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 | |
|---|---|---|---|---|---|---|---|
| 1501 | HAMILTON SQUARE PARTNERS MANAGEMENT, LP | NEW YORK | 338881 | $319.3M | 5 | 2026-05-31 | → |
| 1502 | GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC | NEW YORK | 288841 | $318.5M | 320 | 2026-04-30 | → |
| 1503 | TRIBUNE INVESTMENT GROUP LP | NEW YORK | 329330 | $318.1M | 4 | 2026-03-31 | → |
| 1504 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 1505 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 1506 | MACQUARIE CAPITAL PARTNERS, LLC | NEW YORK | 293250 | $317.6M | 80 | 2026-06-30 | → |
| 1507 | GOODE PARTNERS LLC | NEW YORK | 161816 | $317.5M | 7 | 2026-04-30 | → |
| 1508 | HARVEST MANAGEMENT, L.L.C. | NEW YORK | 124477 | $316.3M | 7 | 2026-03-31 | → |
| 1509 | BEEHOUSE, LLC | NEW YORK | 306095 | $313.6M | 7 | 2024-12-31 | → |
| 1510 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 1511 | OPTIMIST VENTURES LLC | NEW YORK | 337808 | $311.3M | 3 | 2026-05-31 | → |
| 1512 | BOUSSARD & GAVAUDAN AMERICA LLC | NEW YORK | 322621 | $311.1M | 6 | 2026-03-31 | → |
| 1513 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 1514 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 1515 | SILVERPEAK REAL ESTATE PARTNERS L.P. | NEW YORK | 156018 | $307.1M | 31 | 2026-03-31 | → |
| 1516 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 1517 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 1518 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 1519 | COLTRANE ASSET MANAGEMENT, L.P. | NEW YORK | 165131 | $304.0M | 5 | 2026-03-31 | → |
| 1520 | DOMINARI IM LLC | NEW YORK | 334275 | $302.4M | 3 | 2026-06-30 | → |
| 1521 | TCS CAPITAL MANAGEMENT, LLC | NEW YORK | 137257 | $301.2M | 7 | 2024-12-31 | → |
| 1522 | INNOVAHEALTH PARTNERS, LP | NEW YORK | 297788 | $301.0M | 6 | 2026-03-31 | → |
| 1523 | RETIRABLE INC. | NEW YORK | 307472 | $301.0M | 23 | 2026-03-31 | → |
| 1524 | WELLSPRING GBL, LLC | NEW YORK | 312017 | $300.5M | 6 | 2026-06-30 | → |
| 1525 | KRENSAVAGE ASSET MANAGEMENT, LLC | NEW YORK | 168976 | $300.2M | 4 | 2026-03-31 | → |
| 1526 | HILL WINDS CAPITAL, LP | NEW YORK | 284869 | $300.0M | 2 | 2024-12-31 | → |
| 1527 | MQS MANAGEMENT, LLC | NEW YORK | 161238 | $299.4M | 18 | 2026-03-31 | → |
| 1528 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 1529 | GS GAMMA ADVISORS, LLC | NEW YORK | 135424 | $298.6M | 4 | 2026-04-30 | → |
| 1530 | CONSELLO MANAGEMENT LP | NEW YORK | 317399 | $298.5M | 13 | 2026-03-31 | → |
| 1531 | ANANYM CAPITAL MANAGEMENT, LP | NEW YORK | 332320 | $297.6M | 7 | 2026-03-31 | → |
| 1532 | INFUSIVE ASSET MANAGEMENT INC. | NEW YORK | 285765 | $295.9M | 10 | 2026-03-31 | → |
| 1533 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 1534 | A.R.T. ADVISORS, LLC | NEW YORK | 161643 | $294.2M | 30 | 2026-03-31 | → |
| 1535 | MASTERTON CAPITAL MANAGEMENT, LP | NEW YORK | 308917 | $293.1M | 3 | 2026-03-31 | → |
