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 | |
|---|---|---|---|---|---|---|---|
| 101 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $183.62B | $183.62B | 496 | 2026-03-31 | → |
| 102 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 103 | THOMA BRAVO, L.P. | 157041 | $182.94B | $182.94B | 246 | 2026-03-31 | → |
| 104 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 105 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $178.01B | $178.01B | 471 | 2026-04-30 | → |
| 106 | GC ADVISORS LLC | 148687 | $177.85B | $177.85B | 1,035 | 2026-06-30 | → |
| 107 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $177.46B | $177.46B | 375 | 2026-05-31 | → |
| 108 | HPS INVESTMENT PARTNERS, LLC | 282125 | $175.72B | $175.72B | 826 | 2026-05-31 | → |
| 109 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $174.54B | $174.54B | 222 | 2026-06-30 | → |
| 110 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $172.62B | $172.62B | 79 | 2026-06-30 | → |
| 111 | INSIGHT NORTH AMERICA LLC | 145995 | $171.09B | $171.09B | 238 | 2026-06-30 | → |
| 112 | GLOBAL RETIREMENT PARTNERS LLC | 172011 | $169.58B | $169.58B | 464 | 2026-06-30 | → |
| 113 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 114 | GQG PARTNERS LLC | 283720 | $163.86B | $163.86B | 227 | 2026-03-31 | → |
| 115 | CIBC ASSET MANAGEMENT INC. | 106508 | $162.84B | $162.84B | 478 | 2026-06-30 | → |
| 116 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 117 | NB ALTERNATIVES ADVISERS LLC | 149822 | $160.24B | $160.24B | 417 | 2026-03-31 | → |
| 118 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $159.86B | $159.86B | 231 | 2026-03-31 | → |
| 119 | MACKAY SHIELDS LLC | 107717 | $159.52B | $159.52B | 206 | 2026-04-30 | → |
| 120 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 121 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $156.56B | $156.56B | 100 | 2026-06-30 | → |
| 122 | ONEDIGITAL INVESTMENT ADVISORS LLC | 106766 | $155.41B | $155.41B | 648 | 2026-04-30 | → |
| 123 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $154.73B | $154.73B | 203 | 2026-03-31 | → |
| 124 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 125 | NEPC, LLC | 110562 | $152.72B | $152.72B | 379 | 2026-05-31 | → |
| 126 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $152.13B | $152.13B | 1,413 | 2026-04-30 | → |
| 127 | AON INVESTMENTS USA INC. | 105596 | $150.99B | $150.99B | 255 | 2026-03-31 | → |
| 128 | BRIDGEWATER ASSOCIATES, LP | 105129 | $150.16B | $150.16B | 1,135 | 2026-05-31 | → |
| 129 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $146.29B | $146.29B | 365 | 2026-05-31 | → |
| 130 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $145.73B | $145.73B | 213 | 2026-03-31 | → |
| 131 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 132 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $142.15B | $142.15B | 437 | 2026-05-31 | → |
| 133 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $142.02B | $142.02B | 87 | 2026-04-30 | → |
| 134 | TPG CAPITAL ADVISORS, LLC | 159738 | $140.57B | $140.57B | 414 | 2026-06-30 | → |
| 135 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $140.25B | $140.25B | 508 | 2026-06-30 | → |
| 136 | LMR PARTNERS LLC | 292183 | $140.11B | $140.11B | 106 | 2026-06-30 | → |
| 137 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 134139 | $138.69B | $138.69B | 3,527 | 2026-06-30 | → |
| 138 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $136.48B | $136.48B | 392 | 2026-05-31 | → |
| 139 | RATHBONES INVESTMENT MANAGEMENT LIMITED | 124925 | $135.09B | $135.09B | 1,715 | 2026-03-31 | → |
| 140 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 141 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.65B | $130.65B | 218 | 2026-03-31 | → |
| 142 | VAN ECK ASSOCIATES CORPORATION | 105080 | $125.61B | $125.61B | 292 | 2026-03-31 | → |
| 143 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 144 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $125.26B | $125.26B | 881 | 2026-03-31 | → |
| 145 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 146 | GC OPAL ADVISORS LLC | 289425 | $124.30B | $124.30B | 1,087 | 2026-06-30 | → |
| 147 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $123.58B | $123.58B | 322 | 2026-03-31 | → |
| 148 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | $122.19B | $122.19B | 1,700 | 2026-06-30 | → |
