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 | |
|---|---|---|---|---|---|---|---|
| 801 | ATREIDES MANAGEMENT, LP | 301152 | $8.94B | $8.94B | 26 | 2026-05-31 | → |
| 802 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $8.93B | $11.36B | 1 | 2026-05-31 | → |
| 803 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | 287822 | $8.90B | $8.95B | 25 | 2026-03-31 | → |
| 804 | GLP CAPITAL PARTNERS, INC. | 304917 | $8.90B | $9.42B | 160 | 2025-03-31 | → |
| 805 | PINNACLE ASSET MANAGEMENT, L.P. | 126487 | $8.89B | $8.89B | 23 | 2026-03-31 | → |
| 806 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $8.87B | $43.54B | 170 | 2026-04-30 | → |
| 807 | LANSDOWNE PARTNERS (UK) LLP | 172244 | $8.87B | $10.30B | 53 | 2026-06-30 | → |
| 808 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $8.83B | $10.40B | 124 | 2026-03-31 | → |
| 809 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $8.82B | $16.21B | 70 | 2026-05-31 | → |
| 810 | NAPIER PARK GLOBAL CAPITAL LTD | 157629 | $8.82B | $9.22B | 22 | 2026-04-30 | → |
| 811 | CABOT PROPERTIES L.P. | 118729 | $8.74B | $9.11B | 157 | 2026-03-31 | → |
| 812 | CROSSPOINT CAPITAL PARTNERS, LP | 306981 | $8.70B | $8.70B | 37 | 2026-03-31 | → |
| 813 | CALLAN LLC | 107687 | $8.69B | $41.94B | 202 | 2026-03-31 | → |
| 814 | LINDSELL TRAIN LIMITED | 158323 | $8.67B | $9.25B | 30 | 2026-04-30 | → |
| 815 | WIND POINT ADVISORS LLC | 156485 | $8.58B | $8.58B | 50 | 2026-03-31 | → |
| 816 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $8.58B | $20.29B | 63 | 2026-03-31 | → |
| 817 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $8.56B | $13.99B | 78 | 2026-06-30 | → |
| 818 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $8.56B | $10.54B | 27 | 2026-05-31 | → |
| 819 | WESTPORT CAPITAL PARTNERS LLC | 157493 | $8.55B | $8.92B | 34 | 2026-03-31 | → |
| 820 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | 171640 | $8.54B | $8.54B | 39 | 2026-05-31 | → |
| 821 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $8.54B | $28.66B | 37 | 2026-03-31 | → |
| 822 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $8.51B | $78.52B | 377 | 2026-05-31 | → |
| 823 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $8.48B | $17.83B | 138 | 2026-04-30 | → |
| 824 | NORTHWOOD INVESTORS LLC | 161406 | $8.48B | $8.97B | 107 | 2026-03-31 | → |
| 825 | BLUE TORCH CAPITAL LP | 288110 | $8.46B | $8.56B | 46 | 2026-04-30 | → |
| 826 | MESA WEST CAPITAL, LLC | 158959 | $8.45B | $8.70B | 50 | 2026-05-31 | → |
| 827 | DEEP TRACK CAPITAL, LP | 312459 | $8.37B | $8.37B | 19 | 2026-03-31 | → |
| 828 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $8.36B | $11.28B | 60 | 2026-03-31 | → |
| 829 | VISTA CREDIT PARTNERS, L.P. | 329152 | $8.36B | $8.42B | 51 | 2026-03-31 | → |
| 830 | SK CAPITAL PARTNERS, LP | 161487 | $8.36B | $8.36B | 74 | 2026-04-30 | → |
| 831 | ASANA PARTNERS, LP | 284477 | $8.35B | $8.35B | 125 | 2026-04-30 | → |
| 832 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $8.27B | $9.42B | 51 | 2026-03-31 | → |
| 833 | CHATHAM ASSET MANAGEMENT, LLC | 157517 | $8.27B | $8.27B | 37 | 2026-03-31 | → |
