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Data / Investment advisers / Private funds / Pennsylvania

Investment advisers in Pennsylvania that manage private funds: 193 firms

193 investment advisers with a main office in Pennsylvania report 1,987 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Hamilton Lane.

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.

  • 193Advisers
  • 1,987Private funds
  • 60Exempt reporting advisers
  • $371 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.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Hamilton LaneConshohockenPA553Not listed534Not listedNot listed$138.36 billion$141.83 billionadviserinfo.sec.gov
PPB Advisors, LLCWest ConshohockenPA121Not listedNot listedNot listedNot listed$4.66 billion$4.75 billionadviserinfo.sec.gov
Morgan Stanley Aip GP LPWest ConshohockenPA107Not listed4Not listedNot listed$28.08 billion$40.85 billionadviserinfo.sec.gov
Argosy CapitalWaynePA51Not listed22Not listed28$3.73 billion$3.73 billionadviserinfo.sec.gov
Franklin ParkBala CynwydPA49Not listed3118Not listed$5.97 billion$10.21 billionadviserinfo.sec.gov
PSC Manager LLCYardleyPA43Not listedNot listedNot listed43$1.14 billion$1.14 billionadviserinfo.sec.gov
Lovell MinnickRadnorPA38Not listed38Not listedNot listed$6.02 billion$5.21 billionadviserinfo.sec.gov
Tiff Investment ManagementRadnorPA3737Not listedNot listedNot listed$5.31 billion$8.62 billionadviserinfo.sec.gov
Incline Equity PartnersPittsburghPA32Not listed32Not listedNot listed$5.99 billion$5.96 billionadviserinfo.sec.gov
Graham Partners, LLCNewtown SquarePA32Not listed32Not listedNot listed$5.15 billion$5.00 billionadviserinfo.sec.gov
HC Capital Partners, LLCWest ConshohockenPA29424Not listedNot listed$4.98 billion$5.21 billionadviserinfo.sec.gov
Inverness Graham Investments, Inc.WaynePA29Not listed29Not listedNot listed$1.57 billion$1.57 billionadviserinfo.sec.gov
Newspring CapitalRadnorPA27Not listed27Not listedNot listed$3.34 billion$3.34 billionadviserinfo.sec.gov
Lubert-Adler Management Company, L.P.PhiladelphiaPA27Not listedNot listedNot listed27$2.81 billion$2.81 billionadviserinfo.sec.gov
Abrdn Inc.PhiladelphiaPA252Not listedNot listed1$3.73 billion$41.48 billionadviserinfo.sec.gov
FR Capital Holdings, LPPhiladelphiaPA22Not listedNot listed22Not listed$3.84 billionNot listedadviserinfo.sec.gov
LL FundsPhiladelphiaPA20413Not listedNot listed$2.72 billion$2.61 billionadviserinfo.sec.gov
LLR Management HOLDCO, L.P.PhiladelphiaPA19Not listed19Not listedNot listed$7.57 billion$7.57 billionadviserinfo.sec.gov
Centersquare Investment Management LLCConshohockenPA19Not listedNot listedNot listed17$1.15 billion$13.70 billionadviserinfo.sec.gov
SEI Investments Management CorpOaksPA173Not listedNot listedNot listed$13.24 billion$216.43 billionadviserinfo.sec.gov
Renovus Associates, LLCWaynePA17Not listed17Not listedNot listed$1.80 billion$2.57 billionadviserinfo.sec.gov
Capital SolutionsBlue BellPA16Not listed2Not listed14$109.1 millionNot listedadviserinfo.sec.gov
Exeter Property Group, LLCRadnorPA15Not listedNot listedNot listed15$31.47 billion$35.14 billionadviserinfo.sec.gov
Brandywine Global Investment Management, LLCPhiladelphiaPA151Not listedNot listedNot listed$3.85 billion$65.44 billionadviserinfo.sec.gov
Newmarket Investment Management, LPPhiladelphiaPA1596Not listedNot listed$2.82 billion$2.82 billionadviserinfo.sec.gov
Heroic Ventures Management, LLCGladwynePA14Not listedNot listed14Not listed$160.1 millionNot listedadviserinfo.sec.gov
MP Next CapitalVillanovaPA13Not listed13Not listedNot listed$590.7 million$590.7 millionadviserinfo.sec.gov
Vfpe Advisors LLCAudubonPA13Not listed8Not listed5$198.4 million$195.6 millionadviserinfo.sec.gov
Allegheny Financial GroupPittsburghPA1366Not listed1$176.8 million$5.59 billionadviserinfo.sec.gov
Miller Investment Management, LPWest ConshohockenPA1218Not listed2$564.6 million$7.10 billionadviserinfo.sec.gov
Cloverlay Investment Management, LLCConshohockenPA11Not listed11Not listedNot listed$1.82 billion$1.83 billionadviserinfo.sec.gov
1315 CapitalPhiladelphiaPA11Not listed11Not listedNot listed$1.35 billion$1.35 billionadviserinfo.sec.gov
MVP Management CompanyRadnorPA11Not listedNot listed11Not listed$212.9 millionNot listedadviserinfo.sec.gov
Agility Equity PartnersPittsburghPA11Not listed11Not listedNot listed$177.1 million$173.1 millionadviserinfo.sec.gov
Hirtle & Co., LLCWest ConshohockenPA1138Not listedNot listed$117.9 million$25.41 billionadviserinfo.sec.gov
Tecum Capital Management, LLCWexfordPA11Not listed11Not listedNot listed$56.9 millionNot listedadviserinfo.sec.gov
Seminal Food and Nutrition Investments, LLCWaynePA10Not listed10Not listedNot listed$556.5 million$613.2 millionadviserinfo.sec.gov
Arden Fund Management, LLCPhiladelphiaPA10Not listed2Not listed8$197.8 million$1.11 billionadviserinfo.sec.gov
Larsen Maccoll PartnersWaynePA10Not listed9Not listed1$25.6 millionNot listedadviserinfo.sec.gov
Equus Capital Partners, LTD.Newtown SquarePA9Not listedNot listedNot listed9$1.74 billion$1.74 billionadviserinfo.sec.gov
Corten Real Estate Management LLCPhiladelphiaPA9Not listedNot listedNot listed9$371.1 million$457.4 millionadviserinfo.sec.gov
Connors Investor Services IncWyomissingPA91Not listed2Not listed$146.7 million$1.28 billionadviserinfo.sec.gov
Continuim Equity Partners, LPPittsburghPA8Not listed8Not listedNot listed$560.4 million$560.4 millionadviserinfo.sec.gov
Rubenstein PartnersPhiladelphiaPA8Not listedNot listedNot listed8$329.8 million$378.9 millionadviserinfo.sec.gov
Mainline Investment Advisers, LLCWynnewoodPA8Not listed611$107.9 million$109.9 millionadviserinfo.sec.gov
WellfullHarleysvillePA8Not listed2Not listed5$76.5 million$866.4 millionadviserinfo.sec.gov
US Innovative Technology Capital Management, LLCCoraopolisPA7Not listed43Not listed$8.39 billion$7.03 billionadviserinfo.sec.gov
Radcliffe Capital Management, L.P.Bala CynwydPA76Not listedNot listedNot listed$4.15 billion$5.14 billionadviserinfo.sec.gov
Verdis Investment Management, LLCWest ConshohockenPA72Not listed21$413.6 million$497 millionadviserinfo.sec.gov
Attinger, LLCPhiladelphiaPA7Not listed3Not listedNot listed$391.4 million$394.5 millionadviserinfo.sec.gov
MissionogPhiladelphiaPA7Not listedNot listed7Not listed$346.6 millionNot listedadviserinfo.sec.gov
Versa CapitalPhiladelphiaPA7Not listed7Not listedNot listed$180.1 million$180.1 millionadviserinfo.sec.gov
Versa CapitalPhiladelphiaPA7Not listed7Not listedNot listed$180.1 million$180.1 millionadviserinfo.sec.gov
