Data / Investment advisers / Private funds / Indiana
Investment advisers in Indiana that manage private funds: 30 firms
30 investment advisers with a main office in Indiana report 139 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Oxford Financial Group, LTD.
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.
- 30Advisers
- 139Private funds
- 14Exempt reporting advisers
- $7.6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Oxford Financial Group, LTD | Carmel | IN | 48 | 7 | 34 | Not listed | 3 | $3.40 billion | $23.33 billion | adviserinfo.sec.gov |
| Proteus, LLC | Indianapolis | IN | 29 | 1 | Not listed | Not listed | Not listed | $419.2 million | $259.8 million | adviserinfo.sec.gov |
| Centerfield Capital Partners | Indianapolis | IN | 8 | Not listed | 8 | Not listed | Not listed | $610.8 million | $1.08 billion | adviserinfo.sec.gov |
| High Alpha Studio, LLC | Indianapolis | IN | 8 | Not listed | Not listed | 8 | Not listed | $380.5 million | Not listed | adviserinfo.sec.gov |
| Cid Capital II, Inc. | Carmel | IN | 5 | Not listed | 5 | Not listed | Not listed | $515.8 million | $515.8 million | adviserinfo.sec.gov |
| Sunrise Capital Management, LLC | Fishers | IN | 5 | Not listed | 5 | Not listed | Not listed | $46.7 million | Not listed | adviserinfo.sec.gov |
| Ceres Partners, LLC | South Bend | IN | 3 | Not listed | 2 | Not listed | 1 | $327.5 million | $1.96 billion | adviserinfo.sec.gov |
| 40/86 Advisors, Inc. | Carmel | IN | 3 | Not listed | Not listed | Not listed | Not listed | $298.8 million | $30.50 billion | adviserinfo.sec.gov |
| Rosenthal | Henry Capital Advisors, Inc. | Mishawaka | IN | 3 | 3 | Not listed | Not listed | Not listed | $114.9 million | Not listed | adviserinfo.sec.gov |
| Alloy Partners, Inc. | Indianapolis | IN | 3 | Not listed | Not listed | 3 | Not listed | $34.8 million | Not listed | adviserinfo.sec.gov |
| Fi3 Financial Advisors, LLC | Indianapolis | IN | 3 | Not listed | 2 | Not listed | Not listed | $11.4 million | $1.14 billion | adviserinfo.sec.gov |
| Gap Asset Management, LLC | South Bend | IN | 2 | Not listed | 2 | Not listed | Not listed | $287 million | $287 million | adviserinfo.sec.gov |
| Shepherd Financial | Carmel | IN | 2 | 2 | Not listed | Not listed | Not listed | $44 million | $7.47 billion | adviserinfo.sec.gov |
| US Agriculture | Carmel | IN | 1 | Not listed | Not listed | Not listed | 1 | $258.9 million | $759.1 million | adviserinfo.sec.gov |
| Ambrose Capital Advisors, LLC | Indianapolis | IN | 1 | Not listed | Not listed | Not listed | 1 | $228.3 million | $228.3 million | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | IN | 1 | Not listed | Not listed | Not listed | Not listed | $185.4 million | $3.97 billion | adviserinfo.sec.gov |
| Elpis Capital Group, LLC | Fishers | IN | 1 | Not listed | Not listed | Not listed | Not listed | $95.1 million | Not listed | adviserinfo.sec.gov |
| BML Capital Management, LLC | Zionsville | IN | 1 | 1 | Not listed | Not listed | Not listed | $73.3 million | Not listed | adviserinfo.sec.gov |
| Whiskey Capital Finance Co. II, LLC | Jeffersonville | IN | 1 | Not listed | 1 | Not listed | Not listed | $70.3 million | Not listed | adviserinfo.sec.gov |
| Juniper GP, LLC | Clarksville | IN | 1 | Not listed | 1 | Not listed | Not listed | $37.8 million | Not listed | adviserinfo.sec.gov |
| Bam Credit Manager, LLC | Carmel | IN | 1 | Not listed | Not listed | Not listed | 1 | $33.3 million | Not listed | adviserinfo.sec.gov |
| Whiskey Capital Finance Co., LLC | Jeffersonville | IN | 1 | Not listed | 1 | Not listed | Not listed | $31.9 million | Not listed | adviserinfo.sec.gov |
| Ground Game Ventures | Indianapolis | IN | 1 | Not listed | Not listed | 1 | Not listed | $28.4 million | Not listed | adviserinfo.sec.gov |
| Barrel Strength Partners LLC | Indianapolis | IN | 1 | Not listed | Not listed | Not listed | Not listed | $5.2 million | Not listed | adviserinfo.sec.gov |
| Peloton Capital Management | Indianapolis | IN | 1 | 1 | Not listed | Not listed | Not listed | $4.6 million | $282 million | adviserinfo.sec.gov |
| Halter Ferguson Financial Inc | Carmel | IN | 1 | Not listed | Not listed | Not listed | Not listed | $3.8 million | $705 million | adviserinfo.sec.gov |
| Flywheel Fund VI GP LLC | Bloomington | IN | 1 | Not listed | Not listed | 1 | Not listed | $2 million | Not listed | adviserinfo.sec.gov |
| JTBV | LA Porte | IN | 1 | Not listed | Not listed | 1 | Not listed | $1.1 million | Not listed | adviserinfo.sec.gov |
| The Wellington GRP LLC | Indianapolis | IN | 1 | Not listed | 1 | Not listed | Not listed | Not listed | $473.6 million | adviserinfo.sec.gov |
| Truedge Asset Management LLC | Indianapolis | IN | 1 | Not listed | Not listed | Not listed | 1 | Not listed | Not listed | 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.