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 | |
|---|---|---|---|---|---|---|---|
| 801 | GRIDIRON CAPITAL, LLC | 158241 | $9.52B | $9.52B | 49 | 2026-03-31 | → |
| 802 | COMPOSITION WEALTH, LLC | 143483 | $9.47B | $9.47B | 128 | 2026-03-31 | → |
| 803 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $9.45B | $9.45B | 20 | 2026-05-31 | → |
| 804 | GLP CAPITAL PARTNERS, INC. | 304917 | $9.42B | $9.42B | 160 | 2025-03-31 | → |
| 805 | KENNEDY LEWIS LOAN MANAGEMENT LLC | 316091 | $9.42B | $9.42B | 144 | 2026-03-31 | → |
| 806 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $9.42B | $9.42B | 51 | 2026-03-31 | → |
| 807 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $9.34B | $9.34B | 18 | 2026-06-30 | → |
| 808 | JOEL ISAACSON & CO., LLC | 152450 | $9.32B | $9.32B | 52 | 2026-03-31 | → |
| 809 | GRYPHON ADVISORS, LLC | 160185 | $9.32B | $9.32B | 166 | 2026-03-31 | → |
| 810 | AXIUM INFRASTRUCTURE INC. | 286454 | $9.28B | $9.28B | 97 | 2026-03-31 | → |
| 811 | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 111838 | $9.26B | $9.26B | 93 | 2026-03-31 | → |
| 812 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | 166745 | $9.26B | $9.26B | 202 | 2026-03-31 | → |
| 813 | OLYMPUS ADVISORS, LLC | 160851 | $9.25B | $9.25B | 24 | 2026-03-31 | → |
| 814 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | 310321 | $9.23B | $9.23B | 76 | 2026-03-31 | → |
| 815 | GENEOS WEALTH MANAGEMENT, INC. | 120894 | $9.22B | $9.22B | 200 | 2026-04-30 | → |
| 816 | PROCYON ADVISORS, LLC | 288239 | $9.20B | $9.20B | 76 | 2026-05-31 | → |
| 817 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $9.18B | $9.18B | 164 | 2026-03-31 | → |
| 818 | AVIVA INVESTORS CANADA INC. | 333457 | $9.15B | $9.15B | 18 | 2026-03-31 | → |
| 819 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 820 | WYNNCHURCH CAPITAL, L.P. | 173227 | $9.12B | $9.12B | 47 | 2026-03-31 | → |
| 821 | CABOT PROPERTIES L.P. | 118729 | $9.11B | $9.11B | 157 | 2026-03-31 | → |
| 822 | HIGHVISTA STRATEGIES LLC | 155759 | $9.10B | $9.10B | 80 | 2026-03-31 | → |
| 823 | AMERICANA PARTNERS, LLC | 301354 | $9.10B | $9.10B | 86 | 2026-04-30 | → |
| 824 | BRADLEY FOSTER & SARGENT INC | 106928 | $9.07B | $9.07B | 61 | 2026-04-30 | → |
| 825 | XIGINVENT, L.L.C. | 156213 | $9.06B | $9.06B | 31 | 2026-05-31 | → |
| 826 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 827 | MARLIN MANAGEMENT COMPANY, LLC | 160672 | $9.02B | $9.02B | 70 | 2026-03-31 | → |
| 828 | THE STERLING GROUP, L.P. | 157406 | $9.01B | $9.01B | 87 | 2026-03-31 | → |
| 829 | JOHCM (USA) INC | 167596 | $9.01B | $9.01B | 60 | 2025-09-30 | → |
| 830 | COLLER CAPITAL INC | 158102 | $9.00B | $9.00B | 59 | 2025-06-30 | → |
| 831 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
| 832 | LITTLEJOHN & CO., LLC | 156720 | $8.97B | $8.97B | 81 | 2026-03-31 | → |
| 833 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 834 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | $8.96B | $8.96B | 62 | 2026-03-31 | → |
| 835 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | 287822 | $8.95B | $8.95B | 25 | 2026-03-31 | → |
| 836 | IMPAX ASSET MANAGEMENT LLC | 114335 | $8.94B | $8.94B | 93 | 2025-12-31 | → |
| 837 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $8.93B | $8.93B | 34 | 2026-04-30 | → |
| 838 | WESTPORT CAPITAL PARTNERS LLC | 157493 | $8.92B | $8.92B | 34 | 2026-03-31 | → |
| 839 | PINNACLE ASSET MANAGEMENT, L.P. | 126487 | $8.89B | $8.89B | 23 | 2026-03-31 | → |
| 840 | AXXCESS WEALTH MANAGEMENT, LLC | 164081 | $8.88B | $8.88B | 72 | 2026-03-31 | → |
| 841 | SNOWDEN CAPITAL ADVISORS LLC | 157299 | $8.87B | $8.87B | 154 | 2026-04-30 | → |
| 842 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 843 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 844 | U.S. CAPITAL WEALTH ADVISORS, LLC | 288199 | $8.76B | $8.76B | 141 | 2026-03-31 | → |
| 845 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | $8.69B | $8.69B | 143 | 2026-06-30 | → |
| 846 | OGAM, LP | 287919 | $8.69B | $8.69B | 42 | 2026-03-31 | → |
| 847 | TIFF ADVISORY SERVICES, LLC | 327436 | $8.62B | $8.62B | 70 | 2026-03-31 | → |
| 848 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | $8.55B | $8.55B | 41 | 2026-06-30 | → |
| 849 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 850 | SAGESPRING WEALTH PARTNERS | 283515 | $8.49B | $8.49B | 195 | 2026-05-31 | → |
