NewRiaPulse: records in New York, page 2 of 2

Records 51 to 178 of the 178 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
154 Partners Investment Management LLC$438,052,3284New York
Round2 Investment Partners LLC$196,370,8622New York
Cleanhill Partners$184,411,7908New York
Breyta Capital Partners$377,556,8374Brooklyn
Hmc Capital Us$174,694,3876New York
Gdev Management, LLC$459,708,4418New York
Wellspring Gbl, LLC$300,457,4074New York
Veneroso Wealth Management$298,792,338832Woodbury
Shikhara Investment Management LP$226,929,3234New York
Arrow Capital Management, LLC$174,791,3422New York
Ballast Equity Partners Management Company, LLC$111,922,5303New York
Schonfeld Wealth Management, LLC$132,887,325412Brooklyn
Unified Retirement Planning Group$197,043,391460Briarcliff Manor
Ag Dillon Asset Management LP$262,003,09628New York
Haybeach Capital Management, LLC$172,844,8138Rye
Legeis Capital Advisors, LLC$497,365,9023Great Neck
Graphene Capital Management LP$238,100,0003New York
A.G.P. Asset Management LLC$144,457,8102New York
Era Global Technologies$259,892,56218New York
Factorpoint Planning, LLC$287,933,766565Pittsford
The Operators Fund Investment Management, L.P.$303,030,3031New York
Summation Capital Management, L.P.$160,555,4969New York
Valliance Asset Management LLC$122,969,7122New York
Hamilton Square Partners Management, LP$319,290,0006New York
Buttonwood Group Advisors LLC$240,177,02624Uniondale
Prism Planning And Solutions Group$157,013,593426White Plains
Tailored Wealth Solutions$271,777,434744Saratoga Springs
Riverwest Investment Management, LLC$254,102,93316New York
Serone Capital Management LLC$116,106,0771New York
Avicene$256,486,5542New York
Imperity Wealth Alliance LLC$139,699,291574Melville
501 North, LLC$329,389,4533New York
Ferghana Investment Partners, LP$100,000,0001New York
Manhattan Wealth Management Group$153,113,339557New York
Lifecapital Partners LLC$133,225,543469New York
Blantyre Capital Us LLC$101,568,1803New York
Four Lion Capital, LP$143,246,0813New York
Arc24 Management, LP$179,656,6618New York
Marek Capital Management LP$422,396,8641New York
Churchill Ncpe Advisor LLC$259,466,5921New York
Optimist Ventures LLC$311,310,6682New York
Cc USA LLCNew York
Exos Asset Management LLC$682,1814New York
Apeiron Wealth ServiceAstoria
Aldebaran CapitalBrooklyn
Ascentio Capital, LPNew York
Mml Capital Partners Ny, LLCNew York City
Savlan Wealth PartnersNew City
Dominari Im LLC$272,539,93822New York
Palus Advisory LLCNew York
3b1 Partners, LLC$391,559,4192New York
Udy Road HoldingsNew York
Konektis Capital$149,828,9453New York
Slr Secured Lending Partners, LLCNew York
H Squared Management LP$151,858,2971New York
Community Capital Advisors LLCNew York
Voxel Capital Partners LPNew York
Neostellar Advisors LLC$433,266,1561New York
Velara Wealth Management INC.New York
Shadowbox LogisticsNew York
Sportsology Capital Partners$156,435,0003New York
Ramp Advisory LLCNew York
Tradeup Wealth Management, INC.New York
Smbc Asset Management, INC.$199,782,5364New York
Lionhunter Capital Management LLC$266,785,46914New York
Koehler Asset Management$110,995,000191Babylon
Aureon Management LLC$481,028,3201New York
Argo Infrastructure Management, LP$133,520,6771New York
Valuequest Advisers, LLC$400,828,7511New York
Brite Avenue Capital LPScarsdale
Sumitomo Mitsui Trust Asset Management Americas, INC.New York
Optos Real Estate Credit, LLCNew York
Midfield Private Wealth, LLCWhite Plains
QuasarNew York
Ccaventus Global Credit Management LLCNew York
Overwatch Capital Advisors LLCNew York
Acacia Grove Wealth Management$41,601,668136Schenectady
Parataxis Capital Management LLC$83,691,45412New York
Wesfair Advisory Group, INC.$30,268,00711Chappaqua
Sfumato Capital Management LLC$51,259,4794New York
FinceraNew York
Arcap Partners LLC$40,451,59787Plainview
Sip Financial Services$28,165,682140Glenville
Rockford Tower Asset Management, L.L.C.New York
42 Am, LLC$51,850,0003New York
Moment Advisors, LLC$56,295,21525New York
Percent Advisors LLC$70,023,36628New York
Ihs Wealth Management LLC$39,405,46436Oyster Bay
Castfirm Advisors LLC$30,000,00034Garden City
ArèNe Capital Management LP$49,050,6144New York
Stone Oak Capital LLC$33,720,036200Rochester
Sagewood Capital Management LLCNew York
Upstate Advisers INC$34,053,63039Pittsford
Eden Advisory Services, LLC$27,800,000177Albany
Worth Charting LLC$2,500,0001New York
Voss Wealth Management$93,900,636148Endicott
Port Capital Management$29,811,08491Massapequa
Wharton Wealth Planning, LLC$36,871,96721New York
Nosuris, INC.$95,000,000450Lynbrook
Anchr Technologies RIA LLCNew York
Museum Mile Funds LLC$26,883,5123New York
Rabenold Advisors, INC.$35,557,038117Williamsville
Alta Asset Management, LLCNew York
Ivesta Corp$82,000,0001New York
Idyllic Partners Manager, LP$85,000,0002Sleepy Hollow
Peak Altitude Partners, LP$68,129,4032New York
Valorem LLC$54,254,1782New York
Ardinall Investment Management LP$28,529,4451New York
Hv Capital Management$71,512,244114Montgomery
Omen Advisory, LLC$36,00094New York
Autonomous Wealth Management LLC$45,58015Brooklyn
Colucci Wealth Management LLC$80,796,24693Brightwaters
Musaffa LLC$2,0001New York
Iconoclastic Capital Management LLC$68,178,878506Rochester
Welara$83,747,48912New York
Davis Capital Advisors, LLC$46,860,69093New York
Wisdomtree Ventures Management, LLCNew York
3a Capital, LLCNew York
Antarctica Saf Partners, LLCNew York
Now Asset Management LLC$39,800,0002Purchase
Wealthnest Capital INC.$34,889,134131Staten Island
Plh Family Office, LLCGarden City
Wgs Management Services, INC$41,632,12274Rochester
Cantor Fitzgerald Energy Advisors, LLCNew York
2201 Capital, LLC$40,000,00025New York
Franklin Templeton Private Markets Adviser, LLCNew York
Framework Digital AdvisorsNew York
Aspire Wealth Advisory Group, LLC$6,165,2073New York

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