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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Partnership structures with limited partners.

1,971 advisers found

Corporate platformLPWebsite listed

DEERPATH CAPITAL MANAGEMENT, LP

Fort Lauderdale, FL

AUM

$9.03B

Licensed in CA, IL, MA, FL
CAILMAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • SEPARATELY MANAGED ACCOUNTS AND CLOS

Team

100 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLPWebsite listed

THE STERLING GROUP, L.P.

Houston, TX

AUM

$9.01B

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO COMPANY MANAGEMENT

Team

76 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Corporate platformLPWebsite listed

PINNACLE ASSET MANAGEMENT, L.P.

New York, NY

AUM

$8.89B

Licensed in CO, MA, NY +2 states
COMANYMOFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVISORY/CONSULTING

Team

10 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

Advisory firmLPWebsite listed

FORUM FINANCIAL MANAGEMENT, LP

Lombard, IL

AUM

$8.69B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

94 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Advisory firmLPWebsite listed

OGAM, LP

Houston, TX

AUM

$8.69B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Corporate platformLPWebsite listed

SAGARD HOLDINGS MANAGER LP

Toronto, Ontario

AUM

$8.61B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

65 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

MIDOCEAN CREDIT PARTNERS

New York, NY

AUM

$8.46B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

23 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

VISTA CREDIT PARTNERS, L.P.

New York, NY

AUM

$8.42B

Licensed in CA, IL
CAIL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

SK CAPITAL PARTNERS

New York, NY

AUM

$8.36B

Licensed in NY, FL
NYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

47 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

ASANA PARTNERS, LP

Charlotte, NC

AUM

$8.35B

Licensed in CO, GA, NC, SC
COGANCSC
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

61 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

STARBOARD VALUE LP

New York, NY

AUM

$8.15B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLPWebsite listed

BALBEC CAPITAL MANAGEMENT LP

Scottsdale, AZ

AUM

$7.99B

Licensed in AZ
AZ
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

40 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Advisory firmLPWebsite listed

HUNTER POINT CAPITAL LP

New York, NY

AUM

$7.81B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

55 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

STAMOS CAPITAL PARTNERS, L.P.

Menlo Park, CA

AUM

$7.64B

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

17 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Advisory firmLPWebsite listed

ALDRICH WEALTH LP

Lake Oswego, OR

AUM

$7.62B

Licensed in AK, AZ, CA +14 states
AKAZCACOIDLA+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

26 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

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