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Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions

Investment advisers serving sovereign wealth funds and foreign official institutions: 364 firms and $2.1 trillion in AUM

364 SEC registered investment advisers report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $2.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mitsubishi Ufj Trust and Banking Corporation.

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.

  • 364Advisers
  • $2.1 trillionAUM from this client type
  • 359Advisers over $100 million
  • November 2, 2026File date

Advisers serving sovereign wealth funds and foreign official institutions

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. The first 300 of 364 are shown.

AdviserCityStateClients of this typeAUM from this typeTotal AUMSource
Mitsubishi Ufj Trust and Banking CorporationTokyoJapan10$228.06 billion$406.96 billionadviserinfo.sec.gov
Pacific Investment Management Company LLCNewport BeachCA104$153.33 billion$3.67 trillionadviserinfo.sec.gov
Blackrock Financial Management, IncNew YorkNY49$90.42 billion$1.60 trillionadviserinfo.sec.gov
Macquarie Investment Management Global LimitedSydneyAustralia30$78.62 billion$187.35 billionadviserinfo.sec.gov
Mellon Investments CorporationPittsburghPA15$75.46 billion$873.87 billionadviserinfo.sec.gov
J.P. Morgan Investment Management Inc.New YorkNY41$69.28 billion$3.52 trillionadviserinfo.sec.gov
Pgim, Inc.NewarkNJ22$58.18 billion$1.13 trillionadviserinfo.sec.gov
Wellington Management Company LLPBostonMA48$51.57 billion$1.43 trillionadviserinfo.sec.gov
UBS Asset Management (Americas) LLCNew YorkNY18$50.62 billion$588.22 billionadviserinfo.sec.gov
Blackrock Asset Management North Asia LimitedHong KongChina17$50.17 billion$140.25 billionadviserinfo.sec.gov
Jpmorgan Asset Management (UK) LimitedLondonUnited Kingdom27$43.02 billion$484.10 billionadviserinfo.sec.gov
Mariner Investment Group, LLCNew YorkNYFewer than 5$41.91 billion$176.31 billionadviserinfo.sec.gov
Sanders Capital, LLCWest Palm BeachFL13$34.66 billion$122.18 billionadviserinfo.sec.gov
Northern Trust Investments, IncorporatedChicagoIL29$30.32 billion$1.25 trillionadviserinfo.sec.gov
Pgim LimitedLondonUnited Kingdom26$29.23 billion$76.45 billionadviserinfo.sec.gov
Ashmore Investment Management LTDLondonUnited Kingdom13$27.03 billion$47.36 billionadviserinfo.sec.gov
T. Rowe Price Associates, Inc.BaltimoreMD12$26.21 billion$2.20 trillionadviserinfo.sec.gov
III Capital ManagementBoca RatonFLFewer than 5$23.98 billion$88.24 billionadviserinfo.sec.gov
TCW Asset Management Company LLCLos AngelesCA22$21.55 billion$81.18 billionadviserinfo.sec.gov
Panagora Asset Management IncBostonMA9$21.49 billion$44.13 billionadviserinfo.sec.gov
Loomis, Sayles & Company, L.P.BostonMA9$20.47 billion$386.88 billionadviserinfo.sec.gov
First Sentier InvestorsBarangaroo, NSWAustralia21$20.12 billion$52.93 billionadviserinfo.sec.gov
Goldman Sachs Asset Management InternationalLondonUnited Kingdom11$19.36 billion$621.02 billionadviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.New YorkNY7$17.94 billion$2.65 trillionadviserinfo.sec.gov
Blackrock (Singapore) LimitedSingaporeSingapore13$15.88 billion$70.33 billionadviserinfo.sec.gov
Brandywine Global Investment Management, LLCPhiladelphiaPA12$15.70 billion$65.44 billionadviserinfo.sec.gov
Alliancebernstein L.P.NashvilleTN12$15.40 billion$763.40 billionadviserinfo.sec.gov
T. Rowe Price International LTDLondonUnited Kingdom7$15.26 billion$277.19 billionadviserinfo.sec.gov
Dimensional Fund Advisors LPAustinTX11$14.92 billion$1.02 trillionadviserinfo.sec.gov
MFS Institutional Advisors Inc.BostonMA12$14.56 billion$113.59 billionadviserinfo.sec.gov
