The service layer · ranked
The largest placement agents to private funds
Every firm below is named on Form ADV Schedule D by an SEC-registered or exempt reporting adviser, as the placement agentof a private fund. Legal entities are grouped into one record per firm; the count is distinct private funds on the advisers' current schedules, from current Form ADV filings read October 2026. Firms named on fewer than 10 funds are not listed.
943
firms listed
145,149
fund-provider relationships
$78.60T
gross assets, all roles
5
roles on the schedule
Goldman Sachs
New York, New York · 1,361 advisers
1,302
funds
$3.84T
gross assets
Morgan Stanley
New York, New York · 1,365 advisers
302
funds
$3.82T
gross assets
UBS
New York, New York · 557 advisers
299
funds
$2.40T
gross assets
Citi
New York, New York · 596 advisers
281
funds
$3.33T
gross assets
JPMorgan Chase
New York, New York · 1,670 advisers
223
funds
$5.89T
gross assets
Credit Suisse
New York, New York · 334 advisers
194
funds
$570.6B
gross assets
Evercore
New York, New York · 39 advisers
151
funds
$113.6B
gross assets
TPG Capital BD
New York, New York · 6 advisers
135
funds
$133.9B
gross assets
Stifel
St. Louis, Missouri · 93 advisers
119
funds
$157.5B
gross assets
Jefferies
New York, New York · 316 advisers
108
funds
$291.8B
gross assets
VNTR Securities
New York, New York · 2 advisers
108
funds
$941.5M
gross assets
Lazard
New York, New York · 51 advisers
105
funds
$34.9B
gross assets
Bank of America
New York, New York · 1,028 advisers
98
funds
$4.67T
gross assets
Old City Securities
New York, New York · 48 advisers
97
funds
$22.2B
gross assets
Barclays
New York, New York · 270 advisers
89
funds
$2.73T
gross assets
Wells Fargo
San Francisco, California · 548 advisers
88
funds
$1.53T
gross assets
Raymond James
St. Petersburg, Florida · 96 advisers
88
funds
$215.1B
gross assets
Wellington
Boston, Massachusetts · 4 advisers
87
funds
$29.3B
gross assets
Northern Trust
Chicago, Illinois · 656 advisers
85
funds
$1.37T
gross assets
WealthForge
Richmond, Virginia · 2 advisers
79
funds
$149.5M
gross assets
Equus Financial Consulting LLC
New Canaan, Connecticut · 36 advisers
77
funds
$17.6B
gross assets
Starwood Capital, L.L.C.
Greenwich, Connecticut · 1 advisers
77
funds
$27.6B
gross assets
Campbell Lutyens
New York, New York · 32 advisers
76
funds
$28.4B
gross assets
Park Hill
New York, New York · 29 advisers
73
funds
$33.7B
gross assets
North Capital
Salt Lake City, Utah · 8 advisers
66
funds
$799.0M
gross assets
Frontier Solutions, LLC
Richmond, Virginia · 35 advisers
65
funds
$9.6B
gross assets
PJT Partners
New York, New York · 33 advisers
62
funds
$37.9B
gross assets
Heptagon Capital Limited
Valetta, Malta · 6 advisers
61
funds
$72.1B
gross assets
Stonehaven
New York, New York · 28 advisers
58
funds
$7.2B
gross assets
RBC
New York, New York · 107 advisers
57
funds
$401.3B
gross assets
Phx Financial, Inc.
New York, New York · 2 advisers
53
funds
$490.4M
gross assets
Monument Group, Inc.
