# Investment advisers: 24,111 registered, page 7

Updated November 10, 2026.

Advisers with a main office outside the United States, 601 to 700 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 7

| Adviser | State | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Laurus Global Equity Management Inc.](https://specstream.ai/data/investment-advisers/firm/laurus-global-equity-management-inc-317604) | Canada | Toronto | $332.7 million | 23 | 7 | Not listed | (844) 430-5501 | lauruscounsel.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317604) |
| [Oceanic Investment Management Limited](https://specstream.ai/data/investment-advisers/firm/oceanic-investment-management-limited-160287) | Isle of Man | Douglas | $331.5 million | 5 | 13 | 1 | +44 1624 663616 | oceanicim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160287) |
| [Sectoral Asset Management Inc.](https://specstream.ai/data/investment-advisers/firm/sectoral-asset-management-inc-110345) | Canada | Montreal, Quebec | $331.4 million | 8 | 20 | 3 | (514) 849-8777 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110345) |
| [Edgeworth Capital Pty LTD](https://specstream.ai/data/investment-advisers/firm/edgeworth-capital-pty-ltd-335630) | Australia | Bondi Junction, New South Wales | $330.9 million | 7 | 4 | 2 | 61409341500 | edgeworthcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335630) |
| [Sandstone Asset Management Inc.](https://specstream.ai/data/investment-advisers/firm/sandstone-asset-management-inc-152742) | Canada | Calgary | $330.7 million | 129 | 10 | Not listed | (403) 218-6125 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152742) |
| [Resolute Global Partners, LTD.](https://specstream.ai/data/investment-advisers/firm/resolute-global-partners-ltd-160743) | Bermuda | Hamilton | $325.4 million | 1 | 12 | 1 | (441) 599-8308 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160743) |
| [Coeli Frontier Markets AB](https://specstream.ai/data/investment-advisers/firm/coeli-frontier-markets-ab-282916) | Sweden | Stockholm | $325.2 million | 2 | 3 | Not listed | +46850622300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282916) |
| [Bayforest](https://specstream.ai/data/investment-advisers/firm/bayforest-312969) | United Kingdom | London | $318.1 million | 3 | 20 | 1 | +442039685227 | bayforest.ai | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312969) |
| [Pacifica Partners Capital Management](https://specstream.ai/data/investment-advisers/firm/pacifica-partners-capital-management-148834) | Canada | Surrey | $316 million | 1,447 | 10 | Not listed | (604) 576-8908 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148834) |
| [Marcellus Investment Managers Private Limited](https://specstream.ai/data/investment-advisers/firm/marcellus-investment-managers-private-limited-317251) | India | Mumbai, Maharashtra | $315.2 million | 2,415 | 69 | Not listed | 0806-9199-400 | marcellus-us.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317251) |
| [Tavira Financial](https://specstream.ai/data/investment-advisers/firm/tavira-financial-299666) | United Kingdom | London, England | $305.9 million | 8 | 56 | Not listed | 44 0207 100 5100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299666) |
| [Asia Pacific Financial Management Group, Inc.](https://specstream.ai/data/investment-advisers/firm/asia-pacific-financial-management-group-inc-32338) | Guam | Hagatna | $303.5 million | 1,490 | 9 | Not listed | (671) 472-6400 | apfmg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/32338) |
| [Headway Wealth](https://specstream.ai/data/investment-advisers/firm/headway-wealth-342947) | United Kingdom | Durham | $301 million | 599 | 17 | Not listed | 00442033935920 | headwaywealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342947) |
| [Castle Ridge Asset Management Limited](https://specstream.ai/data/investment-advisers/firm/castle-ridge-asset-management-limited-309774) | Canada | Toronto, Ontario | $300.8 million | 6 | 8 | 1 | (416) 701-9737 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309774) |
| [Osmosis Investment Management US LLC](https://specstream.ai/data/investment-advisers/firm/osmosis-investment-management-us-llc-283049) | United Kingdom | London | $298.9 million | 3 | 39 | Not listed | +44 (0) 203 928 6555 | osmosisim.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283049) |
| [Square Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/square-advisors-llc-160578) | United Kingdom | London | $295.5 million | 6 | 1 | Not listed | (212) 207-4450 | squareadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160578) |
