Research Report · 2026-06-30
Registered Investment Advisers with the Highest Segment Assets per Client
SEC-registered investment advisers ranked by segment assets / client.
Firms
1,000
Total AUM
$84.92T
Median AUM
$18.06B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Segment Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | SOUND POINT CLO C-MOA, LLC | 293256 | $514.3M | $12.34B | 40 | 2026-03-31 | → |
| 702 | A&M CAPITAL ADVISORS, LP | 163576 | $514.2M | $7.20B | 86 | 2026-06-30 | → |
| 703 | CAXTON ASSOCIATES (USA) LLC | 132823 | $514.1M | $4.63B | 25 | 2026-03-31 | → |
| 704 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $513.2M | $23.61B | 45 | 2026-06-30 | → |
| 705 | INVESCO MANAGEMENT S.A. | 143238 | $512.5M | $48.69B | 357 | 2026-03-31 | → |
| 706 | PEAK XV PARTNERS OPERATIONS LLC | 305299 | $509.9M | $15.30B | 107 | 2026-06-30 | → |
| 707 | CVC CREDIT PARTNERS, LLC | 138528 | $509.3M | $61.63B | 153 | 2026-05-31 | → |
| 708 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $509.3M | $12.22B | 34 | 2026-03-31 | → |
| 709 | INSIGHT VENTURE MANAGEMENT, LLC | 142994 | $509.3M | $92.18B | 438 | 2026-03-31 | → |
| 710 | AVIVA INVESTORS CANADA INC. | 333457 | $508.6M | $9.15B | 18 | 2026-03-31 | → |
| 711 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $508.5M | $92.04B | 293 | 2026-06-30 | → |
| 712 | ANSON FUNDS MANAGEMENT LP | 125109 | $507.7M | $3.05B | 4 | 2026-03-31 | → |
| 713 | CARRHAE CAPITAL, LLP | 161900 | $507.2M | $6.09B | 27 | 2026-06-30 | → |
| 714 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $507.0M | $177.46B | 375 | 2026-05-31 | → |
| 715 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $506.7M | $149.48B | 309 | 2026-06-30 | → |
| 716 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $506.7M | $3.55B | 8 | 2026-03-31 | → |
| 717 | NICHOLAS CO INC | 108347 | $506.4M | $6.08B | 16 | 2026-01-31 | → |
| 718 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $505.8M | $24.28B | 77 | 2026-03-31 | → |
| 719 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $505.0M | $29.29B | 32 | 2026-03-31 | → |
| 720 | LEXINGTON PARTNERS L.P. | 147281 | $504.9M | $79.27B | 171 | 2026-06-30 | → |
| 721 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $504.7M | $36.34B | 238 | 2026-05-31 | → |
| 722 | MSR CAPITAL PARTNERS, LLC | 318983 | $503.6M | $5.04B | 13 | 2026-06-30 | → |
| 723 | CERITY PARTNERS OCIO LLC | 151916 | $503.2M | $21.13B | 61 | 2026-03-31 | → |
| 724 | NEUBERGER BERMAN LOAN ADVISERS II LLC | 306601 | $502.6M | $9.05B | 3 | 2026-03-31 | → |
| 725 | PARTNERS GROUP (USA) INC. | 145228 | $502.1M | $29.12B | 431 | 2026-03-31 | → |
| 726 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $501.9M | $144.04B | 778 | 2026-06-30 | → |
| 727 | THE ELECTRUM GROUP LLC | 161407 | $501.0M | $2.50B | 14 | 2026-03-31 | → |
| 728 | LINDEN MANAGER LLC | 161059 | $498.1M | $13.95B | 55 | 2026-03-31 | → |
| 729 | HOUND PARTNERS, LLC | 155551 | $497.7M | $4.98B | 28 | 2026-03-31 | → |
| 730 | WHISTLER CAPITAL PARTNERS LLC | 316528 | $497.4M | $2.49B | 9 | 2026-03-31 | → |
| 731 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $496.9M | $38.76B | 209 | 2026-05-31 | → |
| 732 | ABRY PARTNERS II, LLC | 161154 | $496.8M | $14.90B | 1 | 2026-03-31 | → |