| 1536 | 22V ASSET MANAGEMENT LLC | NEW YORK | 323898 | $293.0M | 11 | 2026-03-31 | → |
| 1537 | IDIRECT PRIVATE CREDIT ADVISORS LLC | NEW YORK | 333824 | $290.9M | 158 | 2026-06-30 | → |
| 1538 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 1539 | ALCOVA CAPITAL MANAGEMENT LP | NEW YORK | 298021 | $289.3M | 6 | 2026-06-30 | → |
| 1540 | POWER INNOVATION PARTNERS, L.P. | NEW YORK | 312100 | $288.7M | 8 | 2026-06-30 | → |
| 1541 | ACADIA INFRASTRUCTURE CAPITAL LP | NEW YORK | 326032 | $288.6M | 11 | 2026-03-31 | → |
| 1542 | GF CAPITAL ASSET ADVISORS, LLC | NEW YORK | 160144 | $288.5M | 8 | 2026-06-30 | → |
| 1543 | PALISADE AMERICAS MANAGEMENT LLC | NEW YORK | 322412 | $288.4M | 4 | 2026-06-30 | → |
| 1544 | EDEN GLOBAL ADVISORS LLC | NEW YORK | 317761 | $285.6M | 22 | 2026-03-31 | → |
| 1545 | FULL IN PARTNERS MANAGEMENT, LLC | NEW YORK | 309967 | $284.4M | 9 | 2026-03-31 | → |
| 1546 | DARWINS RIVER CAPITAL, LP | NEW YORK | 334878 | $283.8M | 3 | 2026-06-30 | → |
| 1547 | EDEN CAPITAL MANAGEMENT LLC | NEW YORK | 290418 | $283.8M | 9 | 2026-04-30 | → |
| 1548 | ZOE FINANCIAL, INC. | NEW YORK | 285158 | $283.5M | 45 | 2026-06-30 | → |
| 1549 | BEATRICE ADVISORS LP | NEW YORK | 332668 | $282.3M | 11 | 2026-06-30 | → |
| 1550 | NEW VINTAGE PARTNERS LLC | NEW YORK | 327559 | $281.5M | 6 | 2026-06-30 | → |
| 1551 | ISOMER PARTNERS LP | NEW YORK | 289530 | $279.7M | 5 | 2024-12-31 | → |
| 1552 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 1553 | KINTAYL CAPITAL LP | NEW YORK | 331471 | $279.1M | 4 | 2026-03-31 | → |
| 1554 | STILWELL VALUE LLC | NEW YORK | 160697 | $278.7M | 11 | 2026-03-31 | → |
| 1555 | FUTURE POSITIVE MANAGEMENT, L.L.C. | NEW YORK | 309644 | $278.0M | 4 | 2026-03-31 | → |
| 1556 | CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC | NEW YORK | 336373 | $277.9M | 6 | 2026-03-31 | → |
| 1557 | FIRMAMENT CAP ADVISORS, LLC | NEW YORK | 324201 | $277.8M | 26 | 2025-03-31 | → |
| 1558 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 1559 | J.H. LANE PARTNERS, LP | NEW YORK | 282383 | $276.0M | 7 | 2026-03-31 | → |
| 1560 | LUMOS CAPITAL GROUP LLC | NEW YORK | 306528 | $274.5M | 7 | 2026-03-31 | → |
| 1561 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 1562 | RAFFLES CAPITAL MANAGEMENT, LLC | NEW YORK | 161565 | $270.2M | 2 | 2026-03-31 | → |
| 1563 | SOVIERO ASSET MANAGEMENT, LP | NEW YORK | 298418 | $267.7M | 6 | 2026-03-31 | → |
| 1564 | LIVELLO CAPITAL MANAGEMENT LP | NEW YORK | 305403 | $265.2M | 6 | 2026-03-31 | → |
| 1565 | KIZE CAPITAL LP | NEW YORK | 305608 | $264.9M | 4 | 2026-03-31 | → |
| 1566 | SENDER COMPANY & PARTNERS, INC. | NEW YORK | 282319 | $264.8M | 18 | 2026-03-31 | → |
| 1567 | PATRICOF CO. LLC | NEW YORK | 320902 | $264.2M | 11 | 2026-03-31 | → |