| [Kestrel Partners LLP](https://specstream.ai/data/investment-advisers/firm/kestrel-partners-llp-226573) | United Kingdom | London | $291 million | 16 | 11 | Not listed | +44 203 371 6100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/226573) |
| [Flowering Tree Investment Management Pte. LTD.](https://specstream.ai/data/investment-advisers/firm/flowering-tree-investment-management-pte-ltd-159747) | Singapore | Singapore | $290.8 million | 5 | 10 | 1 | (656) 709-0000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/159747) |
| [Hmount Asset Management (HK) Limited](https://specstream.ai/data/investment-advisers/firm/hmount-asset-management-hk-limited-305937) | Hong Kong | Hong Kong | $290.5 million | 2 | 3 | Not listed | (852) 2293 2215/ 2293 2216 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305937) |
| [Modum Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/modum-asset-management-llc-316200) | Mexico | Mexico City | $283.2 million | 82 | 5 | Not listed | (332) 261-7382 | modum.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316200) |
| [Nucleo Capital Ltda.](https://specstream.ai/data/investment-advisers/firm/nucleo-capital-ltda-287719) | Brazil | Sao Paulo, SP | $279.5 million | 4 | 12 | 1 | 551139377560 | nucleocapital.com.br | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287719) |
| [International Money Matters PVT LTD](https://specstream.ai/data/investment-advisers/firm/international-money-matters-pvt-ltd-329433) | India | Bengaluru, Karnataka | $278.3 million | 1,159 | 54 | Not listed | +91 8049904565 | immpl.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329433) |
| [Episteme Capital](https://specstream.ai/data/investment-advisers/firm/episteme-capital-167678) | United Kingdom | London | $276.2 million | 8 | 20 | 8 | 44 20 7292 2662 | epistemecap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167678) |
| [Bias Investors](https://specstream.ai/data/investment-advisers/firm/bias-investors-120715) | Bermuda | Hamilton | $270.6 million | 212 | 6 | Not listed | (441) 292-4292 | biasinvestors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/120715) |
| [Kaleido Capital Partners Limited](https://specstream.ai/data/investment-advisers/firm/kaleido-capital-partners-limited-342284) | Hong Kong | Hong Kong | $270 million | 4 | 7 | 1 | +852-3595-0905 | kaleido-cap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/342284) |
| [Terra Partners Asset Management](https://specstream.ai/data/investment-advisers/firm/terra-partners-asset-management-166117) | Malta | Naxxar | $266.9 million | 3 | 11 | 3 | +356 23717000 | terrapartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166117) |
| [Swiss Usadvisors](https://specstream.ai/data/investment-advisers/firm/swiss-usadvisors-158706) | Switzerland | Zurich | $250 million | 100 | 4 | Not listed | 41 58 680 36 44 | swiss-usadvisors.ch | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158706) |
| [Metronome Capital LLP](https://specstream.ai/data/investment-advisers/firm/metronome-capital-llp-311170) | United Kingdom | London, London | $244.9 million | 2 | 6 | 1 | 44 203 823 3580 | metronomecap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311170) |
| [Shorevest Partners, LTD.](https://specstream.ai/data/investment-advisers/firm/shorevest-partners-ltd-284681) | British Virgin Islands | Tortola | $244 million | 3 | 27 | 3 | (284) 494-7065 | shorevest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284681) |
| [Richardson Wealth (USA) Limited](https://specstream.ai/data/investment-advisers/firm/richardson-wealth-usa-limited-166090) | Canada | Toronto, Ontario | $243.9 million | 262 | 78 | Not listed | (855) 204-7467 | usa.richardsonwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166090) |
| [Waterwheel Capital Management](https://specstream.ai/data/investment-advisers/firm/waterwheel-capital-management-289407) | Greece | Athens | $238.5 million | 8 | 2 | 3 | (646) 940-8850 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289407) |
| [3j Capital](https://specstream.ai/data/investment-advisers/firm/3j-capital-292257) | Brazil | Sao Paulo | $238 million | 141 | 5 | Not listed | 55(11) 99637-6317 | 3jcapitalgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292257) |
| [WHVP](https://specstream.ai/data/investment-advisers/firm/whvp-156928) | Switzerland | Zurich | $235.2 million | 130 | 6 | Not listed | 011 41 44 315 77 77 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156928) |
