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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.

Western Research And Management, L.L.C.

ERA

5 private funds, mostly other private funds · 2 Form D chains on the ledger · Fort Worth, TX

$38.0M

Oliver Luxxe Assets LLC

RIA

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

$37.1M

Gill Capital Partners

RIA

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

$30.9M

Avidian Wealth Solutions

RIA

7 private funds, mostly other private funds · 1 Form D chain on the ledger · Houston, TX · 2 Item 11 disclosures

$28.4M

Holt Capital Partners, L.P.

RIA

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

$28.2M

Asa Managed Account Managers LLC

RIA

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

$25.2M

Ranger Investment Management,L.P.

RIA

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

$21.9M

Ipg Investment Advisors, LLC

RIA

1 private fund, mostly other private funds · 2 Form D chains on the ledger · San Diego, CA · 4 Item 11 disclosures

$20.7M

Red Cedar Investment Management

RIA

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

$19.1M

Cumberland Hill Capital Management LLC

RIA

1 private fund, mostly other private funds · 2 Form D chains on the ledger · Dallas, TX

$18.1M

Kestrel Investment Management Corp

RIA

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

$16.6M

Calunius Capital LLP

ERA

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

$16.0M

Harlow Capital Management LLC

RIA

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

$8.2M

Demarche

RIA

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

$7.8M

Adelante Capital Management LLC

RIA

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

$7.7M

Genesis Investment Management, LLP

RIA

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

n/a

Tortoise Capital Advisors, L.L.C.

RIA

1 private fund, mostly other private funds · 2 Form D chains on the ledger · Overland Park, KS

n/a

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.