Adviser directory · browse

Advisers whose private funds are mostly other private funds

630 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.

Fvc Management Consultants Cyprus LTD

ERA

8 private funds, mostly other private funds

$440.0M

Bastion Management II LLC

RIA

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

$438.8M

Hamlin Capital Management, LLC

RIA

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

$436.9M

Mirova

ERA

2 private funds, mostly other private funds · Paris, Ile De France · 3 Item 11 disclosures

$431.4M

Galliard Capital Management

RIA

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

$429.8M

Cpc Management, LLC

RIA

1 private fund, mostly other private funds · Kansas City, MO

$428.0M

Cedar Trace Capital Management Limited

ERA

1 private fund, mostly other private funds · Hamilton

$427.0M

Salem Investment Partners

ERA

4 private funds, mostly other private funds · Greensboro, NC

$425.0M

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

Ascertis Capital Pte. Limited

ERA

3 private funds, mostly other private funds · Singapore

$412.7M

360 One Asset Management Limited

RIA

6 private funds, mostly other private funds · 5 Form D chains on the ledger · Mumbai,Maharashtra

$411.8M

Lakemore Partners Management US LLC

RIA

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

$411.5M

Steyn Capital Management (Pty) LTD

ERA

2 private funds, mostly other private funds · Bellville, Cape Town

$407.5M

Long Angle Management, LLC

RIA

59 private funds, mostly other private funds · Dover, DE

$404.7M

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

Macquarie Australian Infrastructure Management 1 Limited

ERA

1 private fund, mostly other private funds · Sydney, Nsw

$398.9M

Keppel Credit Fund Management Pte LTD

ERA

2 private funds, mostly other private funds · Singapore

$395.3M

Optimize Investment Partners

ERA

1 private fund, mostly other private funds · Lisbon

$395.2M

Arsenal Venture Partners

RIA

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

$393.8M

Attinger, LLC

RIA

7 private funds, mostly other private funds · Philadelphia, PA

$391.4M

Eastward Capital Partners, LLC

RIA

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

$390.2M

Socotra Management, INC.

RIA

5 private funds, mostly other private funds · Sacramento, CA

$388.5M

Chalkstream Capital Group, L.P.

RIA

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

$384.0M

Closed Loop Capital Management

RIA

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

$380.4M

Hcap Partners, LLC

ERA

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

$378.1M

Ausbil Investment Management Limited

RIA

4 private funds, mostly other private funds · Sydney · 8 Item 11 disclosures

$377.3M

Jive Investments Gestao De Recursos E Consultoria S.A.

ERA

3 private funds, mostly other private funds · Sao Paulo

$372.5M

Balance Legal Capital LLP

ERA

3 private funds, mostly other private funds · London

$368.3M

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

Stifel, Nicolaus & Company, Incorporated

RIA

22 private funds, mostly other private funds · St Louis, MO · 214 Item 11 disclosures

$367.3M

Triodos Investment Management

ERA

1 private fund, mostly other private funds · Driebergen-Rijsenburg · 1 Item 11 disclosure

$362.9M

Leonid Capital Partners, LLC

RIA

2 private funds, mostly other private funds · Huntington Beach, CA

$360.8M

Structural Capital Management Company II, LP

RIA

7 private funds, mostly other private funds · Menlo Park, CA

$360.6M

Elm Wealth

RIA

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

$356.1M

Frontier Investment Management Partners LTD.

RIA

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

$355.6M

Carne Global Fund Managers (Luxembourg) S.A.

