Research Report · 2026-06-30
Largest Registered Investment Advisers in New York City
New York City SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,018
Total AUM
$35.79T
Median AUM
$1.17B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1001 | FLATIRON RR LLC, MANAGER SERIES | NEW YORK | 314505 | $1.20B | 19 | 2026-03-31 | → |
| 1002 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 1003 | POLUS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 323283 | $1.18B | 18 | 2026-03-31 | → |
| 1004 | CROSS LAKE PARTNERS LP | NEW YORK | 297215 | $1.18B | 13 | 2026-03-31 | → |
| 1005 | ARLON ADVISOR LLC | NEW YORK | 160635 | $1.18B | 60 | 2026-06-30 | → |
| 1006 | OCTAGON CAPITAL ADVISORS LP | NEW YORK | 306424 | $1.18B | 10 | 2026-03-31 | → |
| 1007 | AUDAX PDB MANAGEMENT COMPANY, LLC | NEW YORK | 333812 | $1.17B | 249 | 2026-03-31 | → |
| 1008 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 1009 | WILLOW TREE CAPITAL CORP ADVISORS LLC | NEW YORK | 328528 | $1.17B | 21 | 2026-03-31 | → |
| 1010 | VSS FUND MANAGEMENT LLC | NEW YORK | 156600 | $1.17B | 31 | 2026-03-31 | → |
| 1011 | SPACE CAPITAL MANAGEMENT LLC | NEW YORK | 287867 | $1.17B | 6 | 2026-03-31 | → |
| 1012 | KENNEDY LEWIS CAPITAL HOLDINGS LLC | NEW YORK | 324025 | $1.16B | 144 | 2026-03-31 | → |
| 1013 | KELLEHER FINANCIAL ADVISORS, LLC | NEW YORK | 126021 | $1.15B | 13 | 2026-04-30 | → |
| 1014 | ATW PARTNERS LLC | NEW YORK | 283146 | $1.15B | 16 | 2026-05-31 | → |
| 1015 | CORRE PARTNERS MANAGEMENT, LLC | NEW YORK | 161571 | $1.15B | 15 | 2026-03-31 | → |
| 1016 | 1WS CAPITAL ADVISORS, LLC | NEW YORK | 298723 | $1.14B | 9 | 2026-03-31 | → |
| 1017 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 1018 | STERLING INVESTORS LP | NEW YORK | 311318 | $1.14B | 15 | 2026-05-31 | → |
| 1019 | 747 CAPITAL, LLC | NEW YORK | 164742 | $1.13B | 13 | 2026-02-28 | → |
| 1020 | ICAPITAL FUND ADVISORS LLC | NEW YORK | 330352 | $1.13B | 165 | 2026-06-30 | → |
| 1021 | ORKILA MANAGEMENT, LLC | NEW YORK | 171242 | $1.13B | 9 | 2026-03-31 | → |
| 1022 | ELLEVEST, INC. | NEW YORK | 175476 | $1.13B | 19 | 2026-06-30 | → |
| 1023 | EDGE PRINCIPAL ADVISORS, LLC | NEW YORK | 158273 | $1.13B | 11 | 2026-04-30 | → |
| 1024 | TRISPAN (USA) LLC | NEW YORK | 305501 | $1.13B | 11 | 2026-04-30 | → |
| 1025 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 1026 | BLACKROCK REALTY ADVISORS INC | NEW YORK | 109457 | $1.12B | 56 | 2026-06-30 | → |
| 1027 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 1028 | MARKETS INFRASTRUCTURE PARTNERS LP | NEW YORK | 335487 | $1.11B | 6 | 2026-05-31 | → |
| 1029 | BENCHSTONE CAPITAL MANAGEMENT LP | NEW YORK | 329873 | $1.11B | 10 | 2026-03-31 | → |
| 1030 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | NEW YORK | 299917 | $1.10B | 11 | 2026-03-31 | → |
| 1031 | MAKARORA MANAGEMENT LP | NEW YORK | 329275 | $1.09B | 19 | 2026-04-30 | → |
