NewRiaPulse: Approved, page 2 of 4

Records 51 to 200 of the 500 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

RecordAUMAccountsCity
Banyan Tree Advisors Pvt. LTD.$561,523,2662089Bangalore
Aquamarine Financial (Cayman) LTD$5,761,492,0147Grand Cayman
West Rim II Ugp, LLC$1,769,620,42423Lehi
Wndrco Capital Management LLC$1,052,836,5608San Francisco
Invision Management, INC.$1,340,798,4814Chicago
Access Ventures$1,879,269,08532New York
Florida Atlantic Securities Corp.$590,035,26374Miami
Neman Ventures LLC$853,653,57318
Multiplier Capital, LLC$503,015,4214Washington
Next Horizon Capital$505,833,4114San Francisco
Definition Capital$791,895,13118New York
Clarity Investment Management INC.$1,942,769,193140Vancouver
Point 41 Capital Partners, L.P.$562,851,6456Cos Cob
Transition Equity Partners, LLC$501,770,3318Chicago
Securitize Capital LLC$530,192,1537Miami
Emergent Strategic Partners, LLC$598,680,86726
Asset Growth Solutions, LLC$702,717,3854Scottsdale
Compound Advisors, LLC$732,278,49715New York
Caxton Associates LLP$71,557,546,99919London
Millennia Global Investors, LLC$515,959,20222New York
Drive Capital LLC$4,383,104,07821Columbus
Centricus Investment Advisors (Us) LLC$1,021,000,0002Beverly Hills
N10° Wealth$553,113,709317Greenwich
Merritt Point Partners LLC$636,104,8956Oakland
Crownstone Advisory & Investment Corp$3,000,000,0001New York
Meraki Capital Partners LP$584,525,0503New York
Bulletproof Capital, LLC$575,767,66316Chicago
Intentgen Financial Partners$756,604,8531845Naperville
Carnelian Asset Management & Advisors Private Limited$1,498,860,0004540Mumbai, Maharashtra
Park Road Partners LP$691,330,0003New York
Bridgecreek Financial Group$649,946,000103Tulsa
Blue Horizon Equity, INC.$745,938,6962002Pittsford
Sciens Water$743,453,42812New York
Meson Quantitative Management LLC$1,088,540,3476San Francisco
Guggenheim Asset-Backed Finance Company, LLC$1,437,839,5002New York
Timefolio Asset Management Singapore Pte. LTD.$965,864,84127Singapore, Singapore
Fulcrum Equity Partners, INC.$1,159,310,3308Atlanta
Bicycle Capital$518,475,2061Coconut Grove
Evertern Wealth, LLC$1,564,247,7781153Naples
Woodland Wealth Partners$711,911,936568Pepper Pike
Sagepoint Capital Partners LLC$888,349,3794Franklin
Trillium Wealth LLC$544,636,7251708Winter Park
Sc Asesores En Inversiones Independientes Sa De Cv$553,392,757515Mexico City
Tanara Wealth Management LLC$1,093,210,5052612Lehi
Kryger Capital LLC$1,425,976,4218Hamilton
The Energy & Minerals Group LP$12,020,970,70057Houston
Clean Energy Transition International S.A.M.$3,218,041,7855Monaco, Monaco
Freif Advisors LLC$569,923,5421Denver
Evanson Financial, LLC Dba Evanson Asset Management$5,847,124,6694304
Leo Wealth Americas, LLC$512,279,5441332Hurst
Owl Ventures$2,503,637,29819San Francisco
S3 Capital Advisors LLC$3,640,296,51724New York
Prairie Advisory, LLC$554,260,0001500Leawood
Develop Capital Partners, LP.$940,000,0001Pittsford
Pantheon$4,616,248,98724London
Mic Capital Management Uk LLP$36,795,816,96557London
Bonaccord Capital Partners$4,189,964,3839New York
Perpetua$1,672,539,28926Cape Town, Western Cape
Ftv Capital$11,858,092,96318San Francisco
Stonebridge Financial Group$895,995,4731871San Rafael
Hark Capital Advisors LLC$1,546,865,8124New York
Ocean Path Advisors, LLC$559,523,2532114Manhattan Beach
Sirenia Capital Management LP$4,260,115,7213Miami Beach
Efm Investments & Advisory LLC$680,035,8569Portland
Venrex Investment Management LLP$541,028,93226London
Pan Capital Management LP$3,078,886,94914Houston
Fs Digital Infrastructure Advisor, LLC$3,213,168,25549Philadelphia
Hunters Moon Capital (Us) LP$802,593,6557New York
Alpha Partners Management, LLC$537,548,44031New York
Guinness Global Investors$11,429,092,86338London
Cohen Capital$1,100,714,8511478Chicago
Williams Asset Management$661,067,8731608Columbia
Infrared Capital Partners Limited$14,299,554,51640London
Hobe Mountain Capital Management LLC$1,352,133,23313West Palm Beach