Boston, Massachusetts · 17 advisers
52
funds
$33.3B
gross assets
Julius Baer Ltd
Zurich, Switzerland · 14 advisers
51
funds
$112.2B
gross assets
CAIS
New York, New York · 15 advisers
49
funds
$68.5B
gross assets
Pickwick Capital Partners, LLC
White Plains, New York · 20 advisers
49
funds
$8.1B
gross assets
Silver Leaf Partners, LLC
New York, New York · 25 advisers
48
funds
$3.6B
gross assets
Hollister Associates, LLC
Mount Pleasant, South Carolina · 27 advisers
47
funds
$47.4B
gross assets
BNP Paribas
New York, New York · 251 advisers
46
funds
$1.66T
gross assets
BNY Mellon
New York, New York · 599 advisers
45
funds
$3.44T
gross assets
Eaton Partners
Rowayton, Connecticut · 16 advisers
44
funds
$13.5B
gross assets
Profor Advisors
Rye Brook, New York · 21 advisers
44
funds
$32.3B
gross assets
Deutsche Bank
New York, New York · 369 advisers
43
funds
$1.11T
gross assets
Gallatin Capital LLC
New York, New York · 18 advisers
43
funds
$9.0B
gross assets
Fidelity
Boston, Massachusetts · 317 advisers
41
funds
$729.6B
gross assets
Asante Capital Group Advisors LLC
London, United Kingdom · 12 advisers
41
funds
$12.3B
gross assets
Kelson Capital LLC
Stamford, Connecticut · 10 advisers
41
funds
$8.2B
gross assets
HSBC
London, United Kingdom · 201 advisers
40
funds
$1.41T
gross assets
Blue Sand Securities LLC
Scottsdale, Arizona · 22 advisers
40
funds
$4.6B
gross assets
Mercury
New York, New York · 18 advisers
39
funds
$16.5B
gross assets
Kingswood Capital Partners, LLC
San Diego, California · 4 advisers
39
funds
$2.6B
gross assets
Probitas Funds Group, LLC
San Francisco, California · 20 advisers
39
funds
$16.5B
gross assets
Triago
New York, New York · 17 advisers
38
funds
$5.5B
gross assets
Papamarkou Wellner & Co., Inc.
New York, New York · 15 advisers
38
funds
$6.9B
gross assets
Foreside Fund Services, LLC
Portland, Maine · 12 advisers
37
funds
$26.3B
gross assets
Raine Securities LLC
New York, New York · 2 advisers
37
funds
$5.3B
gross assets
Union Bancaire Privee
Geneva, Switzerland · 11 advisers
36
funds
$6.4B
gross assets
iCapital
New York, New York · 13 advisers
36
funds
$115.0B
gross assets
Focuspoint Private Capital Group
New York, New York · 14 advisers
36
funds
$13.5B
gross assets
Rockefeller Capital Management
New York, New York · 14 advisers
35
funds
$78.5B
gross assets
Spire Property Partners Pty Ltd
Sydney, Australia · 1 advisers
35
funds
$14.6B
gross assets
Castle Hill Capital Partners, Inc.
New York, New York · 16 advisers
35
funds
$3.4B
gross assets
Trinity Group Limited
London, United Kingdom · 6 advisers
34
funds
$35.2B
gross assets
Brevan Howard Us LLC
New York, New York · 2 advisers
34
funds
$144.6B
gross assets
Magenta Capital Services Ltd.
The Valley, Anguilla · 12 advisers
34
funds
$49.1B
gross assets
Growth Capital Services, Inc.
San Francisco, California · 15 advisers
33
funds
$7.4B
gross assets
Societe Generale
Luxembourg, Luxembourg · 85 advisers
32
funds
$729.6B
gross assets
Forge Securities LLC
San Francisco, California · 3 advisers
32
funds
$309.2M
gross assets
National Securities Corporation
New York, New York · 3 advisers
32
funds
$532.8M
gross assets
Commonfund Securities, Inc.
Wilton, Connecticut · 3 advisers
32
funds
$10.8B
gross assets
Bank Of Singapore Limited
Singapore, Singapore · 6 advisers
32
funds
$32.8B
gross assets
Startengine Primary LLC
Burbank, California · 1 advisers
32
funds
$20.4M
gross assets
Atlantic - Pacific Capital, Inc.
Stamford, Connecticut · 18 advisers
32
funds
$7.9B
gross assets
Hightower Securities, LLC
Chicago, Illinois · 8 advisers
32
funds
$9.5B
gross assets
Iifl Capital Inc.
New York, New York · 3 advisers
31
funds
$3.5B
gross assets
M2o Private Fund Advisors LLC
White Plains, New York · 14 advisers
31
funds
$4.8B
gross assets
Inte Securities LLC
Boca Raton, Florida · 18 advisers
31
funds
$4.8B
gross assets
Hmc Itajuba
Sao Paulo, Brazil · 7 advisers
31
funds
$23.2B
gross assets
Entrust Global Securities LLC
New York, New York · 2 advisers
30
funds
$3.4B
gross assets
Abn Amro Private Banking
Amsterdam, Netherlands · 1 advisers
30
funds
$4.9B
gross assets
Banca Credinvest Sa
Lugano, Switzerland · 1 advisers
30
funds
$4.9B
gross assets
Stonks Inc.
