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 | |
|---|---|---|---|---|---|---|---|
| 601 | XIGINVENT, L.L.C. | 156213 | $9.06B | $9.06B | 31 | 2026-05-31 | → |
| 602 | DEERPATH CAPITAL MANAGEMENT, LP | 160791 | $9.03B | $9.03B | 100 | 2026-03-31 | → |
| 603 | ALPHACORE CAPITAL LLC | 174346 | $9.03B | $9.03B | 111 | 2026-04-30 | → |
| 604 | MARLIN MANAGEMENT COMPANY, LLC | 160672 | $9.02B | $9.02B | 70 | 2026-03-31 | → |
| 605 | THE STERLING GROUP, L.P. | 157406 | $9.01B | $9.01B | 87 | 2026-03-31 | → |
| 606 | J.F. LEHMAN AND COMPANY LLC | 292932 | $9.01B | $9.01B | 58 | 2026-03-31 | → |
| 607 | LITTLEJOHN & CO., LLC | 156720 | $8.97B | $8.97B | 81 | 2026-03-31 | → |
| 608 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 609 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | $8.96B | $8.96B | 62 | 2026-03-31 | → |
| 610 | ATREIDES MANAGEMENT, LP | 301152 | $8.94B | $8.94B | 26 | 2026-05-31 | → |
| 611 | WESTPORT CAPITAL PARTNERS LLC | 157493 | $8.92B | $8.92B | 34 | 2026-03-31 | → |
| 612 | PINNACLE ASSET MANAGEMENT, L.P. | 126487 | $8.89B | $8.89B | 23 | 2026-03-31 | → |
| 613 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 614 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 289977 | $8.76B | $8.76B | 118 | 2026-04-30 | → |
| 615 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $8.71B | $8.71B | 24 | 2026-03-31 | → |
| 616 | CROSSPOINT CAPITAL PARTNERS, LP | 306981 | $8.70B | $8.70B | 37 | 2026-03-31 | → |
| 617 | OGAM, LP | 287919 | $8.69B | $8.69B | 42 | 2026-03-31 | → |
| 618 | MILLBURN RIDGEFIELD LLC | 148870 | $8.67B | $8.67B | 59 | 2026-05-31 | → |
| 619 | TIFF ADVISORY SERVICES, LLC | 327436 | $8.62B | $8.62B | 70 | 2026-03-31 | → |
| 620 | SAGARD HOLDINGS MANAGER LP | 304924 | $8.61B | $8.61B | 220 | 2026-04-30 | → |
| 621 | WIND POINT ADVISORS LLC | 156485 | $8.58B | $8.58B | 50 | 2026-03-31 | → |
| 622 | MUTUAL ADVISORS, LLC | 167658 | $8.55B | $8.55B | 208 | 2026-06-30 | → |
| 623 | VISE AI ADVISORS, LLC | 301761 | $8.53B | $8.53B | 44 | 2026-06-30 | → |
| 624 | SAGESPRING WEALTH PARTNERS | 283515 | $8.49B | $8.49B | 195 | 2026-05-31 | → |
| 625 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | $8.46B | $8.46B | 292 | 2026-05-31 | → |
| 626 | SYNOVUS SECURITIES, INC. | 14023 | $8.45B | $8.45B | 280 | 2026-01-31 | → |
| 627 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | $8.44B | $8.44B | 37 | 2026-03-31 | → |
| 628 | EMPIRICAL FINANCIAL SERVICES, LLC | 152622 | $8.43B | $8.43B | 94 | 2026-06-30 | → |
| 629 | VISTA CREDIT PARTNERS, L.P. | 329152 | $8.42B | $8.42B | 51 | 2026-03-31 | → |
| 630 | SK CAPITAL PARTNERS, LP | 161487 | $8.36B | $8.36B | 74 | 2026-04-30 | → |
| 631 | ASANA PARTNERS, LP | 284477 | $8.35B | $8.35B | 125 | 2026-04-30 | → |
| 632 | BOLTON SECURITIES CORP | 129376 | $8.28B | $8.28B | 158 | 2026-03-31 | → |
| 633 | CHATHAM ASSET MANAGEMENT, LLC | 157517 | $8.27B | $8.27B | 37 | 2026-03-31 | → |
| 634 | JONATHAN ROBERTS ADVISORY GROUP, INC. | 112294 | $8.25B | $8.25B | 550 | 2026-03-31 | → |
