AUM
$3.47B
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
Partnership structures with limited partners.
1,971 advisers found
AUM
$3.43B
Licensed in CT
CT
Wealth Mgmt
- Portfolio management (pooled vehicles)
- PORTFOLIO MANAGEMENT FOR A SEGREGATED PORTFOLIO COMPANY
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.41B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.40B
Licensed in CT
CT
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.40B
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.39B
Licensed in MA
MA
Wealth Mgmt
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.37B
Licensed in CA, NY
CANY
Wealth Mgmt
- Portfolio management (pooled vehicles)
- PORTFOLIO COMPANY MANAGEMENT
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$3.36B
Licensed in GA, CT
GACT
Wealth Mgmt
- Portfolio management (pooled vehicles)
- REAL ESTATE FUND
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$3.35B
Licensed in TX
TX
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.34B
Licensed in RI, CT
RICT
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.33B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.32B
Licensed in TX
TX
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.32B
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (investment companies)
Team
912 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.31B
Licensed in AL, CA, CO +11 states
ALCACOLAMDMI+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$3.30B
Licensed in CA, NY
CANY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.29B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.29B
Licensed in TX
TX
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.28B
Licensed in DE, NY
DENY
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$3.28B
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATION
AUM
$3.27B
Licensed in CT, FL
CTFL
Wealth Mgmt
- Portfolio management (investment companies)
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$3.27B
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.24B
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (investment companies)
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
AUM
$3.24B
Licensed in NY
NY
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$3.24B
Licensed in CA, GA, IL +5 states
CAGAILNYOHPA+2
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees