Research Report · 2026-06-30
Largest Registered Investment Advisers in New York
New York SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,621
Total AUM
$38.34T
Median AUM
$766.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | IRENIC CAPITAL MANAGEMENT LP | NEW YORK | 319645 | $2.40B | 12 | 2026-04-30 | → |
| 802 | PRELUDE CAPITAL MANAGEMENT, LLC | NEW YORK | 158105 | $2.39B | 32 | 2026-03-31 | → |
| 803 | RATSON ADVISORY LLC | NEW YORK | 330091 | $2.39B | 2 | 2026-02-28 | → |
| 804 | PARADIGM CAPITAL MANAGEMENT, INC. | ALBANY | 107982 | $2.38B | 12 | 2026-03-31 | → |
| 805 | COMMODORE CAPITAL LP | NEW YORK | 304370 | $2.37B | 12 | 2026-03-31 | → |
| 806 | NEW 2ND CAPITAL ADVISORS, L.P. | NEW YORK | 292254 | $2.36B | 20 | 2026-03-31 | → |
| 807 | APOLLO CAPITAL CREDIT ADVISER, LLC | NEW YORK | 286485 | $2.35B | 3,564 | 2026-03-31 | → |
| 808 | EVERSIDE CAPITAL PARTNERS, LLC | NEW YORK | 289799 | $2.34B | 21 | 2026-03-31 | → |
| 809 | CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC | NEW YORK | 284980 | $2.33B | 6 | 2026-03-31 | → |
| 810 | AIP MANAGEMENT US INC | NEW YORK | 322515 | $2.33B | 2 | 2026-03-31 | → |
| 811 | BELZBERG INVESTMENTS LLC | NEW YORK | 315114 | $2.33B | 22 | 2026-05-31 | → |
| 812 | MAGNUS FINANCIAL GROUP LLC | NEW YORK | 289423 | $2.33B | 24 | 2026-03-31 | → |
| 813 | PPC ENTERPRISES LLC | NEW YORK | 165075 | $2.32B | 32 | 2026-03-31 | → |
| 814 | GREENSLEDGE ADVISORS LLC | NEW YORK | 305341 | $2.31B | 0 | 2026-04-30 | → |
| 815 | TIPTREE ADVISORS, LLC | NEW YORK | 137758 | $2.31B | 13 | 2026-03-31 | → |
| 816 | GARNET CREDIT MANAGEMENT LLC | NEW YORK | 334755 | $2.30B | 14 | 2026-03-31 | → |
| 817 | VARADERO CAPITAL, L.P. | NEW YORK | 159183 | $2.29B | 27 | 2026-03-31 | → |
| 818 | JANA PARTNERS MANAGEMENT, LP | NEW YORK | 292832 | $2.29B | 19 | 2026-05-31 | → |
| 819 | RESOLUTION CAPITAL (US) LIMITED | RYE BROOK | 298109 | $2.28B | 2 | 2025-09-30 | → |
| 820 | LAZARD ASSET MANAGEMENT (CANADA)INC | NEW YORK | 106340 | $2.28B | 0 | 2026-03-31 | → |
| 821 | VANBARTON GROUP LLC | NEW YORK | 119128 | $2.28B | 28 | 2026-03-31 | → |
| 822 | DW PARTNERS, LP | NEW YORK | 155459 | $2.27B | 41 | 2026-05-31 | → |
| 823 | FOCUSED WEALTH MANAGEMENT, INC. | NEWBURGH | 154828 | $2.27B | 19 | 2026-03-31 | → |
| 824 | SANDTON CAPITAL PARTNERS, LP | NEW YORK | 160364 | $2.27B | 24 | 2026-04-30 | → |
| 825 | TENG YUE PARTNERS, L.P. | NEW YORK | 162895 | $2.25B | 29 | 2026-03-31 | → |
| 826 | ENTROPY TECHNOLOGIES, LP | NEW YORK | 325283 | $2.24B | 16 | 2026-03-31 | → |
| 827 | MASON CAPITAL MANAGEMENT LLC | NEW YORK | 158797 | $2.24B | 15 | 2026-03-31 | → |
| 828 | RETHINK CAPITAL PARTNERS, LLC | WHITE PLAINS | 171118 | $2.23B | 34 | 2026-03-31 | → |
| 829 | CHURCHILL PCIF ADVISOR LLC | NEW YORK | 329140 | $2.23B | 206 | 2026-03-31 | → |
| 830 | CCMP CAPITAL ADVISORS, LP | NEW YORK | 140121 | $2.23B | 13 | 2026-03-31 | → |
| 831 | TWO SIGMA VENTURES, LP | NEW YORK | 295416 | $2.23B | 36 | 2026-03-31 | → |
