Adviser directory · browse

Advisers whose private funds are mostly other private funds

317 advisers on the SEC Form ADV roster that report private funds under Item 7.B, grouped by the fund type they report most of, 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.

Bluearc Capital Management

RIA

43 private funds, mostly other private funds · Atlanta, GA

$2.5B

Segal Marco Advisors

RIA

4 private funds, mostly other private funds · New York, NY

$2.5B

Brandes Investment Partners, LP

RIA

18 private funds, mostly other private funds · La Jolla, CA

$2.4B

Origami Capital Partners, LLC

RIA

16 private funds, mostly other private funds · 6 Form D chains on the ledger · Chicago, IL

$2.4B

Nepc, LLC

RIA

4 private funds, mostly other private funds · 3 Form D chains on the ledger · Boston, MA · 8 Item 11 disclosures

$2.3B

Landmark Management, LLC

RIA

2 private funds, mostly other private funds · New York, NY

$2.3B

Ubs Realty Investors LLC

RIA

3 private funds, mostly other private funds · 3 Form D chains on the ledger · Hartford, CT · 44 Item 11 disclosures

$2.3B

Manulife Investment Management Timberland And Agriculture INC

RIA

4 private funds, mostly other private funds · Boston, MA · 11 Item 11 disclosures

$2.3B

Harvest Fund Advisors LLC

RIA

6 private funds, mostly other private funds · Wayne, PA

$2.3B

Gardner Russo & Quinn LLC

RIA

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

$2.3B

Empower Capital Management, LLC

RIA

9 private funds, mostly other private funds · Greenwood Village, CO · 1 Item 11 disclosure

$2.2B

Aon Investments USA INC.

RIA

8 private funds, mostly other private funds · Chicago, IL · 4 Item 11 disclosures

$2.1B

Morgan Stanley Investment Management Limited

RIA

3 private funds, mostly other private funds · London · 7 Item 11 disclosures

$2.0B

Arga Investment Management, LP

RIA

6 private funds, mostly other private funds · 5 Form D chains on the ledger · Miami, FL

$2.0B

Corry Capital Advisors, LLC

RIA

7 private funds, mostly other private funds · Vero Beach, FL

$2.0B

Hs Group (Hong Kong) Limited

ERA

3 private funds, mostly other private funds · 1 Form D chain on the ledger · Hong Kong

$2.0B

C.M. Capital Advisors, LLC

RIA

2 private funds, mostly other private funds · Palo Alto, CA

$2.0B

Earnest Partners, LLC

RIA

6 private funds, mostly other private funds · 5 Form D chains on the ledger · Atlanta, GA

$1.9B

Scout Energy Management LLC

RIA

20 private funds, mostly other private funds · 10 Form D chains on the ledger · Dallas, TX

$1.9B

Qvt Financial LP

RIA

39 private funds, mostly other private funds · New York, NY · 2 Item 11 disclosures

$1.8B

Taurus Funds Management

ERA

4 private funds, mostly other private funds · Sydney

$1.8B

Letko, Brosseau & Associates INC.

RIA

7 private funds, mostly other private funds · Montreal, Quebec

$1.8B

Hudson Edge Investment Partners, INC.

RIA

1 private fund, mostly other private funds · Jersey City, NJ

$1.7B

Varadero Capital, L.P.

RIA

4 private funds, mostly other private funds · New York, NY

$1.7B

Fiera Capital INC.

RIA

5 private funds, mostly other private funds · 1 Form D chain on the ledger · New York, NY · 2 Item 11 disclosures

$1.7B

Baring International Investment LTD

RIA

1 private fund, mostly other private funds · London · 8 Item 11 disclosures

$1.7B

Mcmorgan & Company LLC

RIA

8 private funds, mostly other private funds · San Francisco, CA

$1.7B

Northern Trust Investments, Incorporated

RIA

9 private funds, mostly other private funds · Chicago, IL · 11 Item 11 disclosures

