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 | |
|---|---|---|---|---|---|---|---|
| 1701 | VALARC HOLDINGS LLC | NEW YORK | 169305 | $171.2M | 4 | 2024-12-31 | → |
| 1702 | HIDDEN ROAD PARTNERS LP | NEW YORK | 309187 | $170.0M | 20 | 2024-12-31 | → |
| 1703 | STILLPOINT INVESTMENTS LP | NEW YORK | 318718 | $169.8M | 6 | 2026-03-31 | → |
| 1704 | DELOS CAPITAL MANAGEMENT, LP | NEW YORK | 170010 | $169.6M | 12 | 2026-03-31 | → |
| 1705 | CLARA VISTA MANAGEMENT COMPANY LLC | NEW YORK | 335893 | $169.4M | 3 | 2026-06-30 | → |
| 1706 | YARRA SQUARE PARTNERS LP | NEW YORK | 304105 | $167.1M | 4 | 2024-12-31 | → |
| 1707 | TOTEM MACRO ASSET MANAGEMENT LP | NEW YORK | 328044 | $166.6M | 7 | 2026-03-31 | → |
| 1708 | NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. | NEW YORK | 311890 | $163.3M | 7 | 2026-05-31 | → |
| 1709 | QUINT CAPITAL CORPORATION | NEW YORK | 26586 | $162.1M | 16 | 2026-05-31 | → |
| 1710 | PINCUS CAPITAL MANAGEMENT, LP | NEW YORK | 336500 | $161.5M | 4 | 2026-06-30 | → |
| 1711 | SUMMATION CAPITAL MANAGEMENT, L.P. | NEW YORK | 331645 | $160.6M | 4 | 2026-03-31 | → |
| 1712 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
| 1713 | MAGNOLIA ROAD CAPITAL LP | NEW YORK | 167615 | $159.0M | 5 | 2024-12-31 | → |
| 1714 | PHOENICIAN CAPITAL LLC | NEW YORK | 286033 | $158.8M | 6 | 2026-03-31 | → |
| 1715 | H PARTNERS MANAGEMENT LLC | NEW YORK | 161041 | $158.1M | 9 | 2026-03-31 | → |
| 1716 | CLARUS GROUP LLC | NEW YORK | 310156 | $158.0M | 2 | 2026-05-31 | → |
| 1717 | ELTURA CAPITAL MANAGEMENT, LLC | NEW YORK | 318320 | $156.5M | 6 | 2026-06-30 | → |
| 1718 | SPORTSOLOGY CAPITAL PARTNERS, L.P. | NEW YORK | 328226 | $156.4M | 6 | 2026-06-30 | → |
| 1719 | QUARTUS INVESTMENT ADVISORS LLC | NEW YORK | 287597 | $155.1M | 1 | 2026-05-31 | → |
| 1720 | UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | NEW YORK | 175471 | $154.5M | 2 | 2026-03-31 | → |
| 1721 | THE LIND PARTNERS, LLC | NEW YORK | 290338 | $153.1M | 9 | 2026-05-31 | → |
| 1722 | R. F. LAFFERTY & CO., INC. | NEW YORK | 2498 | $153.0M | 80 | 2026-03-31 | → |
| 1723 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 1724 | CORDOBA CAPITAL PARTNERS, LLC | NEW YORK | 329644 | $152.6M | 11 | 2026-03-31 | → |
| 1725 | H SQUARED MANAGEMENT LP | NEW YORK | 325633 | $151.9M | 5 | 2026-06-30 | → |
| 1726 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 1727 | INVIDIA CAPITAL MANAGEMENT LP | NEW YORK | 331334 | $150.4M | 13 | 2026-04-30 | → |
| 1728 | THOR ADVISORS LLC | NEW YORK | 292657 | $150.0M | 1 | 2024-12-31 | → |
| 1729 | ALPACA VC INVESTMENT MANAGEMENT LLC | NEW YORK | 317262 | $149.9M | 11 | 2026-05-31 | → |
| 1730 | CAVALCADE CAPITAL LLC | NEW YORK | 327292 | $149.9M | 2 | 2026-06-30 | → |
| 1731 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 1732 | KONEKTIS CAPITAL MANAGEMENT LP | NEW YORK | 327997 | $149.8M | 3 | 2026-06-30 | → |
| 1733 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 1734 | VIS ADVISORS, LP | NEW YORK | 240786 | $148.8M | 3 | 2026-03-31 | → |
