# Investment advisers: 24,111 registered, page 4

Updated November 10, 2026.

Advisers with a main office outside the United States, 301 to 400 of 1,325, in the same order as page 1.

## The full list

This record is a row of this list. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 16 more), which open on your screen as soon as the payment clears and come by email.

- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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.

## Advisers with a main office outside the United States, page 4

| Adviser | State | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Capital Generation Partners LLP](https://specstream.ai/data/investment-advisers/firm/capital-generation-partners-llp-281808) | United Kingdom | London | $4.12 billion | 30 | 46 | Not listed | 44-207-543-1500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281808) |
| [Cardinal Capital Management, Inc.](https://specstream.ai/data/investment-advisers/firm/cardinal-capital-management-inc-124729) | Canada | Winnipeg | $4.02 billion | 10,416 | 81 | Not listed | (800) 310-4664 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124729) |
| [Intermede Investment Partners Limited](https://specstream.ai/data/investment-advisers/firm/intermede-investment-partners-limited-175312) | United Kingdom | London | $3.99 billion | 17 | 17 | 2 | +44 (0)203 763 5810 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175312) |
| [Stenham Asset Management Limited](https://specstream.ai/data/investment-advisers/firm/stenham-asset-management-limited-164382) | Guernsey | St. Peter Port | $3.96 billion | 200 | 14 | 2 | 44 (0) 1481 716 387 | stenhamassetmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164382) |
| [Pictet Asset Management (Singapore) Pte LTD](https://specstream.ai/data/investment-advisers/firm/pictet-asset-management-singapore-pte-ltd-166631) | Singapore | Singapore | $3.93 billion | 29 | 28 | Not listed | (656) 536-1805 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166631) |
| [Tages Capital LLP](https://specstream.ai/data/investment-advisers/firm/tages-capital-llp-337285) | United Kingdom | London | $3.85 billion | 29 | 40 | 2 | +44 203 3036 | investcorptages.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337285) |
| [Alken Asset Management LTD](https://specstream.ai/data/investment-advisers/firm/alken-asset-management-ltd-329119) | United Kingdom | London | $3.80 billion | 21 | 21 | Not listed | +44-207-44-016-00 | alken-am.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329119) |
| [Harvest Global Investments Limited](https://specstream.ai/data/investment-advisers/firm/harvest-global-investments-limited-157964) | Hong Kong | Hong Kong | $3.79 billion | 26 | 32 | Not listed | 852 3913 3333 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157964) |
| [Integral Ils LTD.](https://specstream.ai/data/investment-advisers/firm/integral-ils-ltd-310727) | Bermuda | Hamilton | $3.78 billion | 10 | 15 | 9 | (441) 521-6602 | integralils.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310727) |
| [Cape Ann Asset Management](https://specstream.ai/data/investment-advisers/firm/cape-ann-asset-management-284056) | United Kingdom | London | $3.78 billion | 4 | 21 | 3 | 011-44-203-4438480 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284056) |
| [Oncap Management Partners L.P.](https://specstream.ai/data/investment-advisers/firm/oncap-management-partners-l-p-161167) | Canada | Toronto | $3.71 billion | 17 | 174 | 17 | (416) 362-7711 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161167) |
| [360 One Portfolio Managers Limited](https://specstream.ai/data/investment-advisers/firm/360-one-portfolio-managers-limited-307146) | India | Mumbai | $3.65 billion | 2,096 | 72 | 2 | +91 22 4876 5600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307146) |
| [First Sentier Investors](https://specstream.ai/data/investment-advisers/firm/first-sentier-investors-283670) | Australia | Barangaroo NSW | $3.64 billion | 2 | 35 | 1 | +61 2 9010 5200 | firstsentierinvestors.com.au | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283670) |