| [Radix Financial, LLC](https://specstream.ai/data/investment-advisers/firm/radix-financial-llc-171159) | Cayman Islands | George Town | $231.6 million | 132 | 2 | Not listed | (405) 673-5066 | radixfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171159) |
| [Alpha Innovations LTD.](https://specstream.ai/data/investment-advisers/firm/alpha-innovations-ltd-300529) | Bermuda | Hamilton | $231.5 million | 5 | 10 | 3 | (441) 531-1180 | alphainnovations.io | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300529) |
| [Marnoa Private Wealth Counsel LTD.](https://specstream.ai/data/investment-advisers/firm/marnoa-private-wealth-counsel-ltd-332639) | Canada | Waterloo,Ontario | $229.6 million | 58 | 4 | Not listed | (519) 707-0048 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332639) |
| [Pilotage Private Wealth AG](https://specstream.ai/data/investment-advisers/firm/pilotage-private-wealth-ag-169908) | Switzerland | Zurich | $227.6 million | 113 | 4 | Not listed | 41-43-5081717 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169908) |
| [442 Capital Pty LTD](https://specstream.ai/data/investment-advisers/firm/442-capital-pty-ltd-334382) | Australia | Melbourne | $225 million | 2 | 4 | Not listed | (040) 058-1801 | 442capital.com.au | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334382) |
| [Old Bridge Capital Management Private Limited](https://specstream.ai/data/investment-advisers/firm/old-bridge-capital-management-private-limited-299571) | India | Mumbai | $224.4 million | 264 | 9 | Not listed | 91-22-69459999 | oldbridgecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299571) |
| [MFG Family Office LLC](https://specstream.ai/data/investment-advisers/firm/mfg-family-office-llc-324211) | Mexico | CDMX | $221.8 million | 6 | 1 | Not listed | (786) 840-1006 | mfgfamilyoffice.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324211) |
| [Sargasso Partners LLP](https://specstream.ai/data/investment-advisers/firm/sargasso-partners-llp-332384) | United Kingdom | London | $220 million | 5 | 3 | 1 |  |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332384) |
| [Strategic Swiss Advisors AG](https://specstream.ai/data/investment-advisers/firm/strategic-swiss-advisors-ag-169335) | Switzerland | Wollerau | $220 million | 5 | 3 | Not listed | +41 58 680 64 10 | strategic-swiss-advisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169335) |
| [Viburnum Funds Pty LTD](https://specstream.ai/data/investment-advisers/firm/viburnum-funds-pty-ltd-174628) | Australia | Nedlands | $219.4 million | 13 | 13 | 3 | +61864309850 | viburnumfunds.com.au | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174628) |
| [Sequoia S.F.A.](https://specstream.ai/data/investment-advisers/firm/sequoia-s-f-a-158031) | Switzerland | Zurich | $212.3 million | 97 | 3 | Not listed | +41 44 575 22 20 | sequoia-sfa.ch | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158031) |
| [Pearlstone Alternative (UK) LLP](https://specstream.ai/data/investment-advisers/firm/pearlstone-alternative-uk-llp-324441) | United Kingdom | London | $210.5 million | 2 | 5 | 1 | 0203 148 2262 | pearlstonealternative.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324441) |
| [Hover4pi Capital Management Limited](https://specstream.ai/data/investment-advisers/firm/hover4pi-capital-management-limited-331899) | Hong Kong | Hong Kong | $209.9 million | 3 | 6 | 3 | +852 2639 9033 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331899) |
| [Telligent Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/telligent-investment-management-llc-118798) | China | Admiralty, Hong Kong | $209.7 million | 4 | 8 | 1 | +852 3150 0888 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118798) |
| [Sephira Investment Advisors (UK) Limited](https://specstream.ai/data/investment-advisers/firm/sephira-investment-advisors-uk-limited-293524) | United Kingdom | London | $208.7 million | 2 | 7 | 2 | 44 (0) 203 598 5419 | sephira-em.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293524) |
| [Portage Wealth Inc](https://specstream.ai/data/investment-advisers/firm/portage-wealth-inc-340012) | Canada | Oakville | $202 million | 185 | 13 | Not listed | (888) 333-0996 | portagewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340012) |
| [Vanheel Management Limited](https://specstream.ai/data/investment-advisers/firm/vanheel-management-limited-282064) | China | Hong Kong S.A.R. | $197.4 million | 49 | 8 | Not listed | +852 2521 5880 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282064) |
| [Interactive Advisers, Interactive Advisors](https://specstream.ai/data/investment-advisers/firm/interactive-advisers-interactive-advisors-145694) | United Kingdom | London | $195.8 million | 3,555 | 17 | 1 | 44 020 3787 9250 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/145694) |