| 1568 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 1569 | CRESTWOOD CAPITAL MANAGEMENT, L.P. | NEW YORK | 160807 | $263.0M | 4 | 2026-03-31 | → |
| 1570 | NERDWALLET WEALTH PARTNERS, LLC | NEW YORK | 337328 | $262.8M | 23 | 2026-06-30 | → |
| 1571 | 5C INVESTMENT PARTNERS ADVISOR LLC | NEW YORK | 330565 | $262.2M | 29 | 2026-03-31 | → |
| 1572 | AG DILLON ASSET MANAGEMENT LP | NEW YORK | 328384 | $262.0M | 1 | 2026-06-30 | → |
| 1573 | ROOM40 CAPITAL LLC | NEW YORK | 322436 | $261.7M | 11 | 2026-05-31 | → |
| 1574 | ELCO MANAGEMENT COMPANY, LLC | NEW YORK | 137036 | $261.2M | 7 | 2026-05-31 | → |
| 1575 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 1576 | ERA GLOBAL TECHNOLOGIES LLC | NEW YORK | 339601 | $259.9M | 5 | 2026-04-30 | → |
| 1577 | CHURCHILL NCPE ADVISOR LLC | NEW YORK | 338431 | $259.5M | 206 | 2026-04-30 | → |
| 1578 | INCLINE GLOBAL MANAGEMENT, LLC | NEW YORK | 162607 | $259.0M | 6 | 2026-03-31 | → |
| 1579 | CORINTHIAN CAPITAL GROUP, LLC | NEW YORK | 160346 | $258.8M | 7 | 2026-03-31 | → |
| 1580 | AVICENE INVESTMENT MANAGEMENT LP | NEW YORK | 339617 | $256.5M | 5 | 2026-03-31 | → |
| 1581 | ZEPHYR MANAGEMENT, L.P. | NEW YORK | 129683 | $256.3M | 22 | 2026-03-31 | → |
| 1582 | DONALD SMITH, L.P. | NEW YORK | 285701 | $256.0M | 11 | 2026-03-31 | → |
| 1583 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 1584 | VENOR CAPITAL MANAGEMENT LP | NEW YORK | 158327 | $254.0M | 4 | 2026-03-31 | → |
| 1585 | HERONETTA MANAGEMENT, L.P. | NEW YORK | 157307 | $253.6M | 5 | 2026-03-31 | → |
| 1586 | COINSHARES ASSET MANAGEMENT (US) LLC | NEW YORK | 314541 | $251.9M | 8 | 2026-06-30 | → |
| 1587 | ARETEX CAPITAL MANAGEMENT, LP | NEW YORK | 296753 | $251.6M | 3 | 2026-03-31 | → |
| 1588 | AC INVESTMENT MANAGEMENT, LLC | NEW YORK | 140443 | $251.0M | 8 | 2026-03-31 | → |
| 1589 | AACP INVESTMENTS, LLC | NEW YORK | 314568 | $248.1M | 12 | 2026-06-30 | → |
| 1590 | VALUE INVESTMENT PROFESSIONALS, LLC | NEW YORK | 164704 | $246.7M | 4 | 2026-03-31 | → |
| 1591 | JRE ADVISORS LLC | NEW YORK | 318777 | $243.3M | 9 | 2026-03-31 | → |
| 1592 | BLUE SPARK CAPITAL ADVISORS LLC | NEW YORK | 159025 | $242.8M | 4 | 2026-03-31 | → |
| 1593 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 1594 | TENERE CAPITAL, LLC | NEW YORK | 312441 | $241.1M | 5 | 2026-05-31 | → |
| 1595 | CLEARFIELD CAPITAL MANAGEMENT LP | NEW YORK | 174981 | $240.2M | 4 | 2026-03-31 | → |
| 1596 | GATEMORE CAPITAL MANAGEMENT LP | NEW YORK | 332864 | $239.5M | 9 | 2026-05-31 | → |
| 1597 | FOOTPATH VENTURES LP | NEW YORK | 306142 | $239.0M | 3 | 2026-03-31 | → |
| 1598 | PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP | NEW YORK | 143598 | $238.4M | 7 | 2026-03-31 | → |
| 1599 | GRAPHENE CAPITAL MANAGEMENT LP | NEW YORK | 330557 | $238.1M | 9 | 2026-03-31 | → |
| 1600 | GSA CAPITAL PARTNERS (NEW YORK) LP | NEW YORK | 286369 | $237.6M | 5 | 2026-03-31 | → |
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