| 149 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 150 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $121.05B | $121.05B | 419 | 2026-06-30 | → |
| 151 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $120.70B | $120.70B | 364 | 2026-03-31 | → |
| 152 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 153 | ICONIQ CAPITAL, LLC | 159198 | $117.53B | $117.53B | 513 | 2026-04-30 | → |
| 154 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 155 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $116.17B | $116.17B | 185 | 2026-06-30 | → |
| 156 | ANGELO, GORDON & CO., L.P. | 131940 | $115.94B | $115.94B | 1,096 | 2026-05-31 | → |
| 157 | MML INVESTORS SERVICES, LLC | 10409 | $115.64B | $115.64B | 6,976 | 2026-05-31 | → |
| 158 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 159 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $111.72B | $111.72B | 122 | 2026-03-31 | → |
| 160 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $110.95B | $110.95B | 147 | 2026-03-31 | → |
| 161 | HELLMAN & FRIEDMAN LLC | 158614 | $110.42B | $110.42B | 120 | 2026-03-31 | → |
| 162 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $110.30B | $110.30B | 704 | 2026-03-31 | → |
| 163 | JANNEY MONTGOMERY SCOTT LLC | 463 | $110.11B | $110.11B | 2,404 | 2026-06-30 | → |
| 164 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 165 | WARBURG PINCUS LLC | 156945 | $108.66B | $108.66B | 829 | 2026-03-31 | → |
| 166 | STEPSTONE GROUP LP | 143635 | $107.82B | $107.82B | 978 | 2026-06-30 | → |
| 167 | CONNING, INC. | 107423 | $106.90B | $106.90B | 270 | 2026-03-31 | → |
| 168 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | $106.02B | $106.02B | 643 | 2026-03-31 | → |
| 169 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 170 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $105.30B | $105.30B | 1,790 | 2026-04-30 | → |
| 171 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 172 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 173 | SIXTH STREET ADVISERS, LLC | 159014 | $101.61B | $101.61B | 703 | 2026-05-31 | → |
| 174 | OAK HILL ADVISORS, L.P. | 125352 | $100.72B | $100.72B | 435 | 2026-06-30 | → |
| 175 | ROCKEFELLER FINANCIAL LLC | 291361 | $99.60B | $99.60B | 1,005 | 2026-03-31 | → |
| 176 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $99.12B | $99.12B | 1,072 | 2026-03-31 | → |
| 177 | ARES CAPITAL MANAGEMENT LLC | 131619 | $97.62B | $97.62B | 634 | 2026-05-31 | → |
| 178 | FIDUCIENT ADVISORS LLC | 106720 | $97.54B | $97.54B | 210 | 2026-03-31 | → |
| 179 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 180 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $96.43B | $96.43B | 919 | 2026-03-31 | → |
| 181 | GCM GROSVENOR L.P. | 108654 | $95.49B | $95.49B | 466 | 2026-06-30 | → |
| 182 | BLUE OWL GPSC ADVISORS LLC | 293945 | $94.65B | $94.65B | 40 | 2026-04-30 | → |
| 183 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 184 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 185 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 186 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 187 | CERBERUS CAPITAL MANAGEMENT, L.P. | 152175 | $92.50B | $92.50B | 936 | 2026-05-31 | → |
| 188 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | 226715 | $92.17B | $92.17B | 2 | 2026-03-31 | → |
| 189 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 190 | ADVENT INTERNATIONAL, L.P. | 105673 | $91.63B | $91.63B | 262 | 2026-03-31 | → |
| 191 | AST INVESTMENT SERVICES, INC. | 108897 | $91.47B | $91.47B | 42 | 2026-05-31 | → |
| 192 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 193 | PANTHEON VENTURES (US) LP | 153425 | $87.69B | $87.69B | 129 | 2026-03-31 | → |
| 194 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $87.38B | $87.38B | 481 | 2026-05-31 | → |
| 195 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $87.35B | $87.35B | 271 | 2026-04-30 | → |
| 196 | FIG LLC | 129612 | $87.30B | $87.30B | 1,004 | 2026-06-30 | → |
| 197 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 198 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 199 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $85.60B | $85.60B | 96 | 2026-03-31 | → |
| 200 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
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