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 | |
|---|---|---|---|---|---|---|---|
| 1401 | APOLLO S3 RIC MANAGEMENT, L.P. | NEW YORK | 330339 | $423.8M | 3,564 | 2026-03-31 | → |
| 1402 | MAREK CAPITAL MANAGEMENT LP | NEW YORK | 333745 | $422.4M | 9 | 2026-03-31 | → |
| 1403 | ONCE CAPITAL MANAGEMENT, LLC | NEW YORK | 289714 | $422.1M | 7 | 2026-03-31 | → |
| 1404 | SEAPORT CAPITAL, LLC | NEW YORK | 160734 | $418.2M | 14 | 2026-05-31 | → |
| 1405 | ARTIST CAPITAL MANAGEMENT LLC | NEW YORK | 296835 | $417.6M | 4 | 2026-03-31 | → |
| 1406 | LOCK 8 PARTNERS LLC | NEW YORK | 319731 | $414.7M | 9 | 2026-05-31 | → |
| 1407 | MOMENTUM ADVISORS, LLC | NEW YORK | 159574 | $414.7M | 10 | 2026-05-31 | → |
| 1408 | SWS CAPITAL MANAGEMENT, LLC | NEW YORK | 119043 | $413.1M | 10 | 2026-03-31 | → |
| 1409 | AULDBRASS PARTNERS, LP | NEW YORK | 161360 | $412.9M | 11 | 2026-05-31 | → |
| 1410 | AURELIUS CAPITAL MANAGEMENT, LP | NEW YORK | 157325 | $411.9M | 12 | 2026-04-30 | → |
| 1411 | BLUE SQUARE ASSET MANAGEMENT, LLC | NEW YORK | 296802 | $410.3M | 9 | 2026-03-31 | → |
| 1412 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | NEW YORK | 166616 | $409.9M | 7 | 2026-03-31 | → |
| 1413 | VENTURE CAPITAL FUND OF AMERICA III, INC. | NEW YORK | 160941 | $409.6M | 9 | 2026-03-31 | → |
| 1414 | WASSERSTEIN MANAGEMENT, LP | NEW YORK | 286158 | $408.5M | 5 | 2026-03-31 | → |
| 1415 | NEW LEAF VENTURE PARTNERS LLC | NEW YORK | 163897 | $408.4M | 4 | 2026-03-31 | → |
| 1416 | BRIDGE GROWTH PARTNERS, LLC | NEW YORK | 168682 | $407.0M | 11 | 2026-03-31 | → |
| 1417 | COVARA CAPITAL, LLC | NEW YORK | 337515 | $405.1M | 7 | 2026-05-31 | → |
| 1418 | FOCUSGROWTH ASSET MANAGEMENT, LP | NEW YORK | 309245 | $405.1M | 10 | 2026-04-30 | → |
| 1419 | CHARTER OAK ADVISORS LP | NEW YORK | 328387 | $403.9M | 6 | 2026-03-31 | → |
| 1420 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | NEW YORK | 169293 | $402.4M | 5 | 2026-03-31 | → |
| 1421 | VALUEQUEST ADVISERS, LLC | NEW YORK | 337781 | $400.8M | 4 | 2026-03-31 | → |
| 1422 | SOUNDCORE CAPITAL PARTNERS, LP | NEW YORK | 331288 | $400.4M | 15 | 2026-05-31 | → |
| 1423 | TACTICAL INFRASTRUCTURE PARTNERS, LP | NEW YORK | 318315 | $398.3M | 6 | 2026-03-31 | → |
| 1424 | LDR CAPITAL MANAGEMENT, LLC | NEW YORK | 162329 | $397.2M | 7 | 2026-03-31 | → |
| 1425 | THE VISUALIZE GROUP LP | NEW YORK | 327531 | $396.1M | 10 | 2026-05-31 | → |
| 1426 | DERBY COPELAND MANAGEMENT GROUP, LLC | NEW YORK | 321102 | $395.8M | 18 | 2026-03-31 | → |
| 1427 | SANDLER CAPITAL MANAGEMENT | NEW YORK | 109856 | $395.0M | 17 | 2026-05-31 | → |
| 1428 | 3B1 PARTNERS, LLC | NEW YORK | 300835 | $391.6M | 4 | 2026-06-30 | → |
| 1429 | SIEBERT ADVISORNXT, LLC. | NEW YORK | 288572 | $391.5M | 43 | 2026-03-31 | → |
| 1430 | BOULDER HILL CAPITAL MANAGEMENT LP | NEW YORK | 313520 | $390.7M | 11 | 2025-03-31 | → |
| 1431 | 16TH AMENDMENT ADVISORS LLC | NEW YORK | 150575 | $390.2M | 8 | 2026-03-31 | → |
| 1432 | ASCEND INTERPLAY, LLC | NEW YORK | 317344 | $390.2M | 7 | 2026-06-30 | → |