| 733 | DOUBLELINE ALTERNATIVES LP | 175212 | $496.3M | $3.47B | 171 | 2026-03-31 | → |
| 734 | MAIN POST PARTNERS, L.P. | 172703 | $496.0M | $3.47B | 23 | 2026-06-30 | → |
| 735 | SLR CAPITAL PARTNERS, LLC | 146106 | $495.9M | $9.42B | 65 | 2026-03-31 | → |
| 736 | BANNER OAK CAPITAL PARTNERS, LP | 284367 | $495.5M | $4.46B | 9 | 2026-03-31 | → |
| 737 | BAIN CAPITAL VENTURES, LP | 145652 | $491.9M | $9.84B | 97 | 2026-03-31 | → |
| 738 | BERTRAM CAPITAL MANAGEMENT LLC | 156920 | $491.9M | $4.43B | 46 | 2026-06-30 | → |
| 739 | ALTARIS, LLC | 143611 | $491.8M | $9.34B | 37 | 2026-03-31 | → |
| 740 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $491.4M | $183.29B | 905 | 2026-05-31 | → |
| 741 | ODYSSEY INVESTMENT PARTNERS, LLC | 160990 | $490.9M | $7.85B | 45 | 2026-05-31 | → |
| 742 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $490.9M | $46.63B | 523 | 2026-04-30 | → |
| 743 | FIRST SENTIER INFRASTRUCTURE MANAGERS (INTERNATIONAL) LIMITED | 283669 | $490.4M | $5.39B | 48 | 2026-06-30 | → |
| 744 | CARRONADE CAPITAL MANAGEMENT, LP | 309174 | $490.3M | $3.43B | 17 | 2026-03-31 | → |
| 745 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 131660 | $489.0M | $5.87B | 5 | 2026-03-31 | → |
| 746 | PINEGROVE ADVISER LLC | 170811 | $488.2M | $2.93B | 17 | 2026-03-31 | → |
| 747 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | $488.2M | $51.74B | 1 | 2026-06-30 | → |
| 748 | COVE HILL PARTNERS, L.P. | 288684 | $486.9M | $5.36B | 46 | 2026-03-31 | → |
| 749 | ABBEY CAPITAL LIMITED | 153498 | $486.8M | $6.82B | 77 | 2026-01-31 | → |
| 750 | ARBOUR LANE CAPITAL MANAGEMENT LP | 298198 | $486.5M | $7.30B | 30 | 2026-03-31 | → |
| 751 | ELMTREE FUNDS, LLC | 338940 | $485.9M | $7.77B | 37 | 2026-03-31 | → |
| 752 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $485.8M | $274.95B | 859 | 2026-03-31 | → |
| 753 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $485.2M | $427.48B | 322 | 2026-03-31 | → |
| 754 | ARIN RISK ADVISORS LLC | 151491 | $485.1M | $10.19B | 11 | 2026-03-31 | → |
| 755 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $485.0M | $16.97B | 48 | 2026-06-30 | → |
| 756 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $484.7M | $22.78B | 66 | 2026-03-31 | → |
| 757 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $484.0M | $85.67B | 367 | 2026-04-30 | → |
| 758 | ENCOMPASS CAPITAL ADVISORS LLC | 160113 | $483.5M | $4.84B | 19 | 2026-04-30 | → |
| 759 | SYLEBRA CAPITAL LLC | 316856 | $483.5M | $2.90B | 8 | 2026-03-31 | → |
| 760 | LEAD EDGE CAPITAL MANAGEMENT, LLC | 241795 | $483.3M | $6.77B | 68 | 2026-04-30 | → |
| 761 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $483.3M | $21.75B | 100 | 2026-01-31 | → |
| 762 | SUMMIT PARTNERS, L.P. | 135271 | $482.9M | $42.01B | 218 | 2026-03-31 | → |
| 763 | LSV ASSET MANAGEMENT | 109918 | $482.6M | $104.25B | 45 | 2026-03-31 | → |
| 764 | SIRIS CAPITAL GROUP, LLC | 157798 | $481.5M | $4.81B | 24 | 2026-03-31 | → |
| 765 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $481.2M | $77.96B | 319 | 2026-03-31 | → |
| 766 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $481.1M | $10.58B | 30 | 2026-06-30 | → |
