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Private fund advisers: under $100m of private fund assets

233 advisers on the SEC Form ADV roster that report private funds under Item 7.B, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.

Arel Capital, LP

14 private funds, mostly real estate funds · 21 Form D chains on the ledger · New York, NY · 1 Item 11 disclosure

Core Capital Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Chicago, IL

Aeb Capital

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Washington, DC

Fenimore Asset Management, INC.

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Cobleskill, NY

Gordon Asset Management LLC

3 private funds, mostly hedge funds · 1 Form D chain on the ledger · West Palm Beach, FL

Chatham Capital Group INC

2 private funds, mostly other private funds · 1 Form D chain on the ledger · Savannah, GA

Interactive Advisers, Interactive Advisors

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · London

Fmp Wealth Advisers

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Austin, TX

Ais Capital Management L.P.

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Wilton, CT

March Altus Capital Management LP

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Greenwich, CT

Nomura Investment Management Business Trust

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Philadelphia, PA · 4 Item 11 disclosures

Afton Capital Management

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Charlotte, NC

Penso Advisors, LLC

1 private fund, mostly hedge funds · 5 Form D chains on the ledger · New York, NY

Jeereddi Investments, LP

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Glendale, CA

Inverdale Capital Management, LLC

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Dallas, TX

Golden Eagle Strategies, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Delray Beach, FL

Israel Investment Advisors, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Denver, CO

Ridgewood Investments

7 private funds, mostly hedge funds · 2 Form D chains on the ledger · Springfield, NJ

Cwc Advisors, LLC

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Lake Oswego, OR

Absolute Investment Advisers, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Rosemary Beach, FL

Broadarch Capital, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger

Archpoint Investors

2 private funds, mostly other private funds · 2 Form D chains on the ledger · Coral Gables, FL

Western Research And Management, L.L.C.

5 private funds, mostly other private funds · 2 Form D chains on the ledger · Fort Worth, TX

Maze Investments, LLC

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Los Angeles, CA

Swiss Select Advisors, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Dallas, TX

Oliver Luxxe Assets LLC

3 private funds, mostly other private funds · 1 Form D chain on the ledger · Gladstone, NJ

Menta Capital LLC

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · South San Francisco, CA

Cavalry Management Group

1 private fund, mostly hedge funds · 5 Form D chains on the ledger · San Francisco, CA

Casey Capital, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Sarasota, FL

Westchester Capital Partners, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Valhalla, NY

Moon Capital Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Knoxville, TN

Bfi Infinity LTD.

2 private funds, mostly hedge funds · 3 Form D chains on the ledger · Zurich

Kingstown Capital

5 private funds, mostly hedge funds · 1 Form D chain on the ledger · New York, NY

Bluestone Capital Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Wayne, PA · 6 Item 11 disclosures

Bulltick Wealth Management, LLC

1 private fund, mostly real estate funds · 1 Form D chain on the ledger · Miami, FL · 3 Item 11 disclosures

Diamond Hill Capital Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Columbus, OH

Gill Capital Partners

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Denver, CO

Knightsbridge Wealth Management

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Newport Beach, CA

Carter-Haston Investment Partners II Gp, LLC

2 private funds, mostly real estate funds · 3 Form D chains on the ledger · Nashville, TN

Manikay Partners

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · New York, NY

Dyche, Riley, & Selman Wealth Management

12 private funds, mostly real estate funds · 11 Form D chains on the ledger · Fayetteville, GA

Investment Strategies Fund Management LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · New York City, NY

Old Bellows Partners L.P.

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · New York, NY

Avidian Wealth Solutions

7 private funds, mostly other private funds · 1 Form D chain on the ledger · Houston, TX · 2 Item 11 disclosures

Holt Capital Partners, L.P.

