NewRiaPulse: records in New York
178 newRiaPulse: records in New York are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-10-01; the most frequent is Coefficient Capital 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
178 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-24 to 2026-10-01. Most frequent: Coefficient Capital (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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- Coefficient Capital (1)
- Collaborative Fund Management LLC (1)
- Lorum Advisory LLC (1)
- Cambial Partners LP (1)
- Forvm Global Investments LLC (1)
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What are the top newRiaPulse: records in New York right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Coefficient Capital | $734,582,867 | 6 | New York |
| Collaborative Fund Management LLC | $1,843,711,610 | 30 | New York |
| Lorum Advisory LLC | New York | ||
| Cambial Partners LP | New York, Ny | ||
| Forvm Global Investments LLC | New York | ||
| Byreforge Management, LP | New York | ||
| Fmac Management LLC | New York | ||
| Heirmont Wealth Management | Uniondale | ||
| Aegis Guild Capital, LLC | New York | ||
| Novera Wealth, INC. | New York | ||
| Dawson Partners | $999,148,689 | 2 | New York |
| Plettenberg Capital Management, LLC | $50,500,000 | 8 | New York |
| Sr Abf Advisors LP | New York | ||
| Big Rock Advisors LLC | $27,760,000 | 41 | Sag Harbor |
| Bluerock Etf Advisor, LLC | New York | ||
| Access Ventures | 🔒 Unlock all 178 records → | ||
| Definition Capital | 🔒 Unlock all 178 records → | ||
| Compound Advisors, LLC | 🔒 Unlock all 178 records → | ||
Browse 35 more matching record reports
- Access Ventures
- Definition Capital
- Compound Advisors, LLC
- Millennia Global Investors, LLC
- Amber Road Investors LP
- Meraki Capital Partners LP
- Crownstone Advisory & Investment Corp
- Park Road Partners LP
- Blue Horizon Equity, INC.
- Sciens Water
- Guggenheim Asset-Backed Finance Company, LLC
- S3 Capital Advisors LLC
- Develop Capital Partners, LP.
- Bonaccord Capital Partners
- Hark Capital Advisors LLC
- Hunters Moon Capital (Us) LP
- Alpha Partners Management, LLC
- Jones Hill Capital LP
- Alesco Advisors, LLC, An Esl Company
- Silver Rock Capital Partners
- Park Square Capital USA LP
- Space Capital
- Kr Capital LP
- Harvey Capital Partners, L.P.
- Acp Venture Capital Management Fund LLC
- Jack Creek Partners LLC
- Sharpe Advisors, LLC
- Ives Hill Wealth Management
- Fincadia Advisors LLC
- Nx1 Capital LP
- F3 Partners LLC
- Cypress Ridge Capital, L.P.
- Investx Asset Management LLC
- Clara Vista Management Company LLC
- New Vintage Partners LLC
More records in this hub: page 2
Browse all NewRiaPulse record reports
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Browse by registration status
Approved (1231) In 120-day approval window (219)
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Frequently asked questions
How many newRiaPulse: records in New York are listed?
178 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-10-01.
Can I get alerts for New York?
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