| [Marble Bar Asset Management LLP](https://specstream.ai/data/investment-advisers/firm/marble-bar-asset-management-llp-160882) | United Kingdom | London | $3.57 billion | 22 | 70 | 6 | 44 (0) 20 3023 8100 | marblebar.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160882) |
| [Fil Investment Advisors (UK) LTD.](https://specstream.ai/data/investment-advisers/firm/fil-investment-advisors-uk-ltd-110970) | United Kingdom | Tadworth, Surrey | $3.55 billion | 12 | 8 | Not listed | +44 (0)1732 361144 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110970) |
| [Ug Investment Advisers LTD.](https://specstream.ai/data/investment-advisers/firm/ug-investment-advisers-ltd-167183) | Taiwan, Republic of China | Taipei | $3.51 billion | 2 | 40 | Not listed | 886-9-2042-9057 | ugfunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167183) |
| [Ardea Investment Management](https://specstream.ai/data/investment-advisers/firm/ardea-investment-management-312601) | Australia | Sydney, NSW | $3.47 billion | 10 | 29 | Not listed | 61 2 9994 7000 | ardea.com.au | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312601) |
| [Tangency Capital Investment Advisory LTD.](https://specstream.ai/data/investment-advisers/firm/tangency-capital-investment-advisory-ltd-316597) | Bermuda | Hamilton | $3.45 billion | 6 | 13 | 4 | (441) 295-8478 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316597) |
| [Van Berkom and Associates Inc.](https://specstream.ai/data/investment-advisers/firm/van-berkom-and-associates-inc-128221) | Canada | Montreal, Quebec | $3.42 billion | 39 | 33 | Not listed | (514) 985-5759 | vanberkomglobal.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128221) |
| [Fiera Comox Partners Inc](https://specstream.ai/data/investment-advisers/firm/fiera-comox-partners-inc-323679) | Canada | Montreal, Quebec | $3.40 billion | 23 | 50 | 4 | (514) 954-6455 | fieracomox.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323679) |
| [Guardian Partners Inc.](https://specstream.ai/data/investment-advisers/firm/guardian-partners-inc-324189) | Canada | Toronto, Ontario | $3.29 billion | 3,089 | 76 | Not listed | (416) 840-8001 | guardiancapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324189) |
| [Patria Capital Partners LLP](https://specstream.ai/data/investment-advisers/firm/patria-capital-partners-llp-144651) | United Kingdom | Edinburgh | $3.29 billion | 27 | 75 | 13 | +44 07880365824 | patria.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144651) |
| [Greenvale Capital LLP](https://specstream.ai/data/investment-advisers/firm/greenvale-capital-llp-281654) | United Kingdom | London | $3.28 billion | 5 | 15 | Not listed | +44 (0) 20 3230 3740 | greenvalecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281654) |
| [Clean Energy Transition International S.A.M.](https://specstream.ai/data/investment-advisers/firm/clean-energy-transition-international-s-a-m-339944) | Monaco | Monaco, Monaco | $3.22 billion | 5 | 2 | Not listed | 44 203 870 5971 | cleanenergytransition.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339944) |
| [Quaero Capital SA](https://specstream.ai/data/investment-advisers/firm/quaero-capital-sa-285690) | Switzerland | Geneva | $3.21 billion | 18 | 39 | 5 | +4122 518 83 00 | quaerocapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285690) |
| [S.W. Mitchell Capital LLP](https://specstream.ai/data/investment-advisers/firm/s-w-mitchell-capital-llp-163494) | United Kingdom | London | $3.13 billion | 10 | 7 | Not listed | 020 7290 3588 | swmitchellcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163494) |
| [Northwall Capital LLP](https://specstream.ai/data/investment-advisers/firm/northwall-capital-llp-298653) | United Kingdom | London | $2.99 billion | 26 | 41 | 11 | 44 203 848 5335 | northwallcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298653) |
