Data / Investment advisers / Private funds / Private equity funds

Investment advisers that manage private equity funds: 4,594 firms and 43,061 funds

Name: Investment advisers that manage private equity funds
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

4,594 investment advisers report 43,061 private equity funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Microangel Partners LLC.

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.

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4,594Advisers
62,147Private funds
2,017Exempt reporting advisers
$20 trillionGross assets of private funds
November 2, 2026File date

Advisers by private funds

Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). The first 300 of 4,594 are shown. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	State	Private funds	Hedge	Private equity	Venture capital	Real estate	Fund gross assets	AUM	Source
Microangel Partners LLC			843	Not listed	833	10	Not listed	$421.2 million	Not listed	adviserinfo.sec.gov
Equitybee Advisors, LLC	Palo Alto	CA	582	Not listed	581	1	Not listed	$111.9 million	Not listed	adviserinfo.sec.gov
Kohlberg Kravis Roberts & Co. L.P.	New York	NY	630	18	553	Not listed	34	$518.15 billion	$399.90 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	PA	553	Not listed	534	Not listed	Not listed	$138.36 billion	$141.83 billion	adviserinfo.sec.gov
Stepstone Group LP	LA Jolla	CA	409	1	370	37	1	$123.28 billion	$107.82 billion	adviserinfo.sec.gov
Echo	Road Town, Tortola	British Virgin Islands	334	Not listed	334	Not listed	Not listed	$148.1 million	Not listed	adviserinfo.sec.gov
Adams Street Partners, LLC	Chicago	IL	327	Not listed	326	1	Not listed	$60.61 billion	$66.49 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	NY	334	Not listed	323	Not listed	2	$124.33 billion	$125.26 billion	adviserinfo.sec.gov
Brown Advisory Investment Solutions Group LLC	Baltimore	MD	406	26	303	7	Not listed	$8.89 billion	$9.84 billion	adviserinfo.sec.gov
Harbourvest Partners, LLC	Boston	MA	311	Not listed	285	Not listed	Not listed	$201.42 billion	$191.18 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	NY	1,286	62	239	Not listed	52	$551.34 billion	$2.65 trillion	adviserinfo.sec.gov
Apollo Capital Management, L.P.	New York	NY	714	151	214	Not listed	108	$405.95 billion	$718.48 billion	adviserinfo.sec.gov
Warburg Pincus LLC	New York	NY	213	Not listed	213	Not listed	Not listed	$112.30 billion	$108.66 billion	adviserinfo.sec.gov
Insight Venture Partners	New York	NY	180	2	178	Not listed	Not listed	$92.17 billion	$92.18 billion	adviserinfo.sec.gov
Iconiq Capital, LLC	San Francisco	CA	354	13	169	Not listed	7	$101.71 billion	$117.53 billion	adviserinfo.sec.gov
The Carlyle Group	Washington	DC	314	1	167	Not listed	37	$173.60 billion	$283.81 billion	adviserinfo.sec.gov
Ares Management LLC	Los Angeles	CA	682	255	157	5	113	$417.64 billion	$458.82 billion	adviserinfo.sec.gov
NB Alternatives Advisers LLC	Dallas	TX	159	5	154	Not listed	Not listed	$80.45 billion	$160.24 billion	adviserinfo.sec.gov
Platinum Equity Advisors, LLC	Beverly Hills	CA	149	Not listed	149	Not listed	Not listed	$47.56 billion	$47.72 billion	adviserinfo.sec.gov
GCM Grosvenor L.P.	Chicago	IL	261	106	147	Not listed	8	$79.74 billion	$95.49 billion	adviserinfo.sec.gov
Thoma Bravo	Chicago	IL	151	5	146	Not listed	Not listed	$182.91 billion	$182.94 billion	adviserinfo.sec.gov
HPS Investment Partners, LLC	New York	NY	253	58	142	Not listed	Not listed	$150.82 billion	$175.72 billion	adviserinfo.sec.gov
Clarity Investment Management Inc.	Vancouver	Canada	139	Not listed	139	Not listed	Not listed	$1.94 billion	$1.94 billion	adviserinfo.sec.gov
HG	London	United Kingdom	138	Not listed	138	Not listed	Not listed	$57.45 billion	Not listed	adviserinfo.sec.gov
Brookfield Asset Management Pic Canada, LP	Toronto, Ontario	Canada	135	Not listed	135	Not listed	Not listed	$102.51 billion	$152.13 billion	adviserinfo.sec.gov
Advent International, L.P.	Boston	MA	133	Not listed	133	Not listed	Not listed	$91.63 billion	$91.63 billion	adviserinfo.sec.gov
Life Investors Management Company, LP	Southlake	TX	133	Not listed	133	Not listed	Not listed	$160.8 million	Not listed	adviserinfo.sec.gov
Asia Alternatives Management LLC	San Francisco	CA	131	Not listed	131	Not listed	Not listed	$9.91 billion	$13.24 billion	adviserinfo.sec.gov
Cypress Investment Management, LLC	Oakbrook Terrace	IL	127	Not listed	127	Not listed	Not listed	$313.1 million	$302.2 million	adviserinfo.sec.gov
TPG Capital Advisors, LLC	Fort Worth	TX	127	Not listed	127	Not listed	Not listed	$141.38 billion	$140.57 billion	adviserinfo.sec.gov
Blackrock Capital Investment Advisors, LLC	Wilmington	DE	162	12	125	Not listed	Not listed	$60.97 billion	$66.93 billion	adviserinfo.sec.gov
