Falists

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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

Partnership structures with limited partners.

1,971 advisers found

Compare advisers as cards or a sortable table with reputation links.

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

FeesReputationProfile
ALPHA BLUE CAPITAL

CRD 328350

CA

Advisory firm

LP

$10.9M2 advisorsPercentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSESView
POWDER RIDGE CAPITAL LP

CRD 309767

Sagaponack, NY

Advisory firm

LP

$10.4M1 advisorsPercentage of AUM · Fixed fees +1 moreView
BULLE ROCK

CRD 142363

Dallas, TX

Advisory firm

LP

$5.9M2 advisorsPercentage of AUM; PERFORMANCE-BASED ALLOCATIONView
INDEPENDENT WEALTH SOLUTIONS

CRD 281216

Encinitas, CA

Advisory firm

LP

$5.3M1 advisorsPercentage of AUM; AUM BASED REFERRAL FEEView
SANJAC ALPHA LP

CRD 329302

Houston, TX

Advisory firm

LP

$5.3M2 advisorsPercentage of AUMView
SCOTT INVESTMENT ADVISORS, L.P.

CRD 110466

Jackson, WY

Advisory firm

LP

$5.0M2 advisorsPercentage of AUM; Fixed feesView
GOODSTEAD

CRD 308769

Advisory firm

LP

$3.6M1 advisorsPercentage of AUMView
QUALIVIAN INVESTMENT PARTNERS

CRD 291227

Advisory firm

LP

$2.8M1 advisorsPercentage of AUM · Fixed fees +1 moreView
PROVIDENT CAPITAL GROUP, L.P.

CRD 311334

Advisory firm

LP

$2.3M1 advisorsPercentage of AUM; Hourly chargesView
COASTAL WEALTH MANAGEMENT, LP

CRD 131939

Advisory firm

LP

$2.1M1 advisorsPercentage of AUMView
010118 MANAGEMENT, L.P.

CRD 301237

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
1885 CAPITAL

CRD 343013

Hancock, MI

Advisory firm

LP

Fees not disclosedView
1907 MANAGEMENT, LP

CRD 316824

Miami, FL

Advisory firm

LP

Fees not disclosedView
2020 VENTURES MANAGEMENT, LP

CRD 307460

Advisory firm

LP

Fees not disclosedView
2717 PARTNERS LP

CRD 329523

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
272 CAPITAL LP

CRD 308148

Dallas, TX

Advisory firm

LP

Fees not disclosedView
406 VENTURES MANAGEMENT, LLC

CRD 162914

Boston, MA

Advisory firm

LP

Fees not disclosedView
7WIRE MANAGEMENT, L.P.

CRD 287776

Chicago, IL

Advisory firm

LP

Fees not disclosedView
ACIS CAPITAL MANAGEMENT, L.P.

CRD 153302

Dallas, TX

Advisory firm

LP

Fees not disclosedView
ACREW CAPITAL MANAGEMENT, L.P.

CRD 307729

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
ACREW DIVERSIFY CAPITAL MANAGEMENT, L.P.

CRD 320986

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
ACTIVATE CAPITAL PARTNERS

CRD 307073

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
ADDITION, L.P.

CRD 309075

New York, NY

Advisory firm

LP

Fees not disclosedView
ADJUVANT CAPITAL, LP

CRD 301716

New York, NY

Advisory firm

LP

Fees not disclosedView
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