Kingbird Investment ManagementNewtownPA7Not listedNot listedNot listed7$74.4 millionNot listedadviserinfo.sec.gov
Fairmount Funds Management LLCWest ConshohockenPA615Not listedNot listed$5.87 billion$5.80 billionadviserinfo.sec.gov
Harvest Fund Advisors LLCWaynePA61Not listedNot listedNot listed$2.28 billion$8.13 billionadviserinfo.sec.gov
FS Digital Infrastructure Advisor, LLCPhiladelphiaPA6Not listed6Not listedNot listed$2.21 billion$3.21 billionadviserinfo.sec.gov
FS Structured Products Advisor, LLCPhiladelphiaPA6Not listedNot listedNot listedNot listed$2.20 billion$2.20 billionadviserinfo.sec.gov
LBC Credit PartnersRadnorPA6Not listed5Not listedNot listed$2.11 billion$3.24 billionadviserinfo.sec.gov
Guardian Capital PartnersWaynePA6Not listed6Not listedNot listed$1.19 billion$1.19 billionadviserinfo.sec.gov
New Rhein Healthcare Investors LLCPhiladelphiaPA6Not listedNot listed6Not listed$316 million$290.8 millionadviserinfo.sec.gov
Intrinsic Advisors, LLCWest ConshohockenPA6Not listedNot listed6Not listed$203.4 millionNot listedadviserinfo.sec.gov
Fortis Advisors, LLCWaynePA6Not listedNot listedNot listed4$163.1 million$584.3 millionadviserinfo.sec.gov
Birchmere Management LLCPittsburghPA6Not listedNot listed6Not listed$120.5 millionNot listedadviserinfo.sec.gov
Patriot Financial Manager, L.P.RadnorPA5Not listed5Not listedNot listed$1.13 billion$1.13 billionadviserinfo.sec.gov
Mycio Wealth Partners, LLCPhiladelphiaPA5Not listedNot listedNot listedNot listed$1.10 billion$15.78 billionadviserinfo.sec.gov
Oup Management Co., LLCBala CynwydPA5Not listedNot listed5Not listed$784.6 millionNot listedadviserinfo.sec.gov
Gardner Lewis Asset Management LPChadds FordPA55Not listedNot listedNot listed$262.4 million$456.5 millionadviserinfo.sec.gov
Act Capital Management, LLCWaynePA55Not listedNot listedNot listed$148.4 million$163.9 millionadviserinfo.sec.gov
CR Ventures Management, LLCHavertownPA5Not listedNot listed5Not listed$114 millionNot listedadviserinfo.sec.gov
L2 Management CompanyRadnorPA5Not listed5Not listedNot listed$100.6 millionNot listedadviserinfo.sec.gov
Enertech CapitalAmblerPA5Not listedNot listed5Not listed$92.5 millionNot listedadviserinfo.sec.gov
Quattro Advisors L.L.C.PittsburghPA514Not listedNot listed$81.3 million$661.7 millionadviserinfo.sec.gov
Archetype Fund Management LLCPhiladelphiaPA5Not listedNot listed5Not listed$65.7 millionNot listedadviserinfo.sec.gov
Almanack Investment PartnersNewtown SquarePA541Not listedNot listed$59.8 million$945.9 millionadviserinfo.sec.gov
Hepco Capital Management, LLCPhiladelphiaPA5Not listed5Not listedNot listed$30.9 millionNot listedadviserinfo.sec.gov
Saothair Capital PartnersWaynePA4Not listed4Not listedNot listed$499.2 million$500.7 millionadviserinfo.sec.gov
Ovp Management Co., LLCBala CynwydPA4Not listedNot listed4Not listed$336.2 millionNot listedadviserinfo.sec.gov
Forefront Analytics, LLCW. ConshohockenPA41Not listed3Not listed$91.3 million$679 millionadviserinfo.sec.gov
Sage Financial Group Inc.West ConshohockenPA4Not listedNot listedNot listed4$87 million$4.29 billionadviserinfo.sec.gov
Echo FinancePhiladelphiaPA4Not listedNot listedNot listedNot listed$84.4 millionNot listedadviserinfo.sec.gov
