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Investment advisers in Connecticut: 585 firms, page 2

The full lists. Investment advisers in Connecticut: 585 rows, $29.25, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

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Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 301 to 585 of 585, in the same order as page 1.

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.

Largest advisers by AUM, page 2

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Fortwood Capital LPGreenwich$513 million391(475) 303-3380adviserinfo.sec.gov
Quadratic Capital Management LLCGreenwich$508.1 million24Not listed(203) 340-2943ivoletf.comadviserinfo.sec.gov
Garden InvestmentsGreenwich$507.7 million282(203) 242-8370adviserinfo.sec.gov
Stratis Capital, LLCDarien$507.5 million851Not listed(917) 705-2500adviserinfo.sec.gov
11 Capital Partners LPDarien$503.5 million551(646) 989-373511capitalpartners.comadviserinfo.sec.gov
Drum Capital Management LLCStamford$503.2 million666(203) 391-7540drumcapital.comadviserinfo.sec.gov
True North Management Group, LLCStamford$492.5 million594(914) 304-8760tninvestors.comadviserinfo.sec.gov
Engle Capital Management, L.P.Greenwich$492.4 million481(212) 601-5590englecap.comadviserinfo.sec.gov
Cook Pine Capital LLCGreenwich$490.3 million783(203) 861-2930cookpinecapital.comadviserinfo.sec.gov
BLT Fund Manager LLCStamford$487.3 million575(203) 644-1515adviserinfo.sec.gov
Monte Financial Group, LLCGuilford$482.4 million43812Not listed(203) 453-6851adviserinfo.sec.gov
Positive Selection Investment Management, LLCGreenwich$479.2 million141(203) 485-0443regeneronventures.comadviserinfo.sec.gov
Hammond Iles Wealth AdvisorsWethersfield$474.9 million2,3248Not listed(860) 258-2600adviserinfo.sec.gov
Birinyi Associates, Inc.Westport$471.7 million1644Not listed(203) 341-0833birinyi.comadviserinfo.sec.gov
Mark Sheptoff Financial Planning LLCGlastonbury$466.5 million7713Not listed(860) 734-1090marksheptoff.comadviserinfo.sec.gov
Mizzen Management LLCStamford$459 million3133(203) 293-7820mizzencapital.comadviserinfo.sec.gov
Warner WealthMadison$458.5 million1,33220Not listed(203) 929-2727adviserinfo.sec.gov
Eagle Point Income Management LLCGreenwich$457.9 million166Not listed(203) 340-8500adviserinfo.sec.gov
Cross Island Advisors LLCDarien$453 million51Not listed(203) 252-7654crossislandadvisors.comadviserinfo.sec.gov
Hedgeye Asset Management, LLCStamford$443.4 million610Not listed(212) 433-1559hedgeyeam.comadviserinfo.sec.gov
Tourmalet Advisors, LPFairfield$441 million524(203) 256-0114adviserinfo.sec.gov
Herbert J. Sims Capital Management, Inc.Fairfield$436.9 million68530Not listed(203) 418-9000hjsims.comadviserinfo.sec.gov
August Wealth Advisors LLCWestport$436.6 million6418Not listed(800) 985-9477adviserinfo.sec.gov
Longwall Family OfficeWestport$428.2 million12051(203) 209-2785adviserinfo.sec.gov
Science & Technology Partners, L.P.Greenwich$425.5 million391(212) 306-2600sandtpartners.comadviserinfo.sec.gov
Broadview Real Estate Partners, LLCStamford$425.1 million885(646) 278-9689broadviewrep.comadviserinfo.sec.gov
Forward Consumer Partners, LLCGreenwich$425 million3183(203) 485-4700adviserinfo.sec.gov
Ararat Capital Management, LPWestport$423 million472(646) 779-6400araratcapital.comadviserinfo.sec.gov
JGB Capital Management L.P.Westport$421 million10106(212) 355-5771adviserinfo.sec.gov
Jeffrey N. Mehler, CFP LLCEssex$416.2 million1,2649Not listed(860) 767-9700jnmehler.comadviserinfo.sec.gov
Ellington Credit Company Management LLCOld Greenwich$415 million1164Not listed(203) 698-1200ellington.comadviserinfo.sec.gov
Yakira Capital Management, Inc.Westport$411.6 million341(203) 341-0702adviserinfo.sec.gov
Peloton Equity LLCGreenwich$409.5 million787(203) 532-8011pelotonequity.comadviserinfo.sec.gov
