PORTFOLIO ADVISORS LLC
Darien, CT
AUM
$47.84B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
83 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
203-662-3456
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT, DARIEN
19 advisers found
SPROTT ASSET MANAGEMENT USA INC.
Darien, CT
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
203-656-2400
WESTPORT CAPITAL PARTNERS LLC
Darien, CT
AUM
$8.92B
Wealth MgmtInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-429-8600
PRIVATE CAPITAL ADVISORS, INC.
Darien, CT
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
347-960-4520
GOODNOW INVESTMENT GROUP LLC
Darien, CT
AUM
$1.13B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-655-6272
BOURGEON CAPITAL MANAGEMENT LLC
Darien, CT
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-280-1170
TALSON CAPITAL MANAGEMENT L.P.
Darien, CT
AUM
$1.06B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-202-7500
NASSAU PRIVATE CREDIT LLC
Darien, CT
AUM
$1.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 902-5522
FAIRFIELD, BUSH & CO.
Darien, CT
AUM
$589.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-777-5900
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
Darien, CT
AUM
$552.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 883-9441
MORSE ASSET MANAGEMENT, INC.
Darien, CT
AUM
$534.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
646-568-4083
CARAVELA ENERGY PARTNERS LP
Darien, CT
AUM
$529.1M
Wealth MgmtInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
203-200-0636
11 CAPITAL PARTNERS LP
Darien, CT
AUM
$503.5M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-989-3735
SR ALTERNATIVE CREDIT, LLC
Darien, CT
AUM
$247.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-656-3004
BEACON CAPITAL, LLC
Darien, CT
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-662-3415
SCOTT CAPITAL PARTNERS
Darien, CT
AUM
$48.9M
Team
3 advisors
Clients
—
Fees
Performance-based fees; CARRIED INTEREST AND OVERHEAD REIMBURSEMENT
203-939-1890
PRIVATE CAPITAL ASSET MANAGEMENT LLC
Darien, CT
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-656-0700
ROCK ELM CAPITAL MANAGEMENT LLC
Darien, CT
AUM
—
InstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+1 203-202-1639
GENE ALEXANDER QUALMAN
Darien, CT
AUM
$41.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-655-6727
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