Data / Investment advisers / Private funds / North Carolina
Investment advisers in North Carolina that manage private funds: 93 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
93 investment advisers with a main office in North Carolina report 878 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Global Endowment Management, LP.
The request: Every adviser that manages private funds in North Carolina, with phone and website. $10 of work on sign-up, no card.
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.
- 93Advisers
- 878Private funds
- 37Exempt reporting advisers
- $148 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Global Endowment Management, LP | Charlotte | NC | 148 | 140 | 5 | Not listed | 1 | $25.75 billion | $12.88 billion | 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 |
| Barings LLC | Charlotte | NC | 91 | 4 | 13 | Not listed | 6 | $30.20 billion | $392.75 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 |
| Ridgemont Partners Management, LLC | Charlotte | NC | 32 | Not listed | 32 | Not listed | Not listed | $10.25 billion | $10.26 billion | adviserinfo.sec.gov |
| SPP Management Services, LLC | Charlotte | NC | 29 | Not listed | 5 | Not listed | Not listed | $623.6 million | $623.6 million | adviserinfo.sec.gov |
| Bell Partners | Greensboro | NC | 26 | Not listed | Not listed | Not listed | 26 | $5.76 billion | $6.12 billion | adviserinfo.sec.gov |
| Plexus Capital | Raleigh | NC | 17 | Not listed | 17 | Not listed | Not listed | $3.85 billion | $3.77 billion | adviserinfo.sec.gov |
| Captrust | Raleigh | NC | 17 | Not listed | 2 | Not listed | 12 | $223 million | $1.24 trillion | adviserinfo.sec.gov |
| QHP Capital, L.P. | Raleigh | NC | 15 | Not listed | 15 | Not listed | Not listed | $4.72 billion | $4.57 billion | adviserinfo.sec.gov |
| Corrum Capital Management LLC | Charlotte | NC | 15 | 2 | 13 | Not listed | Not listed | $707.3 million | $1.39 billion | adviserinfo.sec.gov |
| Allspring Global Investments, LLC | Charlotte | NC | 14 | Not listed | Not listed | Not listed | Not listed | $5.84 billion | $475.78 billion | adviserinfo.sec.gov |
| Five Points Capital LLC | Winston-Salem | NC | 14 | Not listed | 9 | Not listed | Not listed | $1.45 billion | $1.45 billion | adviserinfo.sec.gov |
| Kineticos Life Sciences Management LLC | Raleigh | NC | 14 | Not listed | Not listed | 14 | Not listed | $140 million | Not listed | adviserinfo.sec.gov |
| New Republic Partners | Charlotte | NC | 13 | Not listed | 10 | Not listed | Not listed | $721.7 million | $3.03 billion | adviserinfo.sec.gov |
| Sharpvue Capital, LLC | Raleigh | NC | 12 | Not listed | 4 | Not listed | 8 | $465.2 million | $465.2 million | adviserinfo.sec.gov |
| Oval Park Capital LLC | Raleigh | NC | 12 | Not listed | Not listed | 2 | Not listed | $97.3 million | Not listed | adviserinfo.sec.gov |
| Idea Fund Partners, LLC | Chapel Hill | NC | 11 | Not listed | Not listed | 11 | Not listed | $77.4 million | Not listed | adviserinfo.sec.gov |
| Carousel Capital Management Company, L.P. | Charlotte | NC | 10 | Not listed | 10 | Not listed | Not listed | $1.91 billion | $1.91 billion | adviserinfo.sec.gov |
| HCG Fund Management LP | Raleigh | NC | 10 | 1 | Not listed | 5 | Not listed | $347.3 million | $347.3 million | adviserinfo.sec.gov |
| The Zabel Companies, LLC | Charlotte | NC | 10 | Not listed | 10 | Not listed | Not listed | $67.7 million | Not listed | adviserinfo.sec.gov |
