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
RIA5 private funds, mostly other private funds · Beachwood, OH
Vcfa Group
RIA9 private funds, mostly other private funds · 3 Form D chains on the ledger · New York, NY
Dsm Capital Partners
RIA2 private funds, mostly other private funds · 1 Form D chain on the ledger · Palm Beach Gardens, FL
Loop Capital Asset Management
RIA3 private funds, mostly other private funds · 3 Form D chains on the ledger · Miami, FL
Merganser Capital Management, LLC
RIA4 private funds, mostly other private funds · Boston, MA
Sarasin & Partners LLP
ERA3 private funds, mostly other private funds · London · 11 Item 11 disclosures
Advantage Capital Management
RIA6 private funds, mostly other private funds · New York, NY
Sherborne Investors Management LP
RIA4 private funds, mostly other private funds · New York, NY
Park Street Capital Advisers, L.L.C.
RIA7 private funds, mostly other private funds
Perigee Capital, LP
RIA118 private funds, mostly other private funds · Sarasota, FL
Alphacat
ERA7 private funds, mostly other private funds · 2 Form D chains on the ledger · Pembroke
Global Imc LLC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Solana Beach, CA
Ashmore Investment Advisors Limited
RIA5 private funds, mostly other private funds · London
Seer Capital Management LP
RIA5 private funds, mostly other private funds · New York, NY
Mackenzie Investments
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Toronto, Ontario · 2 Item 11 disclosures
Claret Asset Management Corp
RIA7 private funds, mostly other private funds · Montreal Quebec · 1 Item 11 disclosure
Aof Management LLC
RIA5 private funds, mostly other private funds · Los Angeles, CA
Cliffwater LLC
RIA4 private funds, mostly other private funds · 1 Form D chain on the ledger · Marina Del Rey, CA
Intech
RIA5 private funds, mostly other private funds · West Palm Beach, FL
Frontier Capital Management Co LLC
RIA5 private funds, mostly other private funds · 5 Form D chains on the ledger · Boston, MA
Southeast Asset Advisors, LLC
RIA7 private funds, mostly other private funds · Thomasville, GA
Oak Harbor Capital, LLC
RIA18 private funds, mostly other private funds · 6 Form D chains on the ledger · Las Vegas, NV · 5 Item 11 disclosures
Hamlin Capital Management, LLC
RIA2 private funds, mostly other private funds · New York, NY · 4 Item 11 disclosures
Galliard Capital Management
RIA3 private funds, mostly other private funds · 3 Form D chains on the ledger · Minneapolis, MN
Fort Point Capital Partners LLC
RIA10 private funds, mostly other private funds · San Francisco, CA
Consilium Investment Management LLC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Fort Lauderdale, FL · 1 Item 11 disclosure
Simon Quick Advisors, LLC
RIA5 private funds, mostly other private funds · 4 Form D chains on the ledger · Morristown, NJ
Ns Partners LTD
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · London
Proteus, LLC
RIA29 private funds, mostly other private funds · 14 Form D chains on the ledger · Indianapolis, IN
Sands Capital Management, LLC
RIA2 private funds, mostly other private funds · Arlington, VA
Capital Counsel LLC
RIA3 private funds, mostly other private funds · 3 Form D chains on the ledger · New York, NY
Champlain Investment Partners, LLC
RIA4 private funds, mostly other private funds · Burlington, VT
Arsenal Venture Partners
RIA12 private funds, mostly other private funds · 1 Form D chain on the ledger · Winter Park, FL
Eastward Capital Partners, LLC
RIA6 private funds, mostly other private funds · 4 Form D chains on the ledger · West Newton, MA
Chalkstream Capital Group, L.P.
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger
Kbi Global Investors (North America) LTD
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Dublin 1 · 7 Item 11 disclosures
Elm Wealth
RIA2 private funds, mostly other private funds · Philadelphia, PA · 2 Item 11 disclosures
Arisaig Partners (Asia) Pte LTD
ERA3 private funds, mostly other private funds · Singapore
Bell Asset Management USA INC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger
Beck, Mack & Oliver LLC
RIA19 private funds, mostly other private funds · 6 Form D chains on the ledger · New York, NY
University Ventures
RIA10 private funds, mostly other private funds · 1 Form D chain on the ledger · New York, NY
J. Safra Asset Management Corporation
RIA7 private funds, mostly other private funds · New York City, NY
Lindsell Train Limited
RIA2 private funds, mostly other private funds · 1 Form D chain on the ledger · London
Lincoln Financial Investments Corporation
RIA3 private funds, mostly other private funds · 3 Form D chains on the ledger · Radnor, PA
Global Evolution USA, LLC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · New York, NY
Fisher Investments
RIA4 private funds, mostly other private funds · 1 Form D chain on the ledger · Plano, TX
Lineage Capital, LLC
ERA5 private funds, mostly other private funds · Boston, MA
Warwick Capital Partners
ERA7 private funds, mostly other private funds · 5 Form D chains on the ledger · London
Renaissance Venture Capital Management, INC.
RIA5 private funds, mostly other private funds · 1 Form D chain on the ledger · Ann Arbor, MI
Venturi Private Wealth
RIA11 private funds, mostly other private funds · Boise, ID
Windsor Advisory Group, LLC
RIA4 private funds, mostly other private funds · Columbus, OH
Juno Investment Partners
ERA2 private funds, mostly other private funds · Den Haag
Barometer Capital Management
RIA10 private funds, mostly other private funds · Toronto, Ontario
Carriage Services Investment Advisors, INC.