$1.7B

Tor Investment Management (Hong Kong) Limited

ERA

7 private funds, mostly other private funds · 1 Form D chain on the ledger · Hong Kong

$1.7B

Palisade Investment Partners Limited

ERA

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

$1.6B

Highland Associates INC

RIA

4 private funds, mostly other private funds · Birmingham, AL · 13 Item 11 disclosures

$1.6B

Causeway Capital Management LLC

RIA

11 private funds, mostly other private funds · 8 Form D chains on the ledger · Los Angeles, CA

$1.6B

Sentinel Dome Partners, LLC

RIA

22 private funds, mostly other private funds · 1 Form D chain on the ledger · Burlingame, CA

$1.6B

Incus Capital Advisors, SA

ERA

6 private funds, mostly other private funds · Madrid

$1.6B

Pinebridge Investments Asia Limited

ERA

8 private funds, mostly other private funds · Hong Kong

$1.5B

Dbay Advisors Limited

ERA

8 private funds, mostly other private funds · Douglas

$1.5B

Glynn Capital Management, LLC

RIA

11 private funds, mostly other private funds · 6 Form D chains on the ledger · Menlo Park, CA

$1.5B

Nationwide Asset Management, LLC

RIA

2 private funds, mostly other private funds · Columbus, OH · 3 Item 11 disclosures

$1.5B

Ta Realty LLC

RIA

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

$1.5B

Dorchester Capital Advisors, LLC

RIA

12 private funds, mostly other private funds · Los Angeles, CA

$1.5B

Feg Private Investors, LLC

RIA

27 private funds, mostly other private funds · 4 Form D chains on the ledger · Cincinnati, OH

$1.5B

Richmond Capital Management INC

RIA

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

$1.5B

O'Brien-Staley Partners

RIA

6 private funds, mostly other private funds · Edina, MN

$1.4B

Giverny Capital

RIA

1 private fund, mostly other private funds · Montreal

$1.4B

Burgundy Asset Management LTD.

RIA

5 private funds, mostly other private funds · 6 Form D chains on the ledger · Toronto, Ontario · 1 Item 11 disclosure

$1.4B

Briarwood Chase Management LLC

RIA

5 private funds, mostly other private funds · 3 Form D chains on the ledger · New York, NY

$1.4B

Mainline West Fund Manager LLC

RIA

7 private funds, mostly other private funds · 5 Form D chains on the ledger · Denver, CO

$1.3B

Crystal Capital Partners, LLC

RIA

2 private funds, mostly other private funds · Bay Harbor Islands, FL

$1.3B

Bluestem Asset Management, LLC

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Charlottesville, VA

$1.3B

Ecosystem Investment Partners, LLC

RIA

6 private funds, mostly other private funds · Baltimore, MD · 3 Item 11 disclosures

$1.3B

Brown Advisory

RIA

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

$1.2B

Astatine Investment Partners

RIA

6 private funds, mostly other private funds · Greenwich, CT

$1.2B

Freedom 3 Capital LLC

RIA

18 private funds, mostly other private funds · New York, NY

$1.2B

New Legacy Group, LLC

RIA

29 private funds, mostly other private funds · 1 Form D chain on the ledger · New York, NY

$1.2B

Colchester Global Investors

RIA

8 private funds, mostly other private funds · London

$1.2B

Icg Advisors, LLC

RIA

11 private funds, mostly other private funds · 12 Form D chains on the ledger · Los Angeles, CA

$1.1B

Mycio Wealth Partners, LLC

RIA

5 private funds, mostly other private funds · 6 Form D chains on the ledger · Philadelphia, PA

$1.1B

Boston Common Asset Management, LLC

RIA

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

$1.1B

Global Alpha Capital Management LTD.