Sagebroadview Wealth Management, LLCFarmington$397.2 million5958Not listed(860) 606-3580sagebroadview.comadviserinfo.sec.gov
Anabranch Capital Management, LPStamford$397 million442(646) 568-4770anabranchcap.comadviserinfo.sec.gov
Diastole Wealth ManagementGuilford$396 million1,434131(203) 458-5220diastole.bizadviserinfo.sec.gov
Mullaney Keating & Wright IncMiddletown$391 million4603Not listed(860) 521-9900mkwinc.comadviserinfo.sec.gov
Savoir Faire Capital Management, LPNorwalk$389.5 million54Not listed(321) 328-0985savoirfairecapital.comadviserinfo.sec.gov
Ridgeview Asset Management Partners, LLCStamford$387.9 million13736(203) 595-5535ridgeviewasset.comadviserinfo.sec.gov
Fiscal Wisdom Wealth Management LLCCanton$386 million2,82818Not listed(678) 202-4066fiscalwisdom.comadviserinfo.sec.gov
Brightlight CapitalWestport$385.8 million231(203) 635-6034brightlightcapital.comadviserinfo.sec.gov
Philosmith Capital CorporationStamford$380.5 million391(203) 348-7365philosmith.comadviserinfo.sec.gov
Rpo LLCStamford$372.1 million861(203) 485-8800adviserinfo.sec.gov
Lucerne Capital Management, LPGreenwich$364.6 million984(203) 983-4400lucernecap.comadviserinfo.sec.gov
Pegasus Capital Advisors, L.P.Stamford$362.5 million181416(203) 869-4400adviserinfo.sec.gov
Briggs Wealth Management, Inc.Glastonbury$362 million6896Not listed(860) 633-8988briggswealthmgmt.comadviserinfo.sec.gov
Ayrton Capital LLCWestport$358.9 million391(646) 684-0650adviserinfo.sec.gov
Silver Point Private Credit Fund Management, LLCGreenwich$358.6 million1357Not listed(203) 542-4200adviserinfo.sec.gov
Ais Capital Management L.P.Wilton$358.3 million4432(203) 563-1180aisgroup.comadviserinfo.sec.gov
Arkview Capital, L.P.Stamford$355.9 million10810(917) 623-4643adviserinfo.sec.gov
Sightline Wealth Advisors, LLCGroton$354.2 million9105Not listed(860) 448-0611sightlinewa.comadviserinfo.sec.gov
Gfo Advisory Services, LLCGreenwich$351.3 million10128(203) 661-6616adviserinfo.sec.gov
Education Growth Partners, LLCStamford$347.1 million11711(203) 658-8100edgrowth.comadviserinfo.sec.gov
WmgnaFarmington$346.4 million9839Not listed(860) 679-5255adviserinfo.sec.gov
Scholtz & Company, LLCStamford$340.5 million3807Not listed(203) 714-9900adviserinfo.sec.gov
Aip Capital Advisors LLCStamford$340 million2151(203) 487-8200aipcapital.comadviserinfo.sec.gov
Swan Investment PartnersOld Greenwich$334.2 million555(917) 843-1082adviserinfo.sec.gov
Highland Peak Capital, LLCOld Greenwich$333.2 million842(203) 516-3710highlandpeakcapital.comadviserinfo.sec.gov
Rye Brook Capital, LLCGreenwich$327.3 million201Not listed(203) 542-2822ryebrookcapital.comadviserinfo.sec.gov
Light Arc Capital Management LLCGreenwich$324.1 million461(475) 385-2289lightarccm.comadviserinfo.sec.gov
Toomey Investment Management, IncWallingford$321 million8713Not listed(203) 949-1710toomeyinvest.comadviserinfo.sec.gov
Thames Financial ManagementNorwich$315.4 million5932Not listed(860) 886-5108thamesct.comadviserinfo.sec.gov
Greylock Capital Management, LLCStamford$313.9 million561(212) 808-1800greylockcapital.comadviserinfo.sec.gov
Waypoint Capital Partners, LLCStamford$310.7 million1079(203) 548-9424waypointcapitalpartners.comadviserinfo.sec.gov
Excel Wealth Management, LLCManchester$310.5 million3329Not listed(888) 929-9920adviserinfo.sec.gov
Milestone Asset Management Group, LLCAvon$309 million7167Not listed(860) 259-4800adviserinfo.sec.gov
N10° AssetsGreenwich$306.9 million1015Not listed(203) 930-2880n10assets.comadviserinfo.sec.gov
Oxford Square Management, LLCGreenwich$306.7 million123Not listed(203) 983-5275oxfordfunds.comadviserinfo.sec.gov
Harbour Point CapitalDarien$302.4 million444(646) 681-4600harbourpointcapital.comadviserinfo.sec.gov
Triveni Capital Investments LPStamford$300.9 million561(203) 902-4259adviserinfo.sec.gov
