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 | |
|---|---|---|---|---|---|---|---|
| 301 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 302 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 303 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 304 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 305 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $45.50B | $45.50B | 211 | 2026-03-31 | → |
| 306 | CHANDLER ASSET MANAGEMENT INC | 107287 | $45.31B | $45.31B | 54 | 2026-03-31 | → |
| 307 | EP WEALTH ADVISORS, LLC. | 111147 | $45.15B | $45.15B | 618 | 2026-04-30 | → |
| 308 | CHEVY CHASE TRUST COMPANY | 110742 | $44.93B | $44.93B | 119 | 2026-03-31 | → |
| 309 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 310 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 311 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 312 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 313 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 314 | APOGEM CAPITAL LLC | 309234 | $43.82B | $43.82B | 259 | 2026-05-31 | → |
| 315 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 316 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $43.43B | $43.43B | 64 | 2026-03-31 | → |
| 317 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 318 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 319 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $42.87B | $42.87B | 209 | 2026-05-31 | → |
| 320 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $42.59B | $42.59B | 52 | 2025-12-31 | → |
| 321 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 322 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 323 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 324 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 325 | SUMMIT PARTNERS, L.P. | 135271 | $42.01B | $42.01B | 218 | 2026-03-31 | → |
| 326 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
| 327 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 328 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 329 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 330 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 331 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 332 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 333 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 334 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 335 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 336 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 337 | BAMCO, INC. | 110789 | $39.51B | $39.51B | 221 | 2026-05-31 | → |
| 338 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 339 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 340 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 341 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $38.76B | $38.76B | 209 | 2026-05-31 | → |
| 342 | PACER ADVISORS, INC. | 137381 | $38.64B | $38.64B | 24 | 2026-03-31 | → |
| 343 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 344 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 345 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 346 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 347 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 348 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 349 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 350 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 351 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 352 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 353 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 354 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 355 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 356 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $36.50B | $36.50B | 588 | 2026-06-30 | → |
| 357 | BBR PARTNERS, LLC | 109688 | $36.49B | $36.49B | 175 | 2026-03-31 | → |
| 358 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 359 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $36.37B | $36.37B | 236 | 2026-03-31 | → |
| 360 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 361 | GI MANAGER L.P. | 161573 | $35.74B | $35.74B | 160 | 2026-03-31 | → |
| 362 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 363 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 364 | NEA MANAGEMENT COMPANY, LLC | 161004 | $35.58B | $35.58B | 113 | 2026-03-31 | → |
| 365 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $35.53B | $35.53B | 121 | 2026-06-30 | → |
| 366 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 367 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 368 | EQT REAL ESTATE, LLC | 161935 | $35.14B | $35.14B | 222 | 2026-03-31 | → |
| 369 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 370 | FAYEZ SAROFIM & CO., LLC | 106584 | $35.07B | $35.07B | 54 | 2026-05-31 | → |
| 371 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 372 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 373 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 374 | SANCTUARY ADVISORS, LLC | 226606 | $34.88B | $34.88B | 770 | 2026-06-30 | → |
| 375 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $34.57B | $34.57B | 247 | 2026-03-31 | → |
| 376 | RREEF AMERICA L.L.C. | 109596 | $34.34B | $34.34B | 175 | 2026-05-31 | → |
| 377 | WEALTHSPIRE ADVISORS LLC | 106181 | $34.32B | $34.32B | 397 | 2026-04-30 | → |
| 378 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $34.18B | $34.18B | 145 | 2026-03-31 | → |
| 379 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 380 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
| 381 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 382 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $33.80B | $33.80B | 26 | 2026-06-30 | → |
| 383 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 384 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 283004 | $33.52B | $33.52B | 549 | 2026-06-30 | → |
| 385 | BNY MELLON ADVISORS, INC. | 106108 | $33.48B | $33.48B | 66 | 2026-05-31 | → |
| 386 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $33.39B | $33.39B | 95 | 2026-04-30 | → |
| 387 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $33.37B | $33.37B | 47 | 2026-03-31 | → |
| 388 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $33.32B | $33.32B | 67 | 2026-04-30 | → |
| 389 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $33.19B | $33.19B | 7 | 2025-12-31 | → |
| 390 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $33.02B | $33.02B | 108 | 2026-04-30 | → |
| 391 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $32.87B | $32.87B | 87 | 2026-03-31 | → |
| 392 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $32.48B | $32.48B | 412 | 2026-05-31 | → |
| 393 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 394 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $31.76B | $31.76B | 77 | 2026-04-30 | → |
| 395 | GOLDMAN SACHS WEALTH SERVICES, L.P. | 106693 | $31.69B | $31.69B | 1,923 | 2026-06-30 | → |
| 396 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 397 | MUZINICH & CO., INC. | 22998 | $31.27B | $31.27B | 110 | 2026-06-30 | → |
| 398 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $31.11B | $31.11B | 298 | 2026-03-31 | → |
| 399 | TIEDEMANN ADVISORS, LLC | 147189 | $31.01B | $31.01B | 182 | 2026-04-30 | → |
| 400 | CATTERTON MANAGEMENT COMPANY, L.L.C. | 157428 | $30.84B | $30.84B | 183 | 2026-06-30 | → |
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