| [Overbay Capital Partners](https://specstream.ai/data/investment-advisers/firm/overbay-capital-partners-298996) | Canada | Toronto | $2.98 billion | 109 | 18 | 59 | (437) 294-0880 | overbaycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298996) |
| [Cohen & Steers Asia Limited](https://specstream.ai/data/investment-advisers/firm/cohen-steers-asia-limited-135661) | Hong Kong | Central | $2.95 billion | 50 | 18 | Not listed | 852-3667-0080 | cohenandsteers.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135661) |
| [Iwc Investment Partners A/S](https://specstream.ai/data/investment-advisers/firm/iwc-investment-partners-a-s-287869) | Denmark | Copenhagen | $2.95 billion | 1 | 30 | Not listed | (455) 381-1875 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287869) |
| [Keywise Capital Management (HK) Limited](https://specstream.ai/data/investment-advisers/firm/keywise-capital-management-hk-limited-160593) | Hong Kong | Hong Kong | $2.89 billion | 11 | 18 | 9 | +852 2815 7991 | keywisecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160593) |
| [Melqart Asset Management (UK) LTD](https://specstream.ai/data/investment-advisers/firm/melqart-asset-management-uk-ltd-287888) | United Kingdom | London | $2.87 billion | 4 | 23 | 2 | 44 2038264470 | melqart.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287888) |
| [Pearl Diver Capital LLP](https://specstream.ai/data/investment-advisers/firm/pearl-diver-capital-llp-283834) | United Kingdom | London | $2.82 billion | 18 | 20 | 17 | +44(0)20 3967 8032 | pearldivercapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283834) |
| [Western Asset Management Company Pte LTD](https://specstream.ai/data/investment-advisers/firm/western-asset-management-company-pte-ltd-142188) | Singapore | Singapore | $2.80 billion | 10 | 9 | Not listed | (656) 428-3600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142188) |
| [Cain International Advisers Limited](https://specstream.ai/data/investment-advisers/firm/cain-international-advisers-limited-290217) | United Kingdom | London | $2.77 billion | 8 | 92 | 1 | 44 (0)20 7569 9000 | cainint.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290217) |
| [Cordiant Capital Inc.](https://specstream.ai/data/investment-advisers/firm/cordiant-capital-inc-172313) | Canada | Montreal | $2.77 billion | 8 | 26 | 1 | (514) 286-1142 | cordiantcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172313) |
| [CDH Investment Advisory Private Limited](https://specstream.ai/data/investment-advisers/firm/cdh-investment-advisory-private-limited-163756) | Singapore | Singapore | $2.75 billion | 6 | 33 | 6 | (656) 572-8750 | cdhfund.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163756) |
| [Serone Capital Management LLP](https://specstream.ai/data/investment-advisers/firm/serone-capital-management-llp-174288) | United Kingdom | London | $2.73 billion | 17 | 41 | 3 | 44 20 3405 7350 | serone.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174288) |
| [Giverny Capital](https://specstream.ai/data/investment-advisers/firm/giverny-capital-130640) | Canada | Montreal | $2.70 billion | 5,043 | 31 | 1 | (514) 842-5589 | givernycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130640) |
| [Analyst Portfolio Management LTD.](https://specstream.ai/data/investment-advisers/firm/analyst-portfolio-management-ltd-114642) | Israel | Tel Aviv | $2.69 billion | 2,192 | 56 | Not listed | 972-3-7147147 | analyst.co.il | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/114642) |
| [Quad Investment Management Corp.](https://specstream.ai/data/investment-advisers/firm/quad-investment-management-corp-331606) | Korea, South | Seoul, Yeongdeungpo-Gu | $2.62 billion | 75 | 45 | Not listed | (822) 786-1830 | quadim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331606) |
| [The Catalyst Capital Group Inc.](https://specstream.ai/data/investment-advisers/firm/the-catalyst-capital-group-inc-155299) | Canada | Toronto | $2.58 billion | 6 | 16 | 6 | (416) 945-3000 | catcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155299) |