Ninety One UK LimitedLondonUnited Kingdom10$14.33 billion$130.19 billionadviserinfo.sec.gov
Principal Asset ManagementDes MoinesIA12$14.28 billion$427.71 billionadviserinfo.sec.gov
Invesco Advisers, Inc.AtlantaGA13$14.15 billion$749.52 billionadviserinfo.sec.gov
Western Asset Management Company LimitedLondonUnited Kingdom8$14.15 billion$20.09 billionadviserinfo.sec.gov
Amova Asset Management Co.,Ltd.TokyoJapan21$14.09 billion$247.43 billionadviserinfo.sec.gov
Morgan Stanley Investment Management Inc.New YorkNY16$14.06 billion$702.25 billionadviserinfo.sec.gov
AQR Capital Management, LLCGreenwichCT11$13.31 billion$311.70 billionadviserinfo.sec.gov
Columbia Management Investment Advisers, LLCBostonMA9$13.16 billion$502.40 billionadviserinfo.sec.gov
Mic Capital Management UK LLPLondonUnited Kingdom2$12.02 billion$36.80 billionadviserinfo.sec.gov
LSV Asset ManagementChicagoIL11$11.18 billion$104.25 billionadviserinfo.sec.gov
Millennium Management LLCNew YorkNYFewer than 5$10.27 billion$720.85 billionadviserinfo.sec.gov
Neuberger Berman Investment Advisers LLCNew YorkNY14$9.44 billion$398.65 billionadviserinfo.sec.gov
Templeton Asset Management LTD.SingaporeSingapore13$9.36 billion$24.05 billionadviserinfo.sec.gov
Fiam LLCSmithfieldRI13$9.04 billion$347.73 billionadviserinfo.sec.gov
Bridgewater Associates, LPWestportCT6$8.85 billion$150.16 billionadviserinfo.sec.gov
Arrowstreet Capital, Limited PartnershipBostonMA3$8.71 billion$351.32 billionadviserinfo.sec.gov
Franklin Advisers, Inc.San MateoCA20$8.58 billion$509.45 billionadviserinfo.sec.gov
Franklin Templeton Investment Management LimitedLondonUnited Kingdom10$8.32 billion$40.52 billionadviserinfo.sec.gov
Asset Management One Co., LTD.TokyoJapan1$7.76 billion$470.54 billionadviserinfo.sec.gov
Acadian Asset ManagementBostonMA5$7.48 billion$177.46 billionadviserinfo.sec.gov
MKP Capital Management, L.L.C.New YorkNY1$7.45 billion$12.85 billionadviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLCNew YorkNY5$7.39 billion$57.43 billionadviserinfo.sec.gov
Blackrock International LimitedEdinburghUnited KingdomFewer than 5$7.32 billion$30.78 billionadviserinfo.sec.gov
BTG Pactual Asset Management US , LLCNew YorkNYFewer than 5$7.27 billion$30.11 billionadviserinfo.sec.gov
Trexquant Investment LPStamfordCT3$7.04 billion$13.48 billionadviserinfo.sec.gov
Blue Owl Real Estate Capital LLCChicagoIL9$6.96 billion$67.88 billionadviserinfo.sec.gov
Oak Hill Advisors, L.P.New YorkNY10$6.94 billion$100.72 billionadviserinfo.sec.gov
Western Asset Management CompanyPasadenaCA3$6.89 billion$184.99 billionadviserinfo.sec.gov
American Century Investment Management IncKansas CityMO8$6.61 billion$305.98 billionadviserinfo.sec.gov
Rreef America L.L.C.ChicagoIL11$6.60 billion$34.34 billionadviserinfo.sec.gov
Mackay Shields LLCNew YorkNY1$6.47 billion$159.52 billionadviserinfo.sec.gov
Eaton Vance ManagementBostonMA1$6.42 billion$97.02 billionadviserinfo.sec.gov
Eaton Vance Advisers International LTD.LondonUnited Kingdom1$6.42 billion$35.52 billionadviserinfo.sec.gov
Ellington Management Group, L.L.C.Old GreenwichCT1$6.39 billion$20.76 billionadviserinfo.sec.gov
Jennison AssociatesNew YorkNY9$6.18 billion$214.84 billionadviserinfo.sec.gov
First Eagle Investment Management, LLCNew YorkNY2$6.17 billion$136.48 billionadviserinfo.sec.gov
Springs Capital (Hong Kong) LimitedHong KongHong Kong5$6.00 billion$7.17 billionadviserinfo.sec.gov
Morrison US, LLCWellingtonNew Zealand1$5.93 billion$32.53 billionadviserinfo.sec.gov
Vontobel Asset Management, Inc.New YorkNY6$5.91 billion$20.29 billionadviserinfo.sec.gov
Fisher InvestmentsPlanoTX3$5.79 billion$386.67 billionadviserinfo.sec.gov
Ares Management LLCLos AngelesCAFewer than 5$5.73 billion$458.82 billionadviserinfo.sec.gov
