Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions / Pennsylvania
Investment advisers in Pennsylvania serving sovereign wealth funds and foreign official institutions: 11 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
11 SEC registered investment advisers with a main office in Pennsylvania report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $102 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mellon Investments Corporation.
The request: Every investment adviser in Pennsylvania 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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- 11Advisers
- $102 billionAUM from this client type
- 11Advisers over $100 million
- November 2, 2026File date
Advisers in Pennsylvania 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 |
|---|---|---|---|---|---|
| Mellon Investments Corporation | Pittsburgh | 15 | $75.46 billion | $873.87 billion | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | 12 | $15.70 billion | $65.44 billion | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | 2 | $3.69 billion | $207.21 billion | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | 4 | $2.15 billion | $41.48 billion | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | 5 | $2.06 billion | $8.13 billion | adviserinfo.sec.gov |
| Hamilton Lane | Conshohocken | 8 | $1.73 billion | $141.83 billion | adviserinfo.sec.gov |
| Nomura Investment Management Business Trust | Philadelphia | Fewer than 5 | $1.03 billion | $144.04 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | 3 | $258.4 million | $40.85 billion | adviserinfo.sec.gov |
| CBRE Investment Management Listed Real Assets LLC | Radnor | Fewer than 5 | $249 million | $10.80 billion | adviserinfo.sec.gov |
| Copeland Capital Management, LLC | Conshohocken | 1 | $55.6 million | $4.06 billion | adviserinfo.sec.gov |
| Owls Nest Partners | Chadds Ford | Fewer than 5 | $40.5 million | $441.2 million | adviserinfo.sec.gov |
Also on SpecStream
- All advisers serving sovereign wealth funds and foreign official institutions
- All investment advisers in Pennsylvania
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.