Palo Alto, California · 1 advisers
29
funds
$11.4M
gross assets
Threadmark LP
New York, New York · 7 advisers
29
funds
$6.7B
gross assets
Kb Securities Co., Ltd.
Seoul, Korea, South · 7 advisers
29
funds
$46.3B
gross assets
Fhg Advisory
London, United Kingdom · 2 advisers
29
funds
$19.4B
gross assets
Banque Federative Du Credit Mutuel
Paris, France · 1 advisers
28
funds
$4.7B
gross assets
Aviditi Financial, LLC
Dallas, Texas · 12 advisers
28
funds
$11.3B
gross assets
Agecroft Partners, LLC
Richmond, Virginia · 13 advisers
28
funds
$12.4B
gross assets
Grv Securities LLC
Chicago, Illinois · 1 advisers
27
funds
$6.9B
gross assets
Far Hills Group, LLC.
New York, New York · 14 advisers
27
funds
$7.0B
gross assets
BTIG
San Francisco, California · 175 advisers
26
funds
$54.5B
gross assets
Allfunds Bank International S.A.
Madrid, Spain · 10 advisers
26
funds
$28.0B
gross assets
Intutae Courtage
Paris, France · 1 advisers
26
funds
$3.8B
gross assets
Arca Sgr
Milan, Italy · 1 advisers
26
funds
$3.8B
gross assets
Mora Wealth
Zurich, Switzerland · 1 advisers
26
funds
$3.8B
gross assets
De Planification
Neuchatel, Switzerland · 1 advisers
26
funds
$3.8B
gross assets
Harris Williams
New York, New York · 6 advisers
26
funds
$5.7B
gross assets
Mvision Private Equity Advisers Usa LLC
New York, New York · 10 advisers
26
funds
$18.9B
gross assets
Aqueduct Capital Group, LLC
Charlotte, North Carolina · 15 advisers
26
funds
$8.0B
gross assets
Newbridge Securities Corporation
Boca Raton, Florida · 4 advisers
24
funds
$350.9M
gross assets
B. Riley Wealth Management
Los Angeles, California · 4 advisers
24
funds
$8.6B
gross assets
Csp Securities, LP
Dallas, Texas · 11 advisers
24
funds
$5.5B
gross assets
Artist Capital LLC
New York, New York · 10 advisers
24
funds
$7.9B
gross assets
Harcourt Investment Consulting AG
Zurich, Switzerland · 1 advisers
23
funds
$3.5B
gross assets
First Avenue Partners LLP
London, United Kingdom · 9 advisers
23
funds
$5.8B
gross assets
Forum Capital Securities LLC
New York, New York · 9 advisers
23
funds
$5.6B
gross assets
Innovation Partners LLC
Charlotte, North Carolina · 13 advisers
23
funds
$8.6B
gross assets
Shannon Advisors LLC
Lake Forest, Illinois · 9 advisers
23
funds
$5.4B
gross assets
Ibk Securities Co. Ltd
Seoul, Korea, South · 7 advisers
23
funds
$33.4B
gross assets
Firstpoint Equity Capital Ltd
London, United Kingdom · 7 advisers
23
funds
$4.1B
gross assets
Oppenheimer & Co. Inc.
New York, New York · 32 advisers
22
funds
$12.2B
gross assets
First Avenue
New York, New York · 9 advisers
22
funds
$8.1B
gross assets
Commonwealth Financial Network
Waltham, Massachusetts · 5 advisers
22
funds
$21.3B
gross assets
M Holdings Securities, Inc.
Portland, Oregon · 5 advisers
22
funds
$1.7B
gross assets
Altegris Investments, Inc.
La Jolla, California · 3 advisers
22
funds
$925.2M
gross assets
Rothschild Martin Maurel
Paris, France · 1 advisers
22
funds
$1.9B
gross assets
CliftonLarsonAllen
Minneapolis, Minnesota · 15 advisers
21
funds
$19.8B
gross assets
Grantham Mayo Van Otterloo & Co LLC
Boston, Massachusetts · 2 advisers
21
funds
$7.2B
gross assets
Metric Point Capital, LLC
Stamford, Connecticut · 7 advisers
21
funds
$4.6B
gross assets
Moelis & Company LLC
New York, New York · 10 advisers
21
funds
$4.7B
gross assets
Rede Partners (Americas) LLC
New York, New York · 5 advisers
20
funds
$7.6B
gross assets
Zanbato Securities LLC
Mountain View, California · 7 advisers
20
funds
$1.4B
gross assets
Fnex Capital, LLC
New York, New York · 6 advisers
20
funds
$2.1B
gross assets
Picton S.A.