Greenhaven Road Investment Management, LPGreenwich$299.5 million644(203) 663-3720adviserinfo.sec.gov
Sarissa Capital Management LPGreenwich$298.3 million644(203) 302-2330adviserinfo.sec.gov
Innovative Asset Advisors GroupShelton$297.9 million66613Not listed(203) 444-3599innovativeaag.comadviserinfo.sec.gov
Its Asset Management, L.P.North Haven$297.8 million9189Not listed(203) 234-9499ptsmanagement.comadviserinfo.sec.gov
Avos Capital Management, LLCDarien$297.8 million5571(720) 864-4348avos.coadviserinfo.sec.gov
Generative Investment Partners LPGreenwich$293.9 million1045(203) 554-8000generativeinvest.comadviserinfo.sec.gov
Greenwich Advisors, LLCGreenwich$293.2 million2114Not listed(203) 489-0700greenwichadvisors.comadviserinfo.sec.gov
Hamilton Robinson LLCStamford$292.4 million12106(203) 602-0011hrco.comadviserinfo.sec.gov
Watchtower Advisors, LPOld Greenwich$289.5 million351(203) 413-8793wadvisorslp.comadviserinfo.sec.gov
Greenhouse Wealth Management, LLCWestport$288.6 million3132Not listed(203) 561-5002greenhousewealth.comadviserinfo.sec.gov
Broadlight Capital Management, LLCGreenwich$287.5 million686(203) 496-5400broadlightcapital.comadviserinfo.sec.gov
Alchemi Wealth, LLCEssex$286.9 million1,1368Not listed(860) 767-7500alchemiwealth.comadviserinfo.sec.gov
Ayrshire Capital Management LLCWestport$285.1 million2832Not listed(203) 349-5600ayrshirecapital.comadviserinfo.sec.gov
Fcig Wealth Management, LLCPlainfield$282.5 million1,0584Not listed(877) 420-5234fcigglobal.comadviserinfo.sec.gov
Charter Research & Investment Group IncSouthport$275.1 million3553Not listed(203) 259-4004charterinvestmentgroup.comadviserinfo.sec.gov
Sound Mark Partners, LLCGreenwich$272 million362(203) 413-4280soundmarkpartners.comadviserinfo.sec.gov
Fairlead Asset Management LLCGreenwich$271.6 million14Not listed(203) 872-6500adviserinfo.sec.gov
Baypointe Partners, LLCStamford$270.5 million44Not listed(516) 381-5246adviserinfo.sec.gov
Dayah Capital LLCStamford$264.8 million772(848) 206-0010dayahcapital.comadviserinfo.sec.gov
JC Capital Advisors Group LLCStamford$263 million3562Not listed(203) 889-3400jccapitaladvisors.comadviserinfo.sec.gov
Connecticut Capital Management Group, LLCMilford$253.9 million3165Not listed(203) 877-1520adviserinfo.sec.gov
Teton Advisors, LLCGreenwich$250.9 million35Not listed(914) 457-1070tetonadv.comadviserinfo.sec.gov
Sr Alternative Credit, LLCDarien$247.4 million1794(203) 656-3004sraltcredit.comadviserinfo.sec.gov
Abundant Wealth Management LLCStamford$243.8 million1874Not listed(203) 661-3441adviserinfo.sec.gov
Constitution Investment Advisory and Portfolio ManagementShelton$241.3 million2686Not listed(475) 269-3200ciapm.comadviserinfo.sec.gov
Ganim Private WealthShelton$238.6 million224Not listed(203) 335-0851ganimfinancial.comadviserinfo.sec.gov
New China Capital Management Corp.Stamford$233.7 million242(203) 328-1800cathay-capital.comadviserinfo.sec.gov
Gradient Ridge Capital, L.P.Norwalk$231.8 million671(732) 616-3877adviserinfo.sec.gov
BRX GlobalGreenwich$231.4 million231(203) 971-0751adviserinfo.sec.gov
Wharton Midmarket Investment Advisors IncWoodbridge$231.1 million472Not listed(203) 606-9696adviserinfo.sec.gov
Granite Islands Private Wealth, LLCGuilford$229.9 million4914Not listed(203) 889-3890graniteislands.comadviserinfo.sec.gov
Jat Capital Management LPGreenwich$228.5 million25Not listed(203) 608-3100jatcapital.comadviserinfo.sec.gov
Prentice Capital Management, LPGreenwich$228.4 million563(203) 302-2432adviserinfo.sec.gov
Lansdowne Wealth Management, LLCMystic$227.7 million6897Not listed(860) 245-5078adviserinfo.sec.gov
Perryridge Capital LPGreenwich$226.6 million453(475) 255-0916adviserinfo.sec.gov
Rangeley Capital, LLCNew Canaan$220.5 million1056(203) 801-9975adviserinfo.sec.gov
