- [Home](/) ›
- [NewRiaPulse](/v/newriapulse) ›
- [Hubs](/hub/newriapulse) ›
- $1B-$10B

# 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation

Download all 55 newRiaPulse: $1B-$10B (CSV) — $4.99 →

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?aum=1000)

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).

**Search, filter and export NewRiaPulse records**

[Run instant live search with these filters](/v/newriapulse?aum=1000&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?aum=1000)

Unlock the full CSV for these filters — $4.99 →

✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

## Get new NewRiaPulse records by email (free, weekly)

We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.

Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.

[See this week's digest](/digest/newriapulse)

Records

55

Most frequent

- Collaborative Fund Management LLC (1)
- Beacon Coast Partners, LLC (1)
- Covalis Capital LLP (1)
- Quaero Capital Sa (1)
- Covalis (Gibraltar) Limited (1)

## How do I get new newRiaPulse: $1B-$10B by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/newriapulse?aum=1000) [Watch this exact filter](/v/newriapulse?aum=1000#more-ways) [See alert plans](/v/newriapulse#pricing)

## 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 | Included in the full CSV with every column 🔒 Unlock all 55 records → |
| Meson Quantitative Management LLC | Included in the full CSV with every column 🔒 Unlock all 55 records → |
| Guggenheim Asset-Backed Finance Company, LLC | Included in the full CSV with every column 🔒 Unlock all 55 records → |

Browse 35 more matching record reports
- [Carnelian Asset Management & Advisors Private Limited](/report/newriapulse/carnelian-asset-management-and-advisors-private-limited-mumbai-maharashtra--ria-335103)
- [Meson Quantitative Management LLC](/report/newriapulse/meson-quantitative-management-llc-san-francisco-ca--ria-332226)
- [Guggenheim Asset-Backed Finance Company, LLC](/report/newriapulse/guggenheim-asset-backed-finance-company-llc-new-york-ny--ria-340242)
- [Fulcrum Equity Partners, INC.](/report/newriapulse/fulcrum-equity-partners-inc-atlanta-ga--ria-163489)
- [Evertern Wealth, LLC](/report/newriapulse/evertern-wealth-llc-naples-fl--ria-340830)
- [Tanara Wealth Management LLC](/report/newriapulse/tanara-wealth-management-llc-lehi-ut--ria-340174)
- [Kryger Capital LLC](/report/newriapulse/kryger-capital-llc-hamilton--ria-318571)
- [Clean Energy Transition International S.A.M.](/report/newriapulse/clean-energy-transition-international-s-a-m-monaco-monaco--ria-339944)
- [Evanson Financial, LLC Dba Evanson Asset Management](/report/newriapulse/evanson-financial-llc-dba-evanson-asset-management--ria-340506)
- [Owl Ventures](/report/newriapulse/owl-ventures-san-francisco-ca--ria-172513)
- [S3 Capital Advisors LLC](/report/newriapulse/s3-capital-advisors-llc-new-york-ny--ria-322956)
- [Pantheon](/report/newriapulse/pantheon-london--ria-161631)
- [Bonaccord Capital Partners](/report/newriapulse/bonaccord-capital-partners-new-york-ny--ria-316716)
- [Perpetua](/report/newriapulse/perpetua-cape-town-western-cape--ria-315222)
- [Hark Capital Advisors LLC](/report/newriapulse/hark-capital-advisors-llc-new-york-ny--ria-339318)
- [Sirenia Capital Management LP](/report/newriapulse/sirenia-capital-management-lp-miami-beach-fl--ria-340192)
- [Pan Capital Management LP](/report/newriapulse/pan-capital-management-lp-houston-tx--ria-336371)
- [Fs Digital Infrastructure Advisor, LLC](/report/newriapulse/fs-digital-infrastructure-advisor-llc-philadelphia-pa--ria-338274)
- [Cohen Capital](/report/newriapulse/cohen-capital-chicago-il--ria-339112)
- [Hobe Mountain Capital Management LLC](/report/newriapulse/hobe-mountain-capital-management-llc-west-palm-beach-fl--ria-338577)
- [Alesco Advisors, LLC, An Esl Company](/report/newriapulse/alesco-advisors-llc-an-esl-company-pittsford-ny--ria-339091)
- [Silver Rock Capital Partners](/report/newriapulse/silver-rock-capital-partners-new-york-ny--ria-318007)
- [Sparx Asset Management Korea Co., LTD.](/report/newriapulse/sparx-asset-management-korea-co-ltd-seoul--ria-338393)
- [Cip Pe Advisors, LLC](/report/newriapulse/cip-pe-advisors-llc-west-palm-beach-fl--ria-338119)
- [Paradigm Global Investors](/report/newriapulse/paradigm-global-investors-dallas-tx--ria-338287)
- [Activ8 Family Office LLC](/report/newriapulse/activ8-family-office-llc-mclean-va--ria-337753)
- [Eterna Growth Partners](/report/newriapulse/eterna-growth-partners-boston-ma--ria-339223)
- [Quad Investment Management Corp.](/report/newriapulse/quad-investment-management-corp-seoul-yeongdeungpo-gu--ria-331606)
- [Space Capital](/report/newriapulse/space-capital-new-york-ny--ria-287867)
- [Guidestone Investment Services](/report/newriapulse/guidestone-investment-services-dallas-tx--ria-338335)
- [Harvey Capital Partners, L.P.](/report/newriapulse/harvey-capital-partners-l-p-new-york-ny--ria-327590)
- [Emerald Investment Advisers, LLC](/report/newriapulse/emerald-investment-advisers-llc-leola-pa--ria-338769)
- [71 West Capital Partners](/report/newriapulse/71-west-capital-partners-boston-ma--ria-338756)
- [Prp Real Assets Advisors, LLC](/report/newriapulse/prp-real-assets-advisors-llc-washington-dc--ria-338178)
- [Carrhae Capital (Difc) Limited](/report/newriapulse/carrhae-capital-difc-limited-dubai--ria-337385)

More records in this hub: [page 2](/hub/newriapulse/aum/1000/page/2)

[Browse all NewRiaPulse record reports](/hub/newriapulse/records)

## Which related categories and locations should I check?

### Browse by assets under management

[$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$10B+ (13)](/hub/newriapulse/aum/10000)

### Browse by state

[New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne)

### Browse by registration status

[Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending)

## 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](/feed/newriapulse.xml)

## Often used together

- [FormDPulse](/formdpulse)
- [IpoFilingPulse](/v/ipofilingpulse)
- [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse)
- [EvChargerProgramAudit](/evchargerprogramaudit)
- [AccessPulse](/accesspulse)
- [OidcConfigAudit](/oidcconfigaudit)
