Research Report · 2026-06-30
Registered Investment Advisers Managing Other Pooled Vehicles
SEC-registered investment advisers that report managing other pooled vehicles, ranked by AUM.
Firms
1,000
Total AUM
$95.65T
Median AUM
$22.60B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | THE ENERGY & MINERALS GROUP LP | 339275 | $12.02B | $12.02B | 22 | 2026-03-31 | → |
| 702 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
| 703 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 704 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 705 | CANYON CLO ADVISORS LP | 226636 | $11.91B | $11.91B | 161 | 2026-03-31 | → |
| 706 | GOLDBERG LINDSAY & CO. LLC | 141029 | $11.91B | $11.91B | 55 | 2026-04-30 | → |
| 707 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | $11.88B | $11.88B | 73 | 2026-04-30 | → |
| 708 | FIRST SENTIER INVESTORS (UK) FUNDS LIMITED | 171592 | $11.87B | $11.87B | 314 | 2026-03-31 | → |
| 709 | FTV MANAGEMENT COMPANY LP | 159568 | $11.86B | $11.86B | 119 | 2026-01-31 | → |
| 710 | PERCEPTIVE ADVISORS LLC. | 154703 | $11.77B | $11.77B | 49 | 2026-03-31 | → |
| 711 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 712 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
| 713 | TPG SOLUTIONS ADVISORS, LLC | 313020 | $11.61B | $11.61B | 46 | 2026-06-30 | → |
| 714 | NOVACAP MANAGEMENT US INC. | 327243 | $11.61B | $11.61B | 13 | 2026-03-31 | → |
| 715 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 716 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 717 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | $11.54B | $11.54B | 71 | 2026-03-31 | → |
| 718 | KENNEDY LEWIS MANAGEMENT LP | 290399 | $11.54B | $11.54B | 144 | 2026-04-30 | → |
| 719 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $11.51B | $11.51B | 25 | 2025-10-31 | → |
| 720 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $11.51B | $11.51B | 7 | 2026-03-31 | → |
| 721 | LONGVIEW PARTNERS LLP | 139390 | $11.51B | $11.51B | 39 | 2026-03-31 | → |
| 722 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 723 | KINDERHOOK INDUSTRIES, LLC | 160193 | $11.46B | $11.46B | 30 | 2026-03-31 | → |
| 724 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | $11.46B | $11.46B | 247 | 2026-03-31 | → |
| 725 | GUINNESS ASSET MANAGEMENT LIMITED | 140891 | $11.43B | $11.43B | 81 | 2025-12-31 | → |
| 726 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | $11.42B | $11.42B | 64 | 2026-03-31 | → |
| 727 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $11.41B | $11.41B | 12 | 2026-06-30 | → |
| 728 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 729 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 730 | HECK CAPITAL ADVISORS, LLC | 143848 | $11.31B | $11.31B | 30 | 2026-03-31 | → |
| 731 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 732 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $11.29B | $11.29B | 16 | 2026-05-31 | → |
| 733 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $11.28B | $11.28B | 60 | 2026-03-31 | → |
| 734 | NEW MOUNTAIN FINANCE ADVISERS, L.L.C. | 155493 | $11.23B | $11.23B | 235 | 2026-06-30 | → |
| 735 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $11.22B | $11.22B | 56 | 2026-03-31 | → |
| 736 | GOLDEN GATE PRIVATE EQUITY INC. | 157379 | $11.16B | $11.16B | 89 | 2026-04-30 | → |
| 737 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $11.14B | $11.14B | 23 | 2025-09-30 | → |
| 738 | PURE FINANCIAL ADVISORS, LLC | 144316 | $11.05B | $11.05B | 204 | 2026-02-28 | → |
| 739 | ATRIA INVESTMENTS, INC. | 143593 | $11.05B | $11.05B | 60 | 2026-03-31 | → |
| 740 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $11.04B | $11.04B | 531 | 2026-03-31 | → |
| 741 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | $10.99B | $10.99B | 301 | 2025-05-31 | → |
| 742 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $10.94B | $10.94B | 51 | 2026-03-31 | → |
| 743 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 744 | REALTERM TRANSPORTATION LLC | 322689 | $10.87B | $10.87B | 265 | 2026-05-31 | → |
| 745 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $10.84B | $10.84B | 55 | 2026-03-31 | → |
| 746 | HGGC, LLC | 145684 | $10.84B | $10.84B | 57 | 2026-03-31 | → |
| 747 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $10.80B | $10.80B | 60 | 2026-03-31 | → |
| 748 | BARON CAPITAL MANAGEMENT, INC. | 110791 | $10.79B | $10.79B | 221 | 2026-05-31 | → |
| 749 | BLACK DIAMOND CAPITAL MANAGEMENT I, LLLP | 154495 | $10.71B | $10.71B | 100 | 2026-03-31 | → |
