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

3,702 advisers found

Advisory firmLLCWebsite listed

BOW STREET LLC

New York, NY

AUM

$884.7M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

LYONROSS CAPITAL MANAGEMENT, LLC

White Plains, NY

AUM

$880.5M

Based in NY
Wealth Mgmt
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SEYMOUR ASSET MANAGEMENT LLC

New York, NY

AUM

$877.5M

Licensed in CA, NJ, NM +6 states
CANJNMNYPASC+3
Wealth Mgmt
  • Portfolio management (investment companies)
  • CONSULTING

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SANDGLASS CAPITAL ADVISORS LLC

New York, NY

AUM

$873.7M

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CIRCLE ADVISERS INC

New York, NY

AUM

$868.2M

Licensed in CA, CO, LA +10 states
CACOLAMANJNY+7
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

LONG ARC CAPITAL LP

New York, NY

AUM

$866.8M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HAMPSHIRE FAMILY OFFICE

NY

AUM

$865.6M

Licensed in NY, TX, NH +2 states
NYTXNHCTFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BACKCAST PARTNERS MANAGEMENT LLC

New York, NY

AUM

$864.4M

Licensed in NJ, NY
NJNY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

16 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLPWebsite listed

I80 GROUP LP

New York, NY

AUM

$864.0M

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

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CARTESIAN CAPITAL GROUP

New York, NY

AUM

$863.2M

Licensed in NY, CT
NYCT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LEVEL FINANCIAL ADVISORS, INC.

East Amherst, NY

AUM

$862.7M

Licensed in CA, CO, GA +13 states
CACOGALAMDMA+10
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

9 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

INVESCO PRIVATE CAPITAL, INC.

New York, NY

AUM

$860.4M

Licensed in CA, DE, GA +2 states
CADEGANYTX
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRIME QUADRANT

Toronto, NY

AUM

$849.3M

Licensed in NY
NY
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

11-25

Fees

Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SENECA FINANCIAL ADVISORS LLC

Rochester, NY

AUM

$847.2M

Licensed in CA, CO, DC +11 states
CACODCMDMANE+8
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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