| 635 | CAPITAL INVESTMENT ADVISORS, LLC | 158055 | $8.21B | $8.21B | 107 | 2026-04-30 | → |
| 636 | GRADIENT INVESTMENTS, LLC | 141726 | $8.20B | $8.20B | 41 | 2026-06-30 | → |
| 637 | STARBOARD VALUE LP | 156943 | $8.15B | $8.15B | 44 | 2026-03-31 | → |
| 638 | RHONE GROUP L.L.C. | 161731 | $8.15B | $8.15B | 35 | 2026-03-31 | → |
| 639 | STRIPES MANAGEMENT, LLC | 157553 | $8.14B | $8.14B | 51 | 2026-03-31 | → |
| 640 | MARSHFIELD ASSOCIATES, INC. | 150614 | $8.12B | $8.12B | 27 | 2026-03-31 | → |
| 641 | HUMAN INTEREST ADVISORS LLC | 269875 | $8.10B | $8.10B | 6 | 2026-04-30 | → |
| 642 | ANNEX ADVISORY SERVICES, LLC | 127987 | $8.05B | $8.05B | 151 | 2026-04-30 | → |
| 643 | CRESTWOOD ADVISORS GROUP, LLC | 286243 | $8.02B | $8.02B | 64 | 2026-06-30 | → |
| 644 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $8.01B | $8.01B | 19 | 2026-03-31 | → |
| 645 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $8.01B | $8.01B | 45 | 2026-06-30 | → |
| 646 | TRIVE CAPITAL MANAGEMENT LLC | 166910 | $8.00B | $8.00B | 87 | 2026-04-30 | → |
| 647 | BALBEC CAPITAL MANAGEMENT LP | 284363 | $7.99B | $7.99B | 150 | 2026-04-30 | → |
| 648 | CARMEL MANAGEMENT III, LLC | 160892 | $7.98B | $7.98B | 164 | 2026-03-31 | → |
| 649 | ICG ADVISORS, LLC | 148066 | $7.92B | $7.92B | 26 | 2026-05-31 | → |
| 650 | EDWARDS CAPITAL, LLC | 157864 | $7.89B | $7.89B | 65 | 2026-03-31 | → |
| 651 | PCM MANAGEMENT ADVISOR, LLC | 323946 | $7.89B | $7.89B | 495 | 2026-04-30 | → |
| 652 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | $7.87B | $7.87B | 23 | 2026-03-31 | → |
| 653 | ODYSSEY INVESTMENT PARTNERS, LLC | 160990 | $7.85B | $7.85B | 45 | 2026-05-31 | → |
| 654 | HARBERT FUND ADVISORS, LLC | 110577 | $7.82B | $7.82B | 147 | 2026-03-31 | → |
| 655 | ETHIC INC. | 282827 | $7.82B | $7.82B | 76 | 2026-03-31 | → |
| 656 | HUNTER POINT CAPITAL LP | 310871 | $7.81B | $7.81B | 74 | 2026-03-31 | → |
| 657 | QUID CAPITAL GROUP HOLDINGS, LLC | 297179 | $7.76B | $7.76B | 9 | 2026-03-31 | → |
| 658 | AE INDUSTRIAL PARTNERS, LP | 173020 | $7.72B | $7.72B | 90 | 2026-03-31 | → |
| 659 | MGO ONE SEVEN LLC | 283087 | $7.72B | $7.72B | 264 | 2026-04-30 | → |
| 660 | CORSAIR CAPITAL LLC | 137887 | $7.68B | $7.68B | 52 | 2026-04-30 | → |
| 661 | CADARET, GRANT & CO., INC. | 10641 | $7.67B | $7.67B | 692 | 2025-07-31 | → |
| 662 | PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | $7.64B | $7.64B | 39 | 2025-03-31 | → |
| 663 | MCMORGAN & COMPANY LLC | 115060 | $7.61B | $7.61B | 26 | 2026-03-31 | → |
| 664 | MGG INVESTMENT GROUP LP | 174126 | $7.59B | $7.59B | 45 | 2026-03-31 | → |
| 665 | SIGNATURE FINANCIAL MANAGEMENT INC | 106375 | $7.57B | $7.57B | 36 | 2026-03-31 | → |
| 666 | AVANTAX PLANNING PARTNERS, INC. | 106237 | $7.57B | $7.57B | 261 | 2026-06-30 | → |
| 667 | LLR MANAGEMENT HOLDCO, L.P. | 323438 | $7.57B | $7.57B | 116 | 2026-03-31 | → |
| 668 | QIC US INVESTMENT SERVICES INC | 161705 | $7.52B | $7.52B | 30 | 2026-06-30 | → |