| [Broad Reach Investment Management LLP](https://specstream.ai/data/investment-advisers/firm/broad-reach-investment-management-llp-285755) | United Kingdom | London | $2.56 billion | 7 | 29 | 3 | +44 20 7531 2460 | broadreachllp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285755) |
| [Grand Alliance Asset Management LTD.](https://specstream.ai/data/investment-advisers/firm/grand-alliance-asset-management-ltd-307801) | Hong Kong | Hong Kong | $2.56 billion | 6 | 45 | 2 | (852) 3852 6351 | gaamhk.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307801) |
| [Aspect Capital Limited](https://specstream.ai/data/investment-advisers/firm/aspect-capital-limited-127600) | United Kingdom | London | $2.56 billion | 7 | 121 | 7 | +442071709700 | aspectcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127600) |
| [RV Capital Management Private LTD](https://specstream.ai/data/investment-advisers/firm/rv-capital-management-private-ltd-171385) | Singapore | Singapore | $2.54 billion | 12 | 32 | 5 | (656) 426-7400 | rvcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171385) |
| [Blackstone Ireland Fund Management Limited](https://specstream.ai/data/investment-advisers/firm/blackstone-ireland-fund-management-limited-292144) | Ireland | Dublin 2 | $2.54 billion | 3 | 711 | 3 | 353 1 436 0100 | blackstone.podbean.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292144) |
| [Mackenzie Investments Asia Limited](https://specstream.ai/data/investment-advisers/firm/mackenzie-investments-asia-limited-285521) | Hong Kong | Hong Kong | $2.53 billion | 8 | 13 | Not listed | 011-852-2918-9866 | mackenzieinvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285521) |
| [Frontier Investment Management Partners LTD.](https://specstream.ai/data/investment-advisers/firm/frontier-investment-management-partners-ltd-282586) | United Arab Emirates | Dubai | $2.50 billion | 14 | 28 | 2 | 00 971 4 237 9200 | fimpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282586) |
| [Incentive As](https://specstream.ai/data/investment-advisers/firm/incentive-as-174704) | Norway | Oslo | $2.46 billion | 9 | 6 | 4 | 0047 23 01 29 00 | incentive.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174704) |
| [Blackrock Asset Management Schweiz AG](https://specstream.ai/data/investment-advisers/firm/blackrock-asset-management-schweiz-ag-161987) | Switzerland | Zurich | $2.43 billion | 39 | 129 | Not listed | 41 44 297 7373 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161987) |
| [Manitou Investment Management LTD.](https://specstream.ai/data/investment-advisers/firm/manitou-investment-management-ltd-319213) | Canada | Toronto, Ontario | $2.42 billion | 1,492 | 21 | Not listed | (416) 865-1867 | manitouinvestment.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319213) |
| [Phoenix Asset Management Partners Limited](https://specstream.ai/data/investment-advisers/firm/phoenix-asset-management-partners-limited-284936) | United Kingdom | London | $2.40 billion | 12 | 20 | Not listed | +44 208 600 0100 | pamp.co.uk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284936) |
| [Alatus Capital LLC](https://specstream.ai/data/investment-advisers/firm/alatus-capital-llc-281625) | Switzerland | Geneva | $2.40 billion | 10 | 11 | 3 | 41 22 735 00 11 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281625) |
| [Ram Active Investments S.A.](https://specstream.ai/data/investment-advisers/firm/ram-active-investments-s-a-226589) | Switzerland | Geneva | $2.39 billion | 13 | 29 | Not listed | +41 58 726 8700 | ram-ai.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/226589) |
| [Nordflint Capital Partners](https://specstream.ai/data/investment-advisers/firm/nordflint-capital-partners-310492) | Denmark | Copenhagen | $2.39 billion | 4 | 9 | 2 | (453) 242-0990 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310492) |
| [GF International](https://specstream.ai/data/investment-advisers/firm/gf-international-170990) | China | Hong Kong | $2.39 billion | 43 | 35 | Not listed | 852 3695 2808 | gffunds.com.hk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170990) |
