Research Report · 2026-06-30
Registered Investment Advisers Managing Other Pooled Vehicles
SEC-registered investment advisers that report managing other pooled vehicles, ranked by AUM.
Firms
1,000
Total AUM
$95.65T
Median AUM
$22.60B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | WATER STREET HEALTHCARE PARTNERS, LLC | 156694 | $7.49B | $7.49B | 42 | 2026-03-31 | → |
| 902 | LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 153582 | $7.48B | $7.48B | 64 | 2026-03-31 | → |
| 903 | WESTCAP MANAGEMENT, LLC | 301822 | $7.44B | $7.44B | 73 | 2026-03-31 | → |
| 904 | CAPITAL ADVISORS, INC. | 104643 | $7.43B | $7.43B | 69 | 2026-03-31 | → |
| 905 | GRAMERCY FUNDS MANAGEMENT LLC | 152209 | $7.42B | $7.42B | 75 | 2026-03-31 | → |
| 906 | WASHINGTON CAPITAL MANAGEMENT INC | 105253 | $7.40B | $7.40B | 79 | 2026-06-30 | → |
| 907 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $7.38B | $7.38B | 69 | 2026-03-31 | → |
| 908 | LYRICAL ASSET MANAGEMENT LP | 148267 | $7.37B | $7.37B | 30 | 2026-03-31 | → |
| 909 | ALLIANT RETIREMENT SERVICES, LLC | 167970 | $7.37B | $7.37B | 30 | 2026-04-30 | → |
| 910 | MARINER PLATFORM SOLUTIONS, LLC | 305418 | $7.34B | $7.34B | 161 | 2026-06-30 | → |
| 911 | SPECTRUM EQUITY MANAGEMENT, INC. | 160619 | $7.32B | $7.32B | 80 | 2026-03-31 | → |
| 912 | CARVAL CLO MANAGEMENT LLC | 298135 | $7.30B | $7.30B | 1 | 2026-03-31 | → |
| 913 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 315440 | $7.28B | $7.28B | 45 | 2026-03-31 | → |
| 914 | ANGELES INVESTMENT ADVISORS, LLC. | 110213 | $7.27B | $7.27B | 28 | 2026-03-31 | → |
| 915 | DOMAIN CAPITAL ADVISORS, LLC | 110663 | $7.27B | $7.27B | 33 | 2026-03-31 | → |
| 916 | EVERGREEN CAPITAL MANAGEMENT LLC | 104931 | $7.19B | $7.19B | 37 | 2026-03-31 | → |
| 917 | SILVERSMITH MANAGEMENT, L.P. | 281620 | $7.16B | $7.16B | 38 | 2026-03-31 | → |
| 918 | BROWN BROTHERS HARRIMAN & CO. | 111231 | $7.15B | $7.15B | 48 | 2026-03-31 | → |
| 919 | CASSADAY & CO WEALTH MANAGEMENT LLC | 317672 | $7.14B | $7.14B | 97 | 2026-03-31 | → |
| 920 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 161344 | $7.09B | $7.09B | 28 | 2026-01-31 | → |
| 921 | CRESTVIEW ADVISORS, L.L.C. | 157488 | $7.08B | $7.08B | 36 | 2026-03-31 | → |
| 922 | TAG ASSOCIATES LLC | 116959 | $7.07B | $7.07B | 71 | 2026-06-30 | → |
| 923 | JAMESTOWN, L.P. | 158207 | $7.06B | $7.06B | 233 | 2026-05-31 | → |
| 924 | WINDROSE HEALTH INVESTORS, LLC | 160311 | $7.01B | $7.01B | 22 | 2026-05-31 | → |
| 925 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $7.00B | $7.00B | 39 | 2026-06-30 | → |
| 926 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | 317522 | $6.97B | $6.97B | 64 | 2026-03-31 | → |
| 927 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | $6.95B | $6.95B | 250 | 2026-03-31 | → |
| 928 | ALGEBRIS INVESTMENTS (US) INC. | 169236 | $6.94B | $6.94B | 4 | 2026-03-31 | → |
| 929 | NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | $6.94B | $6.94B | 17 | 2026-03-31 | → |
| 930 | DAKOTA WEALTH, LLC | 297987 | $6.94B | $6.94B | 91 | 2026-03-31 | → |
| 931 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $6.94B | $6.94B | 18 | 2026-03-31 | → |