Seminal Capital Investments, LLCWaynePA4Not listed4Not listedNot listed$54.8 millionNot listedadviserinfo.sec.gov
Second Curve Capital, LLCWaynePA44Not listedNot listedNot listed$52.3 millionNot listedadviserinfo.sec.gov
Northeast Financial Group, Inc.AllentownPA4Not listedNot listedNot listed2$22.4 million$1.44 billionadviserinfo.sec.gov
Alterra Ios Manager, LLCRadnorPA3Not listedNot listedNot listed3$3.19 billion$3.19 billionadviserinfo.sec.gov
Federated Investment CounselingPittsburghPA3Not listedNot listedNot listedNot listed$2.83 billion$207.21 billionadviserinfo.sec.gov
Gardner Russo & Quinn LLCLancasterPA3Not listedNot listedNot listedNot listed$2.27 billion$9.45 billionadviserinfo.sec.gov
Lem Capital, L.P.PhiladelphiaPA3Not listedNot listedNot listed3$731.1 million$661.4 millionadviserinfo.sec.gov
Taurus Private Markets, LLCWaynePA3Not listed3Not listedNot listed$508.7 million$508.7 millionadviserinfo.sec.gov
Permit Capital, LLCWest ConshohockenPA33Not listedNot listedNot listed$491.1 million$491.1 millionadviserinfo.sec.gov
Peakequity Partners Management Co., L.L.C.VillanovaPA3Not listed3Not listedNot listed$485.5 million$485.5 millionadviserinfo.sec.gov
Miravast Asset Management, LLCNewtownPA3Not listed3Not listedNot listed$474.4 million$1.36 billionadviserinfo.sec.gov
Lincoln Financial Investments CorporationRadnorPA3Not listedNot listedNot listedNot listed$301.2 million$102.10 billionadviserinfo.sec.gov
Corient SHC Partners (US) LPPhiladelphiaPA312Not listedNot listed$270.6 million$1.71 billionadviserinfo.sec.gov
Eureka Equity PartnersPhiladelphiaPA3Not listed3Not listedNot listed$186.5 million$279.2 millionadviserinfo.sec.gov
Merion Realty Advisers, LLCWynnewoodPA3Not listedNot listedNot listed3$99.3 million$99.3 millionadviserinfo.sec.gov
Investment Research PartnersLemontPA33Not listedNot listedNot listed$85.1 million$512.4 millionadviserinfo.sec.gov
Seminal Beauty and Wellness Investments, LLCRadnorPA3Not listed3Not listedNot listed$82.4 millionNot listedadviserinfo.sec.gov
Mereo Capital Partners, LLCConshohockenPA3Not listed3Not listedNot listed$81 millionNot listedadviserinfo.sec.gov
Mutual Capital Investment Advisors, LLCWyalusingPA3Not listed3Not listedNot listed$73.9 millionNot listedadviserinfo.sec.gov
Acrewood Holdings, LLCBryn MawrPA3Not listed2Not listed1$59.9 millionNot listedadviserinfo.sec.gov
Activate Venture PartnersBethlehemPA3Not listedNot listed3Not listed$55.7 millionNot listedadviserinfo.sec.gov
Seventysix CapitalKing of PrussiaPA3Not listedNot listed3Not listed$41.6 millionNot listedadviserinfo.sec.gov
Argosy-Lionbridge Management, LLCWaynePA33Not listedNot listedNot listed$38.5 million$189.1 millionadviserinfo.sec.gov
Atairos Management, L.P.Bryn MawrPA22Not listedNot listedNot listed$7.26 billion$6.79 billionadviserinfo.sec.gov
Stevens Capital Management LPRadnorPA22Not listedNot listedNot listed$3.68 billion$3.68 billionadviserinfo.sec.gov
Berkadia Capital Advisors LLCAmblerPA2Not listedNot listedNot listedNot listed$2.66 billion$2.66 billionadviserinfo.sec.gov
FS Global Advisor, LLCPhiladelphiaPA2Not listed2Not listedNot listed$622.7 million$3.01 billionadviserinfo.sec.gov
Archean Capital Partners II, L.L.C.Newtown SquarePA2Not listed2Not listedNot listed$527.8 million$527.8 millionadviserinfo.sec.gov