RIA1 private fund, mostly other private funds · Houston, TX
Hallador Investment Advisors, INC.
RIA6 private funds, mostly other private funds · Reno, NV
True West Management Company, LLC
ERA2 private funds, mostly other private funds · Los Angeles, CA
Foundation Energy Management
RIA6 private funds, mostly other private funds · 2 Form D chains on the ledger · Addison, TX
Memphis Capital Management, LLC
RIA1 private fund, mostly other private funds · Memphis, TN · 4 Item 11 disclosures
Dudley & Shanley, INC.
RIA3 private funds, mostly other private funds · Palm Beach, FL
Pari Washington Company Pvt. LTD
ERA1 private fund, mostly other private funds · Trianon
Kuramo Capital Management, LLC
RIA6 private funds, mostly other private funds · New York, NY
Heritage Wealth Advisors
RIA9 private funds, mostly other private funds · 4 Form D chains on the ledger · Richmond, VA
River Partners Capital Management, LP
RIA10 private funds, mostly other private funds · New York, NY
Union Square Global Wealth Management
RIA2 private funds, mostly other private funds · 1 Form D chain on the ledger · San Francisco, CA
Sit Investment Associates, INC
RIA7 private funds, mostly other private funds · 1 Form D chain on the ledger · Minneapolis, MN
Polen Capital Credit, LLC
RIA3 private funds, mostly other private funds · 6 Form D chains on the ledger · Waltham, MA
Pgim Quantitative Solutions
RIA4 private funds, mostly other private funds · 1 Form D chain on the ledger · Newark, NJ
Calamos Advisors LLC
RIA3 private funds, mostly other private funds · 1 Form D chain on the ledger · Naperville, IL
Ariel Investments, LLC
RIA3 private funds, mostly other private funds · 1 Form D chain on the ledger · Chicago, IL
Polaris Capital Management, LLC
RIA3 private funds, mostly other private funds · 3 Form D chains on the ledger · Boston, MA
Virtus Capital Advisers, LLC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Hartford, CT
Wilshire Quinn Capital, INC.
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · San Diego, CA
Wasatch Advisors LP
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · Salt Lake City, UT · 1 Item 11 disclosure
Gll Investors
RIA5 private funds, mostly other private funds · 3 Form D chains on the ledger · Chicago, IL
Pinnacle Associates, LTD.
RIA4 private funds, mostly other private funds · 4 Form D chains on the ledger · New York, NY
Preserver Partners
RIA1 private fund, mostly other private funds · 2 Form D chains on the ledger · Memphis, TN
Change Global Investment, LLC
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · New York, NY
Mountain Lake Investment Management LLC
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger
Abrdn Investments Limited
RIA1 private fund, mostly other private funds · 2 Form D chains on the ledger · Edinburgh · 1 Item 11 disclosure
Paradice Investment Management LLC
RIA3 private funds, mostly other private funds · 4 Form D chains on the ledger · Sydney
Asset Management Consulting Services, INC.
RIA5 private funds, mostly other private funds · 5 Form D chains on the ledger · Livingston, NJ
Newport Asia LLC
RIA4 private funds, mostly other private funds · 1 Form D chain on the ledger · San Francisco, CA
Cerity Partners LLC
RIA10 private funds, mostly other private funds · 10 Form D chains on the ledger · New York, NY
Beacon Pointe Advisors, LLC
RIA5 private funds, mostly other private funds · 4 Form D chains on the ledger · Newport Beach, CA
Allianz Capital Partners Of America LLC
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · New York, NY
Seamans Capital Management, LLC
RIA7 private funds, mostly other private funds · 7 Form D chains on the ledger · Waltham, MA
Breakwater Management, LP
ERA4 private funds, mostly other private funds · 2 Form D chains on the ledger · Century City, CA
Snyder Capital Management LP
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · San Francisco, CA
Quantum Capital Advisors, LLC
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger
Deans Knight Capital Management
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · Vancouver
Pacific Life Fund Advisors LLC
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · Newport Beach, CA · 9 Item 11 disclosures
Omniquest Capital, LLC
ERA1 private fund, mostly other private funds · 1 Form D chain on the ledger · Los Angeles, CA
Racon Capital
ERA3 private funds, mostly other private funds · 5 Form D chains on the ledger · Milwaukee, WI
Sqn Investors LP
ERA3 private funds, mostly other private funds · 2 Form D chains on the ledger · Menlo Park, CA
Hosking Partners LLP
RIA1 private fund, mostly other private funds · 1 Form D chain on the ledger · London
Twin Focus Capital Partners, LLC
RIA6 private funds, mostly other private funds · 5 Form D chains on the ledger · Boston, MA
Weik Capital Management
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Wyomissing, PA
Keystone National Group, LLC
RIA6 private funds, mostly other private funds · 6 Form D chains on the ledger · Salt Lake City, UT
Chatham Capital Group INC
RIA2 private funds, mostly other private funds · 1 Form D chain on the ledger · Savannah, GA
Archpoint Investors
RIA2 private funds, mostly other private funds · 2 Form D chains on the ledger · Coral Gables, FL
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.