ERA

1 private fund, mostly other private funds · Luxembourg · 2 Item 11 disclosures

$352.3M

Chenavari Investment Managers (Luxembourg) Sarl

ERA

8 private funds, mostly other private funds · Luxembourg

$350.3M

Aquamarine Zurich AG

ERA

1 private fund, mostly other private funds · Zurich

$350.0M

Arisaig Partners (Asia) Pte LTD

ERA

3 private funds, mostly other private funds · Singapore

$350.0M

Barings

ERA

3 private funds, mostly other private funds · 1 Form D chain on the ledger · London · 8 Item 11 disclosures

$348.9M

Osrn LTD

ERA

2 private funds, mostly other private funds · Tel Aviv

$347.3M

Arctaris Impact Investors

RIA

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

$347.3M

Velocis Management, LLC

RIA

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

$346.4M

Triatomic Capital

RIA

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

$346.3M

Brigham Royalties Management, LLC

RIA

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

$345.4M

Rithm Capital Advisors LLC

RIA

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

$344.7M

Bell Asset Management USA INC

RIA

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

$344.3M

Cedar Street Asset Management LLC

RIA

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

$338.8M

Leh III Management LLC

RIA

4 private funds, mostly other private funds · Englewood, CO

$335.9M

Collab+currency Management, LLC

RIA

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

$332.5M

Beck, Mack & Oliver LLC

RIA

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

$328.6M

Glide Capital

RIA

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

$328.5M

University Ventures

RIA

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

$321.7M

Deep Journey Protocol Ventures

ERA

6 private funds, mostly other private funds

$321.3M

Industrial Development Funding LLC

RIA

2 private funds, mostly other private funds · Miami Beach, FL

$321.1M

Catalur Capital Management, LP

RIA

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

$317.8M

Socorro Asset Management

RIA

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

$317.0M

Lincoln Energy Holdings LLC

RIA

4 private funds, mostly other private funds · Englewood, CO

$315.3M

J. Safra Asset Management Corporation

RIA

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

$313.9M

Grove Mountain Partners, LLC

RIA

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

$307.7M

Macquarie Capital Partners LLC

RIA

1 private fund, mostly other private funds · New York, NY

$307.3M

Nextbio Capital Management LP

RIA

6 private funds, mostly other private funds · Austin, TX

$305.2M

Lindsell Train Limited

RIA

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

$305.1M

Siddhi Capital, LLC

RIA

11 private funds, mostly other private funds · 5 Form D chains on the ledger · Meridian, ID

$303.7M

Gridline

RIA

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

$301.8M

Kerberos Capital Management LLC

RIA

4 private funds, mostly other private funds · Chicago, IL

$301.5M

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

Maren Capital

RIA

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

$300.8M

Lineage Capital, LLC

ERA

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

$300.6M

Transasia Private Capital

ERA

2 private funds, mostly other private funds · Central

$299.3M

Fio Advisors LP

RIA

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

$298.0M

Tap Root Capital Management LP

RIA

3 private funds, mostly other private funds · Summit, NJ · 1 Item 11 disclosure

$297.3M

Impax Asset Management Ireland Limited

ERA

1 private fund, mostly other private funds · Dublin, Dublin

$294.9M

Illumen Capital Management, LLC

RIA

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

$294.9M

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

Sage Residential Management LLC

RIA

3 private funds, mostly other private funds · Morristown, NJ

$290.0M

Quaero Capital Sas France

ERA

3 private funds, mostly other private funds · Paris,

$289.7M

Yellowstone Capital Partners

RIA

4 private funds, mostly other private funds · Gainesville, FL

$288.6M

Ridgepost Capital Advisors, LLC

RIA

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

$288.4M

Grand Central Music

RIA

1 private fund, mostly other private funds

$287.6M

Proficio Capital Partners LLC

RIA

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

$285.6M

Aiga Capital Partners LLC

RIA

3 private funds, mostly other private funds · Jersey City, NJ

$285.3M

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

Roc360 Advisors LLC

RIA

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

$279.1M

Laguna Bay Fund 1 Pty LTD

ERA

1 private fund, mostly other private funds · Fortitude Valley, Queensland

$278.4M

Carriage Services Investment Advisors, INC.

RIA

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

$278.3M

Hunter Street Partners, LP

RIA

4 private funds, mostly other private funds · 4 Form D chains on the ledger · Wayzata, MN

$277.7M

Hallador Investment Advisors, INC.

RIA

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

$277.5M

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.