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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

MARTINGALE ASSET MANAGEMENT

Boston, MA

AUM

$4.18B

Licensed in MA
MA
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

9 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Corporate platformLPWebsite listed

NORTH REEF CAPITAL MANAGEMENT LP

Laguna Beach, CA

AUM

$4.14B

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

PARKWAY ADVISORS, L.P.

Abilene, TX

AUM

$4.13B

Licensed in KY, LA, NY +5 states
KYLANYOHOKMO+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

10 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

Advisory firmLPWebsite listed

FUNDAMENTAL ADVISORS LP

New York, NY

AUM

$4.09B

Licensed in CA, NY
CANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • FUNDAMENTAL ASSET MANAGEMENT LLC IS AN ASSET MANAGEMENT BUSINESS FORMED BY FUNDAMENTAL ADVISORS IN 2009

Team

27 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Advisory firmLPWebsite listed

PERMCAP INVESTMENT OFFICE

Charleston, SC

AUM

$4.02B

Licensed in CA, CO, DE +5 states
CACODENYSCVA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

Advisory firmLPWebsite listed

TRUARC PARTNERS, LP

New York, NY

AUM

$3.98B

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

Team

24 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

Advisory firmLPWebsite listed

PANTERA CAPITAL

San Francisco, CA

AUM

$3.96B

Based in CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Corporate platformLPWebsite listed

FORZA INVESTMENT GROUP, LP

Summit, NJ

AUM

$3.94B

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

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

MIDDLEGROUND CAPITAL

Lexington, KY

AUM

$3.89B

Licensed in KY, NY
KYNY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

38 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

ALAMO ADVISORS, LP

San Antonio, TX

AUM

$3.87B

Licensed in TX
TX
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

7 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

Corporate platformLPWebsite listed

PALISADE CAPITAL MANAGEMENT, LP

Fort Lee, NJ

AUM

$3.86B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

15 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +2 more

Corporate platformLPWebsite listed

VALIANT CAPITAL MANAGEMENT, L.P.

San Francisco, CA

AUM

$3.83B

Based in CA
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

Fees

Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS

Advisory firmLPWebsite listed

AVALA GLOBAL LP

New York, NY

AUM

$3.82B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

NEOS PARTNERS, LP

San Diego, CA

AUM

$3.77B

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

23 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

Advisory firmLPWebsite listed

10TH LANE PARTNERS, LP

New York, NY

AUM

$3.76B

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

Team

27 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

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