Bogota, Colombia · 5 advisers
20
funds
$32.8B
gross assets
Butler Capital Partners
New York, New York · 10 advisers
20
funds
$3.1B
gross assets
Harken Capital Securities, LLC
Scituate, Massachusetts · 10 advisers
20
funds
$3.8B
gross assets
Fund Placement Israel
Tel-Aviv, Israel · 5 advisers
20
funds
$26.7B
gross assets
Macquarie
Sydney, Australia · 29 advisers
19
funds
$227.0B
gross assets
William Blair & Company L.L.C.
Chicago, Illinois · 10 advisers
19
funds
$7.4B
gross assets
Ceros Financial Services, Inc.
New York, New York · 4 advisers
19
funds
$2.3B
gross assets
Avalon Wealth Management LLC
Houston, Texas · 1 advisers
19
funds
$953.4M
gross assets
Saxony Securities, Inc.
St. Louis, Missouri · 5 advisers
19
funds
$1.2B
gross assets
Kipling Capital, Inc.
Mill Valley, California · 5 advisers
19
funds
$3.4B
gross assets
Park Madison Partners LLC
New York, New York · 3 advisers
19
funds
$2.7B
gross assets
M.D. Sass Securities, L.L.C.
New York, New York · 6 advisers
19
funds
$716.8M
gross assets
Nylife Distributors LLC
Jersey City, New Jersey · 3 advisers
19
funds
$2.5B
gross assets
Gencap Global Advisors Dmcc
Dubai, United Arab Emirates · 9 advisers
19
funds
$17.6B
gross assets
Greenstone Placement Management Fz-LLC
Dubai, United Arab Emirates · 10 advisers
19
funds
$10.7B
gross assets
Rothschild & Co Asset Management
Paris, France · 1 advisers
19
funds
$1.8B
gross assets
Affiliated Managers Group Limited
Prides Crossing, Massachusetts · 6 advisers
19
funds
$28.1B
gross assets
Natixis
New York, New York · 12 advisers
18
funds
$70.5B
gross assets
Sp Securities LLC
Houston, Texas · 4 advisers
18
funds
$6.2B
gross assets
Lpl Financial LLC
Boston, Massachusetts · 7 advisers
18
funds
$23.0B
gross assets
Thomas Capital Group, Inc.
Gig Harbor, Washington · 5 advisers
18
funds
$1.3B
gross assets
Crito Capital LLC
Westport, Connecticut · 9 advisers
18
funds
$2.8B
gross assets
Ch Advisors
Zurich, Switzerland · 2 advisers
18
funds
$10.9B
gross assets
Samsung Securities Co., Ltd.
Seoul, Korea, South · 12 advisers
17
funds
$53.5B
gross assets
Acp Securities, LLC
Miami, Florida · 4 advisers
17
funds
$3.2B
gross assets
Ocp Capital, LLC
New York, New York · 10 advisers
17
funds
$4.3B
gross assets
Plus Securities LLC
New York, New York · 3 advisers
17
funds
$11.3B
gross assets
Perkins Fund Marketing, L.L.C.
Southport, Connecticut · 11 advisers
17
funds
$4.2B
gross assets
Fdx Capital LLC
New York, New York · 6 advisers
17
funds
$10.7B
gross assets
Larson Financial Securities, LLC
St. Louis, Missouri · 1 advisers
17
funds
$109.7M
gross assets
Gi Capital Management Ltd
Tokyo, Japan · 5 advisers
17
funds
$7.1B
gross assets
Cambridge Investment Research, Inc.
Fairfield, Iowa · 4 advisers
17
funds
$15.4B
gross assets
Caplink Securities, Inc
Hermosa Beach, California · 11 advisers
17
funds
$3.3B
gross assets
Principle Advisory Services
Sydney, Australia · 3 advisers
17
funds
$14.4B
gross assets
Hanwha Investment & Securities Co., Ltd.