| 932 | PGIM CUSTOM HARVEST LLC | 290235 | $6.90B | $6.90B | 68 | 2026-05-31 | → |
| 933 | PGIM DC SOLUTIONS LLC | 318800 | $6.90B | $6.90B | 66 | 2026-05-31 | → |
| 934 | HARBOR INVESTMENT ADVISORY, LLC | 151085 | $6.87B | $6.87B | 35 | 2026-03-31 | → |
| 935 | PRYSM CAPITAL, L.P. | 304961 | $6.86B | $6.86B | 14 | 2026-03-31 | → |
| 936 | SMARTLEAF ASSET MANAGEMENT LLC | 172273 | $6.85B | $6.85B | 18 | 2026-03-31 | → |
| 937 | FISHER RETIREMENT SOLUTIONS LLC | 331205 | $6.85B | $6.85B | 159 | 2026-06-30 | → |
| 938 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $6.84B | $6.84B | 74 | 2026-06-30 | → |
| 939 | CONFLUENCE WEALTH SERVICES, INC. | 311980 | $6.84B | $6.84B | 70 | 2026-06-30 | → |
| 940 | THRIVENT ADVISOR NETWORK, LLC | 304569 | $6.84B | $6.84B | 119 | 2026-06-30 | → |
| 941 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 942 | ABBEY CAPITAL LIMITED | 153498 | $6.82B | $6.82B | 77 | 2026-01-31 | → |
| 943 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 944 | CHICAGO PACIFIC CAPITAL, L.P. | 172960 | $6.78B | $6.78B | 46 | 2026-03-31 | → |
| 945 | LEAD EDGE CAPITAL MANAGEMENT, LLC | 241795 | $6.77B | $6.77B | 68 | 2026-04-30 | → |
| 946 | SIGNATURE INVESTMENT ADVISORS, LLC | 160715 | $6.76B | $6.76B | 21 | 2026-03-31 | → |
| 947 | SHAMROCK CAPITAL ADVISORS, LLC | 153100 | $6.73B | $6.73B | 60 | 2026-06-30 | → |
| 948 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.72B | $6.72B | 55 | 2026-03-31 | → |
| 949 | MONROE CAPITAL BDC ADVISORS, LLC | 165657 | $6.71B | $6.71B | 101 | 2026-03-31 | → |
| 950 | REVELSTOKE CAPITAL MANAGEMENT LLC | 173859 | $6.70B | $6.70B | 52 | 2026-06-30 | → |
| 951 | AVISTA CAPITAL HOLDINGS, L.P. | 160750 | $6.66B | $6.66B | 24 | 2026-03-31 | → |
| 952 | G SQUARED EQUITY MANAGEMENT LP | 289285 | $6.60B | $6.60B | 42 | 2026-03-31 | → |
| 953 | T. ROWE PRICE (CANADA) INC. | 107290 | $6.55B | $6.55B | 11 | 2026-03-31 | → |
| 954 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
| 955 | SENDERO WEALTH MANAGEMENT, LLC | 145594 | $6.51B | $6.51B | 41 | 2026-03-31 | → |
| 956 | OSAIC INSTITUTIONS, INC. | 35371 | $6.49B | $6.49B | 1,839 | 2026-05-31 | → |
| 957 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | $6.49B | $6.49B | 41 | 2026-06-30 | → |
| 958 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | 139068 | $6.48B | $6.48B | 80 | 2026-03-31 | → |
| 959 | GREENSPRING ADVISORS, LLC | 132669 | $6.46B | $6.46B | 68 | 2026-06-30 | → |
| 960 | LEVEL EQUITY MANAGEMENT, LLC | 160016 | $6.46B | $6.46B | 52 | 2026-03-31 | → |
| 961 | DOUGLASS WINTHROP ADVISORS LLC | 108680 | $6.46B | $6.46B | 34 | 2026-03-31 | → |
| 962 | NASSAU GLOBAL CREDIT LLC | 287937 | $6.43B | $6.43B | 16 | 2026-03-31 | → |
| 963 | TETRAGON PARTNERS L.P. | 156040 | $6.40B | $6.40B | 122 | 2026-06-30 | → |
| 964 | TRUEPOINT, INC. | 105664 | $6.39B | $6.39B | 103 | 2026-03-31 | → |
| 965 | ANDERSEN TAX LLC | 124205 | $6.35B | $6.35B | 2,061 | 2026-03-31 | → |
| 966 | ETHOS CAPITAL LP | 306874 | $6.31B | $6.31B | 19 | 2026-03-31 | → |