Algert Global LLCSan FranciscoCA3$5.50 billion$10.20 billionadviserinfo.sec.gov
Capital International, Inc.Los AngelesCA5$5.44 billion$64.25 billionadviserinfo.sec.gov
WCM Investment ManagementLaguna BeachCA3$5.42 billion$96.77 billionadviserinfo.sec.gov
Manulife Investment Management (US) LLCBostonMA10$5.40 billion$228.04 billionadviserinfo.sec.gov
IntechWest Palm BeachFLFewer than 5$5.34 billion$15.47 billionadviserinfo.sec.gov
Morgan Stanley Investment Management LimitedLondonUnited Kingdom6$5.25 billion$174.54 billionadviserinfo.sec.gov
Fermat Capital Management, LLCWestportCT7$5.12 billion$11.14 billionadviserinfo.sec.gov
DWS Investment Management Americas, Inc.New YorkNY3$5.08 billion$199.66 billionadviserinfo.sec.gov
Amova Asset Management UK LimitedLondonUnited Kingdom5$5.07 billion$19.19 billionadviserinfo.sec.gov
Ares Capital Management LLCLos AngelesCAFewer than 5$5.06 billion$97.62 billionadviserinfo.sec.gov
Geode Capital Management, LLCBostonMAFewer than 5$4.97 billion$1.74 trillionadviserinfo.sec.gov
Artisan Partners Limited PartnershipMilwaukeeWI8$4.92 billion$183.62 billionadviserinfo.sec.gov
Neuberger Berman Europe LimitedLondonUnited Kingdom8$4.89 billion$97.98 billionadviserinfo.sec.gov
Goldman Sachs Asset Management (Singapore) Pte. LTD.SingaporeSingapore2$4.69 billion$13.78 billionadviserinfo.sec.gov
Connor Clark & Lunn Investment Management LTDVancouver, BCCanadaFewer than 5$4.68 billion$85.59 billionadviserinfo.sec.gov
Systematica Investments GP LimitedSt HelierJerseyFewer than 5$4.68 billion$23.79 billionadviserinfo.sec.gov
Systematica Investments LimitedSt HelierJerseyFewer than 5$4.68 billion$23.79 billionadviserinfo.sec.gov
Systematica Investments Singapore Pte. LTDSingaporeSingaporeFewer than 5$4.68 billion$23.79 billionadviserinfo.sec.gov
Systematica Investments UK LLPLondonUnited KingdomFewer than 5$4.68 billion$23.79 billionadviserinfo.sec.gov
Northern Trust Global Investments LTDLondonUnited Kingdom2$4.63 billion$208.39 billionadviserinfo.sec.gov
Eagle Capital Management LLCNew YorkNYFewer than 5$4.60 billion$35.80 billionadviserinfo.sec.gov
Abrdn Asia LimitedSingaporeSingapore3$4.57 billion$40.27 billionadviserinfo.sec.gov
Wellington Management Hong Kong LimitedCentral, Hong KongHong Kong9$4.54 billion$14.15 billionadviserinfo.sec.gov
Jacobs Levy Equity ManagementFlorham ParkNJFewer than 5$4.29 billion$28.01 billionadviserinfo.sec.gov
GQG PartnersFort LauderdaleFL4$4.23 billion$163.86 billionadviserinfo.sec.gov
Colchester Global InvestorsLondonUnited Kingdom1$4.23 billion$26.96 billionadviserinfo.sec.gov
Baillie Gifford Overseas LTDEdinburghUnited Kingdom6$4.21 billion$144.00 billionadviserinfo.sec.gov
FegCincinnatiOHFewer than 5$4.14 billion$19.71 billionadviserinfo.sec.gov
Wellington Management Japan Pte LTDTokyoJapan13$3.97 billion$17.75 billionadviserinfo.sec.gov
Victory Capital Management Inc.San AntonioTX7$3.95 billion$282.71 billionadviserinfo.sec.gov
Neuberger Berman Asia LimitedHong KongHong Kong5$3.93 billion$11.01 billionadviserinfo.sec.gov
Federated Hermes (UK) LLPLondonUnited Kingdom2$3.69 billion$24.72 billionadviserinfo.sec.gov
Federated Investment CounselingPittsburghPA2$3.69 billion$207.21 billionadviserinfo.sec.gov
Cohen & Steers Capital Management Inc.New YorkNY8$3.57 billion$85.67 billionadviserinfo.sec.gov
Janus Henderson InvestorsDenverCOFewer than 5$3.42 billion$380.43 billionadviserinfo.sec.gov
Payden & RygelLos AngelesCA10$3.37 billion$158.23 billionadviserinfo.sec.gov
Samsung Asset Management Company, LTD.SeoulKorea, South1$3.26 billion$300.82 billionadviserinfo.sec.gov
Abrdn Investments LimitedEdinburghUnited Kingdom6$3.25 billion$206.50 billionadviserinfo.sec.gov
Blackrock Investment Management, LLCPrincetonNJFewer than 5$3.22 billion$676.69 billionadviserinfo.sec.gov
