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 | |
|---|---|---|---|---|---|---|---|
| 201 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 202 | NATIONWIDE FUND ADVISORS | 109391 | $83.14B | $83.14B | 129 | 2026-02-28 | → |
| 203 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $83.02B | $83.02B | 146 | 2026-03-31 | → |
| 204 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 205 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 206 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 207 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 208 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 209 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 210 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 211 | LEXINGTON PARTNERS L.P. | 147281 | $79.27B | $79.27B | 171 | 2026-06-30 | → |
| 212 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 213 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | 110148 | $79.17B | $79.17B | 439 | 2026-03-31 | → |
| 214 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 215 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 216 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 217 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 218 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 219 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 220 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 221 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 222 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $73.82B | $73.82B | 1,402 | 2026-03-31 | → |
| 223 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 224 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 225 | JPMORGAN FUNDS LIMITED | 172045 | $72.40B | $72.40B | 0 | 2026-05-31 | → |
| 226 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 227 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 228 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 229 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 230 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 231 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 232 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 233 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 234 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 235 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 236 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $67.88B | $67.88B | 130 | 2026-05-31 | → |
| 237 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 238 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 239 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 240 | ADAMS STREET PARTNERS, LLC | 109358 | $66.49B | $66.49B | 318 | 2026-06-30 | → |
| 241 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 242 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 243 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $65.07B | $65.07B | 51 | 2026-01-31 | → |
| 244 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.86B | $64.86B | 250 | 2026-03-31 | → |
| 245 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 246 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 247 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 248 | CVC CREDIT PARTNERS, LLC | 138528 | $61.63B | $61.63B | 153 | 2026-05-31 | → |
| 249 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $61.10B | $61.10B | 285 | 2026-06-30 | → |
| 250 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 251 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | $60.09B | $60.09B | 331 | 2026-03-31 | → |
| 252 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $59.78B | $59.78B | 78 | 2026-04-30 | → |
| 253 | VALOR MANAGEMENT LLC | 160014 | $59.32B | $59.32B | 104 | 2026-04-30 | → |
| 254 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
| 255 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $59.04B | $59.04B | 94 | 2026-03-31 | → |
| 256 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $58.87B | $58.87B | 184 | 2026-05-31 | → |
| 257 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 258 | ALPINVEST US HOLDINGS, LLC | 328458 | $57.66B | $57.66B | 289 | 2026-03-31 | → |
| 259 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 260 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 261 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 262 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 263 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $55.07B | $55.07B | 266 | 2026-05-31 | → |
| 264 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 265 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 266 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 267 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $53.81B | $53.81B | 146 | 2026-03-31 | → |
| 268 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 269 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 270 | SCULPTOR CAPITAL LP | 107913 | $52.68B | $52.68B | 343 | 2026-04-30 | → |
| 271 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 272 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 273 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 274 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 275 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $51.26B | $51.26B | 49 | 2026-04-30 | → |
| 276 | PNC CAPITAL ADVISORS LLC | 151829 | $50.88B | $50.88B | 258 | 2026-03-31 | → |
| 277 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 278 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 279 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 280 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 281 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $50.01B | $50.01B | 132 | 2026-05-31 | → |
| 282 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $49.85B | $49.85B | 33 | 2026-03-31 | → |
| 283 | AE WEALTH MANAGEMENT, LLC | 282580 | $49.84B | $49.84B | 630 | 2026-06-30 | → |
| 284 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 285 | ICG INVESTMENTS INC | 162589 | $49.69B | $49.69B | 94 | 2026-03-31 | → |
| 286 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 287 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 288 | BRIDGE MULTIFAMILY FUND MANAGER LLC | 159127 | $49.30B | $49.30B | 610 | 2026-04-30 | → |
| 289 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 290 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 291 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 292 | GTCR LLC | 159545 | $48.64B | $48.64B | 204 | 2026-03-31 | → |
| 293 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 294 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $47.99B | $47.99B | 426 | 2026-03-31 | → |
| 295 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 296 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 297 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $47.72B | $47.72B | 253 | 2026-05-31 | → |
| 298 | ANTARES CAPITAL ADVISERS LLC | 281998 | $47.39B | $47.39B | 466 | 2026-03-31 | → |
| 299 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $47.05B | $47.05B | 140 | 2026-03-31 | → |
| 300 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $46.41B | $46.41B | 235 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30