Data / Investment advisers / Private funds / Arizona
Investment advisers in Arizona that manage private funds: 36 firms
36 investment advisers with a main office in Arizona report 161 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Gi Partners.
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.
- 36Advisers
- 161Private funds
- 9Exempt reporting advisers
- $33.8 billionGross 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). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gi Partners | Scottsdale | AZ | 28 | Not listed | 25 | Not listed | 3 | $20.80 billion | $35.74 billion | adviserinfo.sec.gov |
| Balbec Capital Management LP | Scottsdale | AZ | 14 | Not listed | Not listed | Not listed | 14 | $7.35 billion | $7.99 billion | adviserinfo.sec.gov |
| Indigo Partners LLC | Scottsdale | AZ | 14 | Not listed | 2 | 10 | Not listed | $2.45 billion | $1.66 billion | adviserinfo.sec.gov |
| Alpha Fiduciary | Phoenix | AZ | 13 | Not listed | 1 | Not listed | Not listed | $20.7 million | $114 million | adviserinfo.sec.gov |
| Social Leverage Advisors, LLC | Scottsdale | AZ | 11 | Not listed | Not listed | 11 | Not listed | $323.9 million | $443.7 million | adviserinfo.sec.gov |
| Awm Capital, LLC | Phoenix | AZ | 10 | Not listed | Not listed | 9 | 1 | $108.1 million | $1.49 billion | adviserinfo.sec.gov |
| Pangaea Ventures US Inc. | Scottsdale | AZ | 7 | Not listed | Not listed | 7 | Not listed | $121.9 million | Not listed | adviserinfo.sec.gov |
| Ascent Capital Partners, LLC | Scottsdale | AZ | 7 | Not listed | Not listed | 7 | Not listed | $91.4 million | $172 million | adviserinfo.sec.gov |
| Estancia Capital Management, LLC | Scottsdale | AZ | 5 | Not listed | 5 | Not listed | Not listed | $689.3 million | $908 million | adviserinfo.sec.gov |
| Pravati Capital LLC | Scottsdale | AZ | 5 | Not listed | 5 | Not listed | Not listed | $173.7 million | $173.7 million | adviserinfo.sec.gov |
| Vestpointe Wealth Management, LLC | Scottsdale | AZ | 4 | Not listed | Not listed | Not listed | Not listed | $15.3 million | $165.8 million | adviserinfo.sec.gov |
| Northrim Adviser, LLC | Mesa | AZ | 3 | Not listed | 3 | Not listed | Not listed | $556 million | $556 million | adviserinfo.sec.gov |
| Grayhawk Capital, LLC | Mesa | AZ | 3 | Not listed | Not listed | 3 | Not listed | $145 million | Not listed | adviserinfo.sec.gov |
| Torch Hill Investment Partners | Chandler | AZ | 3 | Not listed | 3 | Not listed | Not listed | $95.3 million | Not listed | adviserinfo.sec.gov |
| Raintree Capital Management LLC | Scottsdale | AZ | 3 | 2 | 1 | Not listed | Not listed | $76.3 million | Not listed | adviserinfo.sec.gov |
| Revtek Advisors, LLC | Mesa | AZ | 3 | Not listed | Not listed | Not listed | Not listed | $60.2 million | Not listed | adviserinfo.sec.gov |
| Watts Gwilliam & Company, LLC | Gilbert | AZ | 3 | Not listed | 1 | Not listed | 2 | $7.8 million | $1.03 billion | adviserinfo.sec.gov |
| Fortitude Family Office | Scottsdale | AZ | 2 | Not listed | 1 | Not listed | 1 | $141.1 million | $1.27 billion | adviserinfo.sec.gov |
| Taylor Frigon Capital Management LLC | Scottsdale | AZ | 2 | Not listed | Not listed | Not listed | Not listed | $126.1 million | $232.6 million | adviserinfo.sec.gov |
| Copper Sky Capital, LLC | Scottsdale | AZ | 2 | Not listed | Not listed | 2 | Not listed | $109.7 million | Not listed | adviserinfo.sec.gov |
| Rovin Capital | Mesa | AZ | 2 | Not listed | Not listed | Not listed | 1 | $51 million | $917.3 million | adviserinfo.sec.gov |
| Asterozoa Management | Phoenix | AZ | 2 | 2 | Not listed | Not listed | Not listed | $46.3 million | $103.9 million | adviserinfo.sec.gov |
| Strategic Income Group LLC | Chandler | AZ | 2 | 1 | Not listed | Not listed | 1 | $42.6 million | $362.4 million | adviserinfo.sec.gov |
| Klinkloans Fund | Gilbert | AZ | 1 | Not listed | Not listed | Not listed | 1 | $46.1 million | Not listed | adviserinfo.sec.gov |
| PHX Manco | Tempe | AZ | 1 | Not listed | Not listed | 1 | Not listed | $31 million | Not listed | adviserinfo.sec.gov |
| Trinity Capital Adviser LLC | Phoenix | AZ | 1 | Not listed | 1 | Not listed | Not listed | $30.9 million | $157.6 million | adviserinfo.sec.gov |
| Xcellerant Ventures, LLC | Scottsdale | AZ | 1 | Not listed | 1 | Not listed | Not listed | $25.5 million | $26 million | adviserinfo.sec.gov |
| Heritage Family Offices, LLP | Scottsdale | AZ | 1 | Not listed | 1 | Not listed | Not listed | $15 million | $423.3 million | adviserinfo.sec.gov |
| Accordant Investments LLC | Scottsdale | AZ | 1 | Not listed | Not listed | Not listed | 1 | $13.6 million | $186.4 million | adviserinfo.sec.gov |
| Trenches Capital Management LLC | Phoenix | AZ | 1 | Not listed | Not listed | 1 | Not listed | $13.5 million | Not listed | adviserinfo.sec.gov |
| SL Capital | Scottsdale | AZ | 1 | Not listed | 1 | Not listed | Not listed | $7.4 million | $230.3 million | adviserinfo.sec.gov |
| Sharpepoint, LLC | Phoenix | AZ | 1 | 1 | Not listed | Not listed | Not listed | $4.7 million | $222.8 million | adviserinfo.sec.gov |
| Acrylic Financial, Inc. | Fountain Hills | AZ | 1 | 1 | Not listed | Not listed | Not listed | $4 million | $73.5 million | adviserinfo.sec.gov |
| Lane Brothers Investment Counsel | Prescott | AZ | 1 | Not listed | Not listed | Not listed | 1 | $385,567 | $240.1 million | adviserinfo.sec.gov |
| Alamos Capital, LLC | Tucson | AZ | 1 | 1 | Not listed | Not listed | Not listed | Not listed | $1 million | adviserinfo.sec.gov |
| Rra Capital | Phoenix | AZ | 1 | Not listed | Not listed | Not listed | 1 | Not listed | $663.3 million | adviserinfo.sec.gov |
Also on SpecStream
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.