Capital Research and Management CompanyLos AngelesCA5$3.11 billion$4.32 trillionadviserinfo.sec.gov
Voleon Capital Management LPBerkeleyCAFewer than 5$3.11 billion$29.38 billionadviserinfo.sec.gov
Nomura Corporate Research and Asset Management IncNew YorkNY4$3.02 billion$37.56 billionadviserinfo.sec.gov
Sona Asset Management (US) LLCNew YorkNY2$3.00 billion$33.49 billionadviserinfo.sec.gov
Alpinvest US Holdings, LLCNew YorkNY9$2.95 billion$57.66 billionadviserinfo.sec.gov
Causeway Capital Management LLCLos AngelesCAFewer than 5$2.91 billion$62.24 billionadviserinfo.sec.gov
Blackstone Alternative Asset Management L.P.New YorkNY7$2.90 billion$92.04 billionadviserinfo.sec.gov
Primecap Management CoPasadenaCA1$2.81 billion$139.34 billionadviserinfo.sec.gov
Keywise Capital Management (HK) LimitedHong KongHong Kong1$2.76 billion$2.89 billionadviserinfo.sec.gov
Aksia LLCNew YorkNY7$2.71 billion$35.20 billionadviserinfo.sec.gov
Aristeia Capital, LLCGreenwichCTFewer than 5$2.56 billion$13.73 billionadviserinfo.sec.gov
Nomura Asset Management Co., LTD.TokyoJapan4$2.56 billion$601.79 billionadviserinfo.sec.gov
Insight InvestmentNew YorkNYFewer than 5$2.55 billion$171.09 billionadviserinfo.sec.gov
Alpha Wave Global, LPMiamiFLFewer than 5$2.54 billion$26.66 billionadviserinfo.sec.gov
Franklin Templeton Institutional, LLCNew YorkNY6$2.52 billion$29.59 billionadviserinfo.sec.gov
Numeric Investors LLCBostonMAFewer than 5$2.51 billion$94.40 billionadviserinfo.sec.gov
MFS Investment ManagementBostonMA4$2.46 billion$514.05 billionadviserinfo.sec.gov
Jpmorgan Asset Management (Asia Pacific) LimitedHong KongHong Kong4$2.41 billion$169.62 billionadviserinfo.sec.gov
Pinebridge Investments LLCNew YorkNYFewer than 5$2.31 billion$76.73 billionadviserinfo.sec.gov
RBC Global Asset Management (UK) LimitedLondonUnited Kingdom4$2.27 billion$178.01 billionadviserinfo.sec.gov
TRG Management LPNew YorkNYFewer than 5$2.26 billion$6.72 billionadviserinfo.sec.gov
Christofferson, Robb & CompanyNew YorkNY4$2.23 billion$11.27 billionadviserinfo.sec.gov
HSBC Global Asset Management (USA) Inc.New YorkNY1$2.23 billion$156.56 billionadviserinfo.sec.gov
General Atlantic Service Company, L.P.New YorkNY7$2.19 billion$125.26 billionadviserinfo.sec.gov
Green Court Capital Management LimitedCentral, Hong KongHong KongFewer than 5$2.19 billion$5.54 billionadviserinfo.sec.gov
Eldridge Credit Advisers, LLCNew YorkNY5$2.18 billion$8.46 billionadviserinfo.sec.gov
Abrdn Inc.PhiladelphiaPA4$2.15 billion$41.48 billionadviserinfo.sec.gov
Marathon-LondonLondonUnited KingdomFewer than 5$2.10 billion$39.04 billionadviserinfo.sec.gov
Longview Partners (Guernsey) LimitedSt. Peter PortGuernseyFewer than 5$2.07 billion$11.51 billionadviserinfo.sec.gov
Longview Partners LLPLondonUnited KingdomFewer than 5$2.07 billion$11.51 billionadviserinfo.sec.gov
Harvest Fund Advisors LLCWaynePA5$2.06 billion$8.13 billionadviserinfo.sec.gov
Virtus Fixed Income Advisers, LLCHartfordCTFewer than 5$2.00 billion$34.91 billionadviserinfo.sec.gov
Schroder Investment Management North America IncNew YorkNY10$1.97 billion$150.40 billionadviserinfo.sec.gov
Sparx Asset Management Korea Co., LTD.SeoulKorea, SouthFewer than 5$1.94 billion$2.13 billionadviserinfo.sec.gov
Jpmorgan Alternative Asset ManagementNew YorkNY3$1.90 billion$29.73 billionadviserinfo.sec.gov
Neuberger Berman Singapore Pte. LimitedSingaporeSingapore4$1.85 billion$29.29 billionadviserinfo.sec.gov
Lighthouse Investment Partners, LLCPalm Beach GardensFLFewer than 5$1.82 billion$107.45 billionadviserinfo.sec.gov
Boston PartnersBostonMA2$1.75 billion$116.17 billionadviserinfo.sec.gov
Hamilton LaneConshohockenPA8$1.73 billion$141.83 billionadviserinfo.sec.gov