| 832 | FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. | NEW YORK | 289257 | $2.22B | 13 | 2026-03-31 | → |
| 833 | GRANDFIELD & DODD, LLC | NEW YORK | 110971 | $2.21B | 16 | 2026-03-31 | → |
| 834 | ALPHAQUEST LLC | NEW YORK | 285141 | $2.21B | 42 | 2026-03-31 | → |
| 835 | RAGA PARTNERS LP | NEW YORK | 316791 | $2.20B | 12 | 2026-05-31 | → |
| 836 | LUPA RIA INVESTMENT MANAGEMENT LLC | NEW YORK | 314819 | $2.19B | 12 | 2026-03-31 | → |
| 837 | MAXIM CAPITAL GROUP, LLC | NEW YORK | 288321 | $2.19B | 19 | 2026-04-30 | → |
| 838 | GTIS PARTNERS LP | NEW YORK | 156798 | $2.19B | 92 | 2026-06-30 | → |
| 839 | DSC MERIDIAN CAPITAL LP | NEW YORK | 296590 | $2.18B | 12 | 2026-04-30 | → |
| 840 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | NEW YORK | 149165 | $2.18B | 16 | 2026-06-30 | → |
| 841 | MOORSTONE, L.P. | NEW YORK | 339519 | $2.18B | 12 | 2026-05-31 | → |
| 842 | CATALIO CAPITAL MANAGEMENT, LP | NEW YORK | 310374 | $2.18B | 30 | 2026-03-31 | → |
| 843 | ASCEND CAPITAL PARTNERS MANAGER, L.P. | NEW YORK | 310515 | $2.18B | 19 | 2026-03-31 | → |
| 844 | SECOR INVESTMENT MANAGEMENT, LP | NEW YORK | 155919 | $2.17B | 38 | 2026-06-30 | → |
| 845 | GREENLAND CAPITAL MANAGEMENT LP | NEW YORK | 317701 | $2.15B | 26 | 2026-06-30 | → |
| 846 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2026-06-30 | → |
| 847 | NEXPHASE CAPITAL, LP | NEW YORK | 281893 | $2.14B | 31 | 2026-03-31 | → |
| 848 | RP MANAGEMENT, LLC | NEW YORK | 161569 | $2.14B | 2 | 2026-03-31 | → |
| 849 | KINTEGRAL ADVISORY, LLC | NEW YORK | 164160 | $2.14B | 11 | 2026-03-31 | → |
| 850 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 851 | LAWLEY RETIREMENT ADVISORS, LLC | BUFFALO | 282786 | $2.13B | 12 | 2026-03-31 | → |
| 852 | SIR CAPITAL MANAGEMENT L.P. | NEW YORK | 161096 | $2.13B | 17 | 2026-03-31 | → |
| 853 | VELOCITY CAPITAL ADVISORS LLC | NEW YORK | 322722 | $2.12B | 13 | 2026-05-31 | → |
| 854 | PFG INVESTMENTS, LLC | WOODBURY | 116537 | $2.11B | 161 | 2026-02-28 | → |
| 855 | GREYLION PARTNERS LP | NEW YORK | 308336 | $2.11B | 22 | 2026-03-31 | → |
| 856 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.11B | 15 | 2026-06-30 | → |
| 857 | THE WEALTH ALLIANCE, LLC | MELVILLE | 305052 | $2.10B | 29 | 2026-04-30 | → |
| 858 | AMERAUDI ASSET MANAGEMENT, INC. | NEW YORK | 119854 | $2.10B | 15 | 2026-03-31 | → |
| 859 | LONG RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 163730 | $2.10B | 27 | 2026-03-31 | → |
| 860 | UNITED ASSET STRATEGIES INC. | GARDEN CITY | 107434 | $2.09B | 33 | 2026-03-31 | → |
| 861 | ARIS MANAGEMENT, LLC | NEW YORK | 317315 | $2.08B | 3,564 | 2026-03-31 | → |
| 862 | BASIS MANAGEMENT GROUP LLC | NEW YORK | 282518 | $2.07B | 52 | 2026-03-31 | → |
| 863 | NEWTYN MANAGEMENT, LLC | NEW YORK | 161156 | $2.07B | 12 | 2026-03-31 | → |
| 864 | TORTOISE INVESTMENT MANAGEMENT, LLC | WHITE PLAINS | 128723 | $2.07B | 21 | 2026-03-31 | → |
| 865 | AVESTAR CAPITAL, LLC | NEW YORK | 287525 | $2.07B | 16 | 2026-06-30 | → |
| 866 | ELEQUIN CAPITAL, LP | NEW YORK | 308371 | $2.07B | 30 | 2026-05-31 | → |