Matterhorn Capital Advisors, LLCWest ConshohockenPA21Not listedNot listed1$523.3 million$396.4 millionadviserinfo.sec.gov
Ca Adviser, LLCPhiladelphiaPA2Not listedNot listedNot listed2$357.7 million$357.7 millionadviserinfo.sec.gov
Elm WealthPhiladelphiaPA2Not listedNot listedNot listedNot listed$356.1 million$3.02 billionadviserinfo.sec.gov
Cambrian Capital Management, L.L.C.Newtown SquarePA2Not listed2Not listedNot listed$343.8 million$343.8 millionadviserinfo.sec.gov
FS Tactical Advisor, LLCPhiladelphiaPA2Not listed2Not listedNot listed$294.2 million$278.8 millionadviserinfo.sec.gov
Arba Credit Management, L.P.ConshohockenPA2Not listed2Not listedNot listed$289.1 million$289.1 millionadviserinfo.sec.gov
Owls Nest PartnersChadds FordPA22Not listedNot listedNot listed$257.8 million$441.2 millionadviserinfo.sec.gov
Minerva Advisors LLCBala CynwydPA21Not listedNot listedNot listed$234.1 million$321 millionadviserinfo.sec.gov
Adams Capital Management, Inc.SewickleyPA2Not listedNot listed2Not listed$194.2 millionNot listedadviserinfo.sec.gov
Conifer Infrastructure PartnersSewickleyPA2Not listed2Not listedNot listed$182.8 million$164.8 millionadviserinfo.sec.gov
Symmetry Peak Management, LLCRadnorPA22Not listedNot listedNot listed$115.3 millionNot listedadviserinfo.sec.gov
Camelot Capital Management LTDWaynePA22Not listedNot listedNot listed$85.7 millionNot listedadviserinfo.sec.gov
Hop ManagementPhiladelphiaPA22Not listedNot listedNot listed$79 millionNot listedadviserinfo.sec.gov
Abundance Wealth Counselors, LLCState CollegePA22Not listedNot listedNot listed$73.9 million$1.56 billionadviserinfo.sec.gov
Strafford Capital Management, LLCArdmorePA22Not listedNot listedNot listed$63.5 millionNot listedadviserinfo.sec.gov
Empactful Capital LLCDoylestownPA2Not listedNot listed2Not listed$63.2 millionNot listedadviserinfo.sec.gov
Strategic Investment Fund, Inc.PittsburghPA2Not listedNot listedNot listed2$58.6 millionNot listedadviserinfo.sec.gov
The Horton FundPhiladelphiaPA22Not listedNot listedNot listed$57.9 millionNot listedadviserinfo.sec.gov
Partners Edge ManagementPittsburghPA2Not listed2Not listedNot listed$55.2 millionNot listedadviserinfo.sec.gov
Weik Capital ManagementWyomissingPA2Not listedNot listedNot listedNot listed$51.4 million$334.7 millionadviserinfo.sec.gov
Nomura Investment Management Business TrustPhiladelphiaPA22Not listedNot listedNot listed$43.1 million$144.04 billionadviserinfo.sec.gov
Azarias Capital Management, L.P.WestchesterPA22Not listedNot listedNot listed$37.5 million$188.8 millionadviserinfo.sec.gov
Berkshire Asset Management, LLCWilkes-BarrePA21Not listedNot listedNot listed$28.3 million$2.79 billionadviserinfo.sec.gov
Hartford FundsWaynePA2Not listedNot listedNot listedNot listed$21.3 million$152.07 billionadviserinfo.sec.gov
CMG Capital Management Group, Inc.MalvernPA22Not listedNot listedNot listed$20.4 million$256.5 millionadviserinfo.sec.gov
Tower Bridge AdvisorsWest ConshohockenPA22Not listedNot listedNot listed$19.8 million$1.49 billionadviserinfo.sec.gov
Hunter Private Capital Advisors, LLCPittsburghPA2Not listed2Not listedNot listed$16.4 million$16.4 millionadviserinfo.sec.gov