Sixth Street Advisers, LLC	Dallas	TX	160	4	123	Not listed	Not listed	$90.51 billion	$101.61 billion	adviserinfo.sec.gov
Vista Equity Partners Management, LLC	San Francisco	CA	125	2	123	Not listed	Not listed	$105.66 billion	$106.02 billion	adviserinfo.sec.gov
Brookfield Asset Management Pic Adviser (Private Equity), L.P.	Toronto, Ontario	Canada	123	Not listed	123	Not listed	Not listed	$47.42 billion	$73.82 billion	adviserinfo.sec.gov
I Squared Capital Advisors (US) LLC	Miami	FL	123	Not listed	123	Not listed	Not listed	$66.43 billion	$60.09 billion	adviserinfo.sec.gov
The Riverside Company	New York	NY	123	Not listed	123	Not listed	Not listed	$13.52 billion	$13.53 billion	adviserinfo.sec.gov
Forge Global Advisors LLC	San Francisco	CA	122	Not listed	122	Not listed	Not listed	$2.45 billion	$2.46 billion	adviserinfo.sec.gov
MVP Manager LLC	New York	NY	121	Not listed	121	Not listed	Not listed	$1.58 billion	$2.81 billion	adviserinfo.sec.gov
Coatue Management, L.L.C.	New York	NY	146	23	120	3	Not listed	$128.65 billion	$92.71 billion	adviserinfo.sec.gov
H.I.G. Capital, LLC	Miami	FL	151	Not listed	119	2	30	$70.65 billion	$72.33 billion	adviserinfo.sec.gov
Brookfield Renewable Energy Group LLC	Toronto, Ontario	Canada	119	Not listed	118	Not listed	Not listed	$49.81 billion	$99.12 billion	adviserinfo.sec.gov
50 South Capital Advisors, LLC	Chicago	IL	126	12	114	Not listed	Not listed	$26.65 billion	$16.07 billion	adviserinfo.sec.gov
Lexington Partners L.P.	New York	NY	113	Not listed	113	Not listed	Not listed	$78.54 billion	$79.27 billion	adviserinfo.sec.gov
Harris Preston & Partners, LLC	Austin	TX	109	Not listed	109	Not listed	Not listed	$703.4 million	$799.2 million	adviserinfo.sec.gov
Sax Capital LLC	Washington	DC	109	Not listed	109	Not listed	Not listed	$75 million	Not listed	adviserinfo.sec.gov
Alpinvest US Holdings, LLC	New York	NY	110	Not listed	108	Not listed	Not listed	$55.18 billion	$57.66 billion	adviserinfo.sec.gov
Siguler Guff Advisers LLC	New York	NY	139	Not listed	107	Not listed	12	$17.19 billion	$18.26 billion	adviserinfo.sec.gov
Leonard Green & Partners, L.P.	Los Angeles	CA	107	Not listed	107	Not listed	Not listed	$85.60 billion	$85.60 billion	adviserinfo.sec.gov
Offit Capital	New York	NY	123	19	104	Not listed	Not listed	$4.08 billion	$20.60 billion	adviserinfo.sec.gov
Blackstone Tactical Opportunities Advisors L.L.C.	New York	NY	103	Not listed	103	Not listed	Not listed	$39.02 billion	$40.36 billion	adviserinfo.sec.gov
Pathway Capital Management, LP	Irvine	CA	103	Not listed	103	Not listed	Not listed	$42.94 billion	$97.82 billion	adviserinfo.sec.gov
Stonepeak	New York	NY	121	11	101	2	6	$56.47 billion	$81.91 billion	adviserinfo.sec.gov
Apogem Capital LLC	New York	NY	114	1	98	Not listed	Not listed	$18.11 billion	$43.82 billion	adviserinfo.sec.gov
Blue Owl GPSC Advisors LLC	New York	NY	125	29	96	Not listed	Not listed	$95.15 billion	$94.65 billion	adviserinfo.sec.gov
CF Private Equity, Inc.	Norwalk	CT	95	Not listed	95	Not listed	Not listed	$21.81 billion	$17.53 billion	adviserinfo.sec.gov
Global Infrastructure Management, LLC	New York	NY	101	8	93	Not listed	Not listed	$86.67 billion	$142.15 billion	adviserinfo.sec.gov
Startengine Adviser LLC	Melville	NY	93	Not listed	93	Not listed	Not listed	$149.2 million	Not listed	adviserinfo.sec.gov
Truebridge Capital Partners	Chapel Hill	NC	102	Not listed	92	10	Not listed	$13.81 billion	$11.24 billion	adviserinfo.sec.gov
Belzberg & Co.	New York	NY	90	Not listed	90	Not listed	Not listed	$1.66 billion	$2.33 billion	adviserinfo.sec.gov
Summit Partners, L.P.	Boston	MA	87	Not listed	87	Not listed	Not listed	$42.01 billion	$42.01 billion	adviserinfo.sec.gov
Sali Fund Services	Austin	TX	240	94	85	1	13	$42.40 billion	$45.99 billion	adviserinfo.sec.gov
Dimension Capital Management LLC	Coral Gables	FL	94	9	85	Not listed	Not listed	$1.20 billion	$7.29 billion	adviserinfo.sec.gov
Blackstone Alternative Credit Advisors LP	New York	NY	87	Not listed	85	Not listed	Not listed	$34.99 billion	$44.11 billion	adviserinfo.sec.gov
Pathstone	Englewood	NJ	161	24	84	8	23	$13.66 billion	$110.30 billion	adviserinfo.sec.gov
Republic Capital	New York	NY	100	Not listed	82	18	Not listed	$410.9 million	$430.9 million	adviserinfo.sec.gov
Portfolio Advisors LLC	Darien	CT	92	Not listed	82	Not listed	6	$21.94 billion	$47.84 billion	adviserinfo.sec.gov
Bench Walk Advisors LLC	Boca Raton	FL	81	Not listed	81	Not listed	Not listed	$671 million	$707.6 million	adviserinfo.sec.gov
BC Partners LLP	London	United Kingdom	80	Not listed	80	Not listed	Not listed	$31.12 billion	Not listed	adviserinfo.sec.gov
Ardian Investment UK Limited	London	United Kingdom	79	Not listed	79	Not listed	Not listed	$48.87 billion	Not listed	adviserinfo.sec.gov