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Fort Worth, TX

Powell Investment Advisors, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Miami, FL

Gallacher Capital Management, LLC

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Lone Tree, CO

Fwm Legacy, LLC

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Leawood, KS · 3 Item 11 disclosures

Frontfour Capital Group LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Greenwich, CT

Kingsford Capital Management, LLC

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Point Richmond, CA

Hayman Capital Management LP

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Dallas, TX

Cantor Fitzgerald Investment Advisors

2 private funds, mostly real estate funds · 2 Form D chains on the ledger · New York, NY · 4 Item 11 disclosures

Chapford Capital Group

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Stamford, CT

Kg Funds Management

1 private fund, mostly private equity funds · 3 Form D chains on the ledger · New York, NY

Asa Managed Account Managers LLC

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Minneapolis, MN

Sizemore Capital Management, LLC

9 private funds, mostly hedge funds · 2 Form D chains on the ledger · San Isidro

Wave Hill Capital Management LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger

Bullseye Asset Management LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Denver, CO

Rocky Mountain Private Wealth Management, L.L.C.

2 private funds, mostly hedge funds · 3 Form D chains on the ledger · Sugar Land, TX

Aspen Grove Capital, LLC

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Avon, CO

Princeton Capital Management LLC

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Red Bank, NJ

Ranger Investment Management,L.P.

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Dallas, TX

Paradigm Capital Gp

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Grand Cayman

Levin Capital Strategies, L.P.

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · New York, NY

Ipg Investment Advisors, LLC

1 private fund, mostly other private funds · 2 Form D chains on the ledger · San Diego, CA · 4 Item 11 disclosures

Trillium Asset Management

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Boston, MA

Bramshill Investments, LLC

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Naples, FL

Osmium Partners, LLC

4 private funds, mostly hedge funds · 5 Form D chains on the ledger · San Anselmo, CA

Obrien Greene & Co INC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Media, PA · 3 Item 11 disclosures

Solera Capital

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · New York, NY

Corriente Advisors, LLC

2 private funds, mostly venture capital funds · 1 Form D chain on the ledger · Fort Worth, TX

Bard Associates INC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Chicago, IL

Red Cedar Investment Management

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Grand Rapids, MI

Hamilton Capital

2 private funds, mostly real estate funds · 2 Form D chains on the ledger · Columbus, OH

Cumberland Hill Capital Management LLC

1 private fund, mostly other private funds · 2 Form D chains on the ledger · Dallas, TX

Oberon Asset Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · New York, NY

Jm Financial Overseas Holdings Private Limited

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Ebene · 1 Item 11 disclosure

Chickasaw Capital Management, LLC

3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Memphis, TN

Grand Slam Asset Management, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Englewood Cliffs, NJ

Kestrel Investment Management Corp

1 private fund, mostly other private funds · 1 Form D chain on the ledger · San Mateo, CA

Carmel Capital Partners, LLC

3 private funds, mostly real estate funds · 1 Form D chain on the ledger · San Diego, CA

Lanier Asset Management, LLC

3 private funds, mostly real estate funds · 3 Form D chains on the ledger · Louisville, KY

Calunius Capital LLP

2 private funds, mostly other private funds · 1 Form D chain on the ledger · London

Rga Investment Advisors, LLC

5 private funds, mostly hedge funds · 2 Form D chains on the ledger · Great Neck, NY

Millennium Investment Services

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Van Nuys, CA

Ams Children'S Fund, LP

1 private fund, mostly hedge funds · 1 Form D chain on the ledger

Jk Capital Management LTD.

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Hong Kong

Trinity Legacy Partners, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Houston, TX

Cove Street Capital, LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Hermosa Beach, CA

Becker Capital Management, INC.

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Portland, OR

Precept Management, LLC

3 private funds, mostly hedge funds · 3 Form D chains on the ledger · Dallas, TX

Goodhaven Capital Management

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Millburn, NJ

Altfest Personal Wealth Management

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · New York, NY

Paragon Wealth Management

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Provo, UT

Harbour Capital Advisors, LLC

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Tysons Corner, VA

Gsv Asset Management, LLC

2 private funds, mostly venture capital funds · 1 Form D chain on the ledger · Dallas, TX · 6 Item 11 disclosures

Palisades Hudson Asset Management, L.P.

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Fort Lauderdale, FL

Penbrook Management LLC

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · New York, NY · 3 Item 11 disclosures

Main Line Group Wealth Management, LLC

2 private funds, mostly venture capital funds · 1 Form D chain on the ledger

Harlow Capital Management LLC

3 private funds, mostly other private funds · 2 Form D chains on the ledger

More size bands

$1B to $10B of private fund assets 1,124 $100M to $1B of private fund assets 1,054 Over $10B of private fund assets 441 Private fund assets not reported 5

Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.