The RIA database

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2121. 2121
      Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
      Schwab 55%Northern Trust 36%
      +00% 1 yr$4.9B
2122. 2122
      KKR Credit Advisors (singapore) PTE. LTD.Singapore, Singapore · 11 clientsPrivate fund adviserAffiliated broker-dealerGlobal Atlantic Distributors, LLC, KKR Australia Investment Management PTY Limited
      State Street 100%
      +00% 1 yr$4.9B
2123. 2123
      MC Credit Partners LPStamford, CT · 18 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$4.9B
2124. 2124
      Hamilton CapitalColumbus, OH · 2,963 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.9B
2125. 2125
      Cornerstone Wealth Management, LLCDes Peres, MO · 12,691 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$4.9B
2126. 2126
      Fiduciaryvest, LLCAtlanta, GA · 37 clientsAsset manager
      State Street 41%Merrill / Bank of America 38%
      +00% 1 yr$4.9B
2127. 2127
      Neuberger Berman Loan Advisers LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
      No custodian reported
      +00% 1 yr$4.9B
2128. 2128
      Senator Investment Group LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2129. 2129
      AGF InvestmentsBoston, MA · 22 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$4.9B
2130. 2130
      StashNew York, NY · 1,138,270 clientsWealth managerPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
      Apex Fintech 100%
      +00% 1 yr$4.9B
2131. 2131
      Granger Management LLCNew York, NY · 15 clientsAsset manager
      Northern Trust 98%
      +00% 1 yr$4.9B
2132. 2132
      GSA Capital Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2133. 2133
      Quotient Wealth Partners, LLCDallas, TX · 2,355 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$4.9B
2134. 2134
      Advantage Advisers Multi-Manager, L.L.C.New York, NY · 2 clientsAsset managerAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
      No custodian reported
      +00% 1 yr$4.9B
2135. 2135
      Swiss RE Insurance-Linked Strategies Inc.New York, NY · 5 clientsPrivate fund adviserHybridSwiss RE Capital Markets Corporation, Swiss RE Capital Markets Europe S.A.
      No custodian reported
      +00% 1 yr$4.9B
2136. 2136
      G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
      Northern Trust 76%Fidelity 24%
      +00% 1 yr$4.9B
2137. 2137
      Private Management Group IncIrvine, CA · 3,594 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.9B
2138. 2138
      Edgestream Partners, L.P.Princeton, NJ · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2139. 2139
      Ghisallo Capital Management LLCBoston, MA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2140. 2140
      J. Goldman & Co., L.P.New York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2141. 2141
      Lucid Management and Capital Partners LPNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2142. 2142
      Taconic Capital Advisors LPNew York, NY · 32 clientsPrivate fund adviser
      Barclays Bank PLC 100%
      +00% 1 yr$4.9B
2143. 2143
      Hill City Capital LPBoston, MA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2144. 2144
      Madison Asset ManagementMadison, WI · 36 clientsAsset managerHybridMFD Distributor, LLC
      No custodian reported
      +00% 1 yr$4.9B
2145. 2145
      Pennybacker Capital Management, LLCAustin, TX · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2146. 2146
      Energy Impact Partners LPNew York, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.9B
2147. 2147
      Heritage Wealth AdvisorsRichmond, VA · 451 clientsWealth manager
      Fidelity 78%
      +00% 1 yr$4.9B
2148. 2148
      Brightstar Capital PartnersNew York, NY · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.8B
2149. 2149
      Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
      Schwab 63%Fidelity 37%
      +00% 1 yr$4.8B
2150. 2150
      Rubicon Technology Management L.L.C.Boulder, CO · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.8B
2151. 2151
      Encompass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
      Morgan Stanley 79%
      +00% 1 yr$4.8B
2152. 2152
      Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
      Fidelity 86%
      +00% 1 yr$4.8B
2153. 2153
      Carronade Capital Management, LPDarien, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.8B
2154. 2154
      Macquarie Wealth Advisers, LLCNew York, NY · 29 clientsAsset managerHybridMacquarie Capital (USA) Inc.
      No custodian reported
      +00% 1 yr$4.8B
2155. 2155
      SRB CorporationBoston, MA · 20 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$4.8B
2156. 2156
      Siris Capital Group, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.8B
2157. 2157
      Star Asia ManagementMount Laurel, NJ · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.8B
2158. 2158
      Cardinal Point Wealth ManagementToronto, On, Canada · 2,387 clientsWealth managerAffiliated broker-dealer
      National Bank Independent Network 49%
      +00% 1 yr$4.8B
2159. 2159
      Sowell ManagementNorth Little Rock, AR · 6,624 clientsWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
      Fidelity 67%Schwab 33%
      +00% 1 yr$4.8B
2160. 2160
      Cidel Asset Management IncToronto, Ontario, Canada · 1,547 clientsAsset manager
      Cidel Trust Company Canada 70%
      +00% 1 yr$4.8B