| [Monterone Partners LLP](https://specstream.ai/data/investment-advisers/firm/monterone-partners-llp-285926) | United Kingdom | London | $195.3 million | 8 | 5 | 1 | 44 (0) 203 763 5403 | monteronepartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285926) |
| [DT Investment Management Ifsc LLP](https://specstream.ai/data/investment-advisers/firm/dt-investment-management-ifsc-llp-334387) | India | Gift City, Gandhi Nagar, Gujarat | $192.3 million | 3 | 5 | 1 | +91 96622 24602 | dt-fund.in | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334387) |
| [Shadowfall Capital & Research LLP](https://specstream.ai/data/investment-advisers/firm/shadowfall-capital-research-llp-300174) | United Kingdom | London | $188 million | 9 | 9 | 1 | +44 (0) 20 79522608 | shadowfall.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300174) |
| [Liberty Atlantic Advisors](https://specstream.ai/data/investment-advisers/firm/liberty-atlantic-advisors-327738) | Italy | Florence | $185.8 million | 443 | 8 | Not listed | (720) 655-7510 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327738) |
| [Avrio Wealth Pte LTD](https://specstream.ai/data/investment-advisers/firm/avrio-wealth-pte-ltd-306064) | Singapore | Singapore | $178.3 million | 393 | 8 | Not listed | (656) 240-6865 | avriowealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306064) |
| [Enr Asset Management, Incorporated](https://specstream.ai/data/investment-advisers/firm/enr-asset-management-incorporated-136315) | Canada | Westmount, Quebec | $176.7 million | 177 | 3 | Not listed | (514) 989-8027 | enrassetmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/136315) |
| [Odlum Brown USA Investment Management Limited](https://specstream.ai/data/investment-advisers/firm/odlum-brown-usa-investment-management-limited-132242) | Canada | Vancouver, British Columbia | $174.6 million | 448 | 30 | Not listed | (866) 636-8222 | odlumbrownusa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132242) |
| [Dragon Capital Management (HK) Limited](https://specstream.ai/data/investment-advisers/firm/dragon-capital-management-hk-limited-287890) | Hong Kong | Central | $168.3 million | 2 | 4 | 1 | 85239798100 | dragoncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/287890) |
| [Maimon Wealth Management LTD.](https://specstream.ai/data/investment-advisers/firm/maimon-wealth-management-ltd-298566) | Israel | Ra'Anana | $156.5 million | 188 | 5 | Not listed | 972 54 696 6638 | maimonwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298566) |
| [Tricon](https://specstream.ai/data/investment-advisers/firm/tricon-160558) | Canada | Toronto | $152.1 million | 9 | 141 | 4 | (416) 925-7228 | triconresidential.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160558) |
| [Beacon Hill Wealth Management LTD](https://specstream.ai/data/investment-advisers/firm/beacon-hill-wealth-management-ltd-325860) | Canada | Victoria, BC | $148.6 million | 258 | 6 | Not listed | (778) 433-1314 | beaconhillwm.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325860) |
| [Wellington-Altus USA Inc.](https://specstream.ai/data/investment-advisers/firm/wellington-altus-usa-inc-297314) | Canada | Winnipeg, Manitoba | $146.2 million | 265 | 59 | Not listed | (888) 315-8729 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297314) |
| [C&S Investment](https://specstream.ai/data/investment-advisers/firm/c-s-investment-294103) | Liechtenstein | Vaduz, Vaduz | $146.2 million | 20 | 8 | Not listed | (423) 384-3600 | c-s-investment.li | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/294103) |
| [Burgess Investment Management and Research Inc.](https://specstream.ai/data/investment-advisers/firm/burgess-investment-management-and-research-inc-297648) | Canada | Toronto, Ontario | $144.2 million | 411 | 3 | Not listed | (416) 622-0466 | burgessinvestmentmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297648) |
| [Kadita Partners Pte. LTD.](https://specstream.ai/data/investment-advisers/firm/kadita-partners-pte-ltd-326660) | Singapore | Singapore | $139.7 million | 8 | 6 | 1 | (659) 086-4753 | kaditapartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/326660) |
| [Haverstock Capital LLP](https://specstream.ai/data/investment-advisers/firm/haverstock-capital-llp-340312) | United Kingdom | London | $139.6 million | 2 | 5 | Not listed | 44(0) 20 8264 9521 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340312) |
