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 | |
|---|---|---|---|---|---|---|---|
| 701 | REALTERM TRANSPORTATION LLC | 322689 | $10.87B | $10.87B | 265 | 2026-05-31 | → |
| 702 | BSP NY LLC | 128557 | $10.86B | $14.24B | 18 | 2026-03-31 | → |
| 703 | HGGC, LLC | 145684 | $10.84B | $10.84B | 57 | 2026-03-31 | → |
| 704 | CAZ INVESTMENTS L.P. | 113931 | $10.83B | $10.83B | 83 | 2026-03-31 | → |
| 705 | BLACK DIAMOND CAPITAL MANAGEMENT I, LLLP | 154495 | $10.71B | $10.71B | 100 | 2026-03-31 | → |
| 706 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | 298930 | $10.69B | $10.69B | 42 | 2026-03-31 | → |
| 707 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $10.68B | $11.42B | 40 | 2026-03-31 | → |
| 708 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $10.66B | $110.30B | 704 | 2026-03-31 | → |
| 709 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $10.63B | $25.85B | 8 | 2025-12-31 | → |
| 710 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $10.63B | $29.38B | 109 | 2026-03-31 | → |
| 711 | ARISTEIA CAPITAL, LLC | 135986 | $10.63B | $13.73B | 65 | 2026-03-31 | → |
| 712 | BROWN ADVISORY LTD. | 168985 | $10.63B | $26.58B | 110 | 2026-03-31 | → |
| 713 | ROCKWOOD CAPITAL, LLC | 156663 | $10.61B | $10.61B | 65 | 2026-06-30 | → |
| 714 | GRESHAM PARTNERS, LLC | 108668 | $10.57B | $13.80B | 67 | 2026-03-31 | → |
| 715 | MAGNITUDE CAPITAL, LLC | 137486 | $10.57B | $10.57B | 47 | 2026-03-31 | → |
| 716 | JUNTO CAPITAL MANAGEMENT LP | 168547 | $10.52B | $10.52B | 65 | 2026-03-31 | → |
| 717 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $10.51B | $12.77B | 193 | 2025-12-31 | → |
| 718 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | $10.50B | $10.50B | 48 | 2026-05-31 | → |
| 719 | SAPPHIRE VENTURES, LLC | 161558 | $10.44B | $10.44B | 72 | 2026-04-30 | → |
| 720 | SCGE MANAGEMENT, L.P. | 157402 | $10.40B | $10.40B | 26 | 2026-06-30 | → |
| 721 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $10.37B | $88.80B | 217 | 2026-03-31 | → |
| 722 | STEADFAST CAPITAL MANAGEMENT LP | 157124 | $10.36B | $10.36B | 43 | 2026-03-31 | → |
| 723 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $10.35B | $12.56B | 79 | 2026-06-30 | → |
| 724 | WEBSTER EQUITY PARTNERS, L.P. | 156729 | $10.31B | $10.31B | 36 | 2026-05-31 | → |
| 725 | READYSTATE ASSET MANAGEMENT LP | 317277 | $10.26B | $10.26B | 41 | 2026-03-31 | → |
| 726 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | $10.25B | $10.26B | 61 | 2026-03-31 | → |
| 727 | CAPVEST PARTNERS, INC. | 324459 | $10.25B | $10.25B | 14 | 2026-03-31 | → |
| 728 | MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION | 161478 | $10.22B | $10.22B | 40 | 2026-03-31 | → |
| 729 | SOUND POINT LUNA LLC | 128132 | $10.21B | $10.24B | 39 | 2026-03-31 | → |
| 730 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $10.17B | $10.17B | 19 | 2026-03-31 | → |
| 731 | SILVER CREEK ADVISORY PARTNERS LLC | 156667 | $10.15B | $10.20B | 47 | 2026-03-31 | → |
| 732 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $10.14B | $66.67B | 162 | 2026-03-31 | → |