| Asana Partners, LP | Charlotte | NC | 9 | Not listed | Not listed | Not listed | 9 | $8.18 billion | $8.35 billion | adviserinfo.sec.gov |
| Steele Creek Investment Management LLC | Charlotte | NC | 9 | Not listed | 1 | Not listed | Not listed | $1.54 billion | $1.74 billion | adviserinfo.sec.gov |
| Vested Finance | Durham | NC | 9 | Not listed | 9 | Not listed | Not listed | $9.9 million | Not listed | adviserinfo.sec.gov |
| Tiverton Advisors, LLC | Raleigh | NC | 8 | Not listed | 8 | Not listed | Not listed | $2.14 billion | $2.14 billion | adviserinfo.sec.gov |
| Halifax Investment Management, L.L.C. | Raleigh | NC | 8 | Not listed | 8 | Not listed | Not listed | $1.90 billion | $1.90 billion | adviserinfo.sec.gov |
| Pappas Ventures | Durham | NC | 8 | Not listed | Not listed | 8 | Not listed | $165.3 million | Not listed | adviserinfo.sec.gov |
| Pamlico Capital | Charlotte | NC | 7 | Not listed | 7 | Not listed | Not listed | $5.30 billion | $5.30 billion | adviserinfo.sec.gov |
| FC Capital Management LLC | Charlotte | NC | 7 | Not listed | 7 | Not listed | Not listed | $1.36 billion | $1.61 billion | adviserinfo.sec.gov |
| Kian Capital Partners, LLC | Charlotte | NC | 7 | Not listed | 7 | Not listed | Not listed | $1.10 billion | $1.10 billion | adviserinfo.sec.gov |
| Granville Capital, Inc. | Greensboro | NC | 7 | 7 | Not listed | Not listed | Not listed | $803.3 million | $1.37 billion | adviserinfo.sec.gov |
| Hale Partnership Capital Management, LLC | Charlotte | NC | 7 | 5 | Not listed | Not listed | 2 | $250.3 million | $788.3 million | adviserinfo.sec.gov |
| Falfurrias Management Partners LP | Charlotte | NC | 6 | Not listed | 6 | Not listed | Not listed | $3.71 billion | $3.71 billion | adviserinfo.sec.gov |
| SJF Management LLC | Durham | NC | 6 | Not listed | Not listed | 6 | Not listed | $377.4 million | Not listed | adviserinfo.sec.gov |
| Sapere Wealth Management, LLC | Matthews | NC | 6 | 6 | Not listed | Not listed | Not listed | $210.5 million | $604.8 million | adviserinfo.sec.gov |
| Eton Advisors | Chapel Hill | NC | 5 | 5 | Not listed | Not listed | Not listed | $155.7 million | $1.89 billion | adviserinfo.sec.gov |
| Franklin Street Advisors Inc. | Chapel Hill | NC | 5 | Not listed | Not listed | Not listed | Not listed | $154.3 million | $4.53 billion | adviserinfo.sec.gov |
| Everstar Asset Management, LLC | Mooresville | NC | 5 | 4 | 1 | Not listed | Not listed | $111.7 million | $336.7 million | adviserinfo.sec.gov |
| Hargett Hunter Capital Management, LLC | Raleigh | NC | 5 | Not listed | 5 | Not listed | Not listed | $70.2 million | Not listed | adviserinfo.sec.gov |
| Stepstone Private Wealth | Charlotte | NC | 4 | Not listed | Not listed | 1 | Not listed | $2.39 billion | $17.93 billion | adviserinfo.sec.gov |
| Capitala Private Advisors, LLC | Charlotte | NC | 4 | Not listed | 4 | Not listed | Not listed | $448.2 million | $505.1 million | adviserinfo.sec.gov |
| Salem Investment Partners | Greensboro | NC | 4 | Not listed | 1 | Not listed | Not listed | $425 million | Not listed | adviserinfo.sec.gov |
| WSC & Company, LLC | Charlotte | NC | 4 | Not listed | 4 | Not listed | Not listed | $320.4 million | $320.4 million | adviserinfo.sec.gov |
| Hatteras Venture Partners | Durham | NC | 4 | Not listed | Not listed | 4 | Not listed | $183.5 million | Not listed | adviserinfo.sec.gov |
| Old Well Partners, LLC | Charlotte | NC | 4 | 1 | 3 | Not listed | Not listed | $111.2 million | Not listed | adviserinfo.sec.gov |