| 834 | RHONE GROUP L.L.C. | 161731 | $8.15B | $8.15B | 35 | 2026-03-31 | → |
| 835 | STRIPES MANAGEMENT, LLC | 157553 | $8.14B | $8.14B | 51 | 2026-03-31 | → |
| 836 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | $8.12B | $10.21B | 29 | 2026-03-31 | → |
| 837 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $8.11B | $21.02B | 95 | 2026-03-31 | → |
| 838 | OVERLOOK INVESTMENTS L.P. | 137931 | $8.09B | $8.09B | 14 | 2026-03-31 | → |
| 839 | OVERLOOK INVESTMENTS LIMITED | 137926 | $8.09B | $8.09B | 14 | 2026-03-31 | → |
| 840 | LIGHTYEAR CAPITAL LLC | 156781 | $8.08B | $8.08B | 50 | 2026-04-30 | → |
| 841 | SAGARD HOLDINGS MANAGER LP | 304924 | $8.08B | $8.61B | 220 | 2026-04-30 | → |
| 842 | GRAIN MANAGEMENT, LLC | 285045 | $8.07B | $8.07B | 77 | 2026-03-31 | → |
| 843 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | $8.01B | $8.01B | 19 | 2026-03-31 | → |
| 844 | BLACKSTONE ISG-II ADVISORS L.L.C. | 289550 | $8.01B | $8.01B | 114 | 2026-03-31 | → |
| 845 | TRIVE CAPITAL MANAGEMENT LLC | 166910 | $8.00B | $8.00B | 87 | 2026-04-30 | → |
| 846 | CARMEL MANAGEMENT III, LLC | 160892 | $7.98B | $7.98B | 164 | 2026-03-31 | → |
| 847 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $7.98B | $78.94B | 496 | 2026-05-31 | → |
| 848 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $7.98B | $11.29B | 16 | 2026-05-31 | → |
| 849 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $7.97B | $26.12B | 82 | 2026-05-31 | → |
| 850 | FPA REAL ESTATE ADVISERS GROUP, LLC | 288195 | $7.97B | $7.97B | 110 | 2026-03-31 | → |
| 851 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $7.96B | $12.88B | 82 | 2026-05-31 | → |
| 852 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $7.95B | $49.31B | 133 | 2026-04-30 | → |
| 853 | BV INVESTMENT PARTNERS, L.P. | 159349 | $7.94B | $7.94B | 47 | 2026-03-31 | → |
| 854 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $7.93B | $93.47B | 157 | 2026-06-30 | → |
| 855 | LOANCORE CAPITAL CREDIT ADVISOR LLC | 293737 | $7.92B | $7.92B | 48 | 2026-03-31 | → |
| 856 | ORION RESOURCE PARTNERS (USA), LP | 161327 | $7.91B | $7.91B | 59 | 2026-05-31 | → |
| 857 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | 151578 | $7.91B | $8.46B | 45 | 2026-03-31 | → |
| 858 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $7.91B | $15.28B | 112 | 2026-03-31 | → |
| 859 | EDWARDS CAPITAL, LLC | 157864 | $7.89B | $7.89B | 65 | 2026-03-31 | → |
| 860 | KENSICO CAPITAL MANAGEMENT CORP. | 157934 | $7.88B | $7.88B | 25 | 2026-03-31 | → |
| 861 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | $7.87B | $7.87B | 23 | 2026-03-31 | → |
| 862 | WESTBRIDGE CAPITAL US ADVISORS, LP | 161527 | $7.86B | $7.86B | 90 | 2026-03-31 | → |
| 863 | ODYSSEY INVESTMENT PARTNERS, LLC | 160990 | $7.85B | $7.85B | 45 | 2026-05-31 | → |
| 864 | HARBERT FUND ADVISORS, LLC | 110577 | $7.82B | $7.82B | 147 | 2026-03-31 | → |
| 865 | DOUBLELINE CAPITAL LP | 152606 | $7.82B | $93.32B | 258 | 2026-03-31 | → |
| 866 | PCM MANAGEMENT ADVISOR, LLC | 323946 | $7.81B | $7.89B | 495 | 2026-04-30 | → |
| 867 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $7.80B | $15.33B | 60 | 2026-03-31 | → |