Nordwand Investments, LLCRadnorPA2Not listed2Not listedNot listed$11.5 million$44.7 millionadviserinfo.sec.gov
Pfhcl Partners LLCBlue BellPA211Not listedNot listed$925,311Not listedadviserinfo.sec.gov
Sagona Capital, Inc.PhiladelphiaPA2Not listedNot listed1Not listed$100,000Not listedadviserinfo.sec.gov
Tiff Investment ManagementRadnorPA11Not listedNot listedNot listed$2.46 billion$2.46 billionadviserinfo.sec.gov
Rhino Investment Partners, Inc.West ConshohockenPA11Not listedNot listedNot listed$254.5 million$566.2 millionadviserinfo.sec.gov
Venator Management LLCPittsburghPA11Not listedNot listedNot listed$209 million$511.7 millionadviserinfo.sec.gov
Mount Lucas Management LPNewtownPA11Not listedNot listedNot listed$201.8 million$1.30 billionadviserinfo.sec.gov
Pine Road Asset Management LLCPittsburghPA11Not listedNot listedNot listed$179.2 millionNot listedadviserinfo.sec.gov
The Coury FirmPittsburghPA11Not listedNot listedNot listed$167.4 million$1.32 billionadviserinfo.sec.gov
RH Tailwind Management, LLCWest ConshohockenPA11Not listedNot listedNot listed$137.9 millionNot listedadviserinfo.sec.gov
Stanley-Laman Group LTD.BerwynPA11Not listedNot listedNot listed$125.3 million$1.02 billionadviserinfo.sec.gov
Hestia Capital Management, LLCCranberry TownshipPA11Not listedNot listedNot listed$116.1 millionNot listedadviserinfo.sec.gov
SCP Vitalife Management Company, LLCMalvernPA1Not listedNot listed1Not listed$104.8 millionNot listedadviserinfo.sec.gov
XaltsPhiladelphiaPA1Not listed1Not listedNot listed$92.3 million$92.3 millionadviserinfo.sec.gov
Park Shore Partners LLCEriePA11Not listedNot listedNot listed$87 million$109.9 millionadviserinfo.sec.gov
Staley Capital Advisers IncPittsburghPA11Not listedNot listedNot listed$81.8 million$3.11 billionadviserinfo.sec.gov
Verdict Capital Management, LLCGladwynePA1Not listedNot listed1Not listed$80 millionNot listedadviserinfo.sec.gov
Warren Financial ServiceExtonPA11Not listedNot listedNot listed$74.8 millionNot listedadviserinfo.sec.gov
BHC Topco Management LLCWaynePA1Not listed1Not listedNot listed$63.3 millionNot listedadviserinfo.sec.gov
Emko Industrial GP I LLCNarbethPA1Not listed1Not listedNot listed$57.4 millionNot listedadviserinfo.sec.gov
Avonwood Capital Management LLCWest ConshohockenPA1Not listed1Not listedNot listed$55.8 millionNot listedadviserinfo.sec.gov
4alphas Capital LLCExtonPA11Not listedNot listedNot listed$50 millionNot listedadviserinfo.sec.gov
BTNV Management, LLCPittsburghPA1Not listedNot listed1Not listed$50 millionNot listedadviserinfo.sec.gov
Three Rivers Fund Advisors, LLCPittsburghPA11Not listedNot listedNot listed$46.2 millionNot listedadviserinfo.sec.gov
Acme Credit PartnersBerwynPA1Not listed1Not listedNot listed$43.8 million$43.8 millionadviserinfo.sec.gov
Power of 32 Site Development Fund, LLCPittsburghPA1Not listedNot listedNot listed1$41.8 millionNot listedadviserinfo.sec.gov
Lulu Cheng Meservey Management, LLCPhiladelphiaPA1Not listedNot listed1Not listed$39.4 millionNot listedadviserinfo.sec.gov
Lansing Street AdvisorsAmblerPA1Not listedNot listedNot listed1$38.3 million$555 millionadviserinfo.sec.gov
Avc Fund Management, LLCRadnorPA1Not listedNot listed1Not listed$31.9 millionNot listedadviserinfo.sec.gov
Bluestone Capital Management, LLCWaynePA11Not listedNot listedNot listed$31.8 million$390.1 millionadviserinfo.sec.gov
