Research Report · 2026-06-30
Institutional Registered Investment Advisers in New York City
SEC-registered investment advisers in New York City ranked by reported institutional client assets.
Firms
701
Total AUM
$27.51T
Median AUM
$2.19B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 302 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 303 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 304 | VARADERO CAPITAL, L.P. | NEW YORK | 159183 | $2.29B | 27 | 2026-03-31 | → |
| 305 | CORDOBA ADVISORY PARTNERS LLC | NEW YORK | 310199 | $2.81B | 11 | 2026-03-31 | → |
| 306 | KLINGENSTEIN, FIELDS & CO., L.P. | NEW YORK | 105907 | $4.70B | 39 | 2026-05-31 | → |
| 307 | UNIGESTION (US) LTD | NEW YORK | 305038 | $2.45B | 9 | 2026-06-30 | → |
| 308 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 309 | MOERUS CAPITAL MANAGEMENT LLC | NEW YORK | 282399 | $893.1M | 8 | 2026-03-31 | → |
| 310 | GLAZER CAPITAL, LLC. | NEW YORK | 136932 | $6.81B | 45 | 2026-03-31 | → |
| 311 | CANNELL & SPEARS LLC | NEW YORK | 142633 | $6.99B | 40 | 2026-03-31 | → |
| 312 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 313 | RAITH CAPITAL PARTNERS, LLC | NEW YORK | 166815 | $2.83B | 29 | 2026-04-30 | → |
| 314 | MANA ADVISORS LLC | NEW YORK | 284792 | $509.0M | 4 | 2026-03-31 | → |
| 315 | WILLOW TREE CREDIT PARTNERS LP | NEW YORK | 287810 | $2.80B | 21 | 2026-03-31 | → |
| 316 | OPTI CAPITAL MANAGEMENT LP | NEW YORK | 292742 | $1.76B | 6 | 2026-03-31 | → |
| 317 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 318 | LIONHEART STRATEGIC MANAGEMENT, LLC | NEW YORK | 314990 | $508.7M | 14 | 2026-03-31 | → |
| 319 | 1505 CAPITAL LLC | NEW YORK | 298880 | $485.7M | 11 | 2026-03-31 | → |
| 320 | AUREON PARTNERS LLC | NEW YORK | 338348 | $481.0M | 7 | 2026-03-31 | → |
| 321 | ENTRUST GLOBAL PARTNERS LLC | NEW YORK | 107940 | $11.82B | 137 | 2026-03-31 | → |
| 322 | MAXIM CAPITAL GROUP, LLC | NEW YORK | 288321 | $2.19B | 19 | 2026-04-30 | → |
| 323 | REDDING RIDGE ASSET MANAGEMENT LLC | NEW YORK | 283058 | $33.32B | 67 | 2026-04-30 | → |
| 324 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 292470 | $1.88B | 13 | 2026-04-30 | → |
| 325 | LIBREMAX CAPITAL, LLC | NEW YORK | 155486 | $13.87B | 74 | 2026-03-31 | → |
| 326 | RUSH ISLAND MANAGEMENT, LP | NEW YORK | 291275 | $2.02B | 7 | 2026-03-31 | → |
| 327 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2026-06-30 | → |
| 328 | RITHOLTZ WEALTH MANAGEMENT | NEW YORK | 168652 | $7.70B | 83 | 2026-05-31 | → |
| 329 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 330 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 331 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 332 | CH GLOBAL CAPITAL MANAGEMENT, LLC | NEW YORK | 283431 | $529.1M | 5 | 2026-03-31 | → |
| 333 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 334 | EHRENKRANZ PARTNERS L.P. | NEW YORK | 131728 | $21.54B | 46 | 2026-06-30 | → |
| 335 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 336 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 337 | GOTHAM ASSET MANAGEMENT, LLC | NEW YORK | 149335 | $30.03B | 56 | 2026-05-31 | → |
| 338 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | NEW YORK | 15356 | $434.1M | 734 | 2026-03-31 | → |
| 339 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | NEW YORK | 144537 | $18.79B | 711 | 2026-05-31 | → |
| 340 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | NEW YORK | 300359 | $907.6M | 46 | 2026-06-30 | → |
| 341 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | NEW YORK | 293908 | $1.72B | 61 | 2026-04-30 | → |
| 342 | GLG LLC | NEW YORK | 138802 | $7.04B | 29 | 2026-03-31 | → |
| 343 | MAREK CAPITAL MANAGEMENT LP | NEW YORK | 333745 | $422.4M | 9 | 2026-03-31 | → |
| 344 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | NEW YORK | 166616 | $409.9M | 7 | 2026-03-31 | → |
| 345 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | NEW YORK | 288671 | $490.0M | 2 | 2026-03-31 | → |
| 346 | AMERICAN TRIPLE I, LLC | NEW YORK | 318463 | $832.2M | 11 | 2026-03-31 | → |
| 347 | ARS INVESTMENT PARTNERS, LLC | NEW YORK | 5845 | $2.71B | 18 | 2026-04-30 | → |