Seoul, Korea, South · 6 advisers
17
funds
$43.3B
gross assets
Kpg Capital Partners, LLC
Park City, Utah · 5 advisers
17
funds
$4.6B
gross assets
Ameriprise Financial Services, LLC
Minneapolis, Minnesota · 5 advisers
16
funds
$28.3B
gross assets
Uob Global Equity Sales LLC
New York, New York · 4 advisers
16
funds
$435.4M
gross assets
Ptp Securities, LLC
Simsbury, Connecticut · 5 advisers
16
funds
$6.6B
gross assets
General Wellington Capital LLC
New York, New York · 8 advisers
16
funds
$3.9B
gross assets
Hodes Weill Securities, LLC
New York, New York · 8 advisers
16
funds
$2.5B
gross assets
Greenhill & Co., LLC
New York, New York · 10 advisers
16
funds
$7.0B
gross assets
Vcp Apex (Us)
New York, New York · 2 advisers
16
funds
$10.8B
gross assets
Invicta Capital LLC
Monroeville, Pennsylvania · 11 advisers
16
funds
$4.7B
gross assets
Edgeline Capital, LLC.
Los Angeles, California · 7 advisers
16
funds
$3.7B
gross assets
Rothschild & Co Wealth Management Belgium
Paris, France · 1 advisers
16
funds
$1.2B
gross assets
Cresta Westhall LLP
London, United Kingdom · 4 advisers
15
funds
$2.5B
gross assets
Stuart Portfolio Consultants, L.P.
New York, New York · 3 advisers
15
funds
$3.7B
gross assets
Sera Global Securities Us LLC
New York, New York · 3 advisers
15
funds
$3.0B
gross assets
Integral Wealth Securities LLC
Frisco, Colorado · 2 advisers
15
funds
$259.4M
gross assets
Ica, LLC
Nashville, Tennessee · 3 advisers
15
funds
$2.6B
gross assets
Griffinest Asia Securities, LLC
Pasadena, California · 3 advisers
15
funds
$4.7B
gross assets
Various Schroders Group Entities
Various, Other · 1 advisers
15
funds
$2.9B
gross assets
Constellar Capital Partners Hong Kong Limited
Hong Kong, Hong Kong · 5 advisers
15
funds
$12.8B
gross assets
Salient Capital L.P.
Houston, Texas · 4 advisers
15
funds
$2.1B
gross assets
Grovepeak S.A.S.
Bogata, Colombia · 4 advisers
15
funds
$11.0B
gross assets
International Fund Services
New York, New York · 125 advisers
14
funds
$267.5B
gross assets
Nomura
London, United Kingdom · 62 advisers
14
funds
$252.6B
gross assets
Five Arrows Managers LLP
London, United Kingdom · 1 advisers
14
funds
$1.2B
gross assets
Purshe Kaplan Sterling Investments
Albany, New York · 4 advisers
14
funds
$22.9B
gross assets
Champlain Advisors, LLC
Dorado, Puerto Rico · 10 advisers
14
funds
$4.0B
gross assets
Rainmaker Securities, LLC
Miami, Florida · 8 advisers
14
funds
$2.1B
gross assets
Ares Management Capital Markets LLC
Culver City, California · 3 advisers
14
funds
$22.7B
gross assets
Sixpoint Partners LLC
New York, New York · 5 advisers
14
funds
$1.9B
gross assets
Nuvama Financial Services Inc.
New York, New York · 1 advisers
14
funds
$3.9B
gross assets
Threadmark Partners Limited
London, United Kingdom · 5 advisers
14
funds
$5.5B
gross assets
Man Investments Inc.
New York, New York · 3 advisers
14
funds
$174.8M
gross assets
Introduction Capital Inc.
Toronto, Canada · 1 advisers
14
funds
$1.2B
gross assets
Sparring Partners Capital LLC
New York, New York · 9 advisers
14
funds
$1.7B
gross assets
Isp Securities Ltd
Zurich, Switzerland · 6 advisers
14
funds
$11.6B
gross assets
Sprott Global Resource Investments Ltd
Carlsbad, California · 2 advisers
14
funds
$2.3B
gross assets
Omnicap, LLC
New York, New York · 7 advisers
14
funds
$13.0B
gross assets
Pershing
Jersey City, New Jersey · 323 advisers
13
funds
$248.2B
gross assets
Hauck & Aufhauser
Frankfurt, Germany · 3 advisers
13
funds
$1.9B
gross assets
Banque De Luxembourg
Luxembourgh, Luxembourg · 4 advisers
13
funds
$2.0B
gross assets
Fund Genesis Limited
Hong Kong, Hong Kong · 6 advisers
13
funds
$3.8B
gross assets
Ds Investment & Securities
Seoul, Korea, South · 4 advisers
13
funds
$26.8B
gross assets
Avm, L.P.