Itau USA Asset ManagementNew YorkNYFewer than 5$1.71 billion$9.27 billionadviserinfo.sec.gov
360 One Asset Management LimitedMumbai,MaharashtraIndia5$1.68 billion$4.31 billionadviserinfo.sec.gov
Northcape CapitalSydney, New South WalesAustraliaFewer than 5$1.68 billion$12.29 billionadviserinfo.sec.gov
Quantum Advisors Private LimitedMumbaiIndiaFewer than 5$1.64 billion$1.75 billionadviserinfo.sec.gov
Corsair Capital LLCNew YorkNY1$1.64 billion$7.68 billionadviserinfo.sec.gov
Investcorp Corsair Infrastructure Partners, L.P.New YorkNY1$1.64 billion$5.19 billionadviserinfo.sec.gov
Churchill Asset Management LLCNew YorkNY2$1.62 billion$55.66 billionadviserinfo.sec.gov
DWS International GMBHFrankfurt Am MainGermanyFewer than 5$1.61 billion$228.87 billionadviserinfo.sec.gov
CVC Credit Partners, LLCNew YorkNYFewer than 5$1.61 billion$61.63 billionadviserinfo.sec.gov
Quad Investment Management Corp.Seoul, Yeongdeungpo-GuKorea, South2$1.60 billion$2.62 billionadviserinfo.sec.gov
Dfa Australia LimitedSydneyAustraliaFewer than 5$1.60 billion$361.60 billionadviserinfo.sec.gov
Dimensional Fund Advisors LTDLondonUnited KingdomFewer than 5$1.60 billion$364.73 billionadviserinfo.sec.gov
Aps Asset Management Pte LTDSingaporeSingaporeFewer than 5$1.57 billion$2.23 billionadviserinfo.sec.gov
Schroder Investment Management North America LTDLondonUnited Kingdom3$1.54 billion$82.55 billionadviserinfo.sec.gov
First Sentier Investors International IM LimitedEdinburghUnited Kingdom1$1.53 billion$16.09 billionadviserinfo.sec.gov
Ashoka Whiteoak Capital Pte. LTD.Samsung HubSingaporeFewer than 5$1.49 billion$5.38 billionadviserinfo.sec.gov
NZS Capital LLCDenverCOFewer than 5$1.49 billion$4.06 billionadviserinfo.sec.gov
Ausbil Investment Management LimitedSydneyAustralia1$1.48 billion$14.35 billionadviserinfo.sec.gov
E Fund Management (Hong Kong) Co., LimitedHong KongHong Kong1$1.46 billion$15.72 billionadviserinfo.sec.gov
Guggenheim Partners Investment Management, LLCNew YorkNY1$1.46 billion$240.66 billionadviserinfo.sec.gov
T.Rowe Price Hong Kong LimitedCentralHong KongFewer than 5$1.43 billion$42.34 billionadviserinfo.sec.gov
Sands Capital Management, LLCArlingtonVAFewer than 5$1.38 billion$44.30 billionadviserinfo.sec.gov
NB Alternatives Advisers LLCDallasTX9$1.36 billion$160.24 billionadviserinfo.sec.gov
Blackstone Tactical Opportunities Advisors L.L.C.New YorkNYFewer than 5$1.34 billion$40.36 billionadviserinfo.sec.gov
Goldman Sachs Asset Management (Hong Kong) LimitedCentral, Hong KongChina1$1.33 billion$21.19 billionadviserinfo.sec.gov
Polunin Capital Partners LimitedLondonUnited KingdomFewer than 5$1.28 billion$7.96 billionadviserinfo.sec.gov
O'Connor Alternative Investments, LLCNew YorkNY1$1.28 billion$16.37 billionadviserinfo.sec.gov
Magnetar Asset Management LLCEvanstonILFewer than 5$1.25 billion$1.92 billionadviserinfo.sec.gov
Marshfield AssociatesWashingtonDC1$1.19 billion$8.12 billionadviserinfo.sec.gov
KBS Realty Advisors, LLCNewport BeachCA1$1.17 billion$2.72 billionadviserinfo.sec.gov
Valuequest Investment Advisors Private LTDMumbaiIndia1$1.15 billion$2.20 billionadviserinfo.sec.gov
Pgim Private Placement Investors, L.P.NewarkNJ1$1.15 billion$24.44 billionadviserinfo.sec.gov
Madison International Realty Holdings, LLCNew YorkNYFewer than 5$1.11 billion$6.31 billionadviserinfo.sec.gov
Stony Point CapitalNew YorkNY1$1.10 billion$1.49 billionadviserinfo.sec.gov
Doubleline Capital LPTampaFL1$1.09 billion$93.32 billionadviserinfo.sec.gov
CS Capital Management IncEl SegundoCAFewer than 5$1.09 billion$1.09 billionadviserinfo.sec.gov
Scout Investments, Inc.Kansas CityMO3$1.07 billion$36.57 billionadviserinfo.sec.gov
Markets Infrastructure PartnersNew YorkNY2$1.07 billion$1.11 billionadviserinfo.sec.gov
