NewRiaPulse: $1B-$10B
55 newRiaPulse: $1B-$10B are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-09-25; the most frequent is Collaborative Fund Management LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
55 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-29 to 2026-09-25. Most frequent: Collaborative Fund Management LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Collaborative Fund Management LLC (1)
- Beacon Coast Partners, LLC (1)
- Covalis Capital LLP (1)
- Quaero Capital Sa (1)
- Covalis (Gibraltar) Limited (1)
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What are the top newRiaPulse: $1B-$10B right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Collaborative Fund Management LLC | $1,843,711,610 | 30 | New York |
| Beacon Coast Partners, LLC | $2,283,762,064 | 556 | San Francisco |
| Covalis Capital LLP | $4,788,894,748 | 15 | London |
| Quaero Capital Sa | $3,207,794,098 | 18 | Geneva |
| Covalis (Gibraltar) Limited | $4,760,413,772 | 14 | Midtown, Queensway |
| Corrum Capital Management LLC | $1,391,528,366 | 26 | Charlotte |
| Aquamarine Financial (Cayman) LTD | $5,761,492,014 | 7 | Grand Cayman |
| West Rim II Ugp, LLC | $1,769,620,424 | 23 | Lehi |
| Wndrco Capital Management LLC | $1,052,836,560 | 8 | San Francisco |
| Invision Management, INC. | $1,340,798,481 | 4 | Chicago |
| Access Ventures | $1,879,269,085 | 32 | New York |
| Clarity Investment Management INC. | $1,942,769,193 | 140 | Vancouver |
| Drive Capital LLC | $4,383,104,078 | 21 | Columbus |
| Centricus Investment Advisors (Us) LLC | $1,021,000,000 | 2 | Beverly Hills |
| Crownstone Advisory & Investment Corp | $3,000,000,000 | 1 | New York |
| Carnelian Asset Management & Advisors Private Limited | 🔒 Unlock all 55 records → | ||
| Meson Quantitative Management LLC | 🔒 Unlock all 55 records → | ||
| Guggenheim Asset-Backed Finance Company, LLC | 🔒 Unlock all 55 records → | ||
Browse 35 more matching record reports
- Carnelian Asset Management & Advisors Private Limited
- Meson Quantitative Management LLC
- Guggenheim Asset-Backed Finance Company, LLC
- Fulcrum Equity Partners, INC.
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- Kryger Capital LLC
- Clean Energy Transition International S.A.M.
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- Owl Ventures
- S3 Capital Advisors LLC
- Pantheon
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- Hark Capital Advisors LLC
- Sirenia Capital Management LP
- Pan Capital Management LP
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- Sparx Asset Management Korea Co., LTD.
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More records in this hub: page 2
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Browse by registration status
Approved (1231) In 120-day approval window (219)
Frequently asked questions
How many newRiaPulse: $1B-$10B are listed?
55 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-25.
Can I get alerts for $1B-$10B?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records