinfo.sec.gov |
| Mercury Investment Group | Memphis | 6 | $15.5 million | $252.6 million | adviserinfo.sec.gov |
| Acumen Wealth Advisors, LLC | Chattanooga | 1 | $9.4 million | $638.5 million | adviserinfo.sec.gov |
| Highland Capital Management, LLC | Memphis | 2 | $1.8 million | $3.88 billion | adviserinfo.sec.gov |
| Truehaven Capital | Franklin | 3 | $191,000 | $62.3 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.