T. Rowe Price Singapore Private LTDSingaporeSingaporeFewer than 5$1.07 billion$2.30 billionadviserinfo.sec.gov
Global Infrastructure Management, LLCNew YorkNYFewer than 5$1.05 billion$142.15 billionadviserinfo.sec.gov
L&G, Asset Management, AmericaChicagoIL1$1.04 billion$267.16 billionadviserinfo.sec.gov
Nomura Investment Management Business TrustPhiladelphiaPAFewer than 5$1.03 billion$144.04 billionadviserinfo.sec.gov
TT InternationalLondonUnited KingdomFewer than 5$1.02 billion$5.07 billionadviserinfo.sec.gov
Blue Owl Digital Infrastructure Trust Advisors LLCChicagoIL1$1.01 billion$4.42 billionadviserinfo.sec.gov
C Worldwide Asset Management Fondsmaeglerselskab A/SCopenhagenDenmark1$992.9 million$15.28 billionadviserinfo.sec.gov
Bailard, Inc.Foster CityCA1$982.5 million$7.56 billionadviserinfo.sec.gov
Newton Investment Management LTDLondonUnited KingdomFewer than 5$971.1 million$42.39 billionadviserinfo.sec.gov
Allspring Global Investments, LLCCharlotteNCFewer than 5$918.3 million$475.78 billionadviserinfo.sec.gov
RBC Global Asset Management (U.S.) Inc.MinneapolisMN1$903 million$104.49 billionadviserinfo.sec.gov
Crestline Management, L.P.Fort WorthTX16$884.6 million$22.51 billionadviserinfo.sec.gov
Wasatch Advisors LPSalt Lake CityUT2$870.9 million$23.35 billionadviserinfo.sec.gov
Crescent Capital Group LPLos AngelesCA5$854.7 million$49.71 billionadviserinfo.sec.gov
DSM Capital PartnersPalm Beach GardensFLFewer than 5$843.4 million$7.56 billionadviserinfo.sec.gov
Park Presidio Capital LLCSan FranciscoCAFewer than 5$822 million$1.65 billionadviserinfo.sec.gov
First Turn Management, LLCSolana BeachCA1$807 million$900.1 millionadviserinfo.sec.gov
Cohen & Steers Asia LimitedCentralHong KongFewer than 5$775.6 million$2.95 billionadviserinfo.sec.gov
AEW Capital Management LPBostonMAFewer than 5$766.5 million$3.02 billionadviserinfo.sec.gov
Navi Intl-Administradora E Gestora de Recursos Financeiros Ltda.Sao PauloBrazilFewer than 5$762.8 million$810 millionadviserinfo.sec.gov
Blue Owl Credit Private Fund Advisors LLCNew YorkNY3$761.7 million$46.06 billionadviserinfo.sec.gov
Elementum Advisors, LLCChicagoILFewer than 5$737.8 million$4.48 billionadviserinfo.sec.gov
William Blair Investment Management, LLCChicagoIL4$721.5 million$65.60 billionadviserinfo.sec.gov
Altimeter Capital Management, LPMenlo ParkCA1$716.1 million$18.75 billionadviserinfo.sec.gov
Mawer Investment Management LTD.Calgary, AlbertaCanada1$694.2 million$40.94 billionadviserinfo.sec.gov
Applied Finance Capital Management, LLCSan JuanPR2$684.1 million$4.44 billionadviserinfo.sec.gov
Franklin Templeton Investments Corp.Toronto (Ontario)CanadaFewer than 5$677.1 million$12.77 billionadviserinfo.sec.gov
Allspring Global Investments (Singapore) Pte. LTD.SingaporeSingapore1$661.8 million$893.9 millionadviserinfo.sec.gov
Davern Capital Partners, LPNew YorkNY1$660 million$715.1 millionadviserinfo.sec.gov
Morgan Stanley Investment Management CompanySingaporeSingapore2$630.8 million$10.94 billionadviserinfo.sec.gov
3650 REIT Investment Management LLCMiamiFL5$627.1 million$2.43 billionadviserinfo.sec.gov
PermianDallasTXFewer than 5$624.7 million$2.43 billionadviserinfo.sec.gov
Heitman Capital Management LLCChicagoIL1$621.6 million$6.09 billionadviserinfo.sec.gov
Keyridge Asset Management LimitedDublin 1Ireland1$617 million$162.89 billionadviserinfo.sec.gov
Invesco Hong Kong LimitedHong KongChina2$612.8 million$26.20 billionadviserinfo.sec.gov
Stable Asset Management LPNew YorkNY1$609.5 million$4.60 billionadviserinfo.sec.gov
Starboard Value LPNew YorkNYFewer than 5$608.4 million$8.15 billionadviserinfo.sec.gov
T. Rowe Price Japan, Inc.TokyoJapanFewer than 5$606.5 million$24.07 billionadviserinfo.sec.gov