| 733 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | $10.11B | $10.11B | 10 | 2026-04-30 | → |
| 734 | COURT SQUARE CAPITAL MANAGEMENT, L.P. | 156776 | $10.11B | $10.11B | 61 | 2026-03-31 | → |
| 735 | SUMMITTX CAPITAL, L.P. | 333741 | $10.10B | $10.10B | 70 | 2026-03-31 | → |
| 736 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | $10.08B | $10.08B | 27 | 2026-03-31 | → |
| 737 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $10.07B | $37.56B | 50 | 2026-06-30 | → |
| 738 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $10.06B | $11.67B | 149 | 2026-03-31 | → |
| 739 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $10.04B | $18.81B | 140 | 2026-03-31 | → |
| 740 | MAN SOLUTIONS LLC | 157592 | $10.01B | $10.10B | 22 | 2026-03-31 | → |
| 741 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $10.01B | $29.73B | 86 | 2026-03-31 | → |
| 742 | BAIN CAPITAL REAL ESTATE, LP | 291809 | $9.99B | $10.00B | 125 | 2026-06-30 | → |
| 743 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $9.90B | $17.14B | 184 | 2025-07-31 | → |
| 744 | MERCER INVESTMENTS LLC | 133449 | $9.89B | $226.04B | 714 | 2026-03-31 | → |
| 745 | CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | 156599 | $9.87B | $9.87B | 6 | 2026-05-31 | → |
| 746 | BAIN CAPITAL VENTURES, LP | 145652 | $9.84B | $9.84B | 97 | 2026-03-31 | → |
| 747 | CASTLE HOOK PARTNERS LP | 284968 | $9.83B | $10.96B | 35 | 2026-03-31 | → |
| 748 | EMINENCE CAPITAL, LP | 160611 | $9.80B | $9.80B | 51 | 2026-05-31 | → |
| 749 | WALTON STREET CAPITAL, L.L.C. | 147210 | $9.76B | $9.76B | 92 | 2026-03-31 | → |
| 750 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $9.74B | $12.88B | 62 | 2025-09-30 | → |
| 751 | ARSENAL CAPITAL MANAGEMENT LP | 156896 | $9.72B | $9.72B | 91 | 2026-03-31 | → |
| 752 | PARTNERS GROUP US MANAGEMENT CLO LLC | 293856 | $9.70B | $9.70B | 0 | 2026-03-31 | → |
| 753 | ONE ROCK CAPITAL PARTNERS, LLC | 160972 | $9.70B | $9.70B | 74 | 2026-03-31 | → |
| 754 | MJX ASSET MANAGEMENT LLC | 148976 | $9.68B | $9.68B | 39 | 2026-03-31 | → |
| 755 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $9.66B | $24.57B | 49 | 2026-03-31 | → |
| 756 | VR ADVISORY SERVICES LTD. | 137158 | $9.63B | $9.77B | 42 | 2026-03-31 | → |
| 757 | BASALT INFRASTRUCTURE PARTNERS LLP | 161881 | $9.62B | $9.62B | 26 | 2026-03-31 | → |
| 758 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | $9.62B | $9.62B | 16 | 2026-03-31 | → |
| 759 | ADDENDA CAPITAL INC. | 137034 | $9.61B | $29.02B | 163 | 2026-03-31 | → |
| 760 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $9.59B | $18.16B | 20 | 2026-03-31 | → |
| 761 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | $9.58B | $9.58B | 15 | 2026-03-31 | → |
| 762 | SAMLYN CAPITAL, LLC | 158296 | $9.56B | $9.68B | 33 | 2026-03-31 | → |
| 763 | GRIDIRON CAPITAL, LLC | 158241 | $9.52B | $9.52B | 49 | 2026-03-31 | → |
| 764 | FISHER LYNCH CAPITAL, LLC | 160694 | $9.52B | $9.52B | 24 | 2026-03-31 | → |
| 765 | FORESIGHT GROUP LLP | 311974 | $9.51B | $10.06B | 347 | 2026-06-30 | → |
| 766 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $9.50B | $10.84B | 55 | 2026-03-31 | → |
