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 | |
|---|---|---|---|---|---|---|---|
| 501 | SENTINEL PENSION ADVISORS, LLC | 109901 | $11.94B | $11.94B | 53 | 2026-05-31 | → |
| 502 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 503 | CANYON CLO ADVISORS LP | 226636 | $11.91B | $11.91B | 161 | 2026-03-31 | → |
| 504 | GOLDBERG LINDSAY & CO. LLC | 141029 | $11.91B | $11.91B | 55 | 2026-04-30 | → |
| 505 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 506 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | $11.88B | $11.88B | 73 | 2026-04-30 | → |
| 507 | ENTRUST GLOBAL PARTNERS LLC | 107940 | $11.82B | $11.82B | 137 | 2026-03-31 | → |
| 508 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 509 | TPG SOLUTIONS ADVISORS, LLC | 313020 | $11.61B | $11.61B | 46 | 2026-06-30 | → |
| 510 | NOVACAP MANAGEMENT US INC. | 327243 | $11.61B | $11.61B | 13 | 2026-03-31 | → |
| 511 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 512 | APOLLON WEALTH MANAGEMENT, LLC | 291902 | $11.56B | $11.56B | 199 | 2026-03-31 | → |
| 513 | KENNEDY LEWIS MANAGEMENT LP | 290399 | $11.54B | $11.54B | 144 | 2026-04-30 | → |
| 514 | INVESTCORP CREDIT MANAGEMENT US LLC | 165140 | $11.51B | $11.51B | 25 | 2025-10-31 | → |
| 515 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | $11.51B | $11.51B | 7 | 2026-03-31 | → |
| 516 | LONGVIEW PARTNERS LLP | 139390 | $11.51B | $11.51B | 39 | 2026-03-31 | → |
| 517 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 518 | KINDERHOOK INDUSTRIES, LLC | 160193 | $11.46B | $11.46B | 30 | 2026-03-31 | → |
| 519 | ARTEMIS REAL ESTATE PARTNERS, LLC | 160668 | $11.42B | $11.42B | 64 | 2026-03-31 | → |
| 520 | GERBER/TAYLOR MANAGEMENT LLC | 109319 | $11.42B | $11.42B | 40 | 2026-03-31 | → |
| 521 | QRG CAPITAL MANAGEMENT, INC. | 305277 | $11.41B | $11.41B | 12 | 2026-06-30 | → |
| 522 | PT ASSET MANAGEMENT, LLC | 107619 | $11.35B | $11.35B | 52 | 2026-03-31 | → |
| 523 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | $11.30B | $11.30B | 124 | 2026-03-31 | → |
| 524 | PERIGON WEALTH MANAGEMENT, LLC | 131037 | $11.29B | $11.29B | 159 | 2026-06-30 | → |
| 525 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $11.29B | $11.29B | 16 | 2026-05-31 | → |
| 526 | ORCHARD GLOBAL ASSET MANAGEMENT LLP | 287599 | $11.28B | $11.28B | 60 | 2026-03-31 | → |
| 527 | VALUEACT CAPITAL MANAGEMENT, L.P. | 154249 | $11.28B | $11.28B | 31 | 2026-03-31 | → |
| 528 | CHRISTOFFERSON, ROBB & COMPANY, LLC | 121299 | $11.27B | $11.27B | 42 | 2026-06-30 | → |
| 529 | CORBIN CAPITAL PARTNERS, L.P. | 130819 | $11.22B | $11.22B | 56 | 2026-03-31 | → |
| 530 | GOLDEN GATE PRIVATE EQUITY INC. | 157379 | $11.16B | $11.16B | 89 | 2026-04-30 | → |
| 531 | HYPERION ASSET MANAGEMENT LIMITED | 289310 | $11.14B | $11.14B | 23 | 2025-09-30 | → |
| 532 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 533 | NICOLA WEALTH MANAGEMENT LTD. | 173201 | $11.04B | $11.04B | 531 | 2026-03-31 | → |
| 534 | BALLYROCK INVESTMENT ADVISORS LLC | 115324 | $10.99B | $10.99B | 5 | 2026-03-31 | → |
