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

43,072 advisers found

Advisory firmLLCWebsite listed

SHEPHERD KAPLAN KROCHUK, LLC

Boston, MA

AUM

$10.88B

Licensed in CA, CO, DC +7 states
CACODCMDMANY+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

101-250

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NGP

Dallas, TX

AUM

$10.88B

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

Team

31 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

REALTERM

Annapolis, MD

AUM

$10.87B

Licensed in CA, DC, IL +4 states
CADCILMDNYTX+1
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT TO JOINT VENTURES; DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING

Team

109 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmOther (specify)Website listed

FIRST SENTIER INVESTORS (SINGAPORE)

Singapore

AUM

$10.84B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

19 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HGGC, LLC

Palo Alto, CA

AUM

$10.84B

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

Team

39 advisors

Clients

—

Fees

Percentage of AUM · CARRIED INTEREST +1 more

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Advisory firmLPWebsite listed

CAZ INVESTMENTS L.P.

Houston, TX

AUM

$10.83B

Licensed in TX
TX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

68 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

LOOP CAPITAL ASSET MANAGEMENT

Miami, FL

AUM

$10.81B

Licensed in DE, IL, NY +2 states
DEILNYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AMOVA ASSET MANAGEMENT ASIA LIMITED

Singapore

AUM

$10.81B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

76 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Radnor, PA

AUM

$10.80B

Licensed in PA
PA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

30 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ACR ALPINE CAPITAL RESEARCH, LLC

St.. Louis, MO

AUM

$10.79B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

11 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BARON CAPITAL MANAGEMENT, INC.

New York, NY

AUM

$10.79B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

41 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

GUARDIAN CAPITAL LP

Toronto, Ontario

AUM

$10.68B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

38 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Portland, OR

AUM

$10.66B

Licensed in AZ, CA, GA +17 states
AZCAGAIDILLA+14
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

31 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ROCKWOOD CAPITAL, LLC

New York, NY

AUM

$10.61B

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

Team

65 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

GREAT VALLEY ADVISOR GROUP, LLC

Wilmington, DE

AUM

$10.60B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

192 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ADVISORY SERVICES NETWORK

Atlanta, GA

AUM

$10.60B

Licensed in AL, AK, AZ +46 states
ALAKAZARCACO+43
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

247 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MAGNITUDE CAPITAL, LLC

New York, NY

AUM

$10.57B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLPWebsite listed

JAMES HAMBRO & PARTNERS LLP

London

AUM

$10.56B

Single-office firm
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

22 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

COOKE & BIELER, L.P.

Philadelphia, PA

AUM

$10.56B

Licensed in MA, NY, NC +6 states
MANYNCOHPATN+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLPWebsite listed

GENERATION INVESTMENT MANAGEMENT US LLP

San Francisco, CA

AUM

$10.54B

Licensed in CA, TX
CATX
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC

New York, NY

AUM

$10.53B

Licensed in CA, GA, IL +4 states
CAGAILNYTXCT+1
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

110 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

RUANE CUNNIFF L.P.

New York, NY

AUM

$10.53B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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