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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.

Demarche

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Overland Park, KS

Adelante Capital Management LLC

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

Silver Capital Management, LLC

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

Palisade Capital Management, LP

3 private funds, mostly hedge funds · 2 Form D chains on the ledger · Fort Lee, NJ

Mcdonald Capital Management

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Lubbock, TX

Corner Market Capital US, INC.

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

Dynamic Wealth Strategies, LLC

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

Black Diamond Financial, LLC

3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Lutherville, MD

Bristlecone Value Partners, LLC

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

Dioscuri Capital Management LLC

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

Livian & Co.

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

Lexion Capital Management LP

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

Acuitas Investments, LLC

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Seattle, WA

Alan B. Lancz & Associates, INC.

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Toledo, OH

Abernathy Group II LLC

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

China Asset Management (Hong Kong) Limited

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Hong Kong · 5 Item 11 disclosures

Osborne Partners

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

Mercato Partners

3 private funds, mostly venture capital funds · 6 Form D chains on the ledger · Salt Lake City, UT

Manhattan Advisory Services, INC

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

Regis Metro Associates, INC.

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

United Managers Japan INC.

1 private fund, mostly hedge funds · 3 Form D chains on the ledger · Tokyo

Quantitative Systematic Strategies LLC

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · St. Augustine, FL

Disciplined Alpha LLC

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Boston, MA

Solutions 4 Wealth

1 private fund, mostly real estate funds · 2 Form D chains on the ledger · Southlake, TX

Lendingrobot

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · 2 Item 11 disclosures

Santiago Capital, LLC

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

Westend Capital Management, LLC.

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

Allen Investment Management, LLC

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

Matisse Capital

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

Mills Wealth Advisors, LLC

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Southlake, TX

Ironwood Investment Management, LLC

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

Welch & Forbes LLC

2 private funds, mostly private equity funds · 4 Form D chains on the ledger · Boston, MA

Hatteras Investment Partners, LP

4 private funds, mostly private equity funds · 1 Form D chain on the ledger · Raleigh, NC · 8 Item 11 disclosures

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.