| 348 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 349 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | NEW YORK | 169293 | $402.4M | 5 | 2026-03-31 | → |
| 350 | KINTEGRAL ADVISORY, LLC | NEW YORK | 164160 | $2.14B | 11 | 2026-03-31 | → |
| 351 | CATALIO CAPITAL MANAGEMENT, LP | NEW YORK | 310374 | $2.18B | 30 | 2026-03-31 | → |
| 352 | TERRA REIT ADVISORS, LLC | NEW YORK | 290571 | $1.44B | 30 | 2026-03-31 | → |
| 353 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 354 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | NEW YORK | 151578 | $8.46B | 45 | 2026-03-31 | → |
| 355 | VANTAGE INFRASTRUCTURE (USA) INC. | NEW YORK | 157458 | $1.47B | 5 | 2026-03-31 | → |
| 356 | TETRAGON PARTNERS L.P. | NEW YORK | 156040 | $6.40B | 122 | 2026-06-30 | → |
| 357 | LEVIN CAPITAL STRATEGIES, L.P. | NEW YORK | 137147 | $1.66B | 14 | 2026-03-31 | → |
| 358 | LISANTI CAPITAL GROWTH LLC | NEW YORK | 130023 | $432.5M | 4 | 2026-04-30 | → |
| 359 | EDGE FOCUS CAPITAL MANAGEMENT, LLC | NEW YORK | 309884 | $451.3M | 22 | 2026-03-31 | → |
| 360 | MAN INVESTMENT PARTNERS (US) LP | NEW YORK | 282371 | $2.88B | 51 | 2026-05-31 | → |
| 361 | NORTH PEAK CAPITAL MANAGEMENT, LLC | NEW YORK | 294042 | $1.70B | 7 | 2026-03-31 | → |
| 362 | BLACKSTONE PROPERTY ADVISORS L.P. | NEW YORK | 226598 | $77.40B | 575 | 2026-03-31 | → |
| 363 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 364 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 365 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 366 | MEDALIST PARTNERS LP | NEW YORK | 292747 | $2.44B | 21 | 2026-05-31 | → |
| 367 | BNY MELLON SECURITIES CORPORATION | NEW YORK | 231 | $8.45B | 253 | 2026-06-30 | → |
| 368 | ALTA FUNDAMENTAL ADVISERS LLC | NEW YORK | 168642 | $465.8M | 5 | 2026-03-31 | → |
| 369 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | NEW YORK | 164537 | $34.39B | 228 | 2026-05-31 | → |
| 370 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 371 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 372 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | NEW YORK | 283394 | $1.51B | 6 | 2026-05-31 | → |
| 373 | SNOWDEN CAPITAL ADVISORS LLC | NEW YORK | 157299 | $8.87B | 154 | 2026-04-30 | → |
| 374 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
| 375 | APERTURE INVESTORS, LLC | NEW YORK | 295468 | $6.06B | 78 | 2026-03-31 | → |
| 376 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 377 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
| 378 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 379 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 380 | MSD PARTNERS, L.P. | NEW YORK | 161664 | $21.30B | 498 | 2026-05-31 | → |
| 381 | SAGEWOOD ASSET MANAGEMENT LP | NEW YORK | 281548 | $2.70B | 7 | 2026-03-31 | → |
| 382 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 383 | MAYTECH GLOBAL INVESTMENTS, LLC | NEW YORK | 285985 | $895.1M | 12 | 2026-03-31 | → |
| 384 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 385 | TREVILLE CAPITAL MANAGEMENT LLC | NEW YORK | 290314 | $1.89B | 31 | 2026-03-31 | → |
| 386 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 387 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
| 388 | LINGOTTO US LLC | NEW YORK | 328113 | $1.97B | 17 | 2026-04-30 | → |
| 389 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 390 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 391 | COMPOUND PLANNING, INC. | NEW YORK | 171787 | $4.85B | 119 | 2026-03-31 | → |
| 392 | STAR MOUNTAIN FUND MANAGEMENT, LLC | NEW YORK | 164728 | $4.18B | 121 | 2026-03-31 | → |
| 393 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | NEW YORK | 156290 | $1.25B | 12 | 2026-04-30 | → |
| 394 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 395 | THIRD NORTH CAPITAL LP | NEW YORK | 285348 | $432.2M | 5 | 2026-03-31 | → |
| 396 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 397 | WATER ASSET MANAGEMENT, LLC | NEW YORK | 151508 | $780.9M | 16 | 2026-05-31 | → |
| 398 | SCULPTOR CAPITAL LP | NEW YORK | 107913 | $52.68B | 343 | 2026-04-30 | → |
| 399 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 400 | HS MANAGEMENT PARTNERS, LLC | NEW YORK | 145480 | $469.9M | 9 | 2026-06-30 | → |
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