| 1032 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 1033 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | NEW YORK | 290111 | $1.08B | 33 | 2026-06-30 | → |
| 1034 | MARITIME CAPITAL LLC | NEW YORK | 161112 | $1.08B | 12 | 2026-03-31 | → |
| 1035 | PIVOTAL ADVISORS LLC | NEW YORK | 310612 | $1.07B | 4 | 2026-03-31 | → |
| 1036 | PINNBROOK CAPITAL MANAGEMENT LP | NEW YORK | 312827 | $1.07B | 13 | 2026-03-31 | → |
| 1037 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 1038 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 1039 | BEEKMAN INVESTMENT ADVISORS, LLC | NEW YORK | 163519 | $1.06B | 12 | 2026-05-31 | → |
| 1040 | GIA PARTNERS, LLC. | NEW YORK | 151207 | $1.06B | 10 | 2026-03-31 | → |
| 1041 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 1042 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 1043 | FREEDOM 3 CAPITAL, LLC | NEW YORK | 170786 | $1.05B | 19 | 2026-03-31 | → |
| 1044 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | NEW YORK | 116837 | $1.05B | 4 | 2026-05-31 | → |
| 1045 | WHITEFORT CAPITAL MANAGEMENT, LP | NEW YORK | 288534 | $1.05B | 11 | 2026-03-31 | → |
| 1046 | PETIOLE USA LIMITED | NEW YORK | 159788 | $1.05B | 7 | 2026-03-31 | → |
| 1047 | MACK REAL ESTATE CREDIT STRATEGIES, L.P. | NEW YORK | 167609 | $1.05B | 70 | 2026-03-31 | → |
| 1048 | MATAURO, LLC | NEW YORK | 333038 | $1.05B | 16 | 2026-04-30 | → |
| 1049 | STELAC CAPITAL PARTNERS LLC | NEW YORK | 163081 | $1.04B | 2 | 2026-05-31 | → |
| 1050 | THEOREM PARTNERS LLC | NEW YORK | 281280 | $1.03B | 121 | 2026-06-30 | → |
| 1051 | VESTWELL ADVISORS LLC | NEW YORK | 284173 | $1.03B | 30 | 2026-04-30 | → |
| 1052 | THAYER STREET PARTNERS MANAGEMENT, LLC | NEW YORK | 170763 | $1.02B | 8 | 2026-03-31 | → |
| 1053 | ALPINE GROVE PARTNERS LLP | NEW YORK | 157485 | $1.02B | 21 | 2026-03-31 | → |
| 1054 | NEWBROOK CAPITAL ADVISORS LP | NEW YORK | 138930 | $1.02B | 6 | 2026-03-31 | → |
| 1055 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 1056 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 1057 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 1058 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 1059 | THE NORTHSTAR GROUP, INC. | NEW YORK | 110409 | $1.01B | 6 | 2026-03-31 | → |
| 1060 | THE QUARRY LP | NEW YORK | 323449 | $1.01B | 11 | 2026-03-31 | → |
| 1061 | SEEDS INVESTOR LLC | NEW YORK | 308909 | $1.00B | 25 | 2026-06-30 | → |
| 1062 | TYRIAN INVESTMENTS, L.P. | NEW YORK | 160325 | $1.00B | 8 | 2024-12-31 | → |
| 1063 | DAWSON PARTNERS (US) INC. | NEW YORK | 339430 | $999.1M | 231 | 2026-06-30 | → |
| 1064 | NEXWAVE CAPITAL PARTNERS LLC | NEW YORK | 241788 | $997.8M | 16 | 2026-03-31 | → |
| 1065 | FIVE ARROWS MANAGERS (USA) LLC | NEW YORK | 286195 | $994.0M | 45 | 2026-03-31 | → |
| 1066 | CANDER ASSET MANAGEMENT LP | NEW YORK | 337596 | $989.0M | 3 | 2026-03-31 | → |
| 1067 | SCULPTOR ADVISORS LLC | NEW YORK | 319598 | $989.0M | 334 | 2026-03-31 | → |
