Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions / New York
Investment advisers in New York serving sovereign wealth funds and foreign official institutions: 79 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
79 SEC registered investment advisers with a main office in New York report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $435 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Blackrock Financial Management, Inc.
The request: Every investment adviser in New York 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.
- 79Advisers
- $435 billionAUM from this client type
- 76Advisers over $100 million
- November 2, 2026File date
Advisers in New York 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 |
|---|
| Blackrock Financial Management, Inc | New York | 49 | $90.42 billion | $1.60 trillion | adviserinfo.sec.gov |
| J.P. Morgan Investment Management Inc. | New York | 41 | $69.28 billion | $3.52 trillion | adviserinfo.sec.gov |
| UBS Asset Management (Americas) LLC | New York | 18 | $50.62 billion | $588.22 billion | adviserinfo.sec.gov |
| Mariner Investment Group, LLC | New York | Fewer than 5 | $41.91 billion | $176.31 billion | adviserinfo.sec.gov |
| Goldman Sachs Asset Management, L.P. | New York | 7 | $17.94 billion | $2.65 trillion | adviserinfo.sec.gov |
| Morgan Stanley Investment Management Inc. | New York | 16 | $14.06 billion | $702.25 billion | adviserinfo.sec.gov |
| Millennium Management LLC | New York | Fewer than 5 | $10.27 billion | $720.85 billion | adviserinfo.sec.gov |
| Neuberger Berman Investment Advisers LLC | New York | 14 | $9.44 billion | $398.65 billion | adviserinfo.sec.gov |
| MKP Capital Management, L.L.C. | New York | 1 | $7.45 billion | $12.85 billion | adviserinfo.sec.gov |
| Brown Brothers Harriman Credit Partners, LLC | New York | 5 | $7.39 billion | $57.43 billion | adviserinfo.sec.gov |
| BTG Pactual Asset Management US , LLC | New York | Fewer than 5 | $7.27 billion | $30.11 billion | adviserinfo.sec.gov |
| Oak Hill Advisors, L.P. | New York | 10 | $6.94 billion | $100.72 billion | adviserinfo.sec.gov |
| Mackay Shields LLC | New York | 1 | $6.47 billion | $159.52 billion | adviserinfo.sec.gov |
| Jennison Associates | New York | 9 | $6.18 billion | $214.84 billion | adviserinfo.sec.gov |
| First Eagle Investment Management, LLC | New York | 2 | $6.17 billion | $136.48 billion | adviserinfo.sec.gov |
| Vontobel Asset Management, Inc. | New York | 6 | $5.91 billion | $20.29 billion | adviserinfo.sec.gov |
| DWS Investment Management Americas, Inc. | New York | 3 | $5.08 billion | $199.66 billion | adviserinfo.sec.gov |
| Eagle Capital Management LLC | New York | Fewer than 5 | $4.60 billion | $35.80 billion | adviserinfo.sec.gov |
| Cohen & Steers Capital Management Inc. | New York | 8 | $3.57 billion | $85.67 billion | adviserinfo.sec.gov |
| Nomura Corporate Research and Asset Management Inc | New York | 4 | $3.02 billion | $37.56 billion | adviserinfo.sec.gov |
| Sona Asset Management (US) LLC | New York | 2 | $3.00 billion | $33.49 billion | adviserinfo.sec.gov |
| Alpinvest US Holdings, LLC | New York | 9 | $2.95 billion | $57.66 billion | adviserinfo.sec.gov |
| Blackstone Alternative Asset Management L.P. | New York | 7 | $2.90 billion | $92.04 billion | adviserinfo.sec.gov |
| Aksia LLC | New York | 7 | $2.71 billion | $35.20 billion | adviserinfo.sec.gov |
| Insight Investment | New York | Fewer than 5 | $2.55 billion | $171.09 billion | adviserinfo.sec.gov |
| Franklin Templeton Institutional, LLC | New York | 6 | $2.52 billion | $29.59 billion | adviserinfo.sec.gov |
| Pinebridge Investments LLC | New York | Fewer than 5 | $2.31 billion | $76.73 billion | adviserinfo.sec.gov |
| TRG Management LP | New York | Fewer than 5 | $2.26 billion | $6.72 billion | adviserinfo.sec.gov |
| Christofferson, Robb & Company | New York | 4 | $2.23 billion | $11.27 billion | adviserinfo.sec.gov |
| HSBC Global Asset Management (USA) Inc. | New York | 1 | $2.23 billion | $156.56 billion | adviserinfo.sec.gov |
| General Atlantic Service Company, L.P. | New York | 7 | $2.19 billion | $125.26 billion | adviserinfo.sec.gov |
| Eldridge Credit Advisers, LLC | New York | 5 | $2.18 billion | $8.46 billion | adviserinfo.sec.gov |
| Schroder Investment Management North America Inc | New York | 10 | $1.97 billion | $150.40 billion | adviserinfo.sec.gov |
| Jpmorgan Alternative Asset Management | New York | 3 | $1.90 billion | $29.73 billion | adviserinfo.sec.gov |
| Itau USA Asset Management | New York | Fewer than 5 | $1.71 billion | $9.27 billion | adviserinfo.sec.gov |
| Corsair Capital LLC | New York | 1 | $1.64 billion | $7.68 billion | adviserinfo.sec.gov |
