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.

Org Portfolio Management LLC

RIA

5 private funds, mostly other private funds · Beachwood, OH

$554.0M

Vcfa Group

RIA

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

$549.2M

Dsm Capital Partners

RIA

2 private funds, mostly other private funds · 1 Form D chain on the ledger · Palm Beach Gardens, FL

$543.8M

Loop Capital Asset Management

RIA

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

$539.6M

Merganser Capital Management, LLC

RIA

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

$534.6M

Sarasin & Partners LLP

ERA

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

$534.6M

Advantage Capital Management

RIA

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

$534.1M

Sherborne Investors Management LP

RIA

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

$522.1M

Park Street Capital Advisers, L.L.C.

RIA

7 private funds, mostly other private funds

$505.9M

Perigee Capital, LP

RIA

118 private funds, mostly other private funds · Sarasota, FL

$502.1M

Alphacat

ERA

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

$494.1M

Global Imc LLC

RIA

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

$493.1M

Ashmore Investment Advisors Limited

RIA

5 private funds, mostly other private funds · London

$486.9M

Seer Capital Management LP

RIA

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

$486.3M

Mackenzie Investments

RIA

2 private funds, mostly other private funds · 2 Form D chains on the ledger · Toronto, Ontario · 2 Item 11 disclosures

$475.1M

Claret Asset Management Corp

RIA

7 private funds, mostly other private funds · Montreal Quebec · 1 Item 11 disclosure

$461.8M

Aof Management LLC

RIA

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

$461.5M

Cliffwater LLC

RIA

4 private funds, mostly other private funds · 1 Form D chain on the ledger · Marina Del Rey, CA

$460.0M

Intech

RIA

5 private funds, mostly other private funds · West Palm Beach, FL

$452.0M

Frontier Capital Management Co LLC

RIA

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

$445.6M

Southeast Asset Advisors, LLC

RIA

7 private funds, mostly other private funds · Thomasville, GA

$443.8M

Oak Harbor Capital, LLC

RIA

18 private funds, mostly other private funds · 6 Form D chains on the ledger · Las Vegas, NV · 5 Item 11 disclosures

$442.1M

Hamlin Capital Management, LLC

RIA

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

$436.9M

Galliard Capital Management

RIA

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

$429.8M

Fort Point Capital Partners LLC

RIA

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

$421.3M

Consilium Investment Management LLC

RIA

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

$421.2M

Simon Quick Advisors, LLC

RIA

5 private funds, mostly other private funds · 4 Form D chains on the ledger · Morristown, NJ

$421.1M

Ns Partners LTD

RIA

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

$419.8M

Proteus, LLC

RIA

29 private funds, mostly other private funds · 14 Form D chains on the ledger · Indianapolis, IN

$419.2M

Sands Capital Management, LLC

RIA

2 private funds, mostly other private funds · Arlington, VA

$415.3M

Capital Counsel LLC

RIA

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

$404.3M

Champlain Investment Partners, LLC

RIA

4 private funds, mostly other private funds · Burlington, VT

$399.9M

Arsenal Venture Partners

RIA

12 private funds, mostly other private funds · 1 Form D chain on the ledger · Winter Park, FL

$393.8M

Eastward Capital Partners, LLC

RIA

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

$390.2M

Chalkstream Capital Group, L.P.

RIA

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

$384.0M

Kbi Global Investors (North America) LTD

RIA

2 private funds, mostly other private funds · 2 Form D chains on the ledger · Dublin 1 · 7 Item 11 disclosures

$367.7M

Elm Wealth

RIA

2 private funds, mostly other private funds · Philadelphia, PA · 2 Item 11 disclosures

$356.1M

Arisaig Partners (Asia) Pte LTD

ERA

3 private funds, mostly other private funds · Singapore

$350.0M

Bell Asset Management USA INC

RIA

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

$344.3M

Beck, Mack & Oliver LLC

RIA

19 private funds, mostly other private funds · 6 Form D chains on the ledger · New York, NY

$328.6M

University Ventures

RIA

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

$321.7M

J. Safra Asset Management Corporation

RIA

7 private funds, mostly other private funds · New York City, NY

$313.9M

Lindsell Train Limited

RIA

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

$305.1M

Lincoln Financial Investments Corporation

RIA

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

$301.2M

Global Evolution USA, LLC

RIA

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

$301.2M

Fisher Investments

RIA

4 private funds, mostly other private funds · 1 Form D chain on the ledger · Plano, TX

$301.1M

Lineage Capital, LLC

ERA

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

$300.6M

Warwick Capital Partners

ERA

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

$293.0M

Renaissance Venture Capital Management, INC.