| 868 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $7.78B | $9.84B | 24 | 2026-04-30 | → |
| 869 | ELMTREE FUNDS, LLC | 338940 | $7.77B | $7.77B | 37 | 2026-03-31 | → |
| 870 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $7.77B | $18.79B | 711 | 2026-05-31 | → |
| 871 | QUID CAPITAL GROUP HOLDINGS, LLC | 297179 | $7.76B | $7.76B | 9 | 2026-03-31 | → |
| 872 | AE INDUSTRIAL PARTNERS, LP | 173020 | $7.72B | $7.72B | 90 | 2026-03-31 | → |
| 873 | FRAZIER MANAGEMENT, L.L.C. | 157324 | $7.72B | $7.72B | 100 | 2026-06-30 | → |
| 874 | MORRISON US, LLC | 315983 | $7.68B | $27.97B | 20 | 2026-01-31 | → |
| 875 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $7.60B | $11.71B | 145 | 2026-06-30 | → |
| 876 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $7.60B | $12.24B | 12 | 2026-03-31 | → |
| 877 | PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | $7.59B | $7.64B | 39 | 2025-03-31 | → |
| 878 | HIGHVISTA STRATEGIES LLC | 155759 | $7.58B | $9.10B | 80 | 2026-03-31 | → |
| 879 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | 824 | $7.58B | $7.78B | 27 | 2026-06-30 | → |
| 880 | LLR MANAGEMENT HOLDCO, L.P. | 323438 | $7.57B | $7.57B | 116 | 2026-03-31 | → |
| 881 | HIGHBRIDGE CAPITAL MANAGEMENT, LLC | 134776 | $7.55B | $7.55B | 60 | 2026-03-31 | → |
| 882 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $7.55B | $240.66B | 588 | 2026-03-31 | → |
| 883 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $7.53B | $13.78B | 86 | 2026-05-31 | → |
| 884 | QIC US INVESTMENT SERVICES INC | 161705 | $7.52B | $7.52B | 30 | 2026-06-30 | → |
| 885 | SESSA CAPITAL IM, L.P. | 166403 | $7.52B | $7.52B | 13 | 2026-03-31 | → |
| 886 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $7.51B | $19.64B | 924 | 2026-05-31 | → |
| 887 | WATER STREET HEALTHCARE PARTNERS, LLC | 156694 | $7.49B | $7.49B | 42 | 2026-03-31 | → |
| 888 | CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED | 161331 | $7.46B | $10.23B | 28 | 2025-09-30 | → |
| 889 | ITAU USA ASSET MANAGEMENT INC. | 156313 | $7.46B | $9.27B | 26 | 2026-03-31 | → |
| 890 | TENSAI HOLDING COMPANY, LLC | 331487 | $7.45B | $9.33B | 50 | 2025-04-30 | → |
| 891 | MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED | 152807 | $7.45B | $7.87B | 64 | 2026-03-31 | → |
| 892 | HUDSON HOUSING CAPITAL LLC | 161240 | $7.44B | $7.44B | 89 | 2026-03-31 | → |
| 893 | WESTCAP MANAGEMENT, LLC | 301822 | $7.44B | $7.44B | 73 | 2026-03-31 | → |
| 894 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $7.41B | $62.24B | 103 | 2026-03-31 | → |
| 895 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $7.41B | $323.08B | 246 | 2026-05-31 | → |
| 896 | PANAGORA ASSET MANAGEMENT INC | 105201 | $7.41B | $44.13B | 110 | 2026-03-31 | → |
| 897 | FISHER ASSET MANAGEMENT, LLC | 107342 | $7.41B | $386.67B | 4,369 | 2026-04-30 | → |
| 898 | XN LP | 308156 | $7.40B | $7.41B | 34 | 2026-03-31 | → |
| 899 | JLL PARTNERS LLC | 285186 | $7.40B | $7.40B | 36 | 2026-03-31 | → |
| 900 | BALBEC CAPITAL MANAGEMENT LP | 284363 | $7.37B | $7.99B | 150 | 2026-04-30 | → |
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