| 767 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $480.6M | $35.09B | 10 | 2026-03-31 | → |
| 768 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $480.5M | $12.97B | 48 | 2026-01-31 | → |
| 769 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $480.2M | $22.57B | 504 | 2026-03-31 | → |
| 770 | VERITAS ASSET MANAGEMENT LLP | 174314 | $478.3M | $19.13B | 42 | 2026-03-31 | → |
| 771 | MELQART ASSET MANAGEMENT (UK) LIMITED | 287888 | $478.0M | $2.87B | 23 | 2026-02-28 | → |
| 772 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $476.3M | $80.97B | 365 | 2026-05-31 | → |
| 773 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | $476.3M | $10.48B | 61 | 2024-12-31 | → |
| 774 | UNIVERSA INVESTMENTS L.P. | 146052 | $474.4M | $21.35B | 20 | 2026-03-31 | → |
| 775 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $473.8M | $21.32B | 25 | 2026-03-31 | → |
| 776 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $473.5M | $34.57B | 247 | 2026-03-31 | → |
| 777 | SENIORS HOUSING FUND MANAGER LLC | 334006 | $473.4M | $3.79B | 40 | 2026-03-31 | → |
| 778 | KINETIC PARTNERS MANAGEMENT, LP | 318097 | $472.8M | $4.73B | 15 | 2026-03-31 | → |
| 779 | HIGHBRIDGE CAPITAL MANAGEMENT, LLC | 134776 | $472.0M | $7.55B | 60 | 2026-03-31 | → |
| 780 | NEOS PARTNERS, LP | 323847 | $471.6M | $3.77B | 34 | 2026-05-31 | → |
| 781 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | 287822 | $471.2M | $8.95B | 25 | 2026-03-31 | → |
| 782 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $470.2M | $76.17B | 23 | 2026-03-31 | → |
| 783 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $469.9M | $4.70B | 9 | 2026-06-30 | → |
| 784 | ITE MANAGEMENT L.P. | 277037 | $469.1M | $7.51B | 85 | 2026-06-30 | → |
| 785 | CAMPBELL GLOBAL, LLC | 111944 | $468.2M | $7.02B | 144 | 2026-04-30 | → |
| 786 | WATER STREET HEALTHCARE PARTNERS, LLC | 156694 | $468.2M | $7.49B | 42 | 2026-03-31 | → |
| 787 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $467.0M | $24.29B | 45 | 2026-03-31 | → |
| 788 | NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | $467.0M | $6.07B | 3 | 2026-03-31 | → |
| 789 | BONACCORD CAPITAL ADVISORS LLC | 316716 | $465.6M | $4.19B | 35 | 2026-03-31 | → |
| 790 | POINTER MANAGEMENT, LLC | 156810 | $465.1M | $2.79B | 16 | 2026-03-31 | → |
| 791 | DWS INVESTMENTS HONG KONG LIMITED | 139666 | $464.0M | $5.10B | 62 | 2026-05-31 | → |
| 792 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | $463.7M | $283.81B | 1,040 | 2026-03-31 | → |
| 793 | ALGERT GLOBAL LLC | 125523 | $463.7M | $10.20B | 24 | 2026-05-31 | → |
| 794 | GREEN COURT CAPITAL MANAGEMENT LIMITED | 286091 | $461.5M | $5.54B | 39 | 2026-03-31 | → |
| 795 | KENNEDY LEWIS MANAGEMENT LP | 290399 | $461.4M | $11.54B | 144 | 2026-04-30 | → |
| 796 | METROPOLIS CAPITAL LIMITED | 291699 | $460.5M | $5.07B | 14 | 2026-02-28 | → |
| 797 | GARNET CREDIT MANAGEMENT LLC | 334755 | $460.2M | $2.30B | 14 | 2026-03-31 | → |
| 798 | CHATHAM ASSET MANAGEMENT, LLC | 157517 | $459.5M | $8.27B | 37 | 2026-03-31 | → |
| 799 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | $458.4M | $11.46B | 247 | 2026-03-31 | → |
| 800 | ACCEL MANAGEMENT CO. L.L.C | 331435 | $458.2M | $38.03B | 91 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30