Research Report · 2026-06-30
Top Registered Investment Advisers for Pooled Investment Vehicles
SEC-registered investment advisers ranked by reported assets from pooled investment vehicle clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$96.91T
Median AUM
$23.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pooled Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | RWC ASSET MANAGEMENT LLP | 168656 | $16.35B | $17.32B | 149 | 2026-03-31 | → |
| 502 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.34B | $16.40B | 185 | 2026-03-31 | → |
| 503 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $16.32B | $23.85B | 35 | 2026-06-30 | → |
| 504 | 3G CAPITAL PARTNERS LP | 156934 | $16.31B | $16.31B | 19 | 2026-03-31 | → |
| 505 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $16.20B | $114.16B | 87 | 2026-06-30 | → |
| 506 | RREEF AMERICA L.L.C. | 109596 | $16.20B | $34.34B | 175 | 2026-05-31 | → |
| 507 | CORE AND VALUE ADVISORS, LLC | 156093 | $16.19B | $21.18B | 161 | 2026-06-30 | → |
| 508 | MORGAN STANLEY INFRASTRUCTURE INC. | 142824 | $15.97B | $15.97B | 67 | 2026-05-31 | → |
| 509 | FEDERATED INVESTMENT COUNSELING | 105325 | $15.93B | $207.21B | 213 | 2026-05-31 | → |
| 510 | AXIOM INVESTORS LLC | 109605 | $15.92B | $28.06B | 57 | 2026-03-31 | → |
| 511 | ONE QUEEN CAPITAL INC. | 315926 | $15.90B | $15.90B | 11 | 2026-06-30 | → |
| 512 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $15.88B | $17.21B | 117 | 2026-06-30 | → |
| 513 | INVESCO MANAGEMENT S.A. | 143238 | $15.84B | $48.69B | 357 | 2026-03-31 | → |
| 514 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $15.82B | $142.02B | 87 | 2026-04-30 | → |
| 515 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $15.77B | $15.77B | 372 | 2026-05-31 | → |
| 516 | WHITEBOX ADVISORS LLC | 121995 | $15.74B | $15.74B | 67 | 2026-03-31 | → |
| 517 | BROWN ADVISORY LLC | 110181 | $15.69B | $124.31B | 782 | 2026-03-31 | → |
| 518 | SOROBAN CAPITAL PARTNERS LP | 157360 | $15.67B | $15.67B | 39 | 2026-03-31 | → |
| 519 | ABRDN INC. | 111069 | $15.67B | $41.48B | 193 | 2026-03-31 | → |
| 520 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.66B | $15.73B | 77 | 2026-03-31 | → |
| 521 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $15.65B | $15.65B | 37 | 2026-03-31 | → |
| 522 | MAVERICK CAPITAL LTD | 108262 | $15.65B | $15.85B | 98 | 2026-03-31 | → |
| 523 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 524 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 525 | WEISS ASSET MANAGEMENT LP | 155564 | $15.56B | $15.56B | 139 | 2026-03-31 | → |
| 526 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $15.49B | $23.28B | 155 | 2025-09-30 | → |
| 527 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 528 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 529 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $15.42B | $18.30B | 67 | 2026-05-31 | → |
| 530 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $15.41B | $18.07B | 16 | 2026-03-31 | → |
| 531 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 532 | PEAK XV PARTNERS OPERATIONS LLC | 305299 | $15.30B | $15.30B | 107 | 2026-06-30 | → |
| 533 | VANGUARD ADVISERS, INC. | 106715 | $15.30B | $344.62B | 2,208 | 2026-05-31 | → |
| 534 | CAPITAL INTERNATIONAL, INC. | 110682 | $15.27B | $51.92B | 263 | 2026-05-31 | → |
| 535 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $15.19B | $40.83B | 27 | 2026-01-31 | → |
| 536 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $15.15B | $16.30B | 215 | 2026-03-31 | → |
| 537 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $15.13B | $199.66B | 452 | 2026-05-31 | → |
| 538 | SUMMIT ROCK ADVISORS, LP | 144059 | $15.04B | $26.18B | 74 | 2026-03-31 | → |
| 539 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $14.97B | $14.97B | 7 | 2026-03-31 | → |
| 540 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $14.95B | $25.71B | 120 | 2026-05-31 | → |
| 541 | ABRY PARTNERS II, LLC | 161154 | $14.90B | $14.90B | 1 | 2026-03-31 | → |
| 542 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 543 | BLACKSTONE IRELAND LIMITED | 292121 | $14.86B | $15.19B | 711 | 2026-05-31 | → |
| 544 | WOLVERINE ASSET MANAGEMENT, LLC | 138907 | $14.83B | $14.83B | 44 | 2026-06-30 | → |
| 545 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $14.81B | $16.07B | 68 | 2026-03-31 | → |
| 546 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $14.79B | $16.71B | 55 | 2026-03-31 | → |
| 547 | JEFFERIES FINANCE LLC | 162264 | $14.79B | $24.59B | 124 | 2026-03-31 | → |
| 548 | CI GLOBAL INVESTMENTS INC. | 156752 | $14.71B | $14.74B | 2 | 2026-03-31 | → |
| 549 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $14.64B | $23.95B | 56 | 2026-01-31 | → |