Twin Lions ManagementStamford$215.9 million333(212) 203-4428twinlionsmgmt.comadviserinfo.sec.gov
Kennedy Wealth & Tax Management, LLCSouthbury$215.5 million3654Not listed(203) 264-1200adviserinfo.sec.gov
Diamant Asset Management, Inc.Ridgefield$211.5 million593Not listed(203) 661-6410portfolioadvisor.comadviserinfo.sec.gov
Burnham Sterling Asset Management LLCCos Cob$206.8 million161(203) 862-4800burnhamsterling.comadviserinfo.sec.gov
Kate Capital LLCWestport$206.8 million581(203) 216-9667katecapllc.comadviserinfo.sec.gov
John a. Bysko AssociatesOld Lyme$204.3 million1241Not listedadviserinfo.sec.gov
WJ Financial Advisors, LLCKillingworth$203.4 million6843Not listed(860) 663-3646wjadvisors.comadviserinfo.sec.gov
Capzone Management LLCNorwalk$201.6 million1241(203) 299-2376capzoneimpactinvestments.comadviserinfo.sec.gov
LBB Holding Company LLCNorwalk$199.5 million252(203) 299-3220lbb-industries.comadviserinfo.sec.gov
Barron Financial Group, LLPTorrington$199.1 million4993Not listed(860) 489-0432adviserinfo.sec.gov
Spice Expeditions, LPWestport$195.9 million656(203) 450-9909spice.vcadviserinfo.sec.gov
Drum Hill Capital, LLCWestport$194.3 million2103Not listed(203) 349-8182adviserinfo.sec.gov
East Guilford Financial Services LLCMadison$193.1 million7321Not listed(203) 318-1177adviserinfo.sec.gov
SpurstoneHigganum$192.1 million5025Not listed(860) 264-1111adviserinfo.sec.gov
Southport Station Financial Management, LLCSouthport$192.1 million3263Not listed(203) 254-2333southportstation.comadviserinfo.sec.gov
Pettee Investors IncRowayton$191.9 million646Not listed(203) 957-8880adviserinfo.sec.gov
Aetos Capital Real EstateGreenwich$189.7 million8147(212) 710-3200aetoscapitalasia.comadviserinfo.sec.gov
Blue Door Asset Management, LLCStamford$187 million442(203) 826-2240adviserinfo.sec.gov
Cooper Financial Services, Inc.Shelton$184.1 million1,5763Not listed(203) 248-1972adviserinfo.sec.gov
Eagle Point Defensive Income Management LLCGreenwich$183.5 million168Not listed(203) 340-8500adviserinfo.sec.gov
The Dowling Group Wealth ManagementGreenwich$179.3 million4303Not listed(203) 967-2231thedowlinggroup.comadviserinfo.sec.gov
Aspetuck Financial Management LLCWestport$178.3 million4811Not listed(203) 226-5733adviserinfo.sec.gov
Ladd Capital Management LLCNew Haven$176.6 million1640Not listed(203) 562-6624laddcap.comadviserinfo.sec.gov
Summerhaven Investment Management, LLCStamford$176.2 million28Not listed(203) 352-2700adviserinfo.sec.gov
Reinova Capital Advisors LLCGreenwich$175 million141(917) 623-6635adviserinfo.sec.gov
Pemberwick Investment Advisors, LLCGreenwich$173.7 million12Not listed(203) 869-0900pemberwickfund.comadviserinfo.sec.gov
Hoplon Asset Management, L.P.Greenwich$170.1 million373(203) 340-2133hoploncapital.comadviserinfo.sec.gov
Altus Capital Partners, Inc.Wilton$169.3 million595(203) 429-2000adviserinfo.sec.gov
Somnio Financial Group, LLCGlastonbury$168.3 million4614Not listed(860) 430-5500adviserinfo.sec.gov
Wingman Growth PartnersGreenwich$167.2 million171(203) 309-2625wingmangrowth.comadviserinfo.sec.gov
P.A.W. Capital Partners, LPGreenwich$166.8 million5731(203) 862-3300pawpartners.comadviserinfo.sec.gov
Morrissey Wealth Management LLCNorth Haven$165.1 million4353Not listed(860) 986-7881morrisseywealthmanagement.comadviserinfo.sec.gov
U.S.A. Financial & Tax Services, LLCFarmington$159.3 million6603Not listed(860) 430-2138usafinancialandtaxservices.comadviserinfo.sec.gov
Srep Capital Management, LLCGreenwich$157.9 million23415(203) 542-2870adviserinfo.sec.gov
Fremen CapitalStamford$157.3 million351(203) 442-5712fremencm.comadviserinfo.sec.gov
JK Private Wealth, LLCGlastonbury$156.4 million4652Not listed(860) 781-8341adviserinfo.sec.gov
Guggenheim Investments Loan Advisors, LLCStamford$155.4 million3103(203) 202-8606guggenheiminvestments.comadviserinfo.sec.gov