| 1735 | CATCHMENT CAPITAL, L.P. | NEW YORK | 335631 | $147.7M | 8 | 2026-01-31 | → |
| 1736 | MOELIS CAPITAL PARTNERS LLC | NEW YORK | 154219 | $146.5M | 1 | 2026-06-30 | → |
| 1737 | SCALEBUILDER, LLC | NEW YORK | 313276 | $145.8M | 4 | 2026-03-31 | → |
| 1738 | OWLHOUSE CAPITAL LP | NEW YORK | 328210 | $145.6M | 2 | 2026-03-31 | → |
| 1739 | STAMINA CAPITAL MANAGEMENT LP | NEW YORK | 299599 | $145.4M | 4 | 2024-12-31 | → |
| 1740 | RHO ACCELERATION, LLC | NEW YORK | 313160 | $144.9M | 3 | 2026-04-30 | → |
| 1741 | A.G.P. ASSET MANAGEMENT LLC | NEW YORK | 339720 | $144.5M | 2 | 2026-02-28 | → |
| 1742 | TOTEM POINT MANAGEMENT, LLC | NEW YORK | 169824 | $144.2M | 4 | 2026-04-30 | → |
| 1743 | RUSHMONT CAPITAL MANAGEMENT, LP | NEW YORK | 333041 | $143.9M | 6 | 2026-04-30 | → |
| 1744 | ORTELIUS CAPITAL PARTNERS, LLC | NEW YORK | 138284 | $143.8M | 1 | 2026-03-31 | → |
| 1745 | FOUR LION CAPITAL, LP | NEW YORK | 333602 | $143.2M | 1 | 2026-05-31 | → |
| 1746 | ABDIEL CAPITAL ADVISORS, LP | NEW YORK | 161410 | $141.9M | 15 | 2026-05-31 | → |
| 1747 | MJB ASSET MANAGEMENT LLC | NEW YORK | 109940 | $141.4M | 1 | 2026-03-31 | → |
| 1748 | SECONDMARKET FINANCIAL, LLC | NEW YORK | 333332 | $140.6M | 19 | 2026-03-31 | → |
| 1749 | RAVEN CAPITAL MANAGEMENT LLC | NEW YORK | 164755 | $139.3M | 23 | 2026-05-31 | → |
| 1750 | CB CAPITAL ADVISORS, LLC | NEW YORK | 147242 | $138.6M | 2 | 2026-03-31 | → |
| 1751 | GARRISON BRADFORD & ASSOCIATES INC | NEW YORK | 105603 | $138.3M | 3 | 2026-03-31 | → |
| 1752 | STRATTON CAPITAL INVESTMENT ADVISORY LLC | NEW YORK | 307491 | $138.3M | 13 | 2026-06-30 | → |
| 1753 | ARGUS INVESTORS' COUNSEL, INC. | NEW YORK | 106981 | $137.3M | 8 | 2026-01-31 | → |
| 1754 | GRID 202 LLC | NEW YORK | 299357 | $136.6M | 5 | 2026-03-31 | → |
| 1755 | GALILEO INVESTMENT MANAGEMENT LLC | NEW YORK | 169201 | $136.4M | 3 | 2026-05-31 | → |
| 1756 | FITHIAN LLC | NEW YORK | 287509 | $136.2M | 6 | 2026-03-31 | → |
| 1757 | HEIGHTS POINT MANAGEMENT, LP | NEW YORK | 313849 | $135.2M | 4 | 2026-03-31 | → |
| 1758 | LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC | NEW YORK | 307933 | $135.1M | 9 | 2026-03-31 | → |
| 1759 | AP CAPITAL DELAWARE LLC | NEW YORK | 315796 | $134.8M | 4 | 2026-03-31 | → |
| 1760 | HARBINGER CAPITAL PARTNERS LLC | NEW YORK | 160538 | $134.2M | 1 | 2025-03-31 | → |
| 1761 | EQUILIBRIUM VENTURES, LLC | NEW YORK | 309164 | $134.2M | 6 | 2026-03-31 | → |
| 1762 | ARGO INFRASTRUCTURE MANAGEMENT, LP | NEW YORK | 335508 | $133.5M | 17 | 2026-04-30 | → |
| 1763 | LIFECAPITAL PARTNERS LLC | NEW YORK | 337455 | $133.2M | 4 | 2026-03-31 | → |
| 1764 | SAFRAN WEALTH ADVISORS, LLC | NEW YORK | 152161 | $132.9M | 2 | 2026-03-31 | → |
| 1765 | ARI GROUP, LLC | NEW YORK | 286049 | $132.8M | 4 | 2026-02-28 | → |
| 1766 | JLL PARTNERS FCH, INC. | NEW YORK | 285184 | $132.4M | 2 | 2026-03-31 | → |
| 1767 | RONIN EQUITY PARTNERS LLC | NEW YORK | 310679 | $131.1M | 5 | 2026-03-31 | → |
