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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

LIGHTYEAR CAPITAL LLC

New York, NY

AUM

$8.08B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • INVESTMENT MANAGEMENT FOR PRIVATE EQUITY AND OTHER FUNDS

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WEITZ INVESTMENT MANAGEMENT, INC.

Omaha, NE

AUM

$8.08B

Licensed in NE
NE
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

13 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GRAIN MANAGEMENT, LLC

Washington, DC

AUM

$8.07B

Licensed in DC, NY, FL
DCNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGE POOLED ASSET ACQUISITION VEHICLES THAT INVEST PRIMARILY IN SPECTRUM LICENSES AND SIMILAR ASSETS

Team

36 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ANNEX WEALTH MANAGEMENT, LLC

Brookfield, WI

AUM

$8.05B

Licensed in AL, AK, AZ +33 states
ALAKAZARCACO+30
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

74 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CRESTWOOD ADVISORS

Boston, MA

AUM

$8.02B

Licensed in AZ, CA, CO +27 states
AZCACOGAILIN+24
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

56 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

LANSDOWNE PARTNERS (UK) LLP

London

AUM

$8.01B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

HOWARD CAPITAL MANAGEMENT, LLC

Alpharetta, GA

AUM

$8.01B

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Subscription fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PATRIA PRIVATE EQUITY (EUROPE) LIMITED

Edinburgh, NM

AUM

$8.01B

Licensed in NM
NM
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

25 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CION ARES MANAGEMENT, LLC

New York, NY

AUM

$8.00B

Licensed in CA, DE, NY
CADENY
Wealth Mgmt
  • Portfolio management (investment companies)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

BALBEC CAPITAL MANAGEMENT LP

Scottsdale, AZ

AUM

$7.99B

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

Team

40 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CARMEL PARTNERS

San Francisco, CA

AUM

$7.98B

Licensed in CA, CO, DC, TX
CACODCTX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GUGGENHEIM INVESTMENTS

New York, NY

AUM

$7.97B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmOther (specify)Website listed

POLUNIN CAPITAL PARTNERS LIMITED

London

AUM

$7.96B

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ICG ADVISORS, LLC

Los Angeles, CA

AUM

$7.92B

Licensed in CA, NY
CANY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

24 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

TIMESSQUARE CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$7.90B

Licensed in NY, TX, CT
NYTXCT
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FLEXPOINT FORD, LLC

Miami, FL

AUM

$7.89B

Licensed in IL, NY, FL
ILNYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • PORTFOLIO COMPANY MANAGEMENT

Team

65 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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