| 550 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $14.64B | $150.40B | 254 | 2026-03-31 | → |
| 551 | PHARO MANAGEMENT, INC. | 141216 | $14.62B | $14.62B | 48 | 2026-03-31 | → |
| 552 | PAAMCO PRISMA, LLC | 108989 | $14.44B | $14.45B | 37 | 2026-05-31 | → |
| 553 | DRA ADVISORS LLC | 106311 | $14.42B | $14.42B | 99 | 2026-03-31 | → |
| 554 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $14.40B | $684.78B | 1,109 | 2026-04-30 | → |
| 555 | VARDE MANAGEMENT, L.P. | 148949 | $14.34B | $16.13B | 197 | 2026-06-30 | → |
| 556 | KELSO & COMPANY, L.P. | 131471 | $14.32B | $14.32B | 64 | 2026-04-30 | → |
| 557 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $14.30B | $66.46B | 90 | 2026-06-30 | → |
| 558 | SYCAMORE PARTNERS MANAGEMENT, L.P. | 284346 | $14.30B | $14.30B | 60 | 2026-03-31 | → |
| 559 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 560 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.17B | $14.45B | 166 | 2026-05-31 | → |
| 561 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $14.16B | $36.34B | 238 | 2026-05-31 | → |
| 562 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $14.15B | $17.26B | 68 | 2026-04-30 | → |
| 563 | RTW INVESTMENTS LP | 153232 | $14.14B | $14.14B | 70 | 2026-03-31 | → |
| 564 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $14.13B | $18.99B | 58 | 2026-05-31 | → |
| 565 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $14.11B | $24.85B | 200 | 2026-05-31 | → |
| 566 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $14.11B | $14.11B | 17 | 2026-03-31 | → |
| 567 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $14.10B | $24.79B | 422 | 2026-03-31 | → |
| 568 | MERITAGE GROUP LP | 142622 | $14.09B | $14.09B | 55 | 2026-03-31 | → |
| 569 | COMMONFUND OCIO, INC. | 110689 | $14.08B | $22.66B | 42 | 2025-12-31 | → |
| 570 | TROY ASSET MANAGEMENT LTD | 319174 | $14.03B | $14.80B | 43 | 2025-06-30 | → |
| 571 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $14.02B | $22.77B | 14 | 2026-03-31 | → |
| 572 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $14.02B | $22.77B | 11 | 2026-03-31 | → |
| 573 | T. ROWE PRICE JAPAN, INC. | 290585 | $14.01B | $24.07B | 80 | 2026-03-31 | → |
| 574 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | 168862 | $14.01B | $14.01B | 101 | 2026-03-31 | → |
| 575 | THE VISTRIA GROUP, LP | 167045 | $13.99B | $13.99B | 107 | 2026-05-31 | → |
| 576 | RELATED FUND MANAGEMENT, LLC | 156543 | $13.99B | $14.02B | 69 | 2026-03-31 | → |
| 577 | NAUTIC PARTNERS, LLC | 159822 | $13.97B | $13.97B | 69 | 2026-04-30 | → |
| 578 | BRANDYWINE MANAGERS, LLC | 137388 | $13.97B | $13.97B | 5 | 2026-04-30 | → |
| 579 | CF PRIVATE EQUITY, INC. | 110657 | $13.96B | $15.78B | 66 | 2025-12-31 | → |
| 580 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $13.96B | $14.30B | 148 | 2026-05-31 | → |
| 581 | LINDEN MANAGER LLC | 161059 | $13.95B | $13.95B | 55 | 2026-03-31 | → |
| 582 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | $13.93B | $13.93B | 52 | 2026-03-31 | → |
| 583 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $13.92B | $13.92B | 32 | 2026-06-30 | → |
| 584 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $13.80B | $15.46B | 118 | 2026-05-31 | → |
| 585 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $13.74B | $16.50B | 37 | 2026-03-31 | → |
| 586 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | $13.74B | $13.74B | 38 | 2026-03-31 | → |
| 587 | PINEGROVE VENTURE PARTNERS, LLC | 326747 | $13.72B | $13.72B | 54 | 2026-06-30 | → |
| 588 | BNY MELLON INVESTMENT ADVISER, INC. | 105642 | $13.67B | $419.46B | 69 | 2026-06-30 | → |
| 589 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $13.58B | $475.78B | 956 | 2026-05-31 | → |
| 590 | JMI MANAGEMENT, L.P. | 158344 | $13.58B | $13.58B | 81 | 2026-06-30 | → |
| 591 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $13.55B | $14.60B | 174 | 2026-05-31 | → |
| 592 | AVORO CAPITAL ADVISORS LLC | 154091 | $13.55B | $13.55B | 19 | 2026-03-31 | → |
| 593 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $13.55B | $80.27B | 89 | 2026-03-31 | → |
| 594 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $13.54B | $13.54B | 60 | 2026-03-31 | → |
| 595 | RIVERSIDE PARTNERS, LLC | 160523 | $13.52B | $13.53B | 248 | 2026-03-31 | → |
| 596 | PARTNERS ENTERPRISE CAPITAL LLC | 304667 | $13.48B | $13.48B | 37 | 2026-05-31 | → |
| 597 | STG PARTNERS, LLC | 291048 | $13.43B | $13.43B | 87 | 2026-03-31 | → |
| 598 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $13.40B | $13.40B | 9 | 2026-03-31 | → |
| 599 | LIBREMAX CAPITAL, LLC | 155486 | $13.40B | $13.87B | 74 | 2026-03-31 | → |
| 600 | EIGHT PARTNERS VC, LLC | 283031 | $13.38B | $13.38B | 69 | 2026-04-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30