| 1768 | MAN CAPITAL MANAGEMENT LLC | NEW YORK | 146110 | $130.8M | 13 | 2026-04-30 | → |
| 1769 | MONTGOMERY CAPITAL ADVISORS LLC | NEW YORK | 138148 | $130.1M | 2 | 2026-06-30 | → |
| 1770 | WISE WEALTH MANAGEMENT, LLC | NEW YORK | 133614 | $130.1M | 2 | 2026-03-31 | → |
| 1771 | SOPHIS INVESTMENTS LLC | NEW YORK | 170391 | $129.9M | 5 | 2026-06-30 | → |
| 1772 | CITIGROUP ALTERNATIVE INVESTMENTS LLC | NEW YORK | 119537 | $127.4M | 15 | 2026-06-30 | → |
| 1773 | BONE FIDE WEALTH, LLC | NEW YORK | 301066 | $126.7M | 4 | 2026-03-31 | → |
| 1774 | P&A CAPITAL ADVISORS, INC. | NEW YORK | 111731 | $126.4M | 10 | 2026-03-31 | → |
| 1775 | LIONTREE PARTNERS LLC | NEW YORK | 289817 | $125.5M | 30 | 2026-05-31 | → |
| 1776 | ATERNALIS CAPITAL LLC | NEW YORK | 174753 | $125.0M | 1 | 2024-12-31 | → |
| 1777 | CARBONADO CAPITAL LLC | NEW YORK | 174455 | $125.0M | 1 | 2024-12-31 | → |
| 1778 | BROOKLAWN CAPITAL ADVISORS LLC | NEW YORK | 287796 | $124.0M | 1 | 2026-03-31 | → |
| 1779 | VALLIANCE ASSET MANAGEMENT LLC | NEW YORK | 329927 | $123.0M | 1 | 2026-04-30 | → |
| 1780 | ARKHOUSE MANAGEMENT CO. LP | NEW YORK | 325180 | $122.9M | 6 | 2026-06-30 | → |
| 1781 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | NEW YORK | 297755 | $121.3M | 2 | 2026-02-28 | → |
| 1782 | JBGLOBAL.COM LLC | NEW YORK | 119111 | $120.9M | 1 | 2026-01-31 | → |
| 1783 | MARATHON PARTNERS EQUITY MANAGEMENT, LLC | NEW YORK | 161095 | $120.1M | 3 | 2026-06-30 | → |
| 1784 | EXCEED ADVISORY LLC | NEW YORK | 170403 | $119.2M | 3 | 2026-02-28 | → |
| 1785 | SAVVY LABS INC | NEW YORK | 322453 | $118.9M | 14 | 2026-03-31 | → |
| 1786 | BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. | NEW YORK | 156881 | $118.7M | 7 | 2026-03-31 | → |
| 1787 | YG PARTNERS, LLC | NEW YORK | 168677 | $118.0M | 5 | 2024-12-31 | → |
| 1788 | HUNT INVESTMENT MANAGEMENT, LLC | NEW YORK | 151744 | $117.7M | 22 | 2026-04-30 | → |
| 1789 | BH ASSET MANAGEMENT, LLC | NEW YORK | 152117 | $117.0M | 2 | 2025-04-30 | → |
| 1790 | SERONE CAPITAL MANAGEMENT LLC | NEW YORK | 338114 | $116.1M | 3 | 2026-04-30 | → |
| 1791 | FINHABITS ADVISORS, LLC | NEW YORK | 210522 | $116.0M | 11 | 2026-03-31 | → |
| 1792 | RIDGELINE PRODUCTIONS LLC | NEW YORK | 315118 | $115.4M | 4 | 2026-03-31 | → |
| 1793 | BREAKLINE CAPITAL LLC | NEW YORK | 288323 | $115.2M | 2 | 2024-12-31 | → |
| 1794 | LEEB CAPITAL MANAGEMENT, INC. | NEW YORK | 104793 | $111.9M | 8 | 2026-05-31 | → |
| 1795 | THE QUICK GROUP LLC | NEW YORK | 334472 | $111.3M | 3 | 2026-02-28 | → |
| 1796 | DUMONT GLOBAL LP | NEW YORK | 305883 | $111.0M | 0 | 2026-03-31 | → |
| 1797 | ISLET MANAGEMENT, LP | NEW YORK | 290576 | $108.8M | 4 | 2026-04-30 | → |
| 1798 | PRIVACORE CAPITAL ADVISORS, LLC | NEW YORK | 330893 | $108.5M | 24 | 2026-02-28 | → |
| 1799 | GREENBROOK MANAGEMENT, LLC | NEW YORK | 313632 | $108.5M | 10 | 2026-03-31 | → |
| 1800 | LAIDLAW WEALTH MANAGEMENT LLC | NEW YORK | 150040 | $108.1M | 13 | 2026-04-30 | → |
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