Global Opportunity Pennsylvania Management, LLCPhiladelphiaPA1Not listedNot listed1Not listed$30.7 millionNot listedadviserinfo.sec.gov
Hatch Biofund Management, LLCDoylestownPA1Not listedNot listed1Not listed$26.2 millionNot listedadviserinfo.sec.gov
Glasstx Capital LLCPhiladelphiaPA1Not listed1Not listedNot listed$25 millionNot listedadviserinfo.sec.gov
Emerald Separate Account Management LLCLeolaPA1Not listed1Not listedNot listed$22.5 million$21.3 millionadviserinfo.sec.gov
Cox Capital General Partner, L.L.C.PhiladelphiaPA11Not listedNot listedNot listed$21.9 millionNot listedadviserinfo.sec.gov
Enhancing Capital LLCHarrisburgPA11Not listedNot listedNot listed$21.7 million$368 millionadviserinfo.sec.gov
Obrien Greene & Co IncMediaPA11Not listedNot listedNot listed$19.8 million$464.3 millionadviserinfo.sec.gov
Hamilton Asset AdvisersYardleyPA1Not listedNot listedNot listed1$19 millionNot listedadviserinfo.sec.gov
Alden CapitalWaynePA11Not listedNot listedNot listed$15.8 million$1.52 billionadviserinfo.sec.gov
Ironview Capital Management, LLCConshohockenPA1Not listed1Not listedNot listed$13.7 million$1.39 billionadviserinfo.sec.gov
Global Opportunity Philadelphia Management, LLCPhiladelphiaPA1Not listedNot listed1Not listed$12.4 millionNot listedadviserinfo.sec.gov
Corient SHC Wealth Management (US) LPPhiladelphiaPA1Not listed1Not listedNot listed$12.1 million$2.34 billionadviserinfo.sec.gov
Brandywine Asset ManagementThorntonPA11Not listedNot listedNot listed$11 million$156 millionadviserinfo.sec.gov
Lountzis Asset Management, LLCWyomissingPA11Not listedNot listedNot listed$10.1 million$624.1 millionadviserinfo.sec.gov
Villanova Investment Management Company, LLCWaynePA1Not listedNot listedNot listedNot listed$8.6 million$143.9 millionadviserinfo.sec.gov
Alpha Leonis Partners, LLCWaynePA1Not listedNot listed1Not listed$8.2 million$418.4 millionadviserinfo.sec.gov
Gibraltar Wealth Management, LLCAbingtonPA11Not listedNot listedNot listed$4.3 million$212.7 millionadviserinfo.sec.gov
Kailasa Capital Management LLCPittsburghPA11Not listedNot listedNot listed$4 million$298.3 millionadviserinfo.sec.gov
Aurora Re Fund Manager, LLCChalfontPA1Not listedNot listedNot listed1$3 millionNot listedadviserinfo.sec.gov
Dark Horse Capital Management LLCChadds FordPA11Not listedNot listedNot listed$2.1 millionNot listedadviserinfo.sec.gov
Muntz Financial, LLCDoylestownPA11Not listedNot listedNot listed$1.8 million$177.6 millionadviserinfo.sec.gov
Kathmere Capital Management, LLCWaynePA1Not listedNot listedNot listedNot listed$1.7 million$3.48 billionadviserinfo.sec.gov
Arin Risk Advisors LLCConshohockenPA11Not listedNot listedNot listed$1.4 million$10.19 billionadviserinfo.sec.gov
Chartwell Investment Partners, LLCBerwynPA11Not listedNot listedNot listed$525,786$12.97 billionadviserinfo.sec.gov
Isq CapitalKing of PrussiaPA11Not listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Oxford Real Estate Advisors IncPittsburghPA1Not listedNot listedNot listed1Not listed$116.9 millionadviserinfo.sec.gov
Waldron Private WealthBridgevillePA1Not listed1Not listedNot listedNot listed$5.50 billionadviserinfo.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.