Brookfield Public Securities Group LLCNew YorkNYFewer than 5$604.7 million$66.46 billionadviserinfo.sec.gov
Talos Eurisko Asset Management LPNew YorkNYFewer than 5$599.9 million$1.76 billionadviserinfo.sec.gov
Investcorp Absolute Return Investments LLCNew YorkNYFewer than 5$590 million$1.12 billionadviserinfo.sec.gov
Harris | OakmarkChicagoILFewer than 5$584.3 million$109.48 billionadviserinfo.sec.gov
Karma Capital Advisors PVT LTD.Mumbai, MaharashtraIndia1$579.1 million$632.5 millionadviserinfo.sec.gov
East CapitalStockholmSwedenFewer than 5$568 million$4.28 billionadviserinfo.sec.gov
Life Cycle Investment Partners LimitedLondonUnited Kingdom1$566.3 million$29.38 billionadviserinfo.sec.gov
Hollyport Capital LLPLondonUnited Kingdom1$549.3 million$12.20 billionadviserinfo.sec.gov
Castle Hook Partners LPNew YorkNY1$537 million$10.96 billionadviserinfo.sec.gov
Leadenhall Capital PartnersLondonUnited Kingdom2$533.7 million$5.72 billionadviserinfo.sec.gov
Gresham Investment Management LLCNew YorkNY2$524.3 million$8.55 billionadviserinfo.sec.gov
Apollo Capital Management, L.P.New YorkNY1$522.9 million$718.48 billionadviserinfo.sec.gov
Qic Investments No. 1 Pty LTDBrisbane QueenslandAustraliaFewer than 5$520.2 million$5.61 billionadviserinfo.sec.gov
Centerbridge Partners, L.P.New YorkNYFewer than 5$508.6 million$79.86 billionadviserinfo.sec.gov
Breakout Capital PartnersNew YorkNYFewer than 5$500.4 million$1.20 billionadviserinfo.sec.gov
P/E Global LLCBostonMAFewer than 5$498.9 million$1.71 billionadviserinfo.sec.gov
Edgepoint Investment GroupToronto, OntarioCanada1$490.2 million$33.80 billionadviserinfo.sec.gov
Incentive AsOsloNorway1$487.5 million$2.46 billionadviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLCLos AngelesCA1$485 million$39.36 billionadviserinfo.sec.gov
Pgim Quantitative SolutionsNewarkNJ1$479.1 million$110.95 billionadviserinfo.sec.gov
Westwood Management CorpDallasTXFewer than 5$474.7 million$12.46 billionadviserinfo.sec.gov
Entrust Global Partners LLCNew YorkNY1$471.8 million$11.82 billionadviserinfo.sec.gov
Gavilan Investment Partners LLCBurlingameCA1$447.9 million$514.7 millionadviserinfo.sec.gov
NS Management LTDDevonshire, DevonshireBermudaFewer than 5$446 million$850.3 millionadviserinfo.sec.gov
Wafra Inc.New YorkNYFewer than 5$437.6 million$29.04 billionadviserinfo.sec.gov
Vergent Asset ManagementLondonUnited KingdomFewer than 5$437.6 million$1.25 billionadviserinfo.sec.gov
Select Equity Group, L.P.New YorkNYFewer than 5$432 million$36.38 billionadviserinfo.sec.gov
Parnassus Investments, LLCSan FranciscoCA1$431 million$41.09 billionadviserinfo.sec.gov
Lansdowne Partners (UK) LLPLondonUnited Kingdom1$428.8 million$10.30 billionadviserinfo.sec.gov
Winton Capital Management LTD.LondonUnited KingdomFewer than 5$427.4 million$11.67 billionadviserinfo.sec.gov
Squadra Investments, Gestao de Recursos Ltda.Rio de JaneiroBrazil1$425.4 million$2.08 billionadviserinfo.sec.gov
HBK Capital ManagementDallasTXFewer than 5$417.2 million$35.61 billionadviserinfo.sec.gov
Pascal Investment Advisers SANyonSwitzerland1$404.9 million$716.7 millionadviserinfo.sec.gov
Invesco Asset Management (Japan) LimitedTokyoJapanFewer than 5$401.1 million$76.06 billionadviserinfo.sec.gov
UBS Financial Services Inc.WeehawkenNJ34$399.2 million$915.79 billionadviserinfo.sec.gov
Cypress Point Investment Management LPMill ValleyCA1$396 million$512.4 millionadviserinfo.sec.gov
Tri Locum Partners LPNew YorkNY1$389 million$1.09 billionadviserinfo.sec.gov
Principal Real EstateDes MoinesIA5$387.8 million$105.65 billionadviserinfo.sec.gov
Cohen & Steers UK LimitedLondonUnited KingdomFewer than 5$385.9 million$5.37 billionadviserinfo.sec.gov
Coolabah Capital Institutional Investments Pty LimitedSydneyAustraliaFewer than 5$372.6 million$13.92 billionadviserinfo.sec.gov