| Investcorp Corsair Infrastructure Partners, L.P. | New York | 1 | $1.64 billion | $5.19 billion | adviserinfo.sec.gov |
| Churchill Asset Management LLC | New York | 2 | $1.62 billion | $55.66 billion | adviserinfo.sec.gov |
| CVC Credit Partners, LLC | New York | Fewer than 5 | $1.61 billion | $61.63 billion | adviserinfo.sec.gov |
| Guggenheim Partners Investment Management, LLC | New York | 1 | $1.46 billion | $240.66 billion | adviserinfo.sec.gov |
| Blackstone Tactical Opportunities Advisors L.L.C. | New York | Fewer than 5 | $1.34 billion | $40.36 billion | adviserinfo.sec.gov |
| O'Connor Alternative Investments, LLC | New York | 1 | $1.28 billion | $16.37 billion | adviserinfo.sec.gov |
| Madison International Realty Holdings, LLC | New York | Fewer than 5 | $1.11 billion | $6.31 billion | adviserinfo.sec.gov |
| Stony Point Capital | New York | 1 | $1.10 billion | $1.49 billion | adviserinfo.sec.gov |
| Markets Infrastructure Partners | New York | 2 | $1.07 billion | $1.11 billion | adviserinfo.sec.gov |
| Global Infrastructure Management, LLC | New York | Fewer than 5 | $1.05 billion | $142.15 billion | adviserinfo.sec.gov |
| Blue Owl Credit Private Fund Advisors LLC | New York | 3 | $761.7 million | $46.06 billion | adviserinfo.sec.gov |
| Davern Capital Partners, LP | New York | 1 | $660 million | $715.1 million | adviserinfo.sec.gov |
| Stable Asset Management LP | New York | 1 | $609.5 million | $4.60 billion | adviserinfo.sec.gov |
| Starboard Value LP | New York | Fewer than 5 | $608.4 million | $8.15 billion | adviserinfo.sec.gov |
| Brookfield Public Securities Group LLC | New York | Fewer than 5 | $604.7 million | $66.46 billion | adviserinfo.sec.gov |
| Talos Eurisko Asset Management LP | New York | Fewer than 5 | $599.9 million | $1.76 billion | adviserinfo.sec.gov |
| Investcorp Absolute Return Investments LLC | New York | Fewer than 5 | $590 million | $1.12 billion | adviserinfo.sec.gov |
| Castle Hook Partners LP | New York | 1 | $537 million | $10.96 billion | adviserinfo.sec.gov |
| Gresham Investment Management LLC | New York | 2 | $524.3 million | $8.55 billion | adviserinfo.sec.gov |
| Apollo Capital Management, L.P. | New York | 1 | $522.9 million | $718.48 billion | adviserinfo.sec.gov |
| Centerbridge Partners, L.P. | New York | Fewer than 5 | $508.6 million | $79.86 billion | adviserinfo.sec.gov |
| Breakout Capital Partners | New York | Fewer than 5 | $500.4 million | $1.20 billion | adviserinfo.sec.gov |
| Entrust Global Partners LLC | New York | 1 | $471.8 million | $11.82 billion | adviserinfo.sec.gov |
| Wafra Inc. | New York | Fewer than 5 | $437.6 million | $29.04 billion | adviserinfo.sec.gov |
| Select Equity Group, L.P. | New York | Fewer than 5 | $432 million | $36.38 billion | adviserinfo.sec.gov |
| Tri Locum Partners LP | New York | 1 | $389 million | $1.09 billion | adviserinfo.sec.gov |
| Isometry Capital, LLC | New York | 1 | $351.3 million | $1.01 billion | adviserinfo.sec.gov |
| JVP Management | New York | 1 | $253.6 million | $4.98 billion | adviserinfo.sec.gov |
| Locust Wood Capital Advisers, LLC | New York | 1 | $242.1 million | $4.40 billion | adviserinfo.sec.gov |
| Two Sigma Investments, LP | New York | 1 | $228.5 million | $232.82 billion | adviserinfo.sec.gov |
| Clarion Partners | New York | Fewer than 5 | $221.3 million | $73.68 billion | adviserinfo.sec.gov |
| Pzena Investment Management LLC | New York | 1 | $199 million | $81.44 billion | adviserinfo.sec.gov |
| Advent Capital Management, LLC | New York | Fewer than 5 | $171.2 million | $8.82 billion | adviserinfo.sec.gov |
| Goehring & Rozencwajg Associates, LLC | New York | Fewer than 5 | $160.8 million | $1.51 billion | adviserinfo.sec.gov |
| New York Life Investment Management LLC | New York | Fewer than 5 | $57.8 million | $120.70 billion | adviserinfo.sec.gov |
| Lepercq de Neuflize Asset Management LLC | New York | 1 | $40.5 million | $763.7 million | adviserinfo.sec.gov |
| Blackrock Realty Advisors Inc | New York | Fewer than 5 | $16.6 million | $1.12 billion | adviserinfo.sec.gov |
| Roosevelt Management Company LLC | New York | 1 | $14.9 million | $52.4 million | adviserinfo.sec.gov |
| Brigade Capital Management, LP | New York | Fewer than 5 | $9 million | $33.02 billion | adviserinfo.sec.gov |
| Jefferies Investment Advisers LLC | New York | 1 | $3.2 million | $5.15 billion | adviserinfo.sec.gov |
| Ice Data Pricing & Reference Data, LLC | New York | 5 | Not listed | Not listed | adviserinfo.sec.gov |
| Baird Strategas LLC | New York | 2 | Not listed | Not listed | adviserinfo.sec.gov |
| CBRE Investment Management | New York | 2 | Not listed | $22.84 billion | 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.