RIA

5 private funds, mostly other private funds · 1 Form D chain on the ledger · Ann Arbor, MI

$292.7M

Venturi Private Wealth

RIA

11 private funds, mostly other private funds · Boise, ID

$290.6M

Windsor Advisory Group, LLC

RIA

4 private funds, mostly other private funds · Columbus, OH

$284.9M

Juno Investment Partners

ERA

2 private funds, mostly other private funds · Den Haag

$284.9M

Barometer Capital Management

RIA

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

$283.9M

Carriage Services Investment Advisors, INC.

RIA

1 private fund, mostly other private funds · Houston, TX

$278.3M

Hallador Investment Advisors, INC.

RIA

6 private funds, mostly other private funds · Reno, NV

$277.5M

True West Management Company, LLC

ERA

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

$271.5M

Foundation Energy Management

RIA

6 private funds, mostly other private funds · 2 Form D chains on the ledger · Addison, TX

$270.3M

Memphis Capital Management, LLC

RIA

1 private fund, mostly other private funds · Memphis, TN · 4 Item 11 disclosures

$268.6M

Dudley & Shanley, INC.

RIA

3 private funds, mostly other private funds · Palm Beach, FL

$261.1M

Pari Washington Company Pvt. LTD

ERA

1 private fund, mostly other private funds · Trianon

$259.2M

Kuramo Capital Management, LLC

RIA

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

$257.7M

Heritage Wealth Advisors

RIA

9 private funds, mostly other private funds · 4 Form D chains on the ledger · Richmond, VA

$255.4M

River Partners Capital Management, LP

RIA

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

$253.5M

Union Square Global Wealth Management

RIA

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

$243.0M

Sit Investment Associates, INC

RIA

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

$234.6M

Polen Capital Credit, LLC

RIA

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

$230.4M

Pgim Quantitative Solutions

RIA

4 private funds, mostly other private funds · 1 Form D chain on the ledger · Newark, NJ

$228.5M

Calamos Advisors LLC

RIA

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

$215.1M

Ariel Investments, LLC

RIA

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

$205.5M

Polaris Capital Management, LLC

RIA

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

$200.3M

Virtus Capital Advisers, LLC

RIA

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

$195.3M

Wilshire Quinn Capital, INC.

RIA

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

$188.4M

Wasatch Advisors LP

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Salt Lake City, UT · 1 Item 11 disclosure

$188.0M

Gll Investors

RIA

5 private funds, mostly other private funds · 3 Form D chains on the ledger · Chicago, IL

$184.1M

Pinnacle Associates, LTD.

RIA

4 private funds, mostly other private funds · 4 Form D chains on the ledger · New York, NY

$176.1M

Preserver Partners

RIA

1 private fund, mostly other private funds · 2 Form D chains on the ledger · Memphis, TN

$168.3M

Change Global Investment, LLC

RIA

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

$144.0M

Mountain Lake Investment Management LLC

RIA

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

$130.3M

Abrdn Investments Limited

RIA

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

$126.4M

Paradice Investment Management LLC

RIA

3 private funds, mostly other private funds · 4 Form D chains on the ledger · Sydney

$124.4M

Asset Management Consulting Services, INC.

RIA

5 private funds, mostly other private funds · 5 Form D chains on the ledger · Livingston, NJ

$124.3M

Newport Asia LLC

RIA

4 private funds, mostly other private funds · 1 Form D chain on the ledger · San Francisco, CA

$120.1M

Cerity Partners LLC

RIA

10 private funds, mostly other private funds · 10 Form D chains on the ledger · New York, NY

$113.3M

Beacon Pointe Advisors, LLC

RIA

5 private funds, mostly other private funds · 4 Form D chains on the ledger · Newport Beach, CA

$109.8M

Allianz Capital Partners Of America LLC

RIA

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

$109.1M

Seamans Capital Management, LLC

RIA

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

$101.7M

Breakwater Management, LP

ERA

4 private funds, mostly other private funds · 2 Form D chains on the ledger · Century City, CA

$99.0M

Snyder Capital Management LP

RIA

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

$80.7M

Quantum Capital Advisors, LLC

RIA

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

$76.6M

Deans Knight Capital Management

RIA

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

$65.0M

Pacific Life Fund Advisors LLC

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Newport Beach, CA · 9 Item 11 disclosures

$60.6M

Omniquest Capital, LLC

ERA

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

$60.1M

Racon Capital

ERA

3 private funds, mostly other private funds · 5 Form D chains on the ledger · Milwaukee, WI

$59.8M

Sqn Investors LP

ERA

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

$59.5M

Hosking Partners LLP

RIA

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

$57.9M

Twin Focus Capital Partners, LLC

RIA

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

$55.3M

Weik Capital Management

RIA

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

$51.4M

Keystone National Group, LLC

RIA

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

$49.7M

Chatham Capital Group INC

RIA

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

$46.3M

Archpoint Investors

RIA

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

$38.1M

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.