| 1433 | COLLABORATIVE CAPITAL ADVISORS LLC | NEW YORK | 337588 | $387.8M | 5 | 2026-05-31 | → |
| 1434 | ATLANTIC INVESTMENT MANAGEMENT, INC | NEW YORK | 137698 | $384.0M | 7 | 2026-03-31 | → |
| 1435 | PICTET ASSET MANAGEMENT (USA) CORP | NEW YORK | 306378 | $382.0M | 14 | 2026-06-30 | → |
| 1436 | SNOWCAT CAPITAL MANAGEMENT LP | NEW YORK | 304254 | $381.0M | 3 | 2025-03-31 | → |
| 1437 | CAMBER PARTNERS MANAGEMENT LLC | NEW YORK | 309328 | $378.8M | 13 | 2026-03-31 | → |
| 1438 | HIDDEN LAKE ASSET MANAGEMENT LP | NEW YORK | 298209 | $378.3M | 10 | 2026-03-31 | → |
| 1439 | VOLTERRA TECHNOLOGIES LP | NEW YORK | 306817 | $376.9M | 4 | 2026-03-31 | → |
| 1440 | PALM DRIVE CAPITAL LLC | NEW YORK | 284014 | $376.4M | 7 | 2026-06-30 | → |
| 1441 | FINDELL CAPITAL MANAGEMENT LLC | NEW YORK | 307394 | $375.8M | 3 | 2026-03-31 | → |
| 1442 | MELKONIAN CAPITAL MANAGEMENT, LLC | NEW YORK | 162543 | $375.5M | 5 | 2026-03-31 | → |
| 1443 | HALE CAPITAL MANAGEMENT, LP | NEW YORK | 157220 | $374.6M | 10 | 2026-03-31 | → |
| 1444 | CARL MARKS MANAGEMENT COMPANY, LLC | NEW YORK | 107695 | $374.5M | 8 | 2026-03-31 | → |
| 1445 | HUNTING HILL GLOBAL CAPITAL, LLC | NEW YORK | 167481 | $373.0M | 8 | 2026-03-31 | → |
| 1446 | BRIDGEPORT MANAGEMENT COMPANY LLC | NEW YORK | 322871 | $372.8M | 10 | 2026-05-31 | → |
| 1447 | FACT CAPITAL, L.P. | NEW YORK | 307860 | $370.8M | 7 | 2026-03-31 | → |
| 1448 | EYRE STREET CAPITAL, LLC | NEW YORK | 333970 | $367.2M | 5 | 2026-04-30 | → |
| 1449 | SARAZA MANAGEMENT LP | NEW YORK | 317572 | $366.5M | 8 | 2026-03-31 | → |
| 1450 | FIO ADVISORS LP | NEW YORK | 300903 | $366.5M | 8 | 2026-03-31 | → |
| 1451 | JACOBS ASSET MANAGEMENT, LLC | NEW YORK | 156563 | $366.4M | 5 | 2026-03-31 | → |
| 1452 | SAGE ADVISORS, LLC | NEW YORK | 148964 | $366.1M | 18 | 2026-06-30 | → |
| 1453 | EPOCH CAPITAL, US, LLC | NEW YORK | 315254 | $366.1M | 18 | 2026-06-30 | → |
| 1454 | RESERVOIR OPERATIONS, L.P. | NEW YORK | 156800 | $364.8M | 8 | 2026-03-31 | → |
| 1455 | REDWOOD GROVE CAPITAL, LLC | NEW YORK | 286228 | $364.0M | 5 | 2026-04-30 | → |
| 1456 | AMERICAN ALPHA ADVISORS, LLC | NEW YORK | 291796 | $362.8M | 3 | 2026-03-31 | → |
| 1457 | UNIVERSITY VENTURES FUNDS MANAGEMENT, LLC | NEW YORK | 163575 | $362.6M | 3 | 2026-03-31 | → |
| 1458 | POINT WINDWARD ADVISORS, INC. | NEW YORK | 110457 | $358.6M | 9 | 2026-06-30 | → |
| 1459 | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. | NEW YORK | 131796 | $357.5M | 11 | 2026-03-31 | → |
| 1460 | OAKCLIFF PARTNERS LLC | NEW YORK | 162325 | $356.3M | 3 | 2026-03-31 | → |
| 1461 | TWIN POINT CAPITAL LLC | NEW YORK | 281731 | $355.9M | 10 | 2026-04-30 | → |
| 1462 | ACORN CAPITAL ADVISORS, LLC | NEW YORK | 304164 | $355.3M | 5 | 2026-03-31 | → |
| 1463 | TENCORE PARTNERS, LP | NEW YORK | 299327 | $354.0M | 5 | 2026-04-30 | → |
| 1464 | NEXT MANAGEMENT ADVISORS, LLC | NEW YORK | 324644 | $353.1M | 5 | 2026-04-30 | → |