BrooklandsLondonUnited Kingdom1$370.9 million$1.46 billionadviserinfo.sec.gov
First Sentier InvestorsBarangaroo, NSWAustralia1$370.9 million$6.83 billionadviserinfo.sec.gov
Inca Investments, LLCMiamiFLFewer than 5$353.9 million$569.6 millionadviserinfo.sec.gov
Isometry Capital, LLCNew YorkNY1$351.3 million$1.01 billionadviserinfo.sec.gov
Hermes Investment Management LimitedLondonUnited Kingdom1$349.1 million$24.79 billionadviserinfo.sec.gov
Digitalbridge Investment Management, LLCBoca RatonFL1$347.8 million$61.10 billionadviserinfo.sec.gov
Manulife Investment Management Timberland and Agriculture IncBostonMAFewer than 5$336.7 million$6.74 billionadviserinfo.sec.gov
Strategic Income Management, LLCSeattleWA1$331.1 million$3.14 billionadviserinfo.sec.gov
Wgi DM, LLCBostonMAFewer than 5$317.4 million$7.78 billionadviserinfo.sec.gov
Dolan McEniry Capital Management LLCChicagoIL6$313.7 million$13.76 billionadviserinfo.sec.gov
Sound Shore Management IncGreenwichCT1$310.6 million$3.40 billionadviserinfo.sec.gov
Cedar Street Asset Management LLCChicagoILFewer than 5$305.1 million$938.4 millionadviserinfo.sec.gov
Neuberger Berman Canada UlcToronto, OntarioCanada2$305 million$12.39 billionadviserinfo.sec.gov
New Century Advisors, LLCChevy ChaseMD2$291.6 million$4.31 billionadviserinfo.sec.gov
Westport Capital Partners LLCDarienCT1$290.8 million$8.92 billionadviserinfo.sec.gov
Metropolitan West Asset Management LLCLos AngelesCA2$287.1 million$78.52 billionadviserinfo.sec.gov
Oaktree Capital Management, L.P.Los AngelesCA1$283.1 million$183.29 billionadviserinfo.sec.gov
Petra Capital Management, Inc.SeoulKorea, SouthFewer than 5$277.4 million$1.76 billionadviserinfo.sec.gov
Chickasaw Capital Management, LLCMemphisTNFewer than 5$271.2 million$2.55 billionadviserinfo.sec.gov
Polen Capital Management, LLCBoca RatonFLFewer than 5$260.2 million$24.06 billionadviserinfo.sec.gov
Morgan Stanley Aip GP LPWest ConshohockenPA3$258.4 million$40.85 billionadviserinfo.sec.gov
JVP ManagementNew YorkNY1$253.6 million$4.98 billionadviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLCRadnorPAFewer than 5$249 million$10.80 billionadviserinfo.sec.gov
Principal Asset Management (Asia)WanchaiHong Kong1$242.8 million$14.38 billionadviserinfo.sec.gov
Locust Wood Capital Advisers, LLCNew YorkNY1$242.1 million$4.40 billionadviserinfo.sec.gov
Dalton Investments, Inc.El SegundoCA1$238.8 million$5.72 billionadviserinfo.sec.gov
Frontier Capital Management Co LLCBostonMAFewer than 5$238.7 million$9.60 billionadviserinfo.sec.gov
Colbert Investment Management CoMiamiFL1$236.5 million$295.8 millionadviserinfo.sec.gov
Two Sigma Investments, LPNew YorkNY1$228.5 million$232.82 billionadviserinfo.sec.gov
Santa Lucia Asset Management Pte. LTD.SingaporeSingapore1$226.7 million$1.50 billionadviserinfo.sec.gov
Boston Trust Walden Inc.BostonMA1$226.5 million$4.58 billionadviserinfo.sec.gov
Clarion PartnersNew YorkNYFewer than 5$221.3 million$73.68 billionadviserinfo.sec.gov
Fountaincap Research & Investment (Hong Kong) Co., LimitedWan ChaiHong KongFewer than 5$207.7 million$1.60 billionadviserinfo.sec.gov
Pzena Investment Management LLCNew YorkNY1$199 million$81.44 billionadviserinfo.sec.gov
Ivyrock Asset Management (HK) LimitedHong KongHong Kong1$183.2 million$1.21 billionadviserinfo.sec.gov

By state

StateAdvisers
New York79
California38
Massachusetts24
Florida19
Illinois16
Connecticut13
Pennsylvania11
Texas9
New Jersey7
Colorado4
Maryland4
Missouri3
Iowa3
Georgia2
Tennessee2
Washington2
Puerto Rico2
Oregon1
North Carolina1
Utah1
Minnesota1
Ohio1
Rhode Island1
Virginia1
Wisconsin1
District of Columbia1
Nebraska1
Idaho1

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.