The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

841. 841
     Park Square Capital USA LPNew York, NY · 36 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
842. 842
     IQ EQ Fund Management (singapore) Private LimitedSingapore, Singapore · 103 clientsPrivate fund adviser
     J.P. Morgan 60%
     +00% 1 yr$21B
843. 843
     Charlesbank Capital Partners, LLCBoston, MA · 50 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
844. 844
     Arrowmark Colorado Holdings, LLCDenver, CO · 138 clientsPrivate fund adviserHybrid
     Pershing 100%
     +00% 1 yr$21B
845. 845
     Armour Capital Management LPVero Beach, FL · 1 clientsPrivate fund adviserHybridBuckler Securities LLC
     No custodian reported
     +00% 1 yr$21B
846. 846
     Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
     Principal 29%
     +00% 1 yr$21B
847. 847
     Bahl & Gaynor LLCCincinnati, OH · 889 clientsAsset managerHybrid
     UBS 34%Schwab 33%
     +00% 1 yr$21B
848. 848
     Magellan Investment PartnersSydney, NSW, Australia · 36 clientsAsset managerAffiliated broker-dealerBarrenjoey Advisory PTY Limited, Barrenjoey Asia Limited
     J.P. Morgan 67%
     +00% 1 yr$21B
849. 849
     Ribbit CapitalPalo Alto, CA · 67 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
850. 850
     Baker Street Advisors, LLCSan Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
     Schwab 54%Fidelity 46%
     +00% 1 yr$21B
851. 851
     Thrivent Investment Management Inc.Minneapolis, MN · 125,754 clientsBroker-dealer firmHybridThrivent Distributors, LLC
     No custodian reported
     +00% 1 yr$21B
852. 852
     Ellington Management Group, L.L.C.Old Greenwich, CT · 33 clientsPrivate fund adviserHybridArmstrong Securities LLC
     BNY 100%
     +00% 1 yr$21B
853. 853
     Madison Dearborn PartnersChicago, IL · 57 clientsPrivate fund adviserAffiliated broker-dealerAnkura Capital Advisors, LLC
     No custodian reported
     +00% 1 yr$21B
854. 854
     Pacific Asset ManagementLondon, United Kingdom · 128 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
855. 855
     Centiva Capital, LPNew York, NY · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
856. 856
     Orbimed Advisors LLCNew York, NY · 32 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$21B
857. 857
     Offit CapitalNew York, NY · 378 clientsWealth manager
     Schwab 100%
     +00% 1 yr$21B
858. 858
     Appaloosa LPShort Hills, NJ · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$20B
859. 859
     Fiduciary Counselors Inc.Washington, DC · 13 clientsAsset manager
     J.P. Morgan 55%Fidelity Management Trust 27%
     +00% 1 yr$20B
860. 860
     Vontobel Asset Management, Inc.New York, NY · 34 clientsAsset managerHybridVontobel (hong Kong) Limited, Vontobel Asset Management S.A.
     State Street 42%J.P. Morgan 27%
     +00% 1 yr$20B
861. 861
     Harvest Partners, LPNew York, NY · 45 clientsPrivate fund adviser
     State Street 100%
     +00% 1 yr$20B
862. 862
     Bessemer Venture PartnersLarchmont, NY · 36 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$20B
863. 863
     Rokos Capital Management (US) LPNew York City, NY · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$20B
864. 864
     Harrison Street Advisors, LLCChicago, IL · 12 clientsPrivate fund adviserAffiliated broker-dealerColliers Capital Holdings Limited
     No custodian reported
     +00% 1 yr$20B
865. 865
     Hildene Capital ManagementStamford, CT · 82 clientsPrivate fund adviser
     State Street 81%
     +00% 1 yr$20B
866. 866
     Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
     U.S. Bank 68%
     +00% 1 yr$20B
867. 867
     Regions Investment Management, Inc.Birmingham, ALAsset managerAffiliated broker-dealerRF M&a Services LLC, Regions Securities LLC, clears through StoneX
     No custodian reported
     +00% 1 yr$20B
868. 868
     Mutual of America Capital Management LLCNew York, NY · 2 clientsAsset managerHybridMutual of America Securities LLC
     BNY 100%
     +00% 1 yr$20B
869. 869
     Audax Private EquityBoston, MA · 36 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$20B
870. 870
     Pccp, LLCLos Angeles, CA · 52 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$20B
871. 871
     Western Asset Management Company LimitedLondon, United Kingdom · 35 clientsAsset managerAffiliated broker-dealerFranklin Templeton International Services S.a R.L.
     BNY 71%
     +00% 1 yr$20B
872. 872
     Blackstone Alternative Solutions L.L.C.New York, NY · 54 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
     No custodian reported
     +00% 1 yr$20B
873. 873
     Bxmt Advisors L.L.C.New York, NY · 2 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
     No custodian reported
     +00% 1 yr$20B
874. 874
     Summit Trail Advisors, LLCNew York, NY · 742 clientsWealth managerHybridSummit Trail Securities, LLC
     Pershing 55%Schwab 25%
     +00% 1 yr$20B
875. 875
     New Edge WealthStamford, CT · 3,692 clientsWealth managerWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
     Fidelity 85%
     +00% 1 yr$20B
876. 876
     Kare Manager Holdings, L.P.Boca Raton, FL · 29 clientsPrivate fund adviserHybridKA Associates, LLC
     No custodian reported
     +00% 1 yr$20B
877. 877
     RWA Wealth PartnersBoston, MA · 6,027 clientsWealth manager
     Fidelity 81%
     +00% 1 yr$20B
878. 878
     O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsWealth managerPublic-company owned
     No custodian reported
     +00% 1 yr$20B
879. 879
     Record Currency Management IncNew York, NY · 1 clientsAsset managerAffiliated broker-dealerInte Securities LLC
     No custodian reported
     +00% 1 yr$20B
880. 880
     Townsend Holdings LLCCleveland, OH · 67 clientsAsset managerHybrid
     Northern Trust 35%BNY 25%J.P. Morgan 22%
     +00% 1 yr$20B