| [McInroy & Wood Limited](https://specstream.ai/data/investment-advisers/firm/mcinroy-wood-limited-316199) | United Kingdom | Haddington, East Lothian | $2.39 billion | 1,002 | 75 | Not listed | 44 01620 825867 | mcinroy-wood.co.uk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316199) |
| [Mudita Management](https://specstream.ai/data/investment-advisers/firm/mudita-management-315593) | United Kingdom | London | $2.38 billion | 8 | 7 | 5 | +44 20 3848 7530 | muditaadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315593) |
| [Fidelity Management & Research (Japan) Limited](https://specstream.ai/data/investment-advisers/firm/fidelity-management-research-japan-limited-148239) | Japan | Minato-Ku, Tokyo | $2.36 billion | 3 | 12 | Not listed | 81(0)3-4560-5800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148239) |
| [Dundas Global Investors](https://specstream.ai/data/investment-advisers/firm/dundas-global-investors-197522) | United Kingdom | Edinburgh | $2.36 billion | 14 | 14 | Not listed | 44 131 556 2627 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/197522) |
| [Claret Asset Management Corp](https://specstream.ai/data/investment-advisers/firm/claret-asset-management-corp-110453) | Canada | Montreal Quebec | $2.36 billion | 4,723 | 44 | 7 | (514) 842-6110 | claret.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110453) |
| [Atlas Infrastructure](https://specstream.ai/data/investment-advisers/firm/atlas-infrastructure-288560) | United Kingdom | London | $2.34 billion | 4 | 28 | 3 | +44 20 3890 4700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288560) |
| [Actusraypartners Limited](https://specstream.ai/data/investment-advisers/firm/actusraypartners-limited-313897) | Hong Kong | Hong Kong | $2.34 billion | 17 | 37 | 3 | 852 3698 9298 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313897) |
| [Bronte Capital](https://specstream.ai/data/investment-advisers/firm/bronte-capital-151222) | Australia | Bondi Junction | $2.32 billion | 4 | 11 | 4 | + 61 2 9389 3293 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/151222) |
| [Louisbourg Investments](https://specstream.ai/data/investment-advisers/firm/louisbourg-investments-329547) | Canada | Dieppe, New Brunswick | $2.31 billion | 2,128 | 28 | Not listed | (506) 383-5215 | louisbourginvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329547) |
| [T. Rowe Price Singapore Private LTD](https://specstream.ai/data/investment-advisers/firm/t-rowe-price-singapore-private-ltd-155831) | Singapore | Singapore | $2.30 billion | 24 | 71 | Not listed | 011-65-6836-0098 | troweprice.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155831) |
| [Securis Investment Partners LLP](https://specstream.ai/data/investment-advisers/firm/securis-investment-partners-llp-161295) | United Kingdom | London | $2.29 billion | 18 | 64 | 4 | 44 020 7847 3700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161295) |
| [Asset Value Investors Limited](https://specstream.ai/data/investment-advisers/firm/asset-value-investors-limited-137779) | United Kingdom | London | $2.28 billion | 9 | 23 | Not listed | 44-207-659-4800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/137779) |
| [Waratah Capital Advisors LTD.](https://specstream.ai/data/investment-advisers/firm/waratah-capital-advisors-ltd-173867) | Canada | Toronto, Ontario | $2.27 billion | 29 | 43 | 6 | (416) 637-5622 | waratahadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173867) |
| [M Square Investimentos Ltda.](https://specstream.ai/data/investment-advisers/firm/m-square-investimentos-ltda-336712) | Brazil | Sao Paulo | $2.25 billion | 34 | 22 | 1 | +55 11 3074 6370 | msquare.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336712) |
| [Avalor Investment AG](https://specstream.ai/data/investment-advisers/firm/avalor-investment-ag-283227) | Switzerland | Zurich | $2.24 billion | 522 | 20 | Not listed | 41 (0)43 443 8383 | avalor.ch | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283227) |