| Covenant Venture Capital, LLC | Wilmington | NC | 4 | Not listed | Not listed | 4 | Not listed | $86.1 million | Not listed | adviserinfo.sec.gov |
| Broadtree Partners Management, LLC | Charlotte | NC | 4 | Not listed | 4 | Not listed | Not listed | $31.6 million | Not listed | adviserinfo.sec.gov |
| Hatteras Investment Partners, LP | Raleigh | NC | 4 | Not listed | 4 | Not listed | Not listed | $400 | $114.8 million | adviserinfo.sec.gov |
| Graham Partners | Asheville | NC | 3 | 3 | Not listed | Not listed | Not listed | $492.7 million | $492.7 million | adviserinfo.sec.gov |
| Garden City Management, LLC | Charlotte | NC | 3 | Not listed | 3 | Not listed | Not listed | $343.8 million | $343.8 million | adviserinfo.sec.gov |
| BD Investment Partners, LLC | Raleigh | NC | 3 | Not listed | 3 | Not listed | Not listed | $223.7 million | $223.7 million | adviserinfo.sec.gov |
| Hatteras Venture Partners | Durham | NC | 3 | Not listed | Not listed | 3 | Not listed | $142.7 million | Not listed | adviserinfo.sec.gov |
| Structural Solutions LLC | Chapel Hill | NC | 3 | Not listed | 2 | Not listed | Not listed | $53 million | $133 million | adviserinfo.sec.gov |
| Broyhill Asset Management, LLC | Charlotte | NC | 3 | 2 | Not listed | Not listed | Not listed | $24.5 million | $204.5 million | adviserinfo.sec.gov |
| Echo Health Ventures LLC | Durham | NC | 2 | Not listed | Not listed | 2 | Not listed | $517.6 million | Not listed | adviserinfo.sec.gov |
| Kanbrick LLC | Charlotte | NC | 2 | Not listed | 2 | Not listed | Not listed | $415.8 million | $362.2 million | adviserinfo.sec.gov |
| Silverback Asset Management, LLC | Durham | NC | 2 | 2 | Not listed | Not listed | Not listed | $413.7 million | $1.19 billion | adviserinfo.sec.gov |
| Hatteras Venture Partners | Durham | NC | 2 | Not listed | Not listed | 2 | Not listed | $208.4 million | Not listed | adviserinfo.sec.gov |
| BP Asset Management Inc. | Charlotte | NC | 2 | Not listed | Not listed | Not listed | Not listed | $155.3 million | $155.3 million | adviserinfo.sec.gov |
| Mosaic Capital Partners LLC | Charlotte | NC | 2 | Not listed | 2 | Not listed | Not listed | $133.1 million | Not listed | adviserinfo.sec.gov |
| Black Owl Capital | Charlotte | NC | 2 | 2 | Not listed | Not listed | Not listed | $120.2 million | Not listed | adviserinfo.sec.gov |
| Teall Capital Partners, LLC | Winston-Salem | NC | 2 | Not listed | 2 | Not listed | Not listed | $108.8 million | Not listed | adviserinfo.sec.gov |
| Lionlight Capital, L.P. | Chapel Hill | NC | 2 | Not listed | 2 | Not listed | Not listed | $92.4 million | Not listed | adviserinfo.sec.gov |
| Linville Capital | Charlotte | NC | 2 | Not listed | 2 | Not listed | Not listed | $92.2 million | Not listed | adviserinfo.sec.gov |
| Intersouth Advisors, Inc. | Durham | NC | 2 | Not listed | Not listed | 2 | Not listed | $76.2 million | Not listed | adviserinfo.sec.gov |
| Excelerate Health Ventures LLC | Durham | NC | 2 | Not listed | Not listed | 2 | Not listed | $66.1 million | Not listed | adviserinfo.sec.gov |
| Saber Capital Management LLC | Fuquay Varina | NC | 2 | 2 | Not listed | Not listed | Not listed | $61 million | $129.3 million | adviserinfo.sec.gov |
| Hatteras Venture Partners | Durham | NC | 2 | Not listed | Not listed | 2 | Not listed | $51.6 million | Not listed | adviserinfo.sec.gov |
| Hayden Harper Wealth Advisory, LLC | Charlotte | NC | 2 | 1 | 1 | Not listed | Not listed | $17.2 million | $171.1 million | adviserinfo.sec.gov |