| 967 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | 158165 | $6.31B | $6.31B | 62 | 2026-03-31 | → |
| 968 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 109420 | $6.30B | $6.30B | 69 | 2026-03-31 | → |
| 969 | BRINLEY PARTNERS, LP | 316147 | $6.29B | $6.29B | 22 | 2026-03-31 | → |
| 970 | WCG WEALTH ADVISORS, LLC | 173194 | $6.28B | $6.28B | 131 | 2026-06-30 | → |
| 971 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 972 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $6.20B | $6.20B | 41 | 2026-03-31 | → |
| 973 | AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. | 304605 | $6.20B | $6.20B | 29 | 2026-03-31 | → |
| 974 | FAIRFIELD REALTY ADVISORS LLC | 300633 | $6.20B | $6.20B | 370 | 2026-03-31 | → |
| 975 | BRIGHTWOOD CAPITAL ADVISORS, LLC | 167330 | $6.19B | $6.19B | 64 | 2026-06-30 | → |
| 976 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 288623 | $6.18B | $6.18B | 45 | 2026-03-31 | → |
| 977 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $6.17B | $6.17B | 20 | 2026-03-31 | → |
| 978 | TIKEHAU CAPITAL NORTH AMERICA LLC | 289075 | $6.16B | $6.16B | 56 | 2026-05-31 | → |
| 979 | FREEMAN SPOGLI MANAGEMENT CO., L.P. | 156819 | $6.16B | $6.16B | 35 | 2026-03-31 | → |
| 980 | POLEN CAPITAL CREDIT, LLC | 108468 | $6.13B | $6.13B | 46 | 2026-05-31 | → |
| 981 | BELL PARTNERS INVESTMENT MANAGER, LLC | 329611 | $6.12B | $6.12B | 69 | 2026-05-31 | → |
| 982 | CBRE GLOBAL VALUE INVESTORS, LLC | 111590 | $6.11B | $6.11B | 195 | 2025-07-31 | → |
| 983 | VISION RIDGE PARTNERS, LLC | 174836 | $6.11B | $6.11B | 35 | 2026-05-31 | → |
| 984 | SNYDER CAPITAL MANAGEMENT LP | 108518 | $6.09B | $6.09B | 17 | 2026-03-31 | → |
| 985 | HEITMAN CAPITAL MANAGEMENT LLC | 105480 | $6.09B | $6.09B | 280 | 2026-03-31 | → |
| 986 | CARRHAE CAPITAL, LLP | 161900 | $6.09B | $6.09B | 27 | 2026-06-30 | → |
| 987 | CARRHAE CAPITAL (DIFC) LIMITED | 337385 | $6.08B | $6.08B | 8 | 2026-06-30 | → |
| 988 | DANA INVESTMENT ADVISORS INC | 105879 | $6.08B | $6.08B | 60 | 2026-03-31 | → |
| 989 | FACET WEALTH, INC | 285961 | $6.04B | $6.04B | 168 | 2026-02-28 | → |
| 990 | HAVELI INVESTMENT MANAGEMENT LLC | 316470 | $6.03B | $6.03B | 51 | 2026-03-31 | → |
| 991 | TRIVEST INVESTMENT ADVISORS, LLC | 161432 | $6.01B | $6.01B | 100 | 2026-05-31 | → |
| 992 | J.C. FLOWERS & CO. LLC | 142529 | $6.01B | $6.01B | 38 | 2026-03-31 | → |
| 993 | ASHTON THOMAS PRIVATE WEALTH, LLC | 153902 | $6.01B | $6.01B | 93 | 2026-03-31 | → |
| 994 | EXENCIAL WEALTH ADVISORS, LLC | 130475 | $5.98B | $5.98B | 116 | 2026-03-31 | → |
| 995 | FOYSTON, GORDON & PAYNE INC. | 121591 | $5.96B | $5.96B | 46 | 2026-05-31 | → |
| 996 | INCLINE MANAGEMENT, L.P. | 158858 | $5.96B | $5.96B | 93 | 2026-04-30 | → |
| 997 | INDEX FUND ADVISORS, INC. | 109143 | $5.93B | $5.93B | 50 | 2026-03-31 | → |
| 998 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $5.92B | $5.92B | 149 | 2026-03-31 | → |
| 999 | GELLER ADVISORS LLC | 134062 | $5.91B | $5.91B | 49 | 2025-01-31 | → |
| 1000 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | 329225 | $5.89B | $5.89B | 124 | 2026-06-30 | → |
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