Research Report · 2026-06-30
Registered Investment Advisers Managing Securitized Assets
SEC-registered investment advisers that report managing securitized assets, ranked by AUM.
Firms
1,000
Total AUM
$77.96T
Median AUM
$11.94B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 302 | EMPOWERED FUNDS, LLC | 171412 | $29.74B | $29.74B | 44 | 2026-03-31 | → |
| 303 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 304 | BERKSHIRE PARTNERS LLC | 160675 | $29.00B | $29.00B | 152 | 2026-03-31 | → |
| 305 | DIAMETER CAPITAL PARTNERS LP | 289307 | $28.76B | $28.76B | 119 | 2026-04-30 | → |
| 306 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 307 | MORRISON US, LLC | 315983 | $27.97B | $27.97B | 20 | 2026-01-31 | → |
| 308 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 309 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 310 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 311 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $27.16B | $27.16B | 42 | 2026-05-31 | → |
| 312 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 313 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 314 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 315 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 316 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 317 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 318 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 319 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 320 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 321 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 322 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 323 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 324 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 325 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 326 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 327 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 328 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 329 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 330 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 331 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 332 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 333 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 334 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 335 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 336 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 337 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 338 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 339 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 340 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 341 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $22.95B | $22.95B | 91 | 2026-03-31 | → |
| 342 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 343 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $22.54B | $22.54B | 241 | 2026-03-31 | → |
| 344 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 345 | TCMI, INC. | 160389 | $22.51B | $22.51B | 79 | 2026-03-31 | → |
| 346 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 347 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $22.19B | $22.19B | 45 | 2026-03-31 | → |
| 348 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 349 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 350 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 351 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 352 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $21.69B | $21.69B | 35 | 2026-03-31 | → |
| 353 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 354 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 355 | THL MANAGERS VII, LLC | 171042 | $21.48B | $21.48B | 150 | 2026-06-30 | → |
| 356 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 357 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 358 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 359 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 360 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 361 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 362 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 363 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 364 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $20.77B | $20.77B | 3,901 | 2026-04-30 | → |
| 365 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 366 | MADISON DEARBORN PARTNERS, LLC | 157349 | $20.74B | $20.74B | 73 | 2026-03-31 | → |
| 367 | CENTIVA CAPITAL, LP | 286299 | $20.61B | $20.61B | 274 | 2026-03-31 | → |
| 368 | ORBIMED ADVISORS LLC | 118608 | $20.61B | $20.61B | 118 | 2026-03-31 | → |
| 369 | HARVEST PARTNERS, LP | 158284 | $20.25B | $20.25B | 102 | 2026-03-31 | → |
| 370 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 371 | AUDAX MANAGEMENT COMPANY, LLC | 160483 | $20.12B | $20.12B | 319 | 2026-04-30 | → |
| 372 | PCCP, LLC | 157505 | $20.10B | $20.10B | 175 | 2026-03-31 | → |
| 373 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | $20.08B | $20.08B | 293 | 2026-06-30 | → |
| 374 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 375 | RWA WEALTH PARTNERS, LLC | 156984 | $19.80B | $19.80B | 178 | 2026-05-31 | → |
| 376 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 377 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 378 | PARK AVENUE SECURITIES LLC | 46173 | $19.58B | $19.58B | 2,073 | 2026-06-30 | → |
| 379 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $19.56B | $19.56B | 26 | 2026-03-31 | → |
| 380 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | $19.24B | $19.24B | 226 | 2026-03-31 | → |
| 381 | PDT PARTNERS, LLC | 163776 | $19.18B | $19.18B | 285 | 2026-03-31 | → |
| 382 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | $19.08B | $19.08B | 189 | 2026-03-31 | → |
| 383 | KPS CAPITAL PARTNERS, LP | 157678 | $19.08B | $19.08B | 111 | 2026-03-31 | → |
| 384 | GREAT HILL PARTNERS, LP | 158158 | $18.99B | $18.99B | 107 | 2026-03-31 | → |
| 385 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | $18.92B | $18.92B | 493 | 2026-06-30 | → |
| 386 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | $18.91B | $18.91B | 96 | 2026-03-31 | → |
| 387 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 388 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 389 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 390 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 391 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 392 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 393 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $18.75B | $18.75B | 35 | 2026-03-31 | → |
| 394 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 395 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 396 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $18.52B | $18.52B | 214 | 2026-06-30 | → |
| 397 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 398 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 399 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 400 | ARCTOS PARTNERS, LP | 307116 | $18.22B | $18.22B | 77 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30