| Y Investments, LLC | Charlotte | NC | 2 | Not listed | 1 | Not listed | Not listed | $3 million | Not listed | adviserinfo.sec.gov |
| Verger Capital Management | Winston-Salem | NC | 1 | 1 | Not listed | Not listed | Not listed | $2.84 billion | $3.28 billion | adviserinfo.sec.gov |
| Collwick Funds GP, LLC | Charlotte | NC | 1 | 1 | Not listed | Not listed | Not listed | $439.6 million | $439.6 million | adviserinfo.sec.gov |
| Anchor Capital Management Company, LLC | Raleigh | NC | 1 | 1 | Not listed | Not listed | Not listed | $126.9 million | Not listed | adviserinfo.sec.gov |
| Piedmont Capital Management, LLC | Greenboro | NC | 1 | Not listed | Not listed | Not listed | Not listed | $118.9 million | $495.6 million | adviserinfo.sec.gov |
| Roan HFH, LP | Mount Holly | NC | 1 | Not listed | 1 | Not listed | Not listed | $81 million | Not listed | adviserinfo.sec.gov |
| VN Capital Management, LLC | Greensboro | NC | 1 | 1 | Not listed | Not listed | Not listed | $63 million | $63 million | adviserinfo.sec.gov |
| Defender Capital | Charlotte | NC | 1 | 1 | Not listed | Not listed | Not listed | $46 million | $510 million | adviserinfo.sec.gov |
| Afton Capital Management | Charlotte | NC | 1 | 1 | Not listed | Not listed | Not listed | $42.5 million | Not listed | adviserinfo.sec.gov |
| Conductor Capital Management, LLC | Durham | NC | 1 | Not listed | Not listed | Not listed | Not listed | $38 million | Not listed | adviserinfo.sec.gov |
| Dental Innovation Alliance Management Company, LP | Cary | NC | 1 | Not listed | Not listed | 1 | Not listed | $35.3 million | Not listed | adviserinfo.sec.gov |
| Headlight Partners | Charlotte | NC | 1 | Not listed | 1 | Not listed | Not listed | $33.8 million | Not listed | adviserinfo.sec.gov |
| Invest Appalachia Fund Manager LLC | Asheville | NC | 1 | Not listed | Not listed | Not listed | Not listed | $33.1 million | Not listed | adviserinfo.sec.gov |
| We Education Investment Manager LLC | Southern Pines | NC | 1 | Not listed | 1 | Not listed | Not listed | $27.2 million | Not listed | adviserinfo.sec.gov |
| Cardinal Companies, LLC | Charlotte | NC | 1 | Not listed | 1 | Not listed | Not listed | $26.5 million | Not listed | adviserinfo.sec.gov |
| TRG Capital Management, Inc. | Raleigh | NC | 1 | 1 | Not listed | Not listed | Not listed | $21 million | $118.2 million | adviserinfo.sec.gov |
| Hatteras Venture Partners | Durham | NC | 1 | Not listed | Not listed | 1 | Not listed | $6.4 million | Not listed | adviserinfo.sec.gov |
| Octagon Asset Management, LLC | Charlotte | NC | 1 | 1 | Not listed | Not listed | Not listed | $5.5 million | $221.2 million | adviserinfo.sec.gov |
| Rogue Funds Management, LLC | Raleigh | NC | 1 | 1 | Not listed | Not listed | Not listed | $4.2 million | Not listed | adviserinfo.sec.gov |
| Portus Wealth Advisors, LLC | Charlotte | NC | 1 | Not listed | Not listed | Not listed | 1 | $1.8 million | $204.1 million | adviserinfo.sec.gov |
| Delegate Advisors, LLC | Chapel Hill | NC | 1 | Not listed | Not listed | Not listed | Not listed | $1.5 million | $1.71 billion | adviserinfo.sec.gov |
| Mem Manager, LLC | Charlotte | NC | 1 | Not listed | Not listed | Not listed | 1 | Not listed | Not listed | adviserinfo.sec.gov |
| Molokai Investment Management, LLC | Wake Forest | NC | 1 | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Silvercap Partners | Charlotte | NC | 1 | Not listed | Not listed | Not listed | 1 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.