| [J. Stern & Co. LLP](https://specstream.ai/data/investment-advisers/firm/j-stern-co-llp-323871) | United Kingdom | London | $2.23 billion | 72 | 42 | Not listed | +44(0)20 3478 1800 | jsternco.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323871) |
| [Arbion Limited](https://specstream.ai/data/investment-advisers/firm/arbion-limited-155663) | United Kingdom | London | $2.23 billion | 185 | 32 | Not listed | 44-0-207-298-6060 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155663) |
| [Clearbridge Investments (North America) Pty Limited](https://specstream.ai/data/investment-advisers/firm/clearbridge-investments-north-america-pty-limited-151223) | Australia | Sydney | $2.23 billion | 19 | 0 | Not listed | 61 2 9397 7300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/151223) |
| [Aps Asset Management Pte LTD](https://specstream.ai/data/investment-advisers/firm/aps-asset-management-pte-ltd-109189) | Singapore | Singapore | $2.23 billion | 7 | 39 | Not listed | (656) 333-8600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109189) |
| [Forum Finance](https://specstream.ai/data/investment-advisers/firm/forum-finance-284407) | Switzerland | Geneva | $2.21 billion | 678 | 27 | Not listed | +41 22 552 83 00 | business.google.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284407) |
| [JD Euroway Capital Partners LLC](https://specstream.ai/data/investment-advisers/firm/jd-euroway-capital-partners-llc-305102) | Canada | Montreal, Quebec | $2.20 billion | 7 | 1 | 2 | (514) 273-1456 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305102) |
| [Valuequest Investment Advisors Private LTD](https://specstream.ai/data/investment-advisers/firm/valuequest-investment-advisors-private-ltd-331389) | India | Mumbai | $2.20 billion | 1,892 | 103 | 2 | 022-69925500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331389) |
| [Bell Asset Management Limited](https://specstream.ai/data/investment-advisers/firm/bell-asset-management-limited-146144) | Australia | Melbourne | $2.18 billion | 14 | 30 | Not listed | 613 8637 6000 | bellasset.com.au | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146144) |
| [Shanghai Fosun Chuangfu Equity Investment Management Company](https://specstream.ai/data/investment-advisers/firm/shanghai-fosun-chuangfu-equity-investment-management-company-170015) | China | Shanghai | $2.16 billion | 37 | 65 | Not listed | +86-21-23155941 | fosuncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170015) |
| [Merricks Capital Pty LTD](https://specstream.ai/data/investment-advisers/firm/merricks-capital-pty-ltd-157533) | Australia | Melbourne | $2.14 billion | 10 | 45 | Not listed | +613 8319 8111 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157533) |
| [GMO Singapore Pte. Limited](https://specstream.ai/data/investment-advisers/firm/gmo-singapore-pte-limited-169321) | Singapore | Singapore | $2.13 billion | 40 | 15 | Not listed | (656) 532-0346 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169321) |
| [Sparx Asset Management Korea Co., LTD.](https://specstream.ai/data/investment-advisers/firm/sparx-asset-management-korea-co-ltd-338393) | Korea, South | Seoul | $2.13 billion | 14 | 23 | Not listed | (822) 570-1600 | sparxkorea.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338393) |
| [Blue Swell Asset Management Private Limited](https://specstream.ai/data/investment-advisers/firm/blue-swell-asset-management-private-limited-297731) | Singapore | Singapore | $2.11 billion | 7 | 9 | 1 | (656) 202-9840 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297731) |
| [Squadra Investments, Gestao de Recursos Ltda.](https://specstream.ai/data/investment-advisers/firm/squadra-investments-gestao-de-recursos-ltda-160366) | Brazil | Rio de Janeiro | $2.08 billion | 6 | 27 | 4 | 5521-3622-8070 | squadrainvestments.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160366) |