| 867 | PHOENIX MERCHANT PARTNERS, LP | RYE | 324381 | $2.06B | 29 | 2026-03-31 | → |
| 868 | M.D. SASS, LLC | NEW YORK | 110590 | $2.06B | 19 | 2026-03-31 | → |
| 869 | QUENT CAPITAL, LLC | NEW YORK | 308203 | $2.05B | 17 | 2026-03-31 | → |
| 870 | CHURCHILL DLC ADVISOR LLC | NEW YORK | 304945 | $2.05B | 206 | 2026-03-31 | → |
| 871 | BLUE ROAD MANAGEMENT, L.P. | NEW YORK | 169845 | $2.04B | 9 | 2026-03-31 | → |
| 872 | MJE - LOOP CAPITAL PARTNERS LLC | NEW YORK | 287638 | $2.04B | 19 | 2026-03-31 | → |
| 873 | HALYARD ASSET MANAGEMENT LLC | WHITE PLAINS | 154493 | $2.03B | 4 | 2026-03-31 | → |
| 874 | NCH CAPITAL INC. | NEW YORK | 157288 | $2.02B | 60 | 2026-05-31 | → |
| 875 | RUSH ISLAND MANAGEMENT, LP | NEW YORK | 291275 | $2.02B | 7 | 2026-03-31 | → |
| 876 | DECLARATION PARTNERS LP | NEW YORK | 297786 | $2.01B | 37 | 2026-05-31 | → |
| 877 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 878 | ROSE SMART GROWTH INVESTMENT ADVISORS, LLC | NEW YORK | 161271 | $2.00B | 50 | 2026-03-31 | → |
| 879 | TIG ADVISORS LLC | NEW YORK | 138306 | $1.99B | 12 | 2026-03-31 | → |
| 880 | EPFC CAPITAL PARTNERS, LLC | NEW YORK | 307803 | $1.99B | 15 | 2026-03-31 | → |
| 881 | MAK CAPITAL ONE, LLC | NEW YORK | 158132 | $1.99B | 12 | 2026-03-31 | → |
| 882 | MOUNT LOGAN MANAGEMENT LLC | NEW YORK | 311161 | $1.98B | 120 | 2026-06-30 | → |
| 883 | GRAYCLIFF PARTNERS LP | NEW YORK | 157221 | $1.98B | 30 | 2026-06-30 | → |
| 884 | LONG POND CAPITAL, LP | NEW YORK | 161168 | $1.97B | 18 | 2026-03-31 | → |
| 885 | LINGOTTO US LLC | NEW YORK | 328113 | $1.97B | 17 | 2026-04-30 | → |
| 886 | KORA MANAGEMENT LP | BROOKLYN | 172534 | $1.96B | 30 | 2026-03-31 | → |
| 887 | QSEMBLE CAPITAL MANAGEMENT, LP | NEW YORK CITY | 290920 | $1.95B | 10 | 2026-04-30 | → |
| 888 | NEW STATE CAPITAL PARTNERS LLC | NEW ROCHELLE | 170409 | $1.95B | 35 | 2026-03-31 | → |
| 889 | BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. | NEW YORK | 161083 | $1.95B | 15 | 2026-03-31 | → |
| 890 | RADIAN CAPITAL LLC | NEW YORK | 288340 | $1.94B | 28 | 2026-03-31 | → |
| 891 | PARABELLUM CAPITAL LLC | NEW YORK | 269874 | $1.94B | 18 | 2026-05-31 | → |
| 892 | LUMENT INVESTMENT MANAGEMENT, LLC | NEW YORK | 306487 | $1.94B | 447 | 2026-06-30 | → |
| 893 | HEIN PARK CAPITAL MANAGEMENT LP | NEW YORK | 305550 | $1.93B | 16 | 2026-03-31 | → |
| 894 | TSPI, LP | NEW YORK | 291090 | $1.92B | 34 | 2026-05-31 | → |
| 895 | SKYBRIDGE CAPITAL II, LLC | NEW YORK | 148152 | $1.92B | 24 | 2026-03-31 | → |
| 896 | ARTEMIS WEALTH ADVISORS, LLC | PORT WASHINGTON | 150810 | $1.91B | 9 | 2026-05-31 | → |
| 897 | BROADRIVER ASSET MANAGEMENT, L.P. | NEW YORK | 155792 | $1.91B | 19 | 2026-03-31 | → |
| 898 | SARATOGA INVESTMENT ADVISORS, LLC | NEW YORK | 153060 | $1.90B | 28 | 2026-03-31 | → |
| 899 | SARATOGA MANAGEMENT COMPANY LLC | NEW YORK | 161822 | $1.90B | 7 | 2026-03-31 | → |
| 900 | AVENUE ASIA CAPITAL MANAGEMENT, L.P. | NEW YORK CITY | 113246 | $1.89B | 183 | 2026-05-31 | → |
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