Boca Raton, Florida · 2 advisers
13
funds
$18.7B
gross assets
Emirate Wealth Securities Promotion LLC
Dubai, United Arab Emirates · 2 advisers
13
funds
$1.8B
gross assets
Mfex Mutual Funds Exchange Ab
Stockholm, Sweden · 3 advisers
13
funds
$1.8B
gross assets
Candriam Investors Group
Luxembourgh, Luxembourg · 2 advisers
13
funds
$1.8B
gross assets
Delaware Distributors, L.P.
New York, New York · 4 advisers
13
funds
$10.2B
gross assets
Westview Capital Advisors Ltd
Tortola, British Virgin Islands · 1 advisers
13
funds
$4.5B
gross assets
Allspring Funds Distributor, LLC
Charlotte, North Carolina · 1 advisers
13
funds
$4.4B
gross assets
Greensledge Capital Markets LLC
New York, New York · 7 advisers
13
funds
$5.2B
gross assets
Ub Asset Management Ltd.
Helsinki, Finland · 1 advisers
13
funds
$3.2B
gross assets
Gordian Investments, LLC
San Francisco, California · 7 advisers
13
funds
$1.6B
gross assets
Harbor Investment Advisory, LLC
Lutherville, Maryland · 2 advisers
13
funds
$10.5B
gross assets
Bulltick, LLC
Miami, Florida · 3 advisers
13
funds
$7.3B
gross assets
Alternative Asset Investment Management Securities, LLC
New York, New York · 8 advisers
13
funds
$1.2B
gross assets
Delphos Mmj L.P.
New York, New York · 6 advisers
13
funds
$3.4B
gross assets
Insight Securities, Inc.
Highland Park, Illinois · 3 advisers
13
funds
$1.9B
gross assets
Dws Distributors, Inc.
Chicago, Illinois · 1 advisers
13
funds
$4.3B
gross assets
B. Riley & Co., LLC
Los Angeles, California · 7 advisers
12
funds
$2.9B
gross assets
Banco De Sabadell Sa
Miami, Florida · 3 advisers
12
funds
$2.5B
gross assets
Banque Pictet & Cie S.A.
Geneva, Switzerland · 4 advisers
12
funds
$2.5B
gross assets
Korea Investment & Securities Co., Ltd.
Seoul, Korea, South · 8 advisers
12
funds
$35.1B
gross assets
Triple A Partners
Santa Monica, California · 3 advisers
12
funds
$351.8M
gross assets
First Liberties Financial
New York, New York · 5 advisers
12
funds
$829.8M
gross assets
First Dominion Capital Corp.
Richmond, Virginia · 3 advisers
12
funds
$503.2M
gross assets
Lansforsakringar Fonforaltning Ab
Stockholm, Sweden · 2 advisers
12
funds
$1.5B
gross assets
Mariva Capital Markets, LLC
Miami, Florida · 2 advisers
12
funds
$1.6B
gross assets
Fund Channel Sa
Luxembourgh, Luxembourg · 2 advisers
12
funds
$1.7B
gross assets
Mcdonald Partners LLC
Cleveland, Ohio · 2 advisers
12
funds
$211.0M
gross assets
March Capital Corp.
Chicago, Illinois · 6 advisers
12
funds
$1.3B
gross assets
Further Capital Partners
Toronto, Canada · 5 advisers
12
funds
$7.2B
gross assets
Tc Services
New York, New York · 1 advisers
12
funds
$1.3B
gross assets
D.E. Shaw Securities, L.L.C.
New York, New York · 1 advisers
12
funds
$12.3B
gross assets
Arete Wealth Management, LLC
Chicago, Illinois · 3 advisers
12
funds
$904.7M
gross assets
Sweetwater Securities Inc
Panama, Panama · 2 advisers
12
funds
$1.7B
gross assets
Ivp Capital, LLC
Water Mill, New York · 6 advisers
12
funds
$2.8B
gross assets
Global Wealth Management Agente De Valores S.A.
