UNION PARK CAPITAL MANAGEMENT, L.P.
Boston, MA
AUM
$928.5M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-254-1751
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
RIVERSIDE PARTNERS, LLC
Boston, MA
AUM
$923.7M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-351-2800
LONG WHARF CAPITAL LLC
Boston, MA
AUM
$919.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-250-7260
OPENVIEW ADVISORS, LLC
Boston, MA
AUM
$839.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-478-7500
DENALI GROWTH PARTNERS
Boston, MA
AUM
$830.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-758-8673
NEW HERITAGE CAPITAL, LLC
Boston, MA
AUM
$830.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Performance-based fees; % OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS
617-439-0688
J.P. MARVEL WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$820.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-342-5600
CLEAR BROOK ADVISORS, INC.
Boston, MA
AUM
$817.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
617-315-8979
NORTHSTAR ASSET MANAGEMENT, INC
Boston, MA
AUM
$805.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
617-522-2635
EAGLECLAW CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$803.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-314-0213
ASTIRA CAPITAL PARTNERS LP
Boston, MA
AUM
$777.3M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-238-6010
STRIDE CONSUMER
Boston, MA
AUM
$740.3M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(781) 208-7375
BAYHAWK CAPITAL LP
Boston, MA
AUM
$730.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202-494-2362
GREAT POINT WEALTH ADVISORS, LLC
Boston, MA
AUM
$725.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(617) 585-0050
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
Boston, MA
AUM
$712.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
617-342-3200
REDWOOD INVESTMENTS, LLC
Boston, MA
AUM
$710.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-467-3000
LINCOLN PEAK CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$706.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(617) 765-4770
KALEIDOSCOPE CAPITAL
Boston, MA
AUM
$706.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-765-2064
SIHARUM ADVISORS, LLC
Boston, MA
AUM
$687.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(617) 428-7500
SINGLE POINT PARTNERS
Boston, MA
AUM
$641.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Fixed fees
617-600-0510
TIMBER CREEK CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$636.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
617-722-0855
ROSE PARK ADVISORS, LLC
Boston, MA
AUM
$629.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-849-9239
SANDIA INVESTMENT MANAGEMENT LP
Boston, MA
AUM
$625.4M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(516) 946-8207
RIVERVIEW CAPITAL ADVISERS LLC
Boston, MA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-423-0080