Data / Investment advisers / Private funds / Iowa
Investment advisers in Iowa that manage private funds: 10 firms
10 investment advisers with a main office in Iowa report 97 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Valiant Wealth, 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.
- 10Advisers
- 97Private funds
- 5Exempt reporting advisers
- $18.9 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Valiant Wealth, LLC | West des Moines | IA | 30 | Not listed | 23 | Not listed | 7 | $124.6 million | $423.1 million | adviserinfo.sec.gov |
| Aegon Asset Management US | Cedar Rapids | IA | 19 | Not listed | 3 | Not listed | Not listed | $7.69 billion | $88.80 billion | adviserinfo.sec.gov |
| Principal Real Estate | Des Moines | IA | 18 | 14 | Not listed | Not listed | 1 | $8.85 billion | $105.65 billion | adviserinfo.sec.gov |
| Principal Asset Management | Des Moines | IA | 10 | 6 | 4 | Not listed | Not listed | $972.6 million | $427.71 billion | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | IA | 7 | Not listed | Not listed | 7 | Not listed | $387.4 million | Not listed | adviserinfo.sec.gov |
| Next Level Ventures, LLC | Des Moines | IA | 5 | Not listed | Not listed | 5 | Not listed | $692.1 million | Not listed | adviserinfo.sec.gov |
| Aavin Equity Advisors, LLC | Cedar Rapids | IA | 3 | Not listed | 2 | Not listed | Not listed | $127.7 million | Not listed | adviserinfo.sec.gov |
| Isa Ventures Fund Management, LLC | Cedar Rapids | IA | 3 | Not listed | Not listed | 3 | Not listed | $25.9 million | Not listed | adviserinfo.sec.gov |
| Midwest Growth Advisors, LLC | West des Moines | IA | 1 | Not listed | Not listed | 1 | Not listed | $42 million | Not listed | adviserinfo.sec.gov |
| Aegon Real Assets US | Cedar Rapids | IA | 1 | Not listed | Not listed | Not listed | 1 | $28.2 million | $394.5 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.