Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions / Florida
Investment advisers in Florida serving sovereign wealth funds and foreign official institutions: 19 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
19 SEC registered investment advisers with a main office in Florida report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $76.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Sanders Capital, LLC.
The request: Every investment adviser in Florida that serves sovereign wealth funds and foreign official institutions, with AUM, phone and website. $10 of work on sign-up, no card.
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- 19Advisers
- $76.9 billionAUM from this client type
- 18Advisers over $100 million
- November 2, 2026File date
Advisers in Florida 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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|---|---|---|---|---|
| Sanders Capital, LLC | West Palm Beach | 13 | $34.66 billion | $122.18 billion | adviserinfo.sec.gov |
| III Capital Management | Boca Raton | Fewer than 5 | $23.98 billion | $88.24 billion | adviserinfo.sec.gov |
| Intech | West Palm Beach | Fewer than 5 | $5.34 billion | $15.47 billion | adviserinfo.sec.gov |
| GQG Partners | Fort Lauderdale | 4 | $4.23 billion | $163.86 billion | adviserinfo.sec.gov |
| Alpha Wave Global, LP | Miami | Fewer than 5 | $2.54 billion | $26.66 billion | adviserinfo.sec.gov |
| Lighthouse Investment Partners, LLC | Palm Beach Gardens | Fewer than 5 | $1.82 billion | $107.45 billion | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | 1 | $1.09 billion | $93.32 billion | adviserinfo.sec.gov |
| DSM Capital Partners | Palm Beach Gardens | Fewer than 5 | $843.4 million | $7.56 billion | adviserinfo.sec.gov |
| 3650 REIT Investment Management LLC | Miami | 5 | $627.1 million | $2.43 billion | adviserinfo.sec.gov |
| Inca Investments, LLC | Miami | Fewer than 5 | $353.9 million | $569.6 million | adviserinfo.sec.gov |
| Digitalbridge Investment Management, LLC | Boca Raton | 1 | $347.8 million | $61.10 billion | adviserinfo.sec.gov |
| Polen Capital Management, LLC | Boca Raton | Fewer than 5 | $260.2 million | $24.06 billion | adviserinfo.sec.gov |
| Colbert Investment Management Co | Miami | 1 | $236.5 million | $295.8 million | adviserinfo.sec.gov |
| Colony Capital Investment Advisors, LLC | Boca Raton | 1 | $163.3 million | $336.2 million | adviserinfo.sec.gov |
| LRZ Capital LLC | Miami | 1 | $127.7 million | $500.8 million | adviserinfo.sec.gov |
| Gentrust | Miami | 1 | $109.1 million | $5.20 billion | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | Fewer than 5 | $78.9 million | $8.69 billion | adviserinfo.sec.gov |
| Loop Capital Asset Management | Miami | 1 | $54 million | $10.81 billion | adviserinfo.sec.gov |
| Ned Davis Research, Inc. | Sarasota | 13 | Not listed | $2.2 million | adviserinfo.sec.gov |
Also on SpecStream
- All advisers serving sovereign wealth funds and foreign official institutions
- All investment advisers in Florida
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.