Research Report · 2026-06-30
Registered Investment Advisers Managing Securitized Assets
SEC-registered investment advisers that report managing securitized assets, ranked by AUM.
Firms
1,000
Total AUM
$77.96T
Median AUM
$11.94B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 402 | REVERENCE CAPITAL PARTNERS, L.P. | 171471 | $18.09B | $18.09B | 47 | 2026-03-31 | → |
| 403 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 404 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 405 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $18.00B | $18.00B | 9 | 2026-06-30 | → |
| 406 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $17.99B | $17.99B | 57 | 2026-06-30 | → |
| 407 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $17.93B | $17.93B | 128 | 2026-06-30 | → |
| 408 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $17.93B | $17.93B | 38 | 2026-03-31 | → |
| 409 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 410 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 411 | INVESCO LOAN MANAGER, LLC | 306746 | $17.69B | $17.69B | 109 | 2026-03-31 | → |
| 412 | GEOWEALTH MANAGEMENT LLC | 148222 | $17.57B | $17.57B | 88 | 2026-03-31 | → |
| 413 | PATIENT SQUARE CAPITAL, LP | 312203 | $17.51B | $17.51B | 97 | 2026-05-31 | → |
| 414 | AIP, LLC | 156878 | $17.47B | $17.47B | 94 | 2026-03-31 | → |
| 415 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 416 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 417 | KOHLBERG & CO., L.L.C. | 160745 | $17.15B | $17.15B | 91 | 2026-05-31 | → |
| 418 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $17.07B | $17.07B | 12 | 2026-03-31 | → |
| 419 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 420 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $16.97B | $16.97B | 48 | 2026-06-30 | → |
| 421 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 422 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.69B | $16.69B | 107 | 2026-05-31 | → |
| 423 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 424 | 3G CAPITAL PARTNERS LP | 156934 | $16.31B | $16.31B | 19 | 2026-03-31 | → |
| 425 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $16.30B | $16.30B | 215 | 2026-03-31 | → |
| 426 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 427 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $16.21B | $16.21B | 70 | 2026-05-31 | → |
| 428 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $16.10B | $16.10B | 250 | 2026-03-31 | → |
| 429 | FARTHER FINANCE ADVISORS, LLC | 302050 | $16.01B | $16.01B | 571 | 2026-03-31 | → |
| 430 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 431 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 432 | CF PRIVATE EQUITY, INC. | 110657 | $15.78B | $15.78B | 66 | 2025-12-31 | → |
| 433 | WHITEBOX ADVISORS LLC | 121995 | $15.74B | $15.74B | 67 | 2026-03-31 | → |
| 434 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.73B | $15.73B | 77 | 2026-03-31 | → |
| 435 | CONCURRENT INVESTMENT ADVISORS, LLC | 323135 | $15.73B | $15.73B | 188 | 2026-06-30 | → |
| 436 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $15.65B | $15.65B | 37 | 2026-03-31 | → |
| 437 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 438 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 439 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 440 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 441 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 442 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 443 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $15.33B | $15.33B | 60 | 2026-03-31 | → |
| 444 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 445 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 446 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 447 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 448 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 449 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 450 | ABRY PARTNERS II, LLC | 161154 | $14.90B | $14.90B | 1 | 2026-03-31 | → |
| 451 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 452 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 453 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 454 | KELSO & COMPANY, L.P. | 131471 | $14.32B | $14.32B | 64 | 2026-04-30 | → |
| 455 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 456 | SYCAMORE PARTNERS MANAGEMENT, L.P. | 284346 | $14.30B | $14.30B | 60 | 2026-03-31 | → |
| 457 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 458 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 459 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 460 | RTW INVESTMENTS LP | 153232 | $14.14B | $14.14B | 70 | 2026-03-31 | → |
| 461 | OAKTREE FUND ADVISORS, LLC | 290193 | $14.10B | $14.10B | 451 | 2026-03-31 | → |
| 462 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | 168862 | $14.01B | $14.01B | 101 | 2026-03-31 | → |
| 463 | THE VISTRIA GROUP, LP | 167045 | $13.99B | $13.99B | 107 | 2026-05-31 | → |
| 464 | NAUTIC PARTNERS, LLC | 159822 | $13.97B | $13.97B | 69 | 2026-04-30 | → |
| 465 | LINDEN MANAGER LLC | 161059 | $13.95B | $13.95B | 55 | 2026-03-31 | → |
| 466 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | $13.93B | $13.93B | 52 | 2026-03-31 | → |
| 467 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 468 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 469 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 470 | LIBREMAX CAPITAL, LLC | 155486 | $13.87B | $13.87B | 74 | 2026-03-31 | → |
| 471 | GRESHAM PARTNERS, LLC | 108668 | $13.80B | $13.80B | 67 | 2026-03-31 | → |
| 472 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 473 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 474 | JMI MANAGEMENT, L.P. | 158344 | $13.58B | $13.58B | 81 | 2026-06-30 | → |
| 475 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $13.54B | $13.54B | 60 | 2026-03-31 | → |
| 476 | RIVERSIDE PARTNERS, LLC | 160523 | $13.53B | $13.53B | 248 | 2026-03-31 | → |
| 477 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 478 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 479 | THE MATHER GROUP, LLC | 156005 | $13.45B | $13.45B | 186 | 2026-04-30 | → |
| 480 | STG PARTNERS, LLC | 291048 | $13.43B | $13.43B | 87 | 2026-03-31 | → |
| 481 | ACORNS ADVISERS, LLC | 165926 | $13.39B | $13.39B | 302 | 2026-03-31 | → |
| 482 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 483 | EIGHT PARTNERS VC, LLC | 283031 | $13.38B | $13.38B | 69 | 2026-04-30 | → |
| 484 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $13.19B | $13.19B | 31 | 2026-03-31 | → |
| 485 | NOVACAP MANAGEMENT INC. | 290100 | $13.17B | $13.17B | 112 | 2026-03-31 | → |
| 486 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 487 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $12.97B | $12.97B | 31 | 2026-06-30 | → |
| 488 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 489 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 490 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $12.88B | $12.88B | 82 | 2026-05-31 | → |
| 491 | LS POWER EQUITY ADVISORS, LLC | 158272 | $12.64B | $12.64B | 224 | 2026-04-30 | → |
| 492 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 493 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 494 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 495 | AQUILINE MANAGEMENT HOLDINGS LP | 327352 | $12.27B | $12.27B | 85 | 2026-05-31 | → |
| 496 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 497 | HOLLYPORT CAPITAL LLP | 289306 | $12.20B | $12.20B | 84 | 2026-06-30 | → |
| 498 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 499 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
| 500 | VONTOBEL SWISS FINANCIAL ADVISERS AG | 130668 | $11.94B | $11.94B | 105 | 2026-03-31 | → |
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