LCR Wealth Management LLCWestport$151.8 million18731(203) 780-2272adviserinfo.sec.gov
Sound Portfolio Advisors, LLCMystic$151.1 million3533Not listed(860) 572-2737soundportfolios.comadviserinfo.sec.gov
Bridgelight Financial Advisors, IncShelton$150.8 million7183Not listed(203) 795-7080bridgelightadvisors.comadviserinfo.sec.gov
37spruce Investment Partners, LLCGreenwich$150 million371(203) 961-311337spruce.comadviserinfo.sec.gov
Dellora Investments LPGreenwich$148.4 million642(203) 632-6341dellora.comadviserinfo.sec.gov
Quorus Inc.Westport$148.2 million2407Not listed(929) 560-2588quorus.ioadviserinfo.sec.gov
Heritage Capital, LLCWoodbridge$146.9 million1373Not listed(203) 389-3553investfortomorrow.comadviserinfo.sec.gov
Renaissance Capital LLCStamford$144.3 million217Not listed(203) 622-2978adviserinfo.sec.gov
Aqualis Partners LLCDarien$141.6 million282(203) 490-6990aqualispartners.comadviserinfo.sec.gov
Hoya Capital Real Estate, LLCRowayton$140.1 million124Not listed(833) 469-2227adviserinfo.sec.gov
Fairview Constitution Management IV LLCWest Hartford$139.8 million1264(860) 674-8066fairviewcapital.comadviserinfo.sec.gov
Telos Partners LLCAvon$139.5 million2714Not listed(646) 907-9424teloswealthpartners.comadviserinfo.sec.gov
Vision Investment Advisors, LLCStamford$137.4 million1299Not listed(203) 388-2700advicewithvision.comadviserinfo.sec.gov
Springboard Asset Management LLCCheshire$136.8 million3392Not listed(203) 651-7110adviserinfo.sec.gov
Loretta Nolan Associates, LLCOld Greenwich$135.8 million1261Not listed(203) 637-1402adviserinfo.sec.gov
Tumolo Wealth Management LLCEast Lyme$134 million6397Not listed(860) 650-3005tumolofinancial.comadviserinfo.sec.gov
Blkbrd Asset ManagementOld Greenwich$133.9 million381(203) 547-3771blkbrdlp.comadviserinfo.sec.gov
Hondius Capital Management, LPNorwalk$129.9 million361(203) 930-2200adviserinfo.sec.gov
Colchester Investment Counsel LLCRidgefield$128.9 million1513Not listed(203) 438-0046adviserinfo.sec.gov
Catum Advisory Group, LLC.Wilton$128.6 million2964Not listed(203) 344-7770adviserinfo.sec.gov
Cove View Investment Partners, LLCOld Greenwich$127.8 million231(516) 456-4468coveviewinvestmentpartners.comadviserinfo.sec.gov
Duke Funding Management, L.L.C.Old Greenwich$126.9 million41644(203) 698-1200ellington.comadviserinfo.sec.gov
Paradoxiom CapitalStamford$125 million13Not listed(267) 975-4728adviserinfo.sec.gov
Eagle Point Enhanced Income Management LLCGreenwich$124.1 million190Not listed(203) 340-8500adviserinfo.sec.gov
Agilis Investment Management LLCWilton$123.8 million2124Not listed(203) 920-1011agilisinvest.comadviserinfo.sec.gov
Sullivan Financial, LLCEssex$119.1 million3084Not listed(860) 657-4150adviserinfo.sec.gov
Dunham Lane Capital Partners LLCGreenwich$117.2 million2172Not listed(203) 355-3639adviserinfo.sec.gov
Eagle Capital Advisors, LLCMiddlebury$116.4 million1732Not listed(203) 574-0069eaglecapitaladvisors.comadviserinfo.sec.gov
Burne Financial Concepts, LLCWatertown$113.7 million4111Not listed(860) 417-2518adviserinfo.sec.gov
33 Capital Management LLCGreenwich$112.7 million9112(203) 391-934033capitalmanagement.comadviserinfo.sec.gov
Tengram Capital PartnersWestport$110.7 million272(203) 454-6999tengramcapital.comadviserinfo.sec.gov
Wealthshape LLCWindsor$109.4 million3791Not listed(860) 837-0303adviserinfo.sec.gov
Top Private WealthGlastonbury$106.5 million4372Not listed(860) 790-7992adviserinfo.sec.gov
Cruiser Capital Advisors, LLCStamford$104.4 million621(212) 829-5833cruisercap.comadviserinfo.sec.gov
Alexander Capital Advisors, LLCNew Canaan$104.2 million1731(203) 966-7707alexcapadv.comadviserinfo.sec.gov
Wavelength Capital Management, LLCWestport$104 million12Not listed(203) 244-7580wavelengthfunds.comadviserinfo.sec.gov