| 535 | AFFINIUS CAPITAL MANAGEMENT LLC | 158190 | $10.99B | $10.99B | 301 | 2025-05-31 | → |
| 536 | REDWOOD CAPITAL MANAGEMENT, LLC | 158243 | $10.96B | $10.96B | 33 | 2026-05-31 | → |
| 537 | MODERN WEALTH MANAGEMENT, LLC | 324624 | $10.90B | $10.90B | 253 | 2026-04-30 | → |
| 538 | REALTERM TRANSPORTATION LLC | 322689 | $10.87B | $10.87B | 265 | 2026-05-31 | → |
| 539 | HGGC, LLC | 145684 | $10.84B | $10.84B | 57 | 2026-03-31 | → |
| 540 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $10.80B | $10.80B | 60 | 2026-03-31 | → |
| 541 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | 298930 | $10.69B | $10.69B | 42 | 2026-03-31 | → |
| 542 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 543 | ROCKWOOD CAPITAL, LLC | 156663 | $10.61B | $10.61B | 65 | 2026-06-30 | → |
| 544 | MAGNITUDE CAPITAL, LLC | 137486 | $10.57B | $10.57B | 47 | 2026-03-31 | → |
| 545 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | $10.54B | $10.54B | 27 | 2026-05-31 | → |
| 546 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | $10.50B | $10.50B | 48 | 2026-05-31 | → |
| 547 | MILL CREEK CAPITAL ADVISORS, LLC | 141470 | $10.47B | $10.47B | 42 | 2026-03-31 | → |
| 548 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | $10.40B | $10.40B | 124 | 2026-03-31 | → |
| 549 | STEADFAST CAPITAL MANAGEMENT LP | 157124 | $10.36B | $10.36B | 43 | 2026-03-31 | → |
| 550 | WEBSTER EQUITY PARTNERS, L.P. | 156729 | $10.31B | $10.31B | 36 | 2026-05-31 | → |
| 551 | PARALLEL ADVISORS, LLC | 140800 | $10.31B | $10.31B | 137 | 2026-06-30 | → |
| 552 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | $10.26B | $10.26B | 61 | 2026-03-31 | → |
| 553 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | $10.25B | $10.25B | 84 | 2026-03-31 | → |
| 554 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 128545 | $10.25B | $10.25B | 182 | 2026-03-31 | → |
| 555 | MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION | 161478 | $10.22B | $10.22B | 40 | 2026-03-31 | → |
| 556 | CALLAN FAMILY OFFICE, LLC | 317446 | $10.21B | $10.21B | 49 | 2026-03-31 | → |
| 557 | SILVER CREEK ADVISORY PARTNERS LLC | 156667 | $10.20B | $10.20B | 47 | 2026-03-31 | → |
| 558 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | $10.18B | $10.18B | 44 | 2026-03-31 | → |
| 559 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | 123560 | $10.12B | $10.12B | 23 | 2025-09-30 | → |
| 560 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $10.12B | $10.12B | 64 | 2026-03-31 | → |
| 561 | COURT SQUARE CAPITAL MANAGEMENT, L.P. | 156776 | $10.11B | $10.11B | 61 | 2026-03-31 | → |
| 562 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | $10.10B | $10.10B | 353 | 2026-06-30 | → |
| 563 | FORESIGHT GROUP LLP | 311974 | $10.06B | $10.06B | 347 | 2026-06-30 | → |
| 564 | BAIN CAPITAL REAL ESTATE, LP | 291809 | $10.00B | $10.00B | 125 | 2026-06-30 | → |
| 565 | PLANCORP, LLC | 106599 | $9.94B | $9.94B | 97 | 2026-05-31 | → |
| 566 | WELCH & FORBES LLC | 115119 | $9.90B | $9.90B | 55 | 2026-05-31 | → |
