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NewRiaPulse: Under $100M, page 4 of 4

Records 351 to 403 of the 403 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Investire LLC$46,237,541132Buenos Aires
Family Partners Capital, LLC$92,256,560196Hamilton
Zenit Wealth Advisors, INC.Piantini, Santo Domingo
Welara$83,747,48912New York
Davis Capital Advisors, LLC$46,860,69093New York
Trunorth Financial LLC$38,965,213251
Cynosure Portfolio Advisors LLC$5,782,49048Salt Lake City
MezziMenlo Park
Parrot Finance, INC.$30,120,45110134
Vega Capital Partners LLC$100,0001
New West Asset Management$12,500,00018
Justice Settlement Consulting INC.Casper
Wisdomtree Ventures Management, LLCNew York
3a Capital, LLCNew York
Kahn Asset ManagementLos Angeles
Rothschild Financial Partners, LLCOak Brook
Proshare Investment Management LLCBethesda
Antarctica Saf Partners, LLCNew York
Now Asset Management LLC$39,800,0002Purchase
Wealthnest Capital INC.$34,889,134131Staten Island
Savile Private Wealth LLCSan Juan
Arthscience CapitalMumbai, Maharashtra
Bancreek Capital Strategies, LLC$11,199,5281Santa Monica
Plh Family Office, LLCGarden City
William Raveis - Moran Wealth Management, LLCNaples
Vanguard Alternative Assets Adviser, LLCMalvern
Access Real Estate, LLC$63,357,9874Louisville
Wgs Management Services, INC$41,632,12274Rochester
Map Funds Management, LLC$25,785,1141Marblehead
Mesarete Capital (Us) LLCLondon
Aristotle Pacific Clo Adviser III, LLCNewport Beach
Lemnis Capital$97,886,144352Richardson
9 Stream Capital Partners LLC$73,900,0003Leawood
Cantor Fitzgerald Energy Advisors, LLCNew York
2201 Capital, LLC$40,000,00025New York
Moonvest
Pop Venture Advisers LLCChicago
Franklin Templeton Private Markets Adviser, LLCNew York
Alka Partners, LLC$21Farmers Branch
Bullet Ventures Management LTD$24,015,0002
Inter Us Management, LLC$83,373,3785Miami
Savile Capital Management LLCSan Juan
Tamarisk Capital ManagementHolland
Africa Mutual Global Investment Management INCAccra
Vault Fiduciary LLC$92,496,5712
Mft Wealth Management$30,600,00029
818 Family Office, LLCAustin
Ruben Cano ConsultingCali
Aspire Wealth Advisory Group, LLC$6,165,2073New York
Framework Digital AdvisorsNew York
Caz Gp Stakes Adviser LLC$99,029,5191Houston
Lakpa LLCVitacura, Santiago
Southeast Capital Management LTD

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