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

General partnership structures.

67 advisers found

Corporate platformPartnershipWebsite listed

LSV ASSET MANAGEMENT

Chicago, IL

AUM

$104.25B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformPartnershipWebsite listed

III CAPITAL MANAGEMENT

Boca Raton, FL

AUM

$88.24B

Licensed in FL
FL
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SUBSCRIPTION BASED ECONOMIC RESEARCH

Team

9 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

GLOBAL ENDOWMENT MANAGEMENT, LP

Charlotte, NC

AUM

$12.88B

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

Team

23 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

GLOBEFLEX CAPITAL LP

San Diego, CA

AUM

$4.60B

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

S.B. VALUE PARTNERS, L.P.

San Antonio, TX

AUM

$3.89B

Licensed in AL, CO, IN, TX
ALCOINTX
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

WATERLOO CAPITAL

Austin, TX

AUM

$2.26B

Licensed in AZ, AR, CA +24 states
AZARCACOGAID+21
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

44 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

BURTON ENRIGHT WELCH

Walnut Creek, CA

AUM

$1.55B

Licensed in AZ, CA, ID +3 states
AZCAIDORTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

11 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

DIAMETRIC CAPITAL, LP

Boston, MA

AUM

$1.41B

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

Team

10 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

PRUDENT MANAGEMENT ASSOCIATES

Philadelphia, PA

AUM

$1.23B

Licensed in CA, DC, MD +4 states
CADCMDNJNYPA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

FCG INVESTMENT COMPANY

Germantown, TN

AUM

$568.2M

Licensed in AL, AR, CA +8 states
ALARCAGAKYLA+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

10 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

RUBICON ADVISORS

Redding, CA

AUM

$420.7M

Licensed in AZ, CA, CO +11 states
AZCACOIDILLA+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

19 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformPartnershipWebsite listed

SANDLER CAPITAL MANAGEMENT

New York, NY

AUM

$395.0M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

SARAZA MANAGEMENT LP

New York, NY

AUM

$366.5M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

VALSPRING CAPITAL

MA

AUM

$336.9M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST

View detailsVisit website
Advisory firmPartnershipWebsite listed

FAMILY WEALTH PLANNING PARTNERS

Louisville, KY

AUM

$317.4M

Licensed in IN, KY, LA, TX
INKYLATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

SPARTA WEALTH PARTNERS

Charlotte, NC

AUM

$305.0M

Licensed in AZ, CA, LA +5 states
AZCALANCOHSC+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

22NW, LP

Seattle, WA

AUM

$295.6M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

TRIANGLE PEAK PARTNERS, LP

Palo Alto, CA

AUM

$271.9M

Licensed in CA, CO, TN
CACOTN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • CONSULTING

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformPartnershipWebsite listed

BIOS CAPITAL MANAGEMENT, LP

Fort Worth, TX

AUM

$250.9M

Licensed in CO, TN, TX
COTNTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformPartnershipWebsite listed

LUMMIS ASSET MANAGEMENT, L.P.

Fort Worth, TX

AUM

$210.0M

Licensed in TX
TX
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmPartnershipWebsite listed

WARD & ASSOCIATES

San Diego, CA

AUM

$187.2M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmPartnershipWebsite listed

NEWPORT GLOBAL ADVISORS L.P.

The Woodlands, TX

AUM

$174.8M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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