Clearlake Capital Group, L.P.	Santa Monica	CA	93	3	75	Not listed	Not listed	$75.34 billion	$83.56 billion	adviserinfo.sec.gov
Washington Harbour Partners LP	Arlington	VA	75	1	74	Not listed	Not listed	$3.46 billion	$4.73 billion	adviserinfo.sec.gov
Harbor Group International, LLC	Norfolk	VA	74	Not listed	74	Not listed	Not listed	$2.46 billion	$3.79 billion	adviserinfo.sec.gov
Blackrock Financial Management, Inc	New York	NY	352	180	73	Not listed	3	$209.32 billion	$1.60 trillion	adviserinfo.sec.gov
Searchlight Capital Partners	New York	NY	73	Not listed	73	Not listed	Not listed	$17.99 billion	$17.51 billion	adviserinfo.sec.gov
RCP Advisors 2, LLC	Dallas	TX	75	Not listed	71	Not listed	Not listed	$19.82 billion	$18.21 billion	adviserinfo.sec.gov
Quantum Capital Group	Houston	TX	71	Not listed	71	Not listed	Not listed	$27.74 billion	$28.77 billion	adviserinfo.sec.gov
Pantheon	San Francisco	CA	115	Not listed	70	Not listed	3	$44.68 billion	$87.69 billion	adviserinfo.sec.gov
CAZ Investments L.P.	Houston	TX	107	36	69	Not listed	2	$10.89 billion	$10.83 billion	adviserinfo.sec.gov
Okeanos Venture Management LLC	Great Falls	VA	134	Not listed	68	66	Not listed	$67.8 million	Not listed	adviserinfo.sec.gov
Schroders Capital Management (US) LLC	New York	NY	67	Not listed	67	Not listed	Not listed	$14.55 billion	$34.59 billion	adviserinfo.sec.gov
Eig Management Company, LLC	Washington	DC	66	Not listed	66	Not listed	Not listed	$18.51 billion	$22.22 billion	adviserinfo.sec.gov
Hongshan Capital Advisors Limited	Hong Kong	Hong Kong	65	Not listed	65	Not listed	Not listed	$57.76 billion	Not listed	adviserinfo.sec.gov
Weathervane Asset Management LLC	Fort Lauderdale	FL	65	Not listed	65	Not listed	Not listed	$380.9 million	$384.1 million	adviserinfo.sec.gov
Carlyle Global Credit Investment Management L.L.C.	New York	NY	67	Not listed	62	Not listed	1	$29.27 billion	$68.38 billion	adviserinfo.sec.gov
MS Capital Partners Adviser Inc.	New York	NY	67	Not listed	62	1	Not listed	$21.84 billion	$38.76 billion	adviserinfo.sec.gov
Arcadia Investment Partners	New York	NY	74	Not listed	60	Not listed	14	$1.35 billion	$1.37 billion	adviserinfo.sec.gov
KSL Capital Partners	Denver	CO	60	Not listed	60	Not listed	Not listed	$17.98 billion	$25.61 billion	adviserinfo.sec.gov
Macquarie Infrastructure Partners	New York	NY	60	Not listed	60	Not listed	Not listed	$43.34 billion	$48.84 billion	adviserinfo.sec.gov
Overbay Capital Partners	Toronto	Canada	59	Not listed	59	Not listed	Not listed	$3.57 billion	$2.98 billion	adviserinfo.sec.gov
Stone Point Capital LLC	Greenwich	CT	59	Not listed	59	Not listed	Not listed	$69.20 billion	$67.63 billion	adviserinfo.sec.gov
Wilshire	Santa Monica	CA	97	39	58	Not listed	Not listed	$42.07 billion	$149.10 billion	adviserinfo.sec.gov
Eqt Fund Management S.A.R.L	Luxembourg	Luxembourg	69	Not listed	58	8	3	$101.68 billion	Not listed	adviserinfo.sec.gov
Zanbato Advisors LLC	Mountain View	CA	58	Not listed	58	Not listed	Not listed	$2.08 billion	$2.08 billion	adviserinfo.sec.gov
J.P. Morgan Private Investments Inc.	New York	NY	75	10	57	Not listed	8	$19.31 billion	$469.98 billion	adviserinfo.sec.gov
Stepstone Group Real Assets LP	LA Jolla	CA	59	2	57	Not listed	Not listed	$38.39 billion	$41.48 billion	adviserinfo.sec.gov
Goanna Capital Management LLC			57	Not listed	57	Not listed	Not listed	$2.07 billion	$1.86 billion	adviserinfo.sec.gov
Madison Dearborn Partners	Chicago	IL	57	Not listed	57	Not listed	Not listed	$21.50 billion	$20.74 billion	adviserinfo.sec.gov
Partners Group AG	Baar, Zug	Switzerland	81	Not listed	56	1	9	$21.97 billion	Not listed	adviserinfo.sec.gov
Digitalbridge Investment Management, LLC	Boca Raton	FL	59	2	56	Not listed	Not listed	$56.16 billion	$61.10 billion	adviserinfo.sec.gov
PSG Equity L.L.C.	Boston	MA	56	Not listed	56	Not listed	Not listed	$30.18 billion	$30.18 billion	adviserinfo.sec.gov
GTCR LLC	Chicago	IL	55	Not listed	55	Not listed	Not listed	$48.64 billion	$48.64 billion	adviserinfo.sec.gov
Investcorp Investment Advisers LLC	New York	NY	55	Not listed	55	Not listed	Not listed	$6.48 billion	$6.19 billion	adviserinfo.sec.gov
Battery Management Corp.	Boston	MA	60	Not listed	54	6	Not listed	$15.61 billion	$15.61 billion	adviserinfo.sec.gov
Trinity Investors Fund Advisors, LLC	Southlake	TX	56	Not listed	54	Not listed	2	$588 million	$606.6 million	adviserinfo.sec.gov
Blackstone Private Credit Strategies LLC	New York	NY	54	Not listed	54	Not listed	Not listed	$54.25 billion	$57.92 billion	adviserinfo.sec.gov
Investx Master Gp1 Inc.	Vancouver, British Columbia	Canada	54	Not listed	54	Not listed	Not listed	$313.6 million	Not listed	adviserinfo.sec.gov
Kelso & Company, L.P.	New York	NY	54	Not listed	54	Not listed	Not listed	$16.55 billion	$14.32 billion	adviserinfo.sec.gov
Blackrock Alternatives Management, LLC	New York	NY	82	24	53	Not listed	Not listed	$32.97 billion	$18.00 billion	adviserinfo.sec.gov
Valor Equity Partners	Chicago	IL	54	Not listed	53	1	Not listed	$63.53 billion	$59.32 billion	adviserinfo.sec.gov
Ecp	Summit	NJ	53	Not listed	53	Not listed	Not listed	$26.77 billion	$33.39 billion	adviserinfo.sec.gov
CVC Advisers Jersey Limited	St. Helier	Jersey	52	Not listed	52	Not listed	Not listed	$105.74 billion	Not listed	adviserinfo.sec.gov
Stripes, LLC	New York	NY	52	Not listed	52	Not listed	Not listed	$8.13 billion	$8.14 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	CA	73	13	51	Not listed	Not listed	$7.16 billion	$509.45 billion	adviserinfo.sec.gov
Pinegrove Venture Partners, LLC	Menlo Park	CA	68	Not listed	51	10	Not listed	$22.59 billion	$13.72 billion	adviserinfo.sec.gov
Bracket Capital	West Hollywood	CA	51	Not listed	51	Not listed	Not listed	$2.55 billion	$2.57 billion	adviserinfo.sec.gov
Great Hill Partners	Boston	MA	50	Not listed	50	Not listed	Not listed	$21.09 billion	$18.99 billion	adviserinfo.sec.gov
Hc2 Capital, LLC	Dallas	TX	50	Not listed	50	Not listed	Not listed	$251.6 million	$251.6 million	adviserinfo.sec.gov
Bridgepoint Advisers Limited	London	United Kingdom	49	Not listed	49	Not listed	Not listed	$16.55 billion	Not listed	adviserinfo.sec.gov
Wellington Alternative Investments	Boston	MA	128	68	48	Not listed	Not listed	$118.31 billion	$92.17 billion	adviserinfo.sec.gov
SCS Capital Management LLC	Boston	MA	62	6	48	Not listed	Not listed	$16.83 billion	$48.65 billion	adviserinfo.sec.gov
LGT Capital Partners (Ireland) Limited	Dublin	Ireland	53	2	48	Not listed	Not listed	$39.04 billion	Not listed	adviserinfo.sec.gov
Waystone Management Company (Ie) Limited	Dubln 4	Ireland	53	3	48	Not listed	1	$11.11 billion	Not listed	adviserinfo.sec.gov
Accrete Management, LLC	London	United Kingdom	48	Not listed	48	Not listed	Not listed	$4.24 billion	Not listed	adviserinfo.sec.gov
Redbird Capital Partners Management LLC	New York	NY	48	Not listed	48	Not listed	Not listed	$12.56 billion	$14.01 billion	adviserinfo.sec.gov
Shore Capital Partners	Chicago	IL	48	Not listed	48	Not listed	Not listed	$9.30 billion	$9.26 billion	adviserinfo.sec.gov
TJC LP	New York	NY	48	Not listed	48	Not listed	Not listed	$30.78 billion	$30.78 billion	adviserinfo.sec.gov
TZP Management Associates, LLC	New York	NY	48	Not listed	48	Not listed	Not listed	$2.49 billion	$2.49 billion	adviserinfo.sec.gov
Vintage Investment Partners	Herzliya Pituach	Israel	51	Not listed	47	4	Not listed	$5.53 billion	$5.53 billion	adviserinfo.sec.gov
Triton Investments Advisers LLP	London	United Kingdom	47	Not listed	47	Not listed	Not listed	$22.23 billion	Not listed	adviserinfo.sec.gov
Declaration Partners LP	New York	NY	64	Not listed	46	Not listed	18	$1.99 billion	$2.01 billion	adviserinfo.sec.gov
Brockenbrough	Richmond	VA	58	7	46	Not listed	3	$2.79 billion	$5.49 billion	adviserinfo.sec.gov
Reverence Capital Partners	New York	NY	47	Not listed	46	Not listed	1	$17.78 billion	$18.09 billion	adviserinfo.sec.gov
Barramundi Advisors LLC	Boca Raton	FL	46	Not listed	46	Not listed	Not listed	$392 million	$390.4 million	adviserinfo.sec.gov
Sandlot Partners, LLC	Orem	UT	49	Not listed	45	Not listed	1	$907.5 million	$934.5 million	adviserinfo.sec.gov
Ardian France	Paris	France	45	Not listed	45	Not listed	Not listed	$67.15 billion	Not listed	adviserinfo.sec.gov
BDT Capital Partners	Chicago	IL	45	Not listed	45	Not listed	Not listed	$75.37 billion	$51.52 billion	adviserinfo.sec.gov
Copenhagen Infrastructure Partners	Copenhagen	Denmark	45	Not listed	45	Not listed	Not listed	$37.55 billion	Not listed	adviserinfo.sec.gov
Digital Bridge Advisors, LLC	Boca Raton	FL	45	Not listed	45	Not listed	Not listed	$13.55 billion	$14.60 billion	adviserinfo.sec.gov
Hellman & Friedman LLC	San Francisco	CA	45	Not listed	45	Not listed	Not listed	$110.42 billion	$110.42 billion	adviserinfo.sec.gov
Patria Finance Limited	George Town	Cayman Islands	45	Not listed	45	Not listed	Not listed	$13.27 billion	Not listed	adviserinfo.sec.gov
Corient IA LP	Miami	FL	111	18	44	8	13	$5.70 billion	$5.11 billion	adviserinfo.sec.gov
Bregal Investments, Inc.	New York	NY	44	Not listed	44	Not listed	Not listed	$27.55 billion	$27.55 billion	adviserinfo.sec.gov
Gallatin Point Capital LLC	Greenwich	CT	44	Not listed	44	Not listed	Not listed	$4.76 billion	$5.65 billion	adviserinfo.sec.gov
Sagestreet	Houston	TX	44	Not listed	44	Not listed	Not listed	$158.3 million	Not listed	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	NJ	49	3	43	Not listed	Not listed	$3.87 billion	$676.69 billion	adviserinfo.sec.gov
Corsair Capital LLC	New York	NY	43	Not listed	43	Not listed	Not listed	$4.82 billion	$7.68 billion	adviserinfo.sec.gov