Montevideo, Uruguay · 2 advisers
12
funds
$1.6B
gross assets
Latin Securities Sa Agente De Valores
Montevideo, Uruguay · 3 advisers
12
funds
$1.7B
gross assets
Heungkuk Securities
Seoul, Korea, South · 4 advisers
12
funds
$11.1B
gross assets
Allan Gray Investment Services Proprietary Limited
Johannesburg, South Africa · 2 advisers
12
funds
$1.7B
gross assets
Insigneo Financial Group
Miami, Florida · 2 advisers
12
funds
$1.7B
gross assets
Missura Capital Limited
Herzliya, Israel · 3 advisers
12
funds
$7.7B
gross assets
Capital Advisory Partners
Aukland, New Zealand · 2 advisers
12
funds
$7.3B
gross assets
Quincy International Advisors, LLC
Greenwich, Connecticut · 1 advisers
12
funds
$8.9B
gross assets
Standard Chartered
Singapore, Singapore · 56 advisers
11
funds
$805.4B
gross assets
Mirae Asset Securities
Seoul, Korea, South · 18 advisers
11
funds
$32.2B
gross assets
Compass Securities Corporation
Braintree, Massachusetts · 7 advisers
11
funds
$6.4B
gross assets
Sanford C. Bernstein & Co., LLC
Nashville, Tennessee · 3 advisers
11
funds
$2.8B
gross assets
Intercam Securities, Inc.
Miami, Florida · 4 advisers
11
funds
$5.3B
gross assets
Credicorp Capital LLC
Miami, Florida · 2 advisers
11
funds
$1.6B
gross assets
16 Points LLC
New York, New York · 7 advisers
11
funds
$2.9B
gross assets
Akros Alternative Investments Sgr Spa
Milan, Italy · 1 advisers
11
funds
$2.4B
gross assets
Nuveen Securities, LLC
Chicago, Illinois · 3 advisers
11
funds
$5.7B
gross assets
Fap Usa, L.P.
New York, New York · 4 advisers
11
funds
$421.6M
gross assets
Prival Securities Inc.
San Francisco, Panama · 1 advisers
11
funds
$1.4B
gross assets
Westside Consultants Agente De Valores Sa
Montevideo, Uruguay · 1 advisers
11
funds
$1.4B
gross assets
Larrainvial Asset Management
Santiago, Chile · 1 advisers
11
funds
$1.4B
gross assets
Utmost
Southampton, United Kingdom · 1 advisers
11
funds
$1.4B
gross assets
Winterflood Securities Limited
London, United Kingdom · 1 advisers
11
funds
$1.4B
gross assets
Banca Ifgest
Florence, Italy · 1 advisers
11
funds
$1.4B
gross assets
Private Portfolio Of San Diego
La Joila, California · 1 advisers
11
funds
$1.4B
gross assets
Bg Valores, Sa
Panama City, Panama · 1 advisers
11
funds
$1.4B
gross assets
Axeltis S.A
Paris, France · 2 advisers
11
funds
$1.5B
gross assets
Mr Advisor S.R.L (Ltd)
Milan, Italy · 1 advisers
11
funds
$1.4B
gross assets
Valores Securitity Ab
Santiago, Chile · 1 advisers
11
funds
$1.4B
gross assets
Eiduk Tax And Wealth
Helsinki, Finland · 1 advisers
11
funds
$1.4B
gross assets
Konomi, Inc.
Tokyo, Japan · 7 advisers
11
funds
$8.0B
gross assets
Lansforsakringar Fondliv Forsakringsaktiebolag
Stockholm, Sweden · 1 advisers
11
funds
$1.4B
gross assets
Transpacific Group LLC
Miami, Florida · 5 advisers
11
funds
$8.6B
gross assets
Barings Securities LLC
Boston, Massachusetts · 4 advisers
11
funds
$29.5B
gross assets
Kbfg Securities America Inc.
New York, New York · 5 advisers
11
funds
$5.6B
gross assets
Race Rock Capital LLC
Boston, Massachusetts · 6 advisers
11
funds
$405.3M
gross assets
Compass Group Global Advisors S.A.
Montevideo, Uruguay · 7 advisers
11
funds
$47.0B
gross assets
Beijing Carriewin International Business Alliance
Chaoyang District, Beijing, China · 1 advisers
11
funds
$195.5M
gross assets
Maple Creek Assets Ltd.