| 567 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $9.85B | $9.85B | 46 | 2026-03-31 | → |
| 568 | THE CYNOSURE GROUP | 281399 | $9.85B | $9.85B | 71 | 2026-03-31 | → |
| 569 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | 124612 | $9.84B | $9.84B | 24 | 2026-04-30 | → |
| 570 | BAIN CAPITAL VENTURES, LP | 145652 | $9.84B | $9.84B | 97 | 2026-03-31 | → |
| 571 | EMINENCE CAPITAL, LP | 160611 | $9.80B | $9.80B | 51 | 2026-05-31 | → |
| 572 | WALTON STREET CAPITAL, L.L.C. | 147210 | $9.76B | $9.76B | 92 | 2026-03-31 | → |
| 573 | FORVIS MAZARS WEALTH ADVISORS, LLC | 110905 | $9.75B | $9.75B | 123 | 2026-03-31 | → |
| 574 | ONE ROCK CAPITAL PARTNERS, LLC | 160972 | $9.70B | $9.70B | 74 | 2026-03-31 | → |
| 575 | SAMLYN CAPITAL, LLC | 158296 | $9.68B | $9.68B | 33 | 2026-03-31 | → |
| 576 | MJX ASSET MANAGEMENT LLC | 148976 | $9.68B | $9.68B | 39 | 2026-03-31 | → |
| 577 | SIGNATUREFD, LLC | 112758 | $9.68B | $9.68B | 130 | 2026-03-31 | → |
| 578 | ORIX ADVISERS, LLC | 307580 | $9.63B | $9.63B | 372 | 2026-06-30 | → |
| 579 | BASALT INFRASTRUCTURE PARTNERS LLP | 161881 | $9.62B | $9.62B | 26 | 2026-03-31 | → |
| 580 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | $9.62B | $9.62B | 16 | 2026-03-31 | → |
| 581 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 138638 | $9.57B | $9.57B | 34 | 2026-03-31 | → |
| 582 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | $9.57B | $9.57B | 174 | 2026-05-31 | → |
| 583 | GRIDIRON CAPITAL, LLC | 158241 | $9.52B | $9.52B | 49 | 2026-03-31 | → |
| 584 | GLP CAPITAL PARTNERS, INC. | 304917 | $9.42B | $9.42B | 160 | 2025-03-31 | → |
| 585 | SLR CAPITAL PARTNERS, LLC | 146106 | $9.42B | $9.42B | 65 | 2026-03-31 | → |
| 586 | KENNEDY LEWIS LOAN MANAGEMENT LLC | 316091 | $9.42B | $9.42B | 144 | 2026-03-31 | → |
| 587 | GAM INTERNATIONAL MANAGEMENT LIMITED | 110670 | $9.42B | $9.42B | 51 | 2026-03-31 | → |
| 588 | PERFORMANCE EQUITY MANAGEMENT, LLC | 110207 | $9.41B | $9.41B | 36 | 2026-03-31 | → |
| 589 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | $9.38B | $9.38B | 209 | 2026-03-31 | → |
| 590 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $9.34B | $9.34B | 18 | 2026-06-30 | → |
| 591 | GRYPHON ADVISORS, LLC | 160185 | $9.32B | $9.32B | 166 | 2026-03-31 | → |
| 592 | AXIUM INFRASTRUCTURE INC. | 286454 | $9.28B | $9.28B | 97 | 2026-03-31 | → |
| 593 | ITAU USA ASSET MANAGEMENT INC. | 156313 | $9.27B | $9.27B | 26 | 2026-03-31 | → |
| 594 | COMVEST CREDIT ADVISORS, LLC | 311663 | $9.25B | $9.25B | 150 | 2026-03-31 | → |
| 595 | OLYMPUS ADVISORS, LLC | 160851 | $9.25B | $9.25B | 24 | 2026-03-31 | → |
| 596 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $9.18B | $9.18B | 164 | 2026-03-31 | → |
| 597 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 598 | WYNNCHURCH CAPITAL, L.P. | 173227 | $9.12B | $9.12B | 47 | 2026-03-31 | → |
| 599 | CABOT PROPERTIES L.P. | 118729 | $9.11B | $9.11B | 157 | 2026-03-31 | → |
| 600 | HIGHVISTA STRATEGIES LLC | 155759 | $9.10B | $9.10B | 80 | 2026-03-31 | → |
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