Jones Hill Capital LP$642,420,5878New York
Alesco Advisors, LLC, An Esl Company$5,611,340,7281777Pittsford
Robinhood Ventures$717,368,8353Menlo Park
Eight Partners Vc, LLC$13,379,484,70065Austin
Silver Rock Capital Partners$6,827,751,98620New York
Sparx Asset Management Korea Co., LTD.$2,126,181,37014Seoul
Entrepreneur First Investment Manager LLP$890,879,84910London
Park Square Capital USA LP$21,108,322,57636New York
Shoten Capital LP$622,440,5164Austin
Ninth Avenue Capital, LP$536,000,0003Kansas City
Park Lane Advisors, LLC$799,035,4418Birmingham
Cip Pe Advisors, LLC$1,920,476,48710West Palm Beach
Life Cycle Investment Partners Limited$29,380,687,07827London
Paradigm Global Investors$3,031,178,7945Dallas
Highbrook Capital Partners$509,064,516596Atlanta
Emerging Capital Partners$836,563,60812Washington
Activ8 Family Office LLC$1,542,366,7001844Mclean
Eterna Growth Partners$3,546,175,0749Boston
Prosperity Financial Group, INC.$502,955,0781360San Ramon
Oldfather Financial Services$556,268,8241231Kearney
Hunters Moon Capital LLP$802,593,6557London
Quad Investment Management Corp.$2,623,829,20675Seoul, Yeongdeungpo-Gu
Space Capital$1,168,225,83451New York
Agriglobe Land Advisors, LLC$602,222,11423Fresno
A-Street Management LP$529,972,4454
Bellars Harris Wealth Management$505,382,3901496Virginia Beach
Guidestone Investment Services$3,906,919,54765Dallas
Eve Partners$641,335,1686Ponte Vedra Beach
Harvey Capital Partners, L.P.$1,255,080,1733New York
Kr Capital LP$792,357,3121New York
Emerald Investment Advisers, LLC$2,262,694,558189Leola
71 West Capital Partners$5,505,194,061173Boston
Clear Wave Wealth Management, LLC$617,000,000913Red Bank
Prp Real Assets Advisors, LLC$3,043,695,77823Washington
Carrhae Capital (Difc) Limited$6,079,358,06311Dubai
Maybourne Partners Management LP$500,000,0001
American Ventures Im LLC$838,712,06627Palm Beach Gardens
Acp Venture Capital Management Fund LLC$785,659,00014Hauppauge
Jack Creek Partners LLC$809,000,0003New York
Sharpe Advisors, LLC$1,230,400,0002New York
Dx Advisors LLC$753,288,6311Las Vegas
Tbg-Bedford Group LLC$758,104,4762540Saint Louis
Fincadia Advisors LLC$1,003,630,3292Melville
Mcd-Kissner Gp, LLC$1,017,618,5023Overland Park
Brookwood Advisors, LLC$964,497,0946Beverly
Modell Capital Management LLC$1,884,181,810918Bloomfield Hills
Vanguard Portfolio Management, LLC$2,656,483,509,980101Malvern
Vanguard Capital Management, LLC$8,436,181,597,982128Malvern
Nx1 Capital LP$2,864,971,2033New York
Olive Partners Management$465,172,14214Palo Alto
Blue Orca, LLC$232,192,7846Austin
Almega Wealth Management$134,306,196767Scottsdale
Murray Securities, INC.$116,646,36149Tyler
Eagle Financial Advisors, LLC$113,064,000421Frisco
Kuhn Wealth Management INC.$150,822,928991Schaumburg
Kroeger Financial Partners$111,051,159344Grass Valley
Rivonia Road Capital LLC$246,010,5955Santa Monica
Islander Capital Partners, L.P.$344,970,0003San Francisco
Pelican Advisory LLC$119,006,151265Covington
Exponent Wealth LLC$110,365,945464Orem
Green Ocean Global Advisors LLC$114,826,953147San Francisco
Afs Wealth Management, LLC$117,983,088499Farmington Hills
Snyder Asset Management, LLC$112,300,000263Hunt Valley
Twin Rivers Wealth Management$121,500,000700Sacramento
Cb Capital LLC$124,458,300188North Smithfield
Snow Peak Capital, LLC$174,287,9484Broomfield
Engage Wealth Advisors, LLC$112,114,154527Overland Park
F3 Partners LLC$204,643,8601New York
Broad Reach Retail Partners LLC$309,000,00029Millersville
Lendistry Capital Partners, LLC$213,405,0205Los Angeles
Mediate Financial Investment Advisory Services, LLC$106,407,368733Canfield
Soryn Ip Capital Management$168,053,7817Millburn
Powerhouse Financial Advisors, INC.$108,231,666621Minden
Canyon Abf Manager LLC$300,000,0002Dallas
Kvp Capital Advisors, LP$220,949,2712
Equinox Financial Advisors, INC.$110,918,449595Manchester Center

All NewRiaPulse record reports

Often used together