OCTAGON CAPITAL ADVISORS LP
New York, NY
AUM
$1.18B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-369-2829
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
3,699 advisers found
AUDAX PDB MANAGEMENT COMPANY, LLC
New York, NY
AUM
$1.17B
Wealth Mgmt
Team
80 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-703-2700
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.17B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-320-3000
WILLOW TREE CAPITAL CORP ADVISORS LLC
New York, NY
AUM
$1.17B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-218-1090
VSS FUND MANAGEMENT LLC
New York, NY
AUM
$1.17B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-935-4990
SPACE CAPITAL
New York, NY
AUM
$1.17B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 275-7105
REAGAN COMPANIES ASSET MANAGEMENT, INC
Syracuse, NY
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-673-2094
KENNEDY LEWIS CAPITAL HOLDINGS LLC
New York, NY
AUM
$1.16B
Wealth Mgmt
Team
42 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-782-3480
GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
585-232-8560
KELLEHER FINANCIAL ADVISORS, LLC
New York, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-709-9400
COOPER/HAIMS ADVISORS, LLC
Victor, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-248-6400
AUBREY CAPITAL MANAGEMENT
Edinburgh, Mid Lothian, NY
AUM
$1.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 131 226 2083
ATW PARTNERS LLC
New York, NY
AUM
$1.15B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-975-5548
CORRE PARTNERS MANAGEMENT, LLC
New York, NY
AUM
$1.15B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-863-7159
1WS CAPITAL ADVISORS, LLC
New York, NY
AUM
$1.14B
Wealth Mgmt
Team
9 employees
Clients
—
Fees
Percentage of AUM
212-957-2500
MARK ASSET MANAGEMENT LP
New York, NY
AUM
$1.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-372-2500
STERLING INVESTORS LP
New York, NY
AUM
$1.14B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-430-1812
747 CAPITAL, LLC
New York, NY
AUM
$1.13B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-747-7474
ICAPITAL FUND ADVISORS LLC
New York, NY
AUM
$1.13B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM
212-994-7402
ORKILA MANAGEMENT, LLC
New York, NY
AUM
$1.13B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-230-1604
ELLEVEST
New York, NY
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
844-355-7100
EDGE PRINCIPAL ADVISORS, LLC
New York, NY
AUM
$1.13B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-547-4380
TRISPAN (USA) LLC
New York, NY
AUM
$1.13B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
1 646 586 2194
BLACKROCK REALTY ADVISORS INC
New York, NY
AUM
$1.12B
Wealth MgmtInstitutional
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212 810 5300