The RIA database

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2241. 2241
      Dwight Investment Management LLCSunny Isles Beach, FL · 11 clientsPrivate fund adviser
      Computershare Trust Company 72%U.S. Bank 28%
      +00% 1 yr$4.6B
2242. 2242
      Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
      Northern Trust 43%BNY 28%
      +00% 1 yr$4.5B
2243. 2243
      Conifer Management, LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2244. 2244
      Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsWealth managerBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
      SEI 56%Fidelity 44%
      +00% 1 yr$4.5B
2245. 2245
      JFG Family OfficeDenver, CO · 164 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.5B
2246. 2246
      Hawk Ridge Capital Management LPLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2247. 2247
      SignalfireSan Francisco, CA · 52 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2248. 2248
      H/2 Capital PartnersStamford, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2249. 2249
      Innovation X AdvisorsRockville, MD · 19 clientsBroker-dealer firmHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
      No custodian reported
      +00% 1 yr$4.5B
2250. 2250
      CWA Asset Management GroupNaples, FL · 1,976 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$4.5B
2251. 2251
      Spire Wealth Management, LLCMcLean, VA · 6,379 clientsWealth managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
      Fidelity 79%
      +00% 1 yr$4.5B
2252. 2252
      Agtb Fund Manager, LLCNew York, NY · 1 clientsAsset managerHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
      No custodian reported
      +00% 1 yr$4.5B
2253. 2253
      Goelzer Investment ManagementCarmel, IN · 695 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$4.5B
2254. 2254
      OICNew York, NY · 46 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2255. 2255
      Greycroft LPNew York, NY · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2256. 2256
      Halseypoint Asset ManagementEl Segundo, CA · 10 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$4.5B
2257. 2257
      Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
      Deutsche Bank 59%BNY 41%
      +00% 1 yr$4.5B
2258. 2258
      Venrock Adviser, LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2259. 2259
      Performa Limited (US), LLCCharleston, SC · 47 clientsAsset manager
      Comerica Bank 38%State Street 31%
      +00% 1 yr$4.5B
2260. 2260
      Evanston Capital Management, LLCEvanston, IL · 10 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$4.5B
2261. 2261
      Clifford Swan Investment CounselorsPasadena, CA · 970 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.5B
2262. 2262
      Brighton Park CapitalGreenwich, CT · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2263. 2263
      Connecticut Wealth Management, LLCFarmington, CT · 1,517 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$4.5B
2264. 2264
      Elementum Advisors, LLCChicago, IL · 17 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$4.5B
2265. 2265
      Alpinvest Private Equity Investment Management, LLCNew York, NY · 2 clientsAsset managerHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
      No custodian reported
      +00% 1 yr$4.5B
2266. 2266
      Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
      Morgan Stanley 52%J.P. Morgan 27%
      +00% 1 yr$4.5B
2267. 2267
      CX Institutional, LLCAuburn, IN · 4,560 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.5B
2268. 2268
      Luminarx Capital Management LPNew York, NY · 35 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2269. 2269
      Banner Oak Capital Partners, LPDallas, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2270. 2270
      BluespruceChicago, IL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.5B
2271. 2271
      Bienville Capital Management, LLCNew York, NY · 90 clientsAsset manager
      Schwab 100%
      +00% 1 yr$4.5B
2272. 2272
      Valley Forge Capital ManagementMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.4B
2273. 2273
      Applied Finance Capital Management, LLCSan Juan, PR · 19 clientsAsset manager
      No custodian reported
      +00% 1 yr$4.4B
2274. 2274
      Beacon TrustMorristown, NJ · 2,939 clientsWealth managerBank-affiliated
      No custodian reported
      +00% 1 yr$4.4B
2275. 2275
      Skyknight Capital, L.P.Burlingame, CA · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.4B
2276. 2276
      Bertram Capital Management LLCFoster City, CA · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.4B
2277. 2277
      Blue Owl Digital Infrastructure Trust Advisors LLCChicago, IL · 2 clientsPrivate fund adviserHybridBlue Owl Securities LLC
      State Street 100%
      +00% 1 yr$4.4B
2278. 2278
      Ninepoint Partners LPToronto, Ontario, Canada · 44 clientsPrivate fund adviserAffiliated broker-dealerSightline Wealth Management LP
      No custodian reported
      +00% 1 yr$4.4B
2279. 2279
      Accredited Investors Wealth ManagementEdina, MN · 947 clientsWealth manager
      Schwab 100%
      +00% 1 yr$4.4B
2280. 2280
      Next Legacy Management, LLCPortola Valley, CA · 47 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$4.4B