| [Lancaster Investment Management LLP](https://specstream.ai/data/investment-advisers/firm/lancaster-investment-management-llp-158068) | United Kingdom | London | $2.06 billion | 4 | 18 | 4 | 011 44 20 7842 1030 | lancasterim.co.uk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158068) |
| [Alpen Partners International AG](https://specstream.ai/data/investment-advisers/firm/alpen-partners-international-ag-291759) | Switzerland | Freienbach | $2.03 billion | 738 | 57 | Not listed | 0041581057550 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291759) |
| [Impax Asset Management](https://specstream.ai/data/investment-advisers/firm/impax-asset-management-171783) | United Kingdom | London | $2.00 billion | 4 | 165 | 2 | +44 (0)20 3912 3000 | impaxam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171783) |
| [Viola Credit Partners Management Limited Partnership](https://specstream.ai/data/investment-advisers/firm/viola-credit-partners-management-limited-partnership-326297) | Israel | Tel Aviv | $2.00 billion | 30 | 41 | 21 | +97299520700 | viola-group.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326297) |
| [Trez Capital Fund Management Limited Partnership](https://specstream.ai/data/investment-advisers/firm/trez-capital-fund-management-limited-partnership-286614) | Canada | Vancouver, BC | $2.00 billion | 29 | 42 | 12 | (604) 689-0821 | trezcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286614) |
| [Avendus Wealth Management Private Limited](https://specstream.ai/data/investment-advisers/firm/avendus-wealth-management-private-limited-156771) | India | Mumbai | $2.00 billion | 546 | 248 | Not listed | +91-22-6648-0909 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156771) |
| [Raymond James (USA) LTD](https://specstream.ai/data/investment-advisers/firm/raymond-james-usa-ltd-25853) | Canada | Vancouver | $1.99 billion | 4,869 | 175 | Not listed | (877) 570-7558 | rjlu.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/25853) |
| [Boldhaven Management](https://specstream.ai/data/investment-advisers/firm/boldhaven-management-304300) | United Kingdom | London | $1.97 billion | 6 | 12 | 1 | +4402080174510 | boldhaven.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304300) |
| [Bellecapital International](https://specstream.ai/data/investment-advisers/firm/bellecapital-international-158348) | Switzerland | Zurich | $1.96 billion | 359 | 18 | 1 | 41 44 268 11 70 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158348) |
| [Clarity Investment Management Inc.](https://specstream.ai/data/investment-advisers/firm/clarity-investment-management-inc-335888) | Canada | Vancouver | $1.94 billion | 140 | 20 | 139 | (604) 200-2405 | clarity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335888) |
| [Brickwood Asset Management](https://specstream.ai/data/investment-advisers/firm/brickwood-asset-management-332687) | United Kingdom | London | $1.91 billion | 5 | 10 | Not listed | 00442046033122 | brickwoodam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332687) |
| [Pembroke Management LTD.](https://specstream.ai/data/investment-advisers/firm/pembroke-management-ltd-155405) | Canada | Montreal, Quebec | $1.91 billion | 173 | 25 | Not listed | (514) 848-1991 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155405) |
| [DWS Investments Australia Limited](https://specstream.ai/data/investment-advisers/firm/dws-investments-australia-limited-109112) | Australia | Sydney | $1.90 billion | 52 | 25 | Not listed | 011 612 8258 1234 | dws.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109112) |
| [DG Partners LLP](https://specstream.ai/data/investment-advisers/firm/dg-partners-llp-161177) | United Kingdom | London | $1.87 billion | 9 | 37 | 4 | 44207 408-5200 | dgpartners.co.uk | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161177) |

- [Previous page](https://specstream.ai/data/investment-advisers/page/3)
- [Next page](https://specstream.ai/data/investment-advisers/page/5)
- [Page 1](https://specstream.ai/data/investment-advisers)

Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).