| 767 | SDC CAPITAL PARTNERS, LLC | 291389 | $9.48B | $9.48B | 44 | 2026-05-31 | → |
| 768 | FONDSMAEGLERSELSKABET MAJ INVEST A/S | 288223 | $9.45B | $11.12B | 67 | 2026-03-31 | → |
| 769 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $9.42B | $13.35B | 46 | 2026-03-31 | → |
| 770 | KENNEDY LEWIS LOAN MANAGEMENT LLC | 316091 | $9.42B | $9.42B | 144 | 2026-03-31 | → |
| 771 | ANTIPODES PARTNERS LIMITED | 299380 | $9.41B | $13.53B | 80 | 2025-09-30 | → |
| 772 | INTERVAL PARTNERS, LP | 164424 | $9.39B | $9.39B | 56 | 2026-06-30 | → |
| 773 | ALTARIS, LLC | 143611 | $9.34B | $9.34B | 37 | 2026-03-31 | → |
| 774 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $9.34B | $9.34B | 18 | 2026-06-30 | → |
| 775 | GRYPHON ADVISORS, LLC | 160185 | $9.32B | $9.32B | 166 | 2026-03-31 | → |
| 776 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $9.31B | $10.48B | 47 | 2026-06-30 | → |
| 777 | SITUATIONAL AWARENESS LP | 333011 | $9.28B | $9.28B | 8 | 2026-06-30 | → |
| 778 | AXIUM INFRASTRUCTURE INC. | 286454 | $9.28B | $9.28B | 97 | 2026-03-31 | → |
| 779 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | 166745 | $9.26B | $9.26B | 202 | 2026-03-31 | → |
| 780 | COMVEST CREDIT ADVISORS, LLC | 311663 | $9.25B | $9.25B | 150 | 2026-03-31 | → |
| 781 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $9.25B | $10.19B | 15 | 2026-03-31 | → |
| 782 | OLYMPUS ADVISORS, LLC | 160851 | $9.25B | $9.25B | 24 | 2026-03-31 | → |
| 783 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | 310321 | $9.23B | $9.23B | 76 | 2026-03-31 | → |
| 784 | WYNNCHURCH CAPITAL, L.P. | 173227 | $9.12B | $9.12B | 47 | 2026-03-31 | → |
| 785 | FS REAL ESTATE ADVISOR, LLC | 306352 | $9.10B | $9.10B | 133 | 2026-06-30 | → |
| 786 | COLUMBIA CAPITAL, L.P. | 159616 | $9.10B | $9.10B | 23 | 2026-05-31 | → |
| 787 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $9.08B | $82.55B | 300 | 2026-03-31 | → |
| 788 | XIGINVENT, L.L.C. | 156213 | $9.06B | $9.06B | 31 | 2026-05-31 | → |
| 789 | NEUBERGER BERMAN LOAN ADVISERS II LLC | 306601 | $9.05B | $9.05B | 3 | 2026-03-31 | → |
| 790 | HARRIS ASSOCIATES LP | 106960 | $9.04B | $109.48B | 221 | 2026-03-31 | → |
| 791 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $9.03B | $13.02B | 43 | 2025-06-30 | → |
| 792 | MARLIN MANAGEMENT COMPANY, LLC | 160672 | $9.02B | $9.02B | 70 | 2026-03-31 | → |
| 793 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $9.02B | $64.86B | 250 | 2026-03-31 | → |
| 794 | THE STERLING GROUP, L.P. | 157406 | $9.01B | $9.01B | 87 | 2026-03-31 | → |
| 795 | J.F. LEHMAN AND COMPANY LLC | 292932 | $9.01B | $9.01B | 58 | 2026-03-31 | → |
| 796 | COLLER CAPITAL INC | 158102 | $9.00B | $9.00B | 59 | 2025-06-30 | → |
| 797 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | $8.98B | $10.99B | 301 | 2025-05-31 | → |
| 798 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $8.97B | $35.08B | 146 | 2026-01-31 | → |
| 799 | LITTLEJOHN & CO., LLC | 156720 | $8.97B | $8.97B | 81 | 2026-03-31 | → |
| 800 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | $8.96B | $8.96B | 62 | 2026-03-31 | → |
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