Swiss Finance Private Wealth Management LLCSouthbury$101.2 million371(646) 791-6848swissfinancewealth.comadviserinfo.sec.gov
Oxford Gate Management, LLCGreenwich$90.9 million1231(845) 224-3808oxfordfunds.comadviserinfo.sec.gov
Wright Private Asset Management LLCShelton$74.1 million7423Not listed(203) 783-4400wrightpam.comadviserinfo.sec.gov
Monachil Capital Partners LPGreenwich$71.7 million8142(212) 393-4120adviserinfo.sec.gov
Oxford Park Management, LLCGreenwich$71.4 million123Not listed(203) 983-5275oxfordfunds.comadviserinfo.sec.gov
Tanaka Capital Management IncGreenwich$69.4 million213Not listed(212) 490-3380tanaka.comadviserinfo.sec.gov
Grayscale AdvisorsStamford$60.6 million81262(212) 668-1427grayscale.comadviserinfo.sec.gov
Victoryarc Holdings LPGreenwich$41.2 million222(203) 718-3935victoryarc.comadviserinfo.sec.gov
Private Capital Asset Management LLCDarien$13 million94Not listed(203) 656-0700privatecapitalassetmgmt.comadviserinfo.sec.gov
Breacher Capital Advisors, LLCStamford$7.5 million332(203) 564-1998breachercapital.comadviserinfo.sec.gov
NewdaySouthbury$6.5 million32Not listed(415) 935-0550adviserinfo.sec.gov
NSV Management LLCGreenwichNot listedNot listedNot listed76(212) 218-6348newscienceventures.comadviserinfo.sec.gov
Ineffable Ventures LLCStamfordNot listedNot listedNot listed61(203) 682-6414adviserinfo.sec.gov
Canaan PartnersStamfordNot listedNot listedNot listed29(203) 855-0400canaan.comadviserinfo.sec.gov
Story VenturesWestportNot listedNot listedNot listed27(914) 924-4234storyventures.vcadviserinfo.sec.gov
Tamarack Global Manager LLCGreenwichNot listedNot listedNot listed22(646) 706-6980tamarackglobal.comadviserinfo.sec.gov
Oak HCFT Management Company LLCStamfordNot listedNot listedNot listed20(203) 717-1350oakhcft.comadviserinfo.sec.gov
Edge Partners Capital LLCWestportNot listedNot listedNot listed16(212) 944-1971adviserinfo.sec.gov
Orbit Venture Partners LLCNorwalkNot listedNot listedNot listed16(475) 266-7473adviserinfo.sec.gov
Highcape Partners Management, L.P.WestportNot listedNot listedNot listed11(646) 793-3510highcape.comadviserinfo.sec.gov
Reef Pass InvestorsOld GreenwichNot listedNot listedNot listed11(650) 308-4321reefpassinvestors.comadviserinfo.sec.gov
Tia Ventures Management, LLCWestportNot listedNot listedNot listed11(646) 662-0124adviserinfo.sec.gov
Altai Ventures Advisors, LLCWestportNot listedNot listedNot listed9(203) 360-2350altaiventures.comadviserinfo.sec.gov
Boldrose CapitalGreenwichNot listedNot listedNot listed9(201) 473-4746adviserinfo.sec.gov
67 Capital Management, LLCGreenwichNot listedNot listedNot listed8(203) 602-4235adviserinfo.sec.gov
Af VenturesGreenwichNot listedNot listedNot listed8(646) 893-4564afventures.vcadviserinfo.sec.gov
Greenfield Partners, LLCGreenwichNot listedNot listedNot listed8(203) 354-5000greenfieldpartners.comadviserinfo.sec.gov
Dialectic Capital Management LPNorwalkNot listedNot listedNot listed7(212) 230-3220adviserinfo.sec.gov
Gray's Creek Capital Advisors, LLCWestportNot listedNot listedNot listed6(203) 956-4819adviserinfo.sec.gov
Oak Management CorporationWiltonNot listedNot listedNot listed6(203) 226-8346oakvc.comadviserinfo.sec.gov
Medtex Ventures, LLCNorwalkNot listedNot listedNot listed5(212) 230-3220medtexventures.comadviserinfo.sec.gov
Positive Sum Advisors LLCGreenwichNot listedNot listedNot listed5(203) 208-8365adviserinfo.sec.gov
Charter Oak Equity Management, LLCWestportNot listedNot listedNot listed4(203) 221-4752charteroak-equity.comadviserinfo.sec.gov
Expanding CapitalGreenwichNot listedNot listedNot listed4(415) 606-9209xcap.vcadviserinfo.sec.gov
GV Investment Managers, LLCStamfordNot listedNot listedNot listed4(203) 962-4076gvim2.comadviserinfo.sec.gov
Green Rock Energy Partners LLCStamfordNot listedNot listedNot listed4(203) 807-3965greenrockep.comadviserinfo.sec.gov