Francisco Partners	San Francisco	CA	43	Not listed	43	Not listed	Not listed	$47.05 billion	$47.05 billion	adviserinfo.sec.gov
Westcap Management, LLC	San Francisco	CA	43	Not listed	43	Not listed	Not listed	$5.96 billion	$7.44 billion	adviserinfo.sec.gov
Centerbridge Partners, L.P.	New York	NY	104	50	42	Not listed	Not listed	$47.09 billion	$79.86 billion	adviserinfo.sec.gov
Icg Investments Inc	New York	NY	67	1	42	Not listed	Not listed	$40.07 billion	$49.69 billion	adviserinfo.sec.gov
Five Arrows	Luxembourg	Luxembourg	55	Not listed	42	Not listed	Not listed	$15.65 billion	Not listed	adviserinfo.sec.gov
Clayton, Dubilier & Rice, LLC	New York	NY	42	Not listed	42	Not listed	Not listed	$85.98 billion	$87.35 billion	adviserinfo.sec.gov
Flexstone Partners, LLC	New York	NY	42	Not listed	42	Not listed	Not listed	$6.60 billion	$7.20 billion	adviserinfo.sec.gov
Grovestreet	Newton	MA	42	Not listed	42	Not listed	Not listed	$6.10 billion	$7.14 billion	adviserinfo.sec.gov
JLL Partners, LLC	New York	NY	42	Not listed	42	Not listed	Not listed	$10.93 billion	$7.40 billion	adviserinfo.sec.gov
Top Tier Capital Partners, LLC	San Francisco	CA	42	Not listed	42	Not listed	Not listed	$7.45 billion	$7.27 billion	adviserinfo.sec.gov
Abbott Capital Management LLC	New York	NY	41	Not listed	41	Not listed	Not listed	$6.73 billion	$15.56 billion	adviserinfo.sec.gov
Ara Partners	Houston	TX	41	Not listed	41	Not listed	Not listed	$7.92 billion	$6.79 billion	adviserinfo.sec.gov
Monticelloam, LLC	New York	NY	41	Not listed	41	Not listed	Not listed	$650.2 million	$923.3 million	adviserinfo.sec.gov
Towerbrook Capital Partners	New York	NY	61	Not listed	40	Not listed	Not listed	$27.66 billion	$27.67 billion	adviserinfo.sec.gov
Astorg Asset Management Sarl	Luxembourg	Luxembourg	40	Not listed	40	Not listed	Not listed	$29.36 billion	Not listed	adviserinfo.sec.gov
Seven2 Sas	Paris	France	40	Not listed	40	Not listed	Not listed	$4.60 billion	Not listed	adviserinfo.sec.gov
Wefunder	San Francisco	CA	121	Not listed	39	82	Not listed	$132 million	Not listed	adviserinfo.sec.gov
Glade Brook Capital Partners LLC	Greenwich	CT	40	Not listed	39	Not listed	Not listed	$3.96 billion	$3.96 billion	adviserinfo.sec.gov
Harvest Partners, LP	New York	NY	39	Not listed	39	Not listed	Not listed	$20.05 billion	$20.25 billion	adviserinfo.sec.gov
KKR Credit Advisors (US) LLC	San Francisco	CA	108	60	38	Not listed	Not listed	$53.89 billion	$270.85 billion	adviserinfo.sec.gov
Tomales Bay Capital			43	Not listed	38	5	Not listed	$6.22 billion	$5.11 billion	adviserinfo.sec.gov
Providence Equity Partners L.L.C.	Providence	RI	39	1	38	Not listed	Not listed	$24.12 billion	$24.12 billion	adviserinfo.sec.gov
Audax Private Equity	Boston	MA	38	Not listed	38	Not listed	Not listed	$20.12 billion	$20.12 billion	adviserinfo.sec.gov
Augment Advisors, LLC	Austin	TX	38	Not listed	38	Not listed	Not listed	$342.6 million	$342.6 million	adviserinfo.sec.gov
Connelly Capital Management LLC	Guaynabo	PR	38	Not listed	38	Not listed	Not listed	$1.08 billion	$1.05 billion	adviserinfo.sec.gov
Lovell Minnick	Radnor	PA	38	Not listed	38	Not listed	Not listed	$6.02 billion	$5.21 billion	adviserinfo.sec.gov
Pomona Capital	New York	NY	38	Not listed	38	Not listed	Not listed	$11.51 billion	$14.67 billion	adviserinfo.sec.gov
Warren Equity Partners Manager, L.P.	Jacksonville Beach	FL	38	Not listed	38	Not listed	Not listed	$6.09 billion	$6.09 billion	adviserinfo.sec.gov
Crescent Capital Group LP	Los Angeles	CA	88	10	37	Not listed	Not listed	$22.69 billion	$49.71 billion	adviserinfo.sec.gov
Fort Washington Investment Advisors Inc	Cincinnati	OH	45	4	37	Not listed	Not listed	$6.54 billion	$93.47 billion	adviserinfo.sec.gov
Bear Creek Asset Management, LLC	Denver	CO	40	Not listed	37	Not listed	3	$242.4 million	$5.19 billion	adviserinfo.sec.gov
Highvista Private Capital Management LLC	Boston	MA	40	3	37	Not listed	Not listed	$5.90 billion	$6.48 billion	adviserinfo.sec.gov
Dragoneer Investment Group, LLC	San Francisco	CA	39	2	37	Not listed	Not listed	$38.51 billion	$37.04 billion	adviserinfo.sec.gov
Equitix	London	United Kingdom	37	Not listed	37	Not listed	Not listed	$11.18 billion	Not listed	adviserinfo.sec.gov
Oic	New York	NY	37	Not listed	37	Not listed	Not listed	$3.17 billion	$4.51 billion	adviserinfo.sec.gov
Raine Capital LLC	New York	NY	37	Not listed	37	Not listed	Not listed	$4.45 billion	$2.75 billion	adviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLC	Boston	MA	44	5	36	Not listed	3	$17.28 billion	$48.31 billion	adviserinfo.sec.gov
Overlay Management, LLC	Alpharetta	GA	40	Not listed	36	4	Not listed	$168.1 million	$168.6 million	adviserinfo.sec.gov
Ae Industrial Partners, LP	Boca Raton	FL	36	Not listed	36	Not listed	Not listed	$7.74 billion	$7.72 billion	adviserinfo.sec.gov