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Montreal, Qc · 1 Item 11 disclosure

$1.1B

True North Advisors, LLC

RIA

34 private funds, mostly other private funds · Dallas, TX

$1.1B

Tt International

RIA

5 private funds, mostly other private funds · London · 2 Item 11 disclosures

$1.1B

Scottish Equity Partners

ERA

11 private funds, mostly other private funds · Glasgow, Scotland

$1.0B

Lateral Investment Management, LLC

RIA

18 private funds, mostly other private funds · 6 Form D chains on the ledger · Burlingame, CA · 1 Item 11 disclosure

$1.0B

Sprucegrove Investment Management LTD

RIA

4 private funds, mostly other private funds · Toronto, Ontario

$1.0B

Focused Investors LLC

RIA

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

$996.2M

Lyrical Asset Management LP

RIA

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

$991.8M

Slc Management

RIA

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

$980.9M

Dominion Fiduciary Services (Malta) Limited

ERA

2 private funds, mostly other private funds · St. Julian'S

$979.2M

Prusik Investment Management LLP

ERA

1 private fund, mostly other private funds · London

$967.2M

Partners For Growth

RIA

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

$962.2M

Brookfield Public Securities Group LLC

RIA

3 private funds, mostly other private funds · New York, NY · 3 Item 11 disclosures

$942.9M

Strenta Investment Management Services, LLC

RIA

1 private fund, mostly other private funds · Miami, FL

$916.1M

Security Capital Research & Management Incorporated

RIA

3 private funds, mostly other private funds · Chicago, IL · 12 Item 11 disclosures

$912.7M

Acorn Advisory Capital, L.P.

RIA

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

$912.4M

Bmo Family Office, LLC

RIA

26 private funds, mostly other private funds · Chicago, IL · 2 Item 11 disclosures

$900.1M

Hayfin Capital Management LLP

ERA

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

$893.4M

Harbor Capital Advisors, INC.

RIA

1 private fund, mostly other private funds · Chicago, IL

$868.8M

Drc Savills Investment Management LLP

ERA

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

$840.9M

Dws Investment Management Americas, INC.

RIA

4 private funds, mostly other private funds · New York, NY · 137 Item 11 disclosures

$832.2M

S & Co., INC.

RIA

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

$821.2M

Astaris Capital Management LLP

RIA

3 private funds, mostly other private funds · London

$806.4M

Vss Fund Management LLC

RIA

13 private funds, mostly other private funds · New York, NY · 3 Item 11 disclosures

$796.4M

Highclere International Investors

RIA

2 private funds, mostly other private funds · London

$742.3M

Txre Advisers, LLC

RIA

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

$723.9M

Permcap Investment Office

RIA

10 private funds, mostly other private funds · 7 Form D chains on the ledger · Charleston, SC · 2 Item 11 disclosures

$708.4M

Fiduciary Trust International, LLC

RIA

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

$695.7M

Argos Capital Partners, LLC

RIA

5 private funds, mostly other private funds · 3 Form D chains on the ledger · St. Louis, MO

$690.5M

Kiltearn Partners

RIA

2 private funds, mostly other private funds · 2 Form D chains on the ledger · Edinburgh · 1 Item 11 disclosure

$688.3M

Altrinsic Global Advisors, LLC

RIA

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

$682.5M

Ntasset (Cayman) LTD

ERA

1 private fund, mostly other private funds · Grand Cayman

$681.0M

Barrow Hanley Global Investors

RIA

5 private funds, mostly other private funds · Dallas, TX

$642.6M

Gabelli Funds, LLC

RIA

4 private funds, mostly other private funds · Rye, NY

$633.6M

Algert Global LLC

RIA

4 private funds, mostly other private funds · 2 Form D chains on the ledger · San Francisco, CA

$629.0M

Spp Management Services, LLC

RIA

29 private funds, mostly other private funds · 1 Form D chain on the ledger · Charlotte, NC

$623.6M

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

Fundsmith, LLP

RIA

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

$608.4M

Marylebone Partners LLP

ERA

4 private funds, mostly other private funds · London

$597.4M

Globeflex Capital LP

RIA

4 private funds, mostly other private funds · 2 Form D chains on the ledger · San Diego, CA

$579.5M

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

Urban Fund Management, LLC

RIA

8 private funds, mostly other private funds · Plano, TX

$563.1M

More fund types

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.