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Private fund advisers in Massachusetts

173 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.

Sv Health Investors, LLC

RIA

15 private funds, mostly venture capital funds · 5 Form D chains on the ledger · Boston, MA

$1.1B

Mvm Partners, LLC

ERA

10 private funds, mostly venture capital funds · Boston, MA

$1.0B

Highland Capital Partners

ERA

16 private funds, mostly venture capital funds · Cambridge, MA · 3 Item 11 disclosures

$997.3M

Tac Partners, INC.

RIA

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

$983.4M

Slc Management

RIA

4 private funds, mostly other private funds · Wellesley Hills, MA

$980.9M

Flare Capital Management Company, LLC

ERA

5 private funds, mostly venture capital funds · Boston, MA

$945.2M

Union Park Capital Management, L.P.

RIA

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

$928.5M

Rs2 Healthcare Partners

RIA

6 private funds, mostly private equity funds · 5 Form D chains on the ledger · Boston, MA

$923.7M

Long Wharf Capital LLC

RIA

4 private funds, mostly real estate funds · 3 Form D chains on the ledger · Boston, MA

$919.1M

Omega Fund Management, LLC

RIA

5 private funds, mostly venture capital funds · 3 Form D chains on the ledger · Boston, MA

$914.4M

Alphasimplex Group, LLC

RIA

1 private fund, mostly hedge funds · Boston, MA

$860.2M

New Heritage Capital, LLC

RIA

10 private funds, mostly private equity funds · 7 Form D chains on the ledger · Boston, MA

$830.0M

S & Co., INC.

RIA

6 private funds, mostly other private funds · Boston, MA

$821.2M

Clarus Ventures, LLC

RIA

9 private funds, mostly venture capital funds · 4 Form D chains on the ledger · Cambridge, MA

$805.6M

Opaleye Management INC.

RIA

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

$789.2M

Flybridge Capital Partners

ERA

26 private funds, mostly venture capital funds · Dedham, MA

$784.2M

Fiduciary Trust International, LLC

RIA

7 private funds, mostly other private funds · Lincoln, MA

$695.7M

Verdad Advisers, L.P.

RIA

7 private funds, mostly hedge funds · 4 Form D chains on the ledger · Boston, MA

$692.8M

Sirios Capital Management, L.P.

RIA

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

$690.7M

Nextview Ventures

ERA

17 private funds, mostly venture capital funds · 12 Form D chains on the ledger · Boston, MA

$678.3M

Founder Collective

ERA

12 private funds, mostly venture capital funds · Cambridge, MA

$641.4M

Mackenzie Investments

RIA

8 private funds, mostly other private funds · 6 Form D chains on the ledger · Boston, MA · 2 Item 11 disclosures

$618.6M

424 Capital, LLC

RIA

9 private funds, mostly private equity funds · Wakefield, MA

$595.6M

Boston Partners

RIA

4 private funds, mostly hedge funds · Boston, MA

$584.5M

Rose Park Advisors, LLC

RIA

7 private funds, mostly other private funds · 5 Form D chains on the ledger · Boston, MA · 6 Item 11 disclosures

$572.5M

Wave Equity Partners

RIA

17 private funds, mostly private equity funds · 1 Form D chain on the ledger · Boston, MA · 3 Item 11 disclosures

$563.8M

Merganser Capital Management, LLC

RIA

4 private funds, mostly other private funds · Boston, MA

$534.6M

Fort Point Capital

RIA

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

$522.6M

Ballentine Partners

RIA

10 private funds, mostly private equity funds · Waltham, MA

$503.6M

Hastings Equity Partners, LLC

RIA

6 private funds, mostly private equity funds · Boston, MA

$491.1M

Martingale Asset Management

RIA

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

$490.1M

Palladin Consumer Partners, LLC

RIA

16 private funds, mostly private equity funds · Boston, MA

$488.7M

Portolan Capital Management, LLC

RIA

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

$447.8M

Frontier Capital Management Co LLC

RIA

5 private funds, mostly other private funds · 5 Form D chains on the ledger · Boston, MA

$445.6M

East Bridge Capital Management LP

RIA

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

$442.3M

Long River Capital Management II LLC

ERA

4 private funds, mostly venture capital funds · Boston, MA

$436.4M

Summit Partners Credit Advisors, L.P.