Bain Capital Private Equity, LP	Boston	MA	36	Not listed	36	Not listed	Not listed	$99.51 billion	$96.43 billion	adviserinfo.sec.gov
Blackstone Management Partners L.L.C.	New York	NY	36	Not listed	36	Not listed	Not listed	$145.73 billion	$145.73 billion	adviserinfo.sec.gov
Kline Hill Partners LP	Greenwich	CT	36	Not listed	36	Not listed	Not listed	$11.71 billion	$11.71 billion	adviserinfo.sec.gov
MGG Investment Group LP	New York	NY	36	Not listed	36	Not listed	Not listed	$6.85 billion	$7.59 billion	adviserinfo.sec.gov
Patricof Co	New York	NY	36	Not listed	36	Not listed	Not listed	$264.1 million	$264.2 million	adviserinfo.sec.gov
Thrivent Private Investments	Minneapolis	MN	36	Not listed	36	Not listed	Not listed	$20.85 billion	$22.78 billion	adviserinfo.sec.gov
Willow Wealth	New York	NY	120	Not listed	35	Not listed	79	$916.6 million	$1.64 billion	adviserinfo.sec.gov
Blue Owl Credit Private Fund Advisors LLC	New York	NY	87	17	35	Not listed	2	$32.47 billion	$46.06 billion	adviserinfo.sec.gov
Castlelake, L.P.	Minneapolis	MN	46	3	35	Not listed	Not listed	$35.07 billion	$35.29 billion	adviserinfo.sec.gov
137 Ventures Management, LLC	San Francisco	CA	42	Not listed	35	7	Not listed	$13.13 billion	$11.81 billion	adviserinfo.sec.gov
Thirdbase Capital GP, LLC			41	Not listed	35	6	Not listed	$284.5 million	Not listed	adviserinfo.sec.gov
Court Square Capital	New York	NY	35	Not listed	35	Not listed	Not listed	$10.11 billion	$10.11 billion	adviserinfo.sec.gov
Inflexion Private Equity Partners	London	United Kingdom	35	Not listed	35	Not listed	Not listed	$17.79 billion	Not listed	adviserinfo.sec.gov
Oak Hill Capital Management, LLC	New York	NY	35	Not listed	35	Not listed	Not listed	$14.18 billion	$13.93 billion	adviserinfo.sec.gov
Onex Partners Manager LP	Toronto	Canada	35	Not listed	35	Not listed	Not listed	$22.61 billion	$22.47 billion	adviserinfo.sec.gov
Open Doors Partners			35	Not listed	35	Not listed	Not listed	$39.9 million	Not listed	adviserinfo.sec.gov
Pai Partners	Luxembourg	Luxembourg	35	Not listed	35	Not listed	Not listed	$15.01 billion	Not listed	adviserinfo.sec.gov
Churchill Asset Management LLC	New York	NY	48	4	34	Not listed	Not listed	$24.64 billion	$55.66 billion	adviserinfo.sec.gov
Oxford Financial Group, LTD	Carmel	IN	48	7	34	Not listed	3	$3.40 billion	$23.33 billion	adviserinfo.sec.gov
Strategic Partners Fund Solutions Advisors L.P.	New York	NY	45	Not listed	34	2	9	$79.41 billion	$80.36 billion	adviserinfo.sec.gov
Blue Opal Capital, LLC	New York	NY	39	Not listed	34	5	Not listed	$498.5 million	$498.5 million	adviserinfo.sec.gov
WP Global Partners LLC	Chicago	IL	37	Not listed	34	Not listed	2	$3.01 billion	$3.01 billion	adviserinfo.sec.gov
Atw Partners LLC	New York	NY	34	Not listed	34	Not listed	Not listed	$1.15 billion	$1.15 billion	adviserinfo.sec.gov
Edgewater Services, LLC	Chicago	IL	34	Not listed	34	Not listed	Not listed	$2.84 billion	$2.84 billion	adviserinfo.sec.gov
Equityzen Advisors LLC	New York	NY	34	Not listed	34	Not listed	Not listed	$57.3 million	Not listed	adviserinfo.sec.gov
GC Advisors Holdings Limited	Hong Kong	Hong Kong	34	Not listed	34	Not listed	Not listed	$5.92 billion	Not listed	adviserinfo.sec.gov
Gho Capital Management Limited	Grand Cayman	Cayman Islands	34	Not listed	34	Not listed	Not listed	$8.24 billion	Not listed	adviserinfo.sec.gov
Oep Capital Advisors, L.P.	New York	NY	34	Not listed	34	Not listed	Not listed	$15.66 billion	$15.73 billion	adviserinfo.sec.gov
TCV	Menlo Park	CA	34	Not listed	34	Not listed	Not listed	$22.51 billion	$22.51 billion	adviserinfo.sec.gov
TDR Capital LLP	London	United Kingdom	34	Not listed	34	Not listed	Not listed	$23.31 billion	Not listed	adviserinfo.sec.gov
Icg Europe S.A.R.L.	Luxembourg	Luxembourg	51	Not listed	33	Not listed	9	$67.09 billion	Not listed	adviserinfo.sec.gov
BBR Partners, LLC	New York	NY	41	8	33	Not listed	Not listed	$7.07 billion	$36.49 billion	adviserinfo.sec.gov
Kohlberg & Company	Mount Kisco	NY	37	1	33	Not listed	Not listed	$17.15 billion	$17.15 billion	adviserinfo.sec.gov
Capvest Partners LLP	London	United Kingdom	33	Not listed	33	Not listed	Not listed	$31.18 billion	Not listed	adviserinfo.sec.gov
Goldberg Lindsay & Co. LLC	New York	NY	33	Not listed	33	Not listed	Not listed	$11.91 billion	$11.91 billion	adviserinfo.sec.gov
Redefine Ventures LLC	Boulder	CO	33	Not listed	33	Not listed	Not listed	$1.26 billion	$1.28 billion	adviserinfo.sec.gov
Rhone VC LLC			33	Not listed	33	Not listed	Not listed	$81.2 million	Not listed	adviserinfo.sec.gov
Sycamore Partners	New York	NY	33	Not listed	33	Not listed	Not listed	$14.30 billion	$14.30 billion	adviserinfo.sec.gov
The Energy & Minerals Group LP	Houston	TX	33	Not listed	33	Not listed	Not listed	$13.11 billion	$12.02 billion	adviserinfo.sec.gov
TPG Angelo Gordon	New York	NY	237	176	32	Not listed	1	$107.11 billion	$115.94 billion	adviserinfo.sec.gov
