- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - New York # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 178 newRiaPulse: records in New York (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?state=NY) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=NY&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=NY) 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 178 Most frequent - Coefficient Capital (1) - Collaborative Fund Management LLC (1) - Lorum Advisory LLC (1) - Cambial Partners LP (1) - Forvm Global Investments LLC (1) ## How do I get new newRiaPulse: records in New York by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=NY) [Watch this exact filter](/v/newriapulse?state=NY#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 178 records → | | Definition Capital | Included in the full CSV with every column 🔒 Unlock all 178 records → | | Compound Advisors, LLC | Included in the full CSV with every column 🔒 Unlock all 178 records → | Browse 35 more matching record reports - [Access Ventures](/report/newriapulse/access-ventures-new-york-ny--ria-331222) - [Definition Capital](/report/newriapulse/definition-capital-new-york-ny--ria-321942) - [Compound Advisors, LLC](/report/newriapulse/compound-advisors-llc-new-york-ny--ria-165300) - [Millennia Global Investors, LLC](/report/newriapulse/millennia-global-investors-llc-new-york-ny--ria-322761) - [Amber Road Investors LP](/report/newriapulse/amber-road-investors-lp-new-york-ny--ria-342249) - [Meraki Capital Partners LP](/report/newriapulse/meraki-capital-partners-lp-new-york-ny--ria-342245) - [Crownstone Advisory & Investment Corp](/report/newriapulse/crownstone-advisory-and-investment-corp-new-york-ny--ria-339959) - [Park Road Partners LP](/report/newriapulse/park-road-partners-lp-new-york-ny--ria-340991) - [Blue Horizon Equity, INC.](/report/newriapulse/blue-horizon-equity-inc-pittsford-ny--ria-341095) - [Sciens Water](/report/newriapulse/sciens-water-new-york-ny--ria-299986) - [Guggenheim Asset-Backed Finance Company, LLC](/report/newriapulse/guggenheim-asset-backed-finance-company-llc-new-york-ny--ria-340242) - [S3 Capital Advisors LLC](/report/newriapulse/s3-capital-advisors-llc-new-york-ny--ria-322956) - [Develop Capital Partners, LP.](/report/newriapulse/develop-capital-partners-lp-pittsford-ny--ria-338965) - [Bonaccord Capital Partners](/report/newriapulse/bonaccord-capital-partners-new-york-ny--ria-316716) - [Hark Capital Advisors LLC](/report/newriapulse/hark-capital-advisors-llc-new-york-ny--ria-339318) - [Hunters Moon Capital (Us) LP](/report/newriapulse/hunters-moon-capital-us-lp-new-york-ny--ria-339386) - [Alpha Partners Management, LLC](/report/newriapulse/alpha-partners-management-llc-new-york-ny--ria-286141) - [Jones Hill Capital LP](/report/newriapulse/jones-hill-capital-lp-new-york-ny--ria-339686) - [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) - [Park Square Capital USA LP](/report/newriapulse/park-square-capital-usa-lp-new-york-ny--ria-338573) - [Space Capital](/report/newriapulse/space-capital-new-york-ny--ria-287867) - [Kr Capital LP](/report/newriapulse/kr-capital-lp-new-york-ny--ria-338229) - [Harvey Capital Partners, L.P.](/report/newriapulse/harvey-capital-partners-l-p-new-york-ny--ria-327590) - [Acp Venture Capital Management Fund LLC](/report/newriapulse/acp-venture-capital-management-fund-llc-hauppauge-ny--ria-298029) - [Jack Creek Partners LLC](/report/newriapulse/jack-creek-partners-llc-new-york-ny--ria-338362) - [Sharpe Advisors, LLC](/report/newriapulse/sharpe-advisors-llc-new-york-ny--ria-338664) - [Ives Hill Wealth Management](/report/newriapulse/ives-hill-wealth-management-dewitt-ny--ria-341031) - [Fincadia Advisors LLC](/report/newriapulse/fincadia-advisors-llc-melville-ny--ria-338396) - [Nx1 Capital LP](/report/newriapulse/nx1-capital-lp-new-york-ny--ria-339026) - [F3 Partners LLC](/report/newriapulse/f3-partners-llc-new-york-ny--ria-333302) - [Cypress Ridge Capital, L.P.](/report/newriapulse/cypress-ridge-capital-l-p-new-york-ny--ria-322529) - [Investx Asset Management LLC](/report/newriapulse/investx-asset-management-llc-new-york-ny--ria-321985) - [Clara Vista Management Company LLC](/report/newriapulse/clara-vista-management-company-llc-new-york-ny--ria-335893) - [New Vintage Partners LLC](/report/newriapulse/new-vintage-partners-llc-new-york-ny--ria-327559) More records in this hub: [page 2](/hub/newriapulse/state/ny/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) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [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) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More New York public-record feeds [New York State Highway Work Permits Issued Pulse in New York](/hub/nyhighwayworkpermitsissupulse/state/ny) [New York Advantage After School Program Pulse in New York](/hub/nyadvantageafterschoolpulse/state/ny) [New York City Taxicab Partition Manufacturers and Installers Pulse in New York](/hub/nytaxicabpartitionmanufapulse/state/ny) [New York City NYC Pool Inspections Pulse in New York](/hub/nynycpoolinspectionspulse/state/ny) [FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in New York](/hub/truckinsurancecancelpulse/state/ny) [New York Hospital Inpatient Discharges (SPARCS De Pulse in New York](/hub/nyhospitalinpatientdpyhrpulse/state/ny) [New York City of Albany Vacant Building Inventory Pulse in New York](/hub/nyalbanyvacantbuildinginpulse/state/ny) [Nonprofit Revenue, Expenses & Assets from Form 990 in New York](/hub/nonprofit990pulse/state/ny) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)