Tortola, British Virgin Islands · 1 advisers
11
funds
$210.3M
gross assets
North Sea Securities, LP
New York, New York · 1 advisers
11
funds
$210.3M
gross assets
Jones Lang Lasalle Securities, LLC
Los Angeles, California · 7 advisers
11
funds
$2.9B
gross assets
Gletir Corredor De Bolsa Sa
Montevideo, Uruguay · 1 advisers
11
funds
$1.4B
gross assets
Mitsubishi Ufj Alternative Investments Co., Ltd.
Tokyo, Japan · 5 advisers
11
funds
$37.3B
gross assets
Ronald Pressman
Portsmith, New Hampshire · 1 advisers
11
funds
$302.8M
gross assets
Stanwich Advisors LLC
Stamford, Connecticut · 6 advisers
11
funds
$1.6B
gross assets
Straus Capital, LLC
Princeton Junction, New Jersey · 4 advisers
11
funds
$1.6B
gross assets
Core Financial, LLC
Columbus, Ohio · 1 advisers
11
funds
$505.4M
gross assets
Abg, LLC
New York, New York · 7 advisers
11
funds
$3.2B
gross assets
Allegro Securities LLC
San Antonio, Texas · 4 advisers
11
funds
$1.1B
gross assets
Ueda Yagi Securities Co. Ltd.
Tokyo, Japan · 2 advisers
11
funds
$6.6B
gross assets
Perth Advisors LLC
New York, New York · 2 advisers
11
funds
$631.2M
gross assets
Falls Bridge Securities, LLC
Bala Cynwyd, Pennsylvania · 5 advisers
11
funds
$2.9B
gross assets
Cgis Securities LLC
Miami, Florida · 3 advisers
11
funds
$4.4B
gross assets
Lincoln International LLC
Chicago, Illinois · 6 advisers
11
funds
$3.5B
gross assets
Apostle Funds Management Pty Limited
Sydney, Australia · 1 advisers
11
funds
$7.0B
gross assets
Bentallgreenoak Real Estate Us LLC
New York, New York · 1 advisers
11
funds
$12.8B
gross assets
MUFG Investor Services
Grand Cayman, Cayman Islands · 124 advisers
10
funds
$415.9B
gross assets
J.H. Darbie & Co., Inc.
New York, New York · 5 advisers
10
funds
$4.5B
gross assets
Tom Lawrence
Paget, Bermuda · 2 advisers
10
funds
$4.4B
gross assets
Arbour Partners LLP
London, United Kingdom · 1 advisers
10
funds
$5.6B
gross assets
Crewe Capital
New York, New York · 3 advisers
10
funds
$198.5M
gross assets
Waterfield Advisors Private Limited
Mumbai, India · 1 advisers
10
funds
$48.3M
gross assets
Allfunds International Schwiez AG
Zurich, Switzerland · 1 advisers
10
funds
$1.4B
gross assets
Prudential Investment Management Services LLC
Newark, New Jersey · 6 advisers
10
funds
$934.8M
gross assets
Buy Long Enterprise Inc.
Staten Island, New York · 1 advisers
10
funds
$34.5M
gross assets
Axon Partners AG
Zug, Switzerland · 4 advisers
10
funds
$1.4B
gross assets
Swiss Capital Group
Zurich, Switzerland · 3 advisers
10
funds
$623.3M
gross assets
How this directory is built
Form ADV Schedule D, Section 7.B.(1) asks an adviser to name, for each private fund it manages, the fund's auditor (question 23), prime brokers (24), custodians (25), administrators (26) and marketers (28). AltStreet reads every adviser's current Form ADV and keeps the schedule as structured data; the SEC's own bulk file stops at the end of 2024, so the current filings are read from each adviser's rendered Form ADV on IAPD.
Advisers type the same firm many ways. Legal entities are grouped into one firm record by a normalized name, with an alias table for the brands whose entities do not share one (GlobeOp under SS&C, McGladrey under RSM, Merrill Lynch under Bank of America). A firm's page lists the legal names behind it. Counts are distinct private funds on the advisers' latest schedules, gross asset value is the sum of those funds' stated values, and the adviser count is the number of distinct filers naming the firm.
Firms are here because advisers disclosed them, not because they asked. Audit firms with a PCAOB record also have an auditor profile; the advisers themselves are in the adviser directory.