BASTION MANAGEMENT II LLC
Stamford, CT
AUM
$572.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
+1-203-594-9264
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
164 advisers found
TOWER BAY ASSET MANAGEMENT LP
Stamford, CT
AUM
$513.6M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-610-8806
DRUM CAPITAL MANAGEMENT LLC
Stamford, CT
AUM
$503.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
203-391-7540
TRUE NORTH MANAGEMENT GROUP, LLC
Stamford, CT
AUM
$492.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-304-8760
MIZZEN MANAGEMENT LLC
Stamford, CT
AUM
$459.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-293-7820
HEDGEYE ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$443.4M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212 433-1559
BROADVIEW REAL ESTATE PARTNERS, LLC
Stamford, CT
AUM
$425.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-278-9689
ANABRANCH CAPITAL MANAGEMENT, LP
Stamford, CT
AUM
$397.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
646-568-4770
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
Stamford, CT
AUM
$387.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-595-5535
PHILOSMITH CAPITAL CORPORATION
Stamford, CT
AUM
$380.5M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-348-7365
ARKVIEW CAPITAL, L.P.
Stamford, CT
AUM
$355.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-623-4643
EDUCATION GROWTH PARTNERS, LLC
Stamford, CT
AUM
$347.1M
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
203-658-8100
PEGASUS CAPITAL ADVISORS, L.P.
Stamford, CT
AUM
$343.4M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-869-4400
SCHOLTZ & COMPANY, LLC
Stamford, CT
AUM
$340.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-714-9900
AIP CAPITAL ADVISORS LLC
Stamford, CT
AUM
$340.0M
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-487-8200
GREYLOCK CAPITAL MANAGEMENT, LLC
Stamford, CT
AUM
$313.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-808-1800
WAYPOINT CAPITAL PARTNERS, LLC
Stamford, CT
AUM
$310.7M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY
203-548-9424
TRIVENI CAPITAL INVESTMENTS LP
Stamford, CT
AUM
$300.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-902-4259
HAMILTON ROBINSON LLC
Stamford, CT
AUM
$292.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-602-0011
BAYPOINTE PARTNERS, LLC
Stamford, CT
AUM
$270.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-381-5246
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
ABUNDANT WEALTH MANAGEMENT LLC
Stamford, CT
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-661-3441
NEW CHINA CAPITAL MANAGEMENT CORP.
Stamford, CT
AUM
$233.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-328-1800
BLUE DOOR ASSET MANAGEMENT, LLC
Stamford, CT
AUM
$187.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-826-2240