Cynosure Group, LLC	Salt Lake City	UT	60	3	32	6	3	$3.49 billion	$9.85 billion	adviserinfo.sec.gov
Permira Investment Advisers Limited	St Peter Port	Guernsey	60	27	32	Not listed	Not listed	$73.37 billion	Not listed	adviserinfo.sec.gov
Kayne Anderson Capital Advisors, L.P.	Houston	TX	54	20	32	Not listed	Not listed	$12.51 billion	$14.29 billion	adviserinfo.sec.gov
Veritas Capital Fund Management, L.L.C.	New York	NY	35	3	32	Not listed	Not listed	$53.42 billion	$53.81 billion	adviserinfo.sec.gov
747 Capital, LLC	New York	NY	32	Not listed	32	Not listed	Not listed	$1.13 billion	$1.13 billion	adviserinfo.sec.gov
Accel-Kkr	Menlo Park	CA	32	Not listed	32	Not listed	Not listed	$23.81 billion	$23.81 billion	adviserinfo.sec.gov
Aegis Capital Corp.	New York	NY	32	Not listed	32	Not listed	Not listed	$269.4 million	$1.78 billion	adviserinfo.sec.gov
Chicago Pacific Founders	Chicago	IL	32	Not listed	32	Not listed	Not listed	$7.77 billion	$7.07 billion	adviserinfo.sec.gov
Graham Partners, LLC	Newtown Square	PA	32	Not listed	32	Not listed	Not listed	$5.15 billion	$5.00 billion	adviserinfo.sec.gov
Incline Equity Partners	Pittsburgh	PA	32	Not listed	32	Not listed	Not listed	$5.99 billion	$5.96 billion	adviserinfo.sec.gov
Ridgemont Partners Management, LLC	Charlotte	NC	32	Not listed	32	Not listed	Not listed	$10.25 billion	$10.26 billion	adviserinfo.sec.gov
Seidler Equity Partners	Marina Del Rey	CA	32	Not listed	32	Not listed	Not listed	$8.82 billion	$5.94 billion	adviserinfo.sec.gov
Spectrum Equity	Boston	MA	32	Not listed	32	Not listed	Not listed	$5.59 billion	$7.32 billion	adviserinfo.sec.gov
Charlesbank Capital Partners, LLC	Boston	MA	50	Not listed	31	Not listed	Not listed	$21.29 billion	$21.06 billion	adviserinfo.sec.gov
Franklin Park	Bala Cynwyd	PA	49	Not listed	31	18	Not listed	$5.97 billion	$10.21 billion	adviserinfo.sec.gov
Mic Capital Management UK LLP	London	United Kingdom	35	1	31	3	Not listed	$23.11 billion	$36.80 billion	adviserinfo.sec.gov
9yards Capital Management LP	New York	NY	31	Not listed	31	Not listed	Not listed	$687.6 million	$687.6 million	adviserinfo.sec.gov
Altamont Capital Partners	Palo Alto	CA	31	Not listed	31	Not listed	Not listed	$4.20 billion	$4.02 billion	adviserinfo.sec.gov
Crestview Partners	New York	NY	31	Not listed	31	Not listed	Not listed	$6.67 billion	$7.08 billion	adviserinfo.sec.gov
Duende Capital Partners Corporation			31	Not listed	31	Not listed	Not listed	$70.6 million	Not listed	adviserinfo.sec.gov
Gridiron Capital, LLC	New Canaan	CT	31	Not listed	31	Not listed	Not listed	$8.38 billion	$9.52 billion	adviserinfo.sec.gov
Nonpublic			31	Not listed	31	Not listed	Not listed	$297.8 million	Not listed	adviserinfo.sec.gov
Upper90	Providence	RI	31	Not listed	31	Not listed	Not listed	$882.2 million	$1.11 billion	adviserinfo.sec.gov
Partners Capital Investment Group, LLP	Boston	MA	50	20	30	Not listed	Not listed	$23.93 billion	$50.51 billion	adviserinfo.sec.gov
Bain Capital Asset Management, LP	Boston	MA	43	7	30	3	3	$4.13 billion	$16.29 billion	adviserinfo.sec.gov
Marlin Equity Partners	Hermosa Beach	CA	31	Not listed	30	Not listed	Not listed	$9.02 billion	$9.02 billion	adviserinfo.sec.gov
Bison Capital Advisors, LLC			30	Not listed	30	Not listed	Not listed	$59.4 million	Not listed	adviserinfo.sec.gov
Bridgepoint Advisers II Limited	London	United Kingdom	30	Not listed	30	Not listed	Not listed	$4.23 billion	Not listed	adviserinfo.sec.gov
FFL	San Francisco	CA	30	Not listed	30	Not listed	Not listed	$4.12 billion	$4.11 billion	adviserinfo.sec.gov
Genstar Capital	San Francisco	CA	30	Not listed	30	Not listed	Not listed	$51.26 billion	$51.26 billion	adviserinfo.sec.gov
Lee Equity Partners, LLC	New York	NY	30	Not listed	30	Not listed	Not listed	$5.84 billion	$5.84 billion	adviserinfo.sec.gov
Patient Square Capital, LP	Menlo Park	CA	30	Not listed	30	Not listed	Not listed	$17.22 billion	$17.51 billion	adviserinfo.sec.gov
Tiger Infrastructure Partners LP	New York	NY	30	Not listed	30	Not listed	Not listed	$3.93 billion	$3.93 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	NJ	171	38	29	Not listed	6	$130.06 billion	$1.13 trillion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	NY	139	31	29	Not listed	1	$37.42 billion	$588.22 billion	adviserinfo.sec.gov
Northgate Capital, L.P.	Danville	CA	67	Not listed	29	38	Not listed	$1.83 billion	$2.93 billion	adviserinfo.sec.gov
Audax Private Debt	New York	NY	56	24	29	Not listed	Not listed	$25.99 billion	$25.69 billion	adviserinfo.sec.gov
Jordan Park Group LLC	San Francisco	CA	45	5	29	Not listed	6	$6.59 billion	$23.26 billion	adviserinfo.sec.gov
26north	New York	NY	38	Not listed	29	Not listed	Not listed	$17.96 billion	$32.68 billion	adviserinfo.sec.gov