| 750 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | 298930 | $10.69B | $10.69B | 42 | 2026-03-31 | → |
| 751 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 752 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | $10.66B | $10.66B | 68 | 2026-06-30 | → |
| 753 | GREAT VALLEY ADVISOR GROUP, LLC | 123913 | $10.60B | $10.60B | 325 | 2026-06-30 | → |
| 754 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 755 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $10.53B | $10.53B | 292 | 2026-03-31 | → |
| 756 | SAPPHIRE VENTURES, LLC | 161558 | $10.44B | $10.44B | 72 | 2026-04-30 | → |
| 757 | PINNACLE ASSOCIATES, LTD. | 110631 | $10.39B | $10.39B | 69 | 2026-03-31 | → |
| 758 | JOHNSON WEALTH INC. | 125557 | $10.35B | $10.35B | 142 | 2026-03-31 | → |
| 759 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 760 | CATALYST CAPITAL ADVISORS LLC | 139895 | $10.30B | $10.30B | 17 | 2026-03-31 | → |
| 761 | LANSDOWNE PARTNERS (UK) LLP | 172244 | $10.30B | $10.30B | 53 | 2026-06-30 | → |
| 762 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
| 763 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 764 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 765 | SOUND POINT LUNA LLC | 128132 | $10.24B | $10.24B | 39 | 2026-03-31 | → |
| 766 | MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION | 161478 | $10.22B | $10.22B | 40 | 2026-03-31 | → |
| 767 | CALLAN FAMILY OFFICE, LLC | 317446 | $10.21B | $10.21B | 49 | 2026-03-31 | → |
| 768 | PLANMEMBER SECURITIES CORPORATION | 11869 | $10.12B | $10.12B | 429 | 2026-03-31 | → |
| 769 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $10.12B | $10.12B | 23 | 2025-09-30 | → |
| 770 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $10.12B | $10.12B | 64 | 2026-03-31 | → |
| 771 | COURT SQUARE CAPITAL MANAGEMENT, L.P. | 156776 | $10.11B | $10.11B | 61 | 2026-03-31 | → |
| 772 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | $10.10B | $10.10B | 353 | 2026-06-30 | → |
| 773 | OPENARC CORPORATE ADVISORY, LLC | 336837 | $10.09B | $10.09B | 146 | 2026-05-31 | → |
| 774 | CHURCHILL MANAGEMENT CORP | 109651 | $10.08B | $10.08B | 55 | 2025-07-31 | → |
| 775 | FORESIGHT GROUP LLP | 311974 | $10.06B | $10.06B | 347 | 2026-06-30 | → |
| 776 | CHOATE INVESTMENT ADVISORS LLC | 106109 | $10.05B | $10.05B | 34 | 2026-03-31 | → |
| 777 | BAIN CAPITAL REAL ESTATE, LP | 291809 | $10.00B | $10.00B | 125 | 2026-06-30 | → |
| 778 | BMO FAMILY OFFICE, LLC | 110264 | $9.99B | $9.99B | 130 | 2026-01-31 | → |
| 779 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 780 | WELCH & FORBES LLC | 115119 | $9.90B | $9.90B | 55 | 2026-05-31 | → |
| 781 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $9.85B | $9.85B | 46 | 2026-03-31 | → |
| 782 | THE CYNOSURE GROUP | 281399 | $9.85B | $9.85B | 71 | 2026-03-31 | → |
| 783 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $9.84B | $9.84B | 24 | 2026-04-30 | → |
| 784 | BAIN CAPITAL VENTURES, LP | 145652 | $9.84B | $9.84B | 97 | 2026-03-31 | → |
| 785 | COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED | 308020 | $9.80B | $9.80B | 46 | 2025-09-30 | → |
| 786 | VR ADVISORY SERVICES LTD. | 137158 | $9.77B | $9.77B | 42 | 2026-03-31 | → |
| 787 | WALTON STREET CAPITAL, L.L.C. | 147210 | $9.76B | $9.76B | 92 | 2026-03-31 | → |
| 788 | ALTAIR ADVISERS, LLC | 120642 | $9.76B | $9.76B | 75 | 2026-03-31 | → |
| 789 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 790 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $9.72B | $9.72B | 160 | 2026-05-31 | → |
| 791 | PARTNERS GROUP US MANAGEMENT CLO LLC | 293856 | $9.70B | $9.70B | 0 | 2026-03-31 | → |
| 792 | MJX ASSET MANAGEMENT LLC | 148976 | $9.68B | $9.68B | 39 | 2026-03-31 | → |
| 793 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 794 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $9.64B | $9.64B | 45 | 2025-10-31 | → |
| 795 | BASALT INFRASTRUCTURE PARTNERS LLP | 161881 | $9.62B | $9.62B | 26 | 2026-03-31 | → |
| 796 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | $9.62B | $9.62B | 16 | 2026-03-31 | → |
| 797 | HARBOUR INVESTMENTS, INC. | 19258 | $9.60B | $9.60B | 232 | 2026-06-30 | → |
| 798 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $9.60B | $9.60B | 38 | 2026-03-31 | → |
| 799 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $9.57B | $9.57B | 34 | 2026-03-31 | → |
| 800 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30