| [Canaccord Genuity Wealth Management](https://specstream.ai/data/investment-advisers/firm/canaccord-genuity-wealth-management-7449) | Canada | Vancouver, BC | $135.5 million | 114 | 32 | Not listed | (604) 643-7300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/7449) |
| [IA Private Wealth (USA) Inc.](https://specstream.ai/data/investment-advisers/firm/ia-private-wealth-usa-inc-322127) | Canada | Toronto, Ontario | $135.1 million | 292 | 131 | Not listed | (855) 999-2081 | iaprivatewealthusa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322127) |
| [Arete Wealth Strategists](https://specstream.ai/data/investment-advisers/firm/arete-wealth-strategists-167297) | Australia | Brisbane | $133.7 million | 331 | 2 | Not listed | (888) 544-3250 | arete-wa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167297) |
| [Sartorial Wealth Inc.](https://specstream.ai/data/investment-advisers/firm/sartorial-wealth-inc-329971) | Canada | Mississauga, Ontario | $130.4 million | 299 | 8 | Not listed | (647) 368-6816 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329971) |
| [Pacifica Partners Capital Management Inc.](https://specstream.ai/data/investment-advisers/firm/pacifica-partners-capital-management-inc-162313) | Canada | Surrey | $128.2 million | 414 | 10 | Not listed | (877) 576-8908 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162313) |
| [Tempered Investment Management LTD.](https://specstream.ai/data/investment-advisers/firm/tempered-investment-management-ltd-158837) | Canada | North Vancouver, British Columbia | $127.5 million | 8 | 4 | Not listed | (778) 279-7700 | temperedinvestment.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158837) |
| [Aisa International](https://specstream.ai/data/investment-advisers/firm/aisa-international-172777) | United Kingdom | Devizes | $126.5 million | 236 | 8 | Not listed | 0044-1672-569966 | aisa-international.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172777) |
| [Brickell Key Asset Management Limited](https://specstream.ai/data/investment-advisers/firm/brickell-key-asset-management-limited-170675) | Guernsey | St. Peter Port | $119.9 million | 1 | 6 | 1 | 44-1481-726-034 | bkaml.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170675) |
| [Jasper Capital Hong Kong Limited](https://specstream.ai/data/investment-advisers/firm/jasper-capital-hong-kong-limited-306114) | Hong Kong | Hong Kong, Hong Kong | $118.5 million | 3 | 6 | 1 | +852-26660805 | jasperhk.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306114) |
| [Greenskeeper Asset Management Inc.](https://specstream.ai/data/investment-advisers/firm/greenskeeper-asset-management-inc-325725) | Canada | Oakville, Ontario | $116.3 million | 179 | 4 | 1 | (905) 827-1179 | greenskeeper.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325725) |
| [Motilal Oswal Capital Limited](https://specstream.ai/data/investment-advisers/firm/motilal-oswal-capital-limited-286146) | India | Prabhadevi, Mumbai | $116.1 million | 1 | 7 | 1 | +91 22 39804200 | motilaloswalmf.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286146) |
| [Manrke Wealth](https://specstream.ai/data/investment-advisers/firm/manrke-wealth-333697) | Canada | Toronto, Ontario | $115.7 million | 182 | 3 | Not listed | (647) 948-3048 | inukshukcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333697) |
| [Natwealth Management](https://specstream.ai/data/investment-advisers/firm/natwealth-management-310098) | Canada | Montreal | $115 million | 130 | 129 | Not listed | (833) 946-1589 | nbfwm.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310098) |
| [BW Asset Management LTD](https://specstream.ai/data/investment-advisers/firm/bw-asset-management-ltd-300503) | Cayman Islands | George Town | $110.2 million | 2 | 40 | Not listed | (345) 743-8805 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300503) |
| [Sizemore Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/sizemore-capital-management-llc-146961) | Peru | San Isidro | $109.4 million | 707 | 3 | 9 | (214) 265-6597 | blueorbitcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146961) |
| [Cypress Capital Management US Limited](https://specstream.ai/data/investment-advisers/firm/cypress-capital-management-us-limited-139037) | Canada | Vancouver, British Columbia | $106.2 million | 58 | 11 | Not listed | (604) 659-1850 | cypresscap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139037) |
| [Raison Asset Management](https://specstream.ai/data/investment-advisers/firm/raison-asset-management-282147) | Estonia | Tallinn | $106.1 million | 5 | 7 | 1 | (372) 660-0288 | wealth.raison.app | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282147) |
