DG CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$521.9M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-942-5700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
WEALTHSPRING CAPITAL LLC
West Harrison, NY
AUM
$515.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-419-2207
ELEVATUS WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$513.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
585-565-4450
ST. JAMES INVESTMENT ADVISORS, LLC
Port Jefferson, NY
AUM
$511.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(631) 979-6520
ELDRIDGE GP1 ADVISERS
New York, NY
AUM
$510.0M
Wealth MgmtInstitutional
Team
110 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 895-2000
LIONHEART STRATEGIC MANAGEMENT, LLC
New York, NY
AUM
$508.7M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-744-2284
WELCH CAPITAL PARTNERS LLC
Harrison, NY
AUM
$506.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-754-6077
GLOBAL CREDIT ADVISERS, LLC
New York, NY
AUM
$505.7M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-949-1860
SAYBROOK CAPITAL CORP
Sag Harbor, NY
AUM
$502.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
6317255518
KAHN BROTHERS ADVISORS LLC
New York, NY
AUM
$498.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-980-5050
UAS ASSET MANAGEMENT
New York, NY
AUM
$493.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-983-5822
SAMALIN WEALTH
Chappaqua, NY
AUM
$490.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-666-6600
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC
New York, NY
AUM
$490.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-889-2505
ONYXPOINT GLOBAL MANAGEMENT LP
New York, NY
AUM
$481.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 235-1962
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC
New York, NY
AUM
$478.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-895-2280
IDB LIDO WEALTH, LLC
New York, NY
AUM
$478.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-839-9793
HORIKO CAPITAL MANAGEMENT LLC
New York, NY
AUM
$475.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2015234150
WEALTHEDGE INVESTMENT ADVISORS, LLC
New York, NY
AUM
$472.1M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES
212-687-3600
HS MANAGEMENT PARTNERS, LLC
New York, NY
AUM
$469.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-888-0060
CHESAPEAKE ASSET MANAGEMENT LLC
New York, NY
AUM
$468.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-218-4040
ADIRONDACK FINANCIAL SERVICES CORP
Utica, NY
AUM
$461.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
315-724-4186
STRATEGAS ASSET MANAGEMENT, LLC
New York, NY
AUM
$458.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS
855-273-7227
COVE PRIVATE WEALTH, LLC
Oyster Bay, NY
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
516-588-1123
SICART ASSOCIATES, LLC
New York, NY
AUM
$455.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEES FOR TRUSTEE SERVICES
646-606-0290