Silver Lake Technology Management, LLC	Menlo Park	CA	38	9	29	Not listed	Not listed	$116.96 billion	$117.70 billion	adviserinfo.sec.gov
Tennenbaum Capital Partners, LLC	Santa Monica	CA	36	5	29	Not listed	Not listed	$1.40 billion	$3.16 billion	adviserinfo.sec.gov
BTG Pactual Asset Management US , LLC	New York	NY	35	4	29	Not listed	Not listed	$19.55 billion	$30.11 billion	adviserinfo.sec.gov
Inverness Graham Investments, Inc.	Wayne	PA	29	Not listed	29	Not listed	Not listed	$1.57 billion	$1.57 billion	adviserinfo.sec.gov
Peak Rock Capital LLC	Austin	TX	29	Not listed	29	Not listed	Not listed	$7.47 billion	$7.28 billion	adviserinfo.sec.gov
Solamere Capital, LLC	Boston	MA	29	Not listed	29	Not listed	Not listed	$5.66 billion	$5.74 billion	adviserinfo.sec.gov
Levine Leichtman Capital Partners, LLC	Beverly Hills	CA	54	Not listed	28	Not listed	Not listed	$8.21 billion	$11.88 billion	adviserinfo.sec.gov
Tiger Global Management, LLC	New York	NY	38	10	28	Not listed	Not listed	$102.16 billion	$77.99 billion	adviserinfo.sec.gov
Motive Capital Management, LLC	New York	NY	37	Not listed	28	9	Not listed	$5.30 billion	$5.42 billion	adviserinfo.sec.gov
Precision Capital Advisors, LLC	Greenwich	CT	34	Not listed	28	2	1	$2.64 billion	$2.69 billion	adviserinfo.sec.gov
Morgan Creek Capital Management, LLC	Chapel Hill	NC	33	5	28	Not listed	Not listed	$1.39 billion	$1.79 billion	adviserinfo.sec.gov
Development Partners International LLP	London	United Kingdom	30	Not listed	28	Not listed	Not listed	$6.40 billion	Not listed	adviserinfo.sec.gov
Basalt Infrastructure Partners LLP	London	United Kingdom	28	Not listed	28	Not listed	Not listed	$7.03 billion	$9.62 billion	adviserinfo.sec.gov
Lightyear Capital LLC	New York	NY	28	Not listed	28	Not listed	Not listed	$5.45 billion	$8.08 billion	adviserinfo.sec.gov
Linden Capital Partners	Chicago	IL	28	Not listed	28	Not listed	Not listed	$13.95 billion	$13.95 billion	adviserinfo.sec.gov
Novacap Management Inc.	Brossard, Quebec	Canada	28	Not listed	28	Not listed	Not listed	$4.67 billion	$13.17 billion	adviserinfo.sec.gov
Oa Private Capital	Grand Rapids	MI	28	Not listed	28	Not listed	Not listed	$12.69 billion	$22.95 billion	adviserinfo.sec.gov
SK Capital Partners	New York	NY	28	Not listed	28	Not listed	Not listed	$8.79 billion	$8.36 billion	adviserinfo.sec.gov
VMG Partners II, LLC	San Francisco	CA	28	Not listed	28	Not listed	Not listed	$3.17 billion	$3.17 billion	adviserinfo.sec.gov
Valedor Partners	Houston	TX	28	Not listed	28	Not listed	Not listed	$96.3 million	Not listed	adviserinfo.sec.gov
J.P. Morgan Investment Management Inc.	New York	NY	239	16	27	Not listed	26	$165.83 billion	$3.52 trillion	adviserinfo.sec.gov
Prairie Capital Management Group, LLC	Kansas City	MO	41	5	27	Not listed	Not listed	$1.73 billion	$7.13 billion	adviserinfo.sec.gov
White Wolf Capital Advisors, LLC	Miami	FL	34	Not listed	27	Not listed	Not listed	$560 million	$566.8 million	adviserinfo.sec.gov
Legacy Knight Mfo, LLC	Dallas	TX	33	Not listed	27	Not listed	3	$942.3 million	$2.85 billion	adviserinfo.sec.gov
Abry Partners II, LLC	Boston	MA	29	2	27	Not listed	Not listed	$14.90 billion	$14.90 billion	adviserinfo.sec.gov
Access Holdings Management Company LLC	Baltimore	MD	27	Not listed	27	Not listed	Not listed	$1.90 billion	$2.27 billion	adviserinfo.sec.gov
Arsenal Capital Management LP	New York	NY	27	Not listed	27	Not listed	Not listed	$9.72 billion	$9.72 billion	adviserinfo.sec.gov
Garnett Station Partners	New York	NY	27	Not listed	27	Not listed	Not listed	$4.19 billion	$4.19 billion	adviserinfo.sec.gov
Leeds Equity Partners	New York	NY	27	Not listed	27	Not listed	Not listed	$5.80 billion	$6.71 billion	adviserinfo.sec.gov
Macquarie Infrastructure and Real Assets (Europe) Limited	London	United Kingdom	27	Not listed	27	Not listed	Not listed	$40.39 billion	Not listed	adviserinfo.sec.gov
Monogram Capital Management, L.P.	Beverly Hills	CA	27	Not listed	27	Not listed	Not listed	$1.51 billion	$1.79 billion	adviserinfo.sec.gov
Moonfare	Berlin	Germany	27	Not listed	27	Not listed	Not listed	$392.1 million	Not listed	adviserinfo.sec.gov
Newspring Capital	Radnor	PA	27	Not listed	27	Not listed	Not listed	$3.34 billion	$3.34 billion	adviserinfo.sec.gov
Newview Capital Management, LLC	Burlingame	CA	27	Not listed	27	Not listed	Not listed	$3.86 billion	$3.86 billion	adviserinfo.sec.gov
Oceansound Partners, LP	New York	NY	27	Not listed	27	Not listed	Not listed	$6.95 billion	$6.95 billion	adviserinfo.sec.gov
Proterra Investment Partners LP	Minneapolis	MN	27	Not listed	27	Not listed	Not listed	$2.89 billion	$3.71 billion	adviserinfo.sec.gov

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment 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. Spot a wrong value? Write to [email protected] with the link to this page.