| 851 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | $8.46B | $8.46B | 292 | 2026-05-31 | → |
| 852 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 853 | VISTA CREDIT PARTNERS, L.P. | 329152 | $8.42B | $8.42B | 51 | 2026-03-31 | → |
| 854 | ZHANG FINANCIAL LLC | 159257 | $8.37B | $8.37B | 50 | 2026-03-31 | → |
| 855 | SK CAPITAL PARTNERS, LP | 161487 | $8.36B | $8.36B | 74 | 2026-04-30 | → |
| 856 | ELEVATION POINT WEALTH PARTNERS, LLC | 137068 | $8.29B | $8.29B | 91 | 2026-06-30 | → |
| 857 | WEALTHCARE ADVISORY PARTNERS LLC | 171976 | $8.29B | $8.29B | 243 | 2026-06-30 | → |
| 858 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 859 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $8.25B | $8.25B | 550 | 2026-03-31 | → |
| 860 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $8.23B | $8.23B | 43 | 2026-03-31 | → |
| 861 | CAPITAL INVESTMENT ADVISORS, LLC | 158055 | $8.21B | $8.21B | 107 | 2026-04-30 | → |
| 862 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 863 | BRAMSHILL INVESTMENTS, LLC | 162492 | $8.14B | $8.14B | 38 | 2026-03-31 | → |
| 864 | HUMAN INTEREST ADVISORS LLC | 269875 | $8.10B | $8.10B | 6 | 2026-04-30 | → |
| 865 | GRAIN MANAGEMENT, LLC | 285045 | $8.07B | $8.07B | 77 | 2026-03-31 | → |
| 866 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 867 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $8.02B | $8.02B | 64 | 2026-06-30 | → |
| 868 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $8.01B | $8.01B | 19 | 2026-03-31 | → |
| 869 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $8.01B | $8.01B | 45 | 2026-06-30 | → |
| 870 | PATRIA PRIVATE EQUITY (EUROPE) LIMITED | 318769 | $8.01B | $8.01B | 70 | 2026-05-31 | → |
| 871 | TRIVE CAPITAL MANAGEMENT LLC | 166910 | $8.00B | $8.00B | 87 | 2026-04-30 | → |
| 872 | CION ARES MANAGEMENT, LLC | 284930 | $8.00B | $8.00B | 18 | 2026-05-31 | → |
| 873 | BALBEC CAPITAL MANAGEMENT LP | 284363 | $7.99B | $7.99B | 150 | 2026-04-30 | → |
| 874 | CARMEL MANAGEMENT III, LLC | 160892 | $7.98B | $7.98B | 164 | 2026-03-31 | → |
| 875 | LOANCORE CAPITAL CREDIT ADVISOR LLC | 293737 | $7.92B | $7.92B | 48 | 2026-03-31 | → |
| 876 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $7.90B | $7.90B | 41 | 2026-03-31 | → |
| 877 | EDWARDS CAPITAL, LLC | 157864 | $7.89B | $7.89B | 65 | 2026-03-31 | → |
| 878 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $7.86B | $7.86B | 22 | 2026-03-31 | → |
| 879 | HARBERT FUND ADVISORS, LLC | 110577 | $7.82B | $7.82B | 147 | 2026-03-31 | → |
| 880 | ETHIC INC. | 282827 | $7.82B | $7.82B | 76 | 2026-03-31 | → |
| 881 | HUNTER POINT CAPITAL LP | 310871 | $7.81B | $7.81B | 74 | 2026-03-31 | → |
| 882 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | 824 | $7.78B | $7.78B | 27 | 2026-06-30 | → |
| 883 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | $7.77B | $7.77B | 46 | 2026-03-31 | → |
| 884 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | $7.75B | $7.75B | 26 | 2026-03-31 | → |
| 885 | FRAZIER MANAGEMENT, L.L.C. | 157324 | $7.72B | $7.72B | 100 | 2026-06-30 | → |
| 886 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 887 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 888 | FIDUCIARY TRUST INTERNATIONAL, LLC | 124062 | $7.67B | $7.67B | 50 | 2025-12-31 | → |
| 889 | HBK SORCE ADVISORY LLC | 112139 | $7.66B | $7.66B | 109 | 2026-02-28 | → |
| 890 | ALDRICH WEALTH, LIMITED PARTNERSHIP | 147200 | $7.62B | $7.62B | 42 | 2026-03-31 | → |
| 891 | MGG INVESTMENT GROUP LP | 174126 | $7.59B | $7.59B | 45 | 2026-03-31 | → |
| 892 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | $7.58B | $7.58B | 236 | 2026-05-31 | → |
| 893 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $7.57B | $7.57B | 36 | 2026-03-31 | → |
| 894 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 895 | LLR MANAGEMENT HOLDCO, L.P. | 323438 | $7.57B | $7.57B | 116 | 2026-03-31 | → |
| 896 | BAILARD, INC. | 110550 | $7.56B | $7.56B | 83 | 2026-05-31 | → |
| 897 | QIC US INVESTMENT SERVICES INC | 161705 | $7.52B | $7.52B | 30 | 2026-06-30 | → |
| 898 | ITE MANAGEMENT L.P. | 277037 | $7.51B | $7.51B | 85 | 2026-06-30 | → |
| 899 | JMG FINANCIAL GROUP LTD | 110302 | $7.50B | $7.50B | 103 | 2026-03-31 | → |
| 900 | OSTERWEIS CAPITAL MANAGEMENT LLC | 109580 | $7.50B | $7.50B | 666 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30