Skip to the page

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

Investment advisers in Connecticut serving sovereign wealth funds and foreign official institutions: 13 firms

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

13 SEC registered investment advisers with a main office in Connecticut report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $46.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is AQR Capital Management, LLC.

The request: Every investment adviser in Connecticut that serves sovereign wealth funds and foreign official institutions, 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.

  • 13Advisers
  • $46.1 billionAUM from this client type
  • 13Advisers over $100 million
  • November 2, 2026File date

Advisers in Connecticut 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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
AQR Capital Management, LLCGreenwich11$13.31 billion$311.70 billionadviserinfo.sec.gov
Bridgewater Associates, LPWestport6$8.85 billion$150.16 billionadviserinfo.sec.gov
Trexquant Investment LPStamford3$7.04 billion$13.48 billionadviserinfo.sec.gov
Ellington Management Group, L.L.C.Old Greenwich1$6.39 billion$20.76 billionadviserinfo.sec.gov
Fermat Capital Management, LLCWestport7$5.12 billion$11.14 billionadviserinfo.sec.gov
Aristeia Capital, LLCGreenwichFewer than 5$2.56 billion$13.73 billionadviserinfo.sec.gov
Virtus Fixed Income Advisers, LLCHartfordFewer than 5$2.00 billion$34.91 billionadviserinfo.sec.gov
Sound Shore Management IncGreenwich1$310.6 million$3.40 billionadviserinfo.sec.gov
Westport Capital Partners LLCDarien1$290.8 million$8.92 billionadviserinfo.sec.gov
Sustainable Growth Advisers, LPStamford1$97.6 million$16.66 billionadviserinfo.sec.gov
Post Road Group LLCStamford1$73.3 million$1.05 billionadviserinfo.sec.gov
O'shaughnessy Asset Management, LLCStamford2$45.8 million$19.78 billionadviserinfo.sec.gov
Usi AdvisorsGlastonburyFewer than 5$32.5 million$56.28 billionadviserinfo.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.