| 1465 | JONES ROAD CAPITAL MANAGEMENT, L.P. | NEW YORK | 296822 | $350.4M | 6 | 2026-03-31 | → |
| 1466 | SPX CAPITAL MANAGEMENT LLC | NEW YORK | 297944 | $350.0M | 9 | 2026-03-31 | → |
| 1467 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | NEW YORK | 331479 | $349.5M | 5 | 2026-03-31 | → |
| 1468 | TRILL IMPACT ADVISORY INC. | NEW YORK | 328179 | $348.2M | 5 | 2026-03-31 | → |
| 1469 | VEDANTA MANAGEMENT, L.P. | NEW YORK | 160685 | $345.6M | 6 | 2026-05-31 | → |
| 1470 | PLACEHOLDER MANAGEMENT, LLC | NEW YORK | 292362 | $345.4M | 7 | 2026-02-28 | → |
| 1471 | FORMULA GROWTH MANAGEMENT CORP | NEW YORK | 285005 | $343.5M | 2 | 2026-04-30 | → |
| 1472 | DIAMETER DCF ADVISOR LLC | NEW YORK | 335395 | $342.6M | 119 | 2026-04-30 | → |
| 1473 | CHICAGO ATLANTIC BDC ADVISERS, LLC | NEW YORK | 312723 | $342.0M | 0 | 2026-03-31 | → |
| 1474 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 1475 | THE MATHES COMPANY, INC. | NEW YORK | 109288 | $339.8M | 8 | 2026-03-31 | → |
| 1476 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 1477 | SUPERSTRING CAPITAL MANAGEMENT LP | NEW YORK | 305743 | $339.5M | 5 | 2026-03-31 | → |
| 1478 | GARNET EQUITY CAPITAL HOLDINGS, INC. | NEW YORK | 161948 | $339.5M | 7 | 2026-02-28 | → |
| 1479 | MILLENNIAL ADVISERS, LLC. | NEW YORK | 170847 | $339.4M | 14 | 2026-03-31 | → |
| 1480 | HEALTH CATALYST CAPITAL MANAGEMENT, LLC | NEW YORK | 282602 | $339.0M | 4 | 2026-04-30 | → |
| 1481 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 1482 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 1483 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 1484 | CROSS RAPIDS CAPITAL LP | NEW YORK | 313143 | $335.8M | 7 | 2026-03-31 | → |
| 1485 | CION GROSVENOR MANAGEMENT, LLC | NEW YORK | 330199 | $335.2M | 5 | 2026-03-31 | → |
| 1486 | BVP MANAGEMENT COMPANY, LLC | NEW YORK | 307029 | $335.2M | 8 | 2026-03-31 | → |
| 1487 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 1488 | PHOENICIAN RESOURCES FUND SPONSOR, LLC | NEW YORK | 304953 | $332.2M | 6 | 2026-03-31 | → |
| 1489 | NOKOTA MANAGEMENT, LP | NEW YORK | 159004 | $332.0M | 1 | 2025-07-31 | → |
| 1490 | OPUS INVESTMENT MANAGEMENT LLC | NEW YORK | 163262 | $331.9M | 8 | 2026-03-31 | → |
| 1491 | GENERAL INNOVATION CAPITAL, LLC | NEW YORK | 331306 | $330.7M | 8 | 2026-05-31 | → |
| 1492 | STELLA POINT CAPITAL, LP | NEW YORK | 290013 | $329.5M | 12 | 2026-03-31 | → |
| 1493 | 501 NORTH, LLC | NEW YORK | 338118 | $329.4M | 9 | 2026-03-31 | → |
| 1494 | FUKOKU LIFE INTERNATIONAL (AMERICA) INC. | NEW YORK | 284662 | $327.7M | 6 | 2026-04-30 | → |
| 1495 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-06-30 | → |
| 1496 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 1497 | MFG PARTNERS LLC | NEW YORK | 330388 | $326.6M | 8 | 2026-06-30 | → |
| 1498 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 1499 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 1500 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
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