Newman, Nicholas DrakeStamfordNot listedNot listedNot listed4soundviewre.comadviserinfo.sec.gov
Stride Capital Group, LPWestportNot listedNot listedNot listed4(203) 569-8920stridecapital.comadviserinfo.sec.gov
Acadian Ventures Management, LLCMadisonNot listedNot listedNot listed3(508) 685-9783acadianventures.comadviserinfo.sec.gov
Ironwood Capital Connecticut I LLCAvonNot listedNot listedNot listed3(860) 409-2100adviserinfo.sec.gov
M28 Capital Management LPStamfordNot listedNot listedNot listed3(203) 516-3747m28capital.comadviserinfo.sec.gov
Measure 8 Venture PartnersStamfordNot listedNot listedNot listed3(713) 828-8553adviserinfo.sec.gov
Oracle Investment Management, Inc.GreenwichNot listedNot listedNot listed3(203) 862-7900oraclepartners.comadviserinfo.sec.gov
Palm Management (US) LLCGreenwichNot listedNot listedNot listed3(203) 302-7000adviserinfo.sec.gov
Stadium Capital Management, LLCNew CanaanNot listedNot listedNot listed3(203) 972-8235stadiumcapitallp.comadviserinfo.sec.gov
VMG 2021 LLCStamfordNot listedNot listedNot listed3(203) 807-1013adviserinfo.sec.gov
108 Biocapital Growth Fund, LPDanburyNot listedNot listedNot listed2(973) 464-6620adviserinfo.sec.gov
1707 Capital, LLCGreenwichNot listedNot listedNot listed2(914) 318-80521707capital.comadviserinfo.sec.gov
Accelfoods Partners, LLCGreenwichNot listedNot listedNot listed2(646) 893-4569afventures.vcadviserinfo.sec.gov
Amphora Equity Partners LLCGreenwichNot listedNot listedNot listed2(203) 718-5517amphoraequity.comadviserinfo.sec.gov
DKR Capital Partners L.P.GreenwichNot listedNot listedNot listed2(203) 324-8443adviserinfo.sec.gov
DP Equity Investments LLCWestportNot listedNot listedNot listed2(203) 548-9701adviserinfo.sec.gov
Draper Fisher Jurvetson Gotham Management, LLCStamfordNot listedNot listedNot listed2(212) 279-3980gothamvc.comadviserinfo.sec.gov
Edgewood Capital Advisors, LLCSouthportNot listedNot listedNot listed2(203) 255-1700edgewoodcapital.comadviserinfo.sec.gov
K Property Manager, LLCWestportNot listedNot listedNot listed2(212) 359-0743kpgfunds.comadviserinfo.sec.gov
Labyrinth Capital PartnersGreenwichNot listedNot listedNot listed2(203) 273-3951labyrinthcapitalpartners.comadviserinfo.sec.gov
Lone River Partners, LLCGreenwichNot listedNot listedNot listed2(203) 552-6684adviserinfo.sec.gov
Mxi2 Capital Partners LLCGreenwichNot listedNot listedNot listed2(917) 804-6003adviserinfo.sec.gov
NGN Capital LLCStamfordNot listedNot listedNot listed2(212) 972-0077ngncapital.comadviserinfo.sec.gov
Occam Crest Management LPDarienNot listedNot listedNot listed2(203) 644-4107occamcrest.comadviserinfo.sec.gov
Outsiders Venture Partners, LLCNorwalkNot listedNot listedNot listed2(201) 655-8801adviserinfo.sec.gov
Riveroak Investment Corp., LLCStamfordNot listedNot listedNot listed2(203) 325-8009riveroakic.comadviserinfo.sec.gov
Rosser Capital Partners Management, L.P.GreenwichNot listedNot listedNot listed2(203) 340-5110rossercapitalpartners.comadviserinfo.sec.gov
Vesey Ventures LPWestportNot listedNot listedNot listed2(203) 293-8863adviserinfo.sec.gov
A.L. Stuart Investments, LLCGreenwichNot listedNot listedNot listed1(203) 969-1140adviserinfo.sec.gov
Accretive Capital Management, LLCMadisonNot listedNot listedNot listed1(203) 482-5805accretivecapital.comadviserinfo.sec.gov
Ambina Partners LLCGreenwichNot listedNot listedNot listed1(917) 520-3223adviserinfo.sec.gov
Black Oak Capital Management, LLCWestportNot listedNot listedNot listed1(212) 753-1819blackoakcap.comadviserinfo.sec.gov
Chapford Capital GroupStamfordNot listedNot listedNot listed1(203) 914-1670adviserinfo.sec.gov
Divyde Capital Partners L.P.WestportNot listedNot listedNot listed1(203) 635-8502divydepartners.comadviserinfo.sec.gov
Eastern Asset Management LLCGreenwichNot listedNot listedNot listed1(203) 408-3326eamllc.comadviserinfo.sec.gov