RIA

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

$419.0M

Hlm Management Co., LLC

RIA

7 private funds, mostly venture capital funds · 2 Form D chains on the ledger · Waltham, MA

$411.4M

Eastward Capital Partners, LLC

RIA

6 private funds, mostly other private funds · 4 Form D chains on the ledger · West Newton, MA

$390.2M

Raptor Capital Management LP

ERA

28 private funds, mostly venture capital funds · 1 Form D chain on the ledger · Boston, MA

$359.5M

Prospect Hill Growth Partners, L.P.

RIA

6 private funds, mostly private equity funds · 4 Form D chains on the ledger · Waltham, MA

$310.6M

Shawspring Partners, LLC

RIA

1 private fund, mostly hedge funds · Boston, MA

$305.6M

Bioventures Investors

ERA

6 private funds, mostly venture capital funds · Westborough, MA

$302.6M

Lineage Capital, LLC

ERA

5 private funds, mostly other private funds · Boston, MA

$300.6M

Schwerin Boyle Capital Management, INC

RIA

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

$270.0M

Waterline Ventures, LLC

ERA

5 private funds, mostly venture capital funds · Cambridge, MA

$256.9M

Polen Capital Credit, LLC

RIA

3 private funds, mostly other private funds · 6 Form D chains on the ledger · Waltham, MA

$230.4M

North Run Capital, LP

RIA

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

$226.8M

Jmc Management, LLC

RIA

6 private funds, mostly private equity funds · 3 Form D chains on the ledger · Boston, MA

$211.9M

P/E Global LLC

RIA

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

$209.9M

Relay Investments Management, LLC

ERA

6 private funds, mostly venture capital funds · 1 Form D chain on the ledger · Boston, MA

$206.4M

Clough Capital Partners, LP

RIA

4 private funds, mostly hedge funds · 5 Form D chains on the ledger · Boston, MA

$201.1M

Polaris Capital Management, LLC

RIA

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

$200.3M

The Watermill Group

RIA

18 private funds, mostly private equity funds · 11 Form D chains on the ledger · Boston, MA

$178.1M

Weatherbie Capital, LLC

RIA

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

$171.3M

Gw&K Investment Management, LLC

RIA

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

$171.0M

Ibs Capital LLC

RIA

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

$123.0M

East Coast Asset Management, LLC

RIA

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

$121.7M

Covalent Partners LLC

RIA

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

$117.3M

Applied Fundamental Research, LLC

RIA

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Cambridge, MA

$111.1M

Seamans Capital Management, LLC

RIA

7 private funds, mostly other private funds · 7 Form D chains on the ledger · Waltham, MA

$101.7M

Cutler Capital Management

RIA

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Worcester, MA

$101.3M

Mg Financial LLC

RIA

21 private funds, mostly private equity funds · 4 Form D chains on the ledger · Braintree, MA

$92.6M

Contravisory Investment Management, INC.

RIA

2 private funds, mostly hedge funds · 2 Form D chains on the ledger · Norwell, MA

$90.1M

Gate Residential Properties, LLC

ERA

4 private funds, mostly real estate funds · 1 Form D chain on the ledger · Boston, MA

$87.5M

Crawford Fund Management, LLC

RIA

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

$70.9M

Nyes Ledge Capital Management, LLC

ERA

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

$66.2M

Perennial Capital Advisors, LLC

ERA

3 private funds, mostly real estate funds · 2 Form D chains on the ledger · Boston, MA

$61.5M

Twin Focus Capital Partners, LLC

RIA

6 private funds, mostly other private funds · 5 Form D chains on the ledger · Boston, MA

$55.3M

Trillium Asset Management

RIA

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

$20.5M

Disciplined Alpha LLC

RIA

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

$1.8M

Ironwood Investment Management, LLC

RIA

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

$14,021

Welch & Forbes LLC

RIA

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

$6,880

More states

New York 703Outside the United States 462California 387Texas 173Connecticut 136Illinois 119Florida 112Pennsylvania 47New Jersey 45Colorado 41Virginia 35Minnesota 28Ohio 28Georgia 26North Carolina 25Washington 23Maryland 23Utah 21Tennessee 20District of Columbia 17Missouri 16Alabama 9Michigan 9Oregon 8

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.