| 1068 | MAN GLOBAL PRIVATE MARKETS (USA) INC. | NEW YORK | 284066 | $988.2M | 10 | 2026-04-30 | → |
| 1069 | FINE CAPITAL PARTNERS, L.P. | NEW YORK | 156889 | $986.0M | 4 | 2026-05-31 | → |
| 1070 | PAGAYA INVESTMENTS US LLC | NEW YORK | 299672 | $985.4M | 121 | 2026-06-30 | → |
| 1071 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 1072 | KEYFRAME CAPITAL PARTNERS, L.P. | NEW YORK | 305812 | $977.3M | 8 | 2026-03-31 | → |
| 1073 | NIGHT SQUARED LP | NEW YORK | 333933 | $976.1M | 14 | 2026-05-31 | → |
| 1074 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 1075 | CREWCIAL PARTNERS LLC | NEW YORK | 131570 | $971.6M | 45 | 2026-04-30 | → |
| 1076 | CIRRUS REAL ESTATE PARTNERS LP | NEW YORK | 323210 | $970.1M | 21 | 2026-05-31 | → |
| 1077 | FIRST SENTIER INVESTORS (US) LLC | NEW YORK | 170739 | $968.6M | 44 | 2026-05-31 | → |
| 1078 | ODEON CAPITAL ADVISORS LLC | NEW YORK | 307619 | $967.5M | 14 | 2026-03-31 | → |
| 1079 | PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP | NEW YORK | 288664 | $966.5M | 16 | 2026-03-31 | → |
| 1080 | CURIAM CAPITAL LLC | NEW YORK | 305220 | $964.7M | 7 | 2026-03-31 | → |
| 1081 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 1082 | CLEARLIST CAPITAL LLC | NEW YORK | 329206 | $959.8M | 8 | 2026-06-30 | → |
| 1083 | KINGDON CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 157509 | $959.8M | 19 | 2026-03-31 | → |
| 1084 | EOS MANAGEMENT, L.P. | NEW YORK | 158090 | $957.1M | 18 | 2026-03-31 | → |
| 1085 | CORSAIR CAPITAL MANAGEMENT, L.P. | NEW YORK | 157029 | $957.0M | 3 | 2026-03-31 | → |
| 1086 | VCC ADVISORS, LLC | NEW YORK | 301023 | $956.8M | 78 | 2026-03-31 | → |
| 1087 | RUDIUS MANAGEMENT, L.P. | NEW YORK | 305465 | $955.8M | 5 | 2026-03-31 | → |
| 1088 | RADIANX CAPITAL, LLC | NEW YORK | 298178 | $953.6M | 5 | 2026-03-31 | → |
| 1089 | EVERVIEW PARTNERS, L.P. | NEW YORK | 334067 | $949.8M | 21 | 2026-03-31 | → |
| 1090 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 1091 | HCSF MANAGEMENT, LLC | NEW YORK | 163598 | $949.4M | 13 | 2026-03-31 | → |
| 1092 | VESEY STREET CAPITAL PARTNERS, L.L.C. | NEW YORK | 285544 | $942.0M | 15 | 2026-03-31 | → |
| 1093 | TAPROOT MANAGEMENT LP | NEW YORK | 335061 | $940.1M | 22 | 2026-03-31 | → |
| 1094 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 1095 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 1096 | E&E ADVISORS L.P. | NEW YORK | 111300 | $932.6M | 50 | 2025-07-31 | → |
| 1097 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | NEW YORK | 133243 | $929.4M | 8 | 2026-03-31 | → |
| 1098 | MONTICELLOAM, LLC | NEW YORK | 173553 | $923.3M | 73 | 2026-04-30 | → |
| 1099 | BRIDGER INVESTMENT PARTNERS LLC | NEW YORK | 323251 | $920.2M | 9 | 2026-05-31 | → |
| 1100 | CHARLES PRATT & COMPANY, L.L.C. | NEW YORK | 104864 | $916.1M | 9 | 2026-06-30 | → |
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