| 669 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 150488 | $7.51B | $7.51B | 69 | 2026-04-30 | → |
| 670 | ITE MANAGEMENT L.P. | 277037 | $7.51B | $7.51B | 85 | 2026-06-30 | → |
| 671 | JMG FINANCIAL GROUP LTD | 110302 | $7.50B | $7.50B | 103 | 2026-03-31 | → |
| 672 | WATER STREET HEALTHCARE PARTNERS, LLC | 156694 | $7.49B | $7.49B | 42 | 2026-03-31 | → |
| 673 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 147662 | $7.47B | $7.47B | 73 | 2026-03-31 | → |
| 674 | HAYS FINANCIAL GROUP, LLC | 306877 | $7.45B | $7.45B | 12 | 2026-03-31 | → |
| 675 | HOMESTEAD ADVISERS CORP. | 109845 | $7.45B | $7.45B | 40 | 2026-06-30 | → |
| 676 | WESTCAP MANAGEMENT, LLC | 301822 | $7.44B | $7.44B | 73 | 2026-03-31 | → |
| 677 | JLL PARTNERS LLC | 285186 | $7.40B | $7.40B | 36 | 2026-03-31 | → |
| 678 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $7.38B | $7.38B | 69 | 2026-03-31 | → |
| 679 | LYRICAL ASSET MANAGEMENT LP | 148267 | $7.37B | $7.37B | 30 | 2026-03-31 | → |
| 680 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $7.37B | $7.37B | 30 | 2026-04-30 | → |
| 681 | FIRST NATIONAL ADVISERS, LLC | 277146 | $7.37B | $7.37B | 35 | 2026-06-30 | → |
| 682 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.34B | $7.34B | 161 | 2026-06-30 | → |
| 683 | CARVAL CLO MANAGEMENT LLC | 298135 | $7.30B | $7.30B | 1 | 2026-03-31 | → |
| 684 | ARBOUR LANE CAPITAL MANAGEMENT LP | 298198 | $7.30B | $7.30B | 30 | 2026-03-31 | → |
| 685 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $7.27B | $7.27B | 28 | 2026-03-31 | → |
| 686 | DOMAIN CAPITAL ADVISORS, LLC | 110663 | $7.27B | $7.27B | 33 | 2026-03-31 | → |
| 687 | TOP TIER CAPITAL PARTNERS, LLC | 144546 | $7.27B | $7.27B | 41 | 2026-05-31 | → |
| 688 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | $7.25B | $7.25B | 53 | 2026-03-31 | → |
| 689 | HOF CAPITAL MANAGEMENT, LLC | 287485 | $7.25B | $7.25B | 28 | 2026-03-31 | → |
| 690 | RIVERSTONE INVESTMENT GROUP LLC | 130849 | $7.24B | $7.24B | 27 | 2026-03-31 | → |
| 691 | TURIM 21 INVESTIMENTOS LTDA | 286618 | $7.24B | $7.24B | 124 | 2026-04-30 | → |
| 692 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $7.22B | $7.22B | 24 | 2026-05-31 | → |
| 693 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $7.19B | $7.19B | 37 | 2026-03-31 | → |
| 694 | SILVERSMITH MANAGEMENT, L.P. | 281620 | $7.16B | $7.16B | 38 | 2026-03-31 | → |
| 695 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $7.14B | $7.14B | 97 | 2026-03-31 | → |
| 696 | TWEEDY, BROWNE COMPANY LLC | 6857 | $7.13B | $7.13B | 39 | 2026-06-30 | → |
| 697 | BUTTERFLY EQUITY LP | 284667 | $7.08B | $7.08B | 36 | 2026-04-30 | → |
| 698 | JAMESTOWN, L.P. | 158207 | $7.06B | $7.06B | 233 | 2026-05-31 | → |
| 699 | FIVE POINT INFRASTRUCTURE LLC | 171158 | $7.05B | $7.05B | 33 | 2026-04-30 | → |
| 700 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $7.03B | $7.03B | 14 | 2026-03-31 | → |
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