| [Maseco Asia Limited](https://specstream.ai/data/investment-advisers/firm/maseco-asia-limited-310966) | Hong Kong | Hong Kong | $106.1 million | 242 | 5 | Not listed | 852 5808 2064 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310966) |
| [White Lighthouse Investment Management S.A.R.L.](https://specstream.ai/data/investment-advisers/firm/white-lighthouse-investment-management-s-a-r-l-172284) | Switzerland | 1003 Lausanne | $104.5 million | 37 | 2 | Not listed | 41 22 548 1431 | white-lighthouse.ch | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172284) |
| [Burren Capital Advisors Limited](https://specstream.ai/data/investment-advisers/firm/burren-capital-advisors-limited-157096) | Gibraltar | Europort | $97.7 million | 2 | 5 | 1 | +350 200 68880 | burrencap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157096) |
| [Amberlake Partners Sam](https://specstream.ai/data/investment-advisers/firm/amberlake-partners-sam-322274) | Monaco | Monaco | $97.1 million | 14 | 7 | Not listed | +37792001710 | amberlakepartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/322274) |
| [Vulpes Investment Management Private Limited](https://specstream.ai/data/investment-advisers/firm/vulpes-investment-management-private-limited-161048) | Singapore | Singapore | $96.5 million | 4 | 8 | Not listed | (656) 538-1998 | vulpesinvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161048) |
| [Wise Money Israel](https://specstream.ai/data/investment-advisers/firm/wise-money-israel-304753) | Israel | Binyamina | $94.9 million | 193 | 2 | Not listed | +972-79-6984545 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304753) |
| [Armada Capital LLC](https://specstream.ai/data/investment-advisers/firm/armada-capital-llc-307382) | Mexico | Mexico City | $89.9 million | 2 | 8 | Not listed | +52 55 5985 1770 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307382) |
| [Pichardo Asset Management, S.A. de C.V.](https://specstream.ai/data/investment-advisers/firm/pichardo-asset-management-s-a-de-c-v-126683) | Mexico | Mexico City | $89.8 million | 10 | 8 | Not listed | 52 55 5261 4600 | paminversion.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/126683) |
| [Orasis Capital](https://specstream.ai/data/investment-advisers/firm/orasis-capital-172536) | Switzerland | Geneva | $87 million | 1 | 5 | 1 | 0041229098900 | orasis-capital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172536) |
| [Rubin Overseas LTD.](https://specstream.ai/data/investment-advisers/firm/rubin-overseas-ltd-169309) | Switzerland | Zurich | $84.9 million | 12 | 6 | Not listed | 011-41-58-680-5919 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169309) |
| [Seven Hills Capital Corp.](https://specstream.ai/data/investment-advisers/firm/seven-hills-capital-corp-338305) | Canada | Toronto, Ontario | $83.8 million | 1,134 | 4 | Not listed | (416) 357-0640 | sevenhillscapital.ca | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338305) |
| [Londinium Asset Management LTD.](https://specstream.ai/data/investment-advisers/firm/londinium-asset-management-ltd-141259) | Monaco | 98000 Principality of Monaco | $82 million | 1 | 1 | Not listed | 377-9770-3581 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141259) |
| [General Industrial Partners LLP](https://specstream.ai/data/investment-advisers/firm/general-industrial-partners-llp-282342) | United Kingdom | London | $80 million | 6 | 3 | 4 | +44 (0) 20 7496 1900 | generalindustrialpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282342) |
| [St. Columbanus AG](https://specstream.ai/data/investment-advisers/firm/st-columbanus-ag-169895) | Switzerland | Teufen | $78.6 million | 17 | 5 | Not listed | +41 71 245 76 78 | stcolumbanus.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169895) |
| [Bin Yuan Capital (Cayman) Limited](https://specstream.ai/data/investment-advisers/firm/bin-yuan-capital-cayman-limited-170104) | Cayman Islands | Grand Cayman | $76 million | 5 | 24 | 1 | (345) 943-3100 | binyuancapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170104) |
| [Shoreline Capital Management, LTD.](https://specstream.ai/data/investment-advisers/firm/shoreline-capital-management-ltd-161466) | China | Guangzhou | $75.9 million | 5 | 15 | 3 | +86(20) 8560-6988 | shoreline.com.cn | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161466) |

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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.

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