Elypath Capital Management LLCGreenwichNot listedNot listedNot listed1(917) 885-4375elypath.comadviserinfo.sec.gov
Frontfour Capital Group LLCGreenwichNot listedNot listedNot listed1(203) 274-9050frontfourcapital.comadviserinfo.sec.gov
Interactive Venture Partners LLCGreenwichNot listedNot listedNot listed1(203) 618-5937interactivevp.comadviserinfo.sec.gov
Invenire Capital, LLCRidgefieldNot listedNot listedNot listed1(203) 702-1827adviserinfo.sec.gov
Kindred Capital Advisors LLCNorwalkNot listedNot listedNot listed1(203) 295-0034adviserinfo.sec.gov
Leargas Capital LLCWestportNot listedNot listedNot listed1(203) 442-4284leargascap.comadviserinfo.sec.gov
Mamba Growth Management Company LLCOld GreenwichNot listedNot listedNot listed1(508) 320-0905mambagrowth.comadviserinfo.sec.gov
Mapl Structured Capital LLCGreenwichNot listedNot listedNot listed1(203) 921-6267maplcap.comadviserinfo.sec.gov
March Altus Capital Management LPGreenwichNot listedNot listedNot listed1(203) 983-4900adviserinfo.sec.gov
Memphre Investments, L.P.GreenwichNot listedNot listedNot listed1(203) 429-0041memphreinvestments.comadviserinfo.sec.gov
NPLP ManagementNew CanaanNot listedNot listedNot listed1(203) 716-6110adviserinfo.sec.gov
Natare Capital Management LPGreenwichNot listedNot listedNot listed1(203) 542-2815adviserinfo.sec.gov
New Canaan Funding Mezzanine LLCNew CanaanNot listedNot listedNot listed1(203) 966-1071newcanaanfunding.comadviserinfo.sec.gov
Otter Rock Advisors LPStamfordNot listedNot listedNot listed1(415) 830-0509otterrocklp.comadviserinfo.sec.gov
Private Capital Strategies, LLCDarienNot listedNot listedNot listed1(203) 656-0700adviserinfo.sec.gov
Quanta Energy ManagementGreenwichNot listedNot listedNot listed1(203) 542-2800qemllc.netadviserinfo.sec.gov
RCJ Management, LLCNorwalkNot listedNot listedNot listed1(203) 354-4505rcjmanagement.comadviserinfo.sec.gov
Samrison Capital Management LLCOld GreenwichNot listedNot listedNot listed1(612) 790-1824adviserinfo.sec.gov
Still Lake Capital, LLCWiltonNot listedNot listedNot listed1(914) 514-5001stilllakecapital.comadviserinfo.sec.gov
Wheelhouse 360 Advisors LPStamfordNot listedNot listedNot listed1(203) 344-0234adviserinfo.sec.gov
AQR Flex Management, LLCGreenwichNot listed0778Not listed(203) 742-3600adviserinfo.sec.gov
Coinbase AdvisorsStamfordNot listed05Not listed(203) 489-1450coinbase.comadviserinfo.sec.gov
Edgeworth Capital, Inc.GreenwichNot listedNot listedNot listedNot listed(646) 298-2090edgeworthcapital.comadviserinfo.sec.gov
Fairlead Strategies LLCGreenwichNot listed04Not listed(203) 872-6500adviserinfo.sec.gov
Innovative Wealth Planning, LLCSuffieldNot listed02Not listed(860) 386-8550innvwealth.comadviserinfo.sec.gov
Justify Capital ManagementGlastonburyNot listedNot listedNot listedNot listed(860) 836-0344adviserinfo.sec.gov
Night Owl Capital Canada, LLCGreenwichNot listed08Not listed(203) 302-3870nightowlcapital.comadviserinfo.sec.gov
PlootusNew HavenNot listed04Not listed(475) 209-2079adviserinfo.sec.gov
Stelvio Private WealthGreenwichNot listed02Not listed(925) 306-4600adviserinfo.sec.gov
The Winthrop CorporationSheltonNot listed021Not listed(203) 783-4400wrightinvestors.comadviserinfo.sec.gov
Twenty Four WealthDarienNot listed031Not listed(203) 445-6965adviserinfo.sec.gov
UBS Farmland Investors LLCHartfordNot listed010Not listed(860) 616-9200ubs.comadviserinfo.sec.gov
Usi Securities, Inc.GlastonburyNot listed030Not listed(860) 652-3239adviserinfo.sec.gov
Waldo.Ai, Inc.New HavenNot listed02Not listed(203) 722-5218waldo.financeadviserinfo.sec.gov
Zebra Capital Management, LLCStamfordNot listedNot listedNot listedNot listed(203) 701-5900zebracapital.comadviserinfo.sec.gov

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.

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