Research Report · 2026-06-30
Registered Investment Advisers with Other Adviser Affiliations
SEC-registered investment advisers that report a related investment adviser affiliation, ranked by AUM.
Firms
1,000
Total AUM
$149.26T
Median AUM
$36.69B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 702 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 703 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 704 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 705 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 108163 | $22.54B | $22.54B | 241 | 2026-03-31 | → |
| 706 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 707 | TCMI, INC. | 160389 | $22.51B | $22.51B | 79 | 2026-03-31 | → |
| 708 | ONEX PARTNERS MANAGER LP | 160923 | $22.47B | $22.47B | 180 | 2026-05-31 | → |
| 709 | PRIME FINANCE ADVISOR, L.P. | 159971 | $22.22B | $22.22B | 185 | 2026-05-31 | → |
| 710 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 711 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $22.19B | $22.19B | 45 | 2026-03-31 | → |
| 712 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 713 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 714 | VIDENT ADVISORY, LLC | 286622 | $22.02B | $22.02B | 38 | 2026-03-31 | → |
| 715 | LINCOLN INVESTMENT PLANNING, LLC | 519 | $21.99B | $21.99B | 1,238 | 2026-04-30 | → |
| 716 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 717 | HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | $21.93B | $21.93B | 28 | 2026-03-31 | → |
| 718 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 719 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 720 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 721 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.55B | $21.55B | 183 | 2026-06-30 | → |
| 722 | EHRENKRANZ PARTNERS L.P. | 131728 | $21.54B | $21.54B | 46 | 2026-06-30 | → |
| 723 | THL MANAGERS VII, LLC | 171042 | $21.48B | $21.48B | 150 | 2026-06-30 | → |
| 724 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $21.39B | $21.39B | 21 | 2026-03-31 | → |
| 725 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 726 | MSD PARTNERS, L.P. | 161664 | $21.30B | $21.30B | 498 | 2026-05-31 | → |
| 727 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 728 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 729 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 730 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 731 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 732 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 733 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 734 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 735 | HIGHLAND ASSOCIATES INC | 104948 | $20.99B | $20.99B | 19 | 2026-03-31 | → |
| 736 | BAKER STREET ADVISORS, LLC | 128066 | $20.77B | $20.77B | 63 | 2026-03-31 | → |
| 737 | THRIVENT INVESTMENT MANAGEMENT INC. | 18387 | $20.77B | $20.77B | 3,901 | 2026-04-30 | → |
| 738 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 739 | MADISON DEARBORN PARTNERS, LLC | 157349 | $20.74B | $20.74B | 73 | 2026-03-31 | → |
| 740 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 741 | DEER MANAGEMENT CO. LLC | 159279 | $20.24B | $20.24B | 191 | 2026-05-31 | → |
| 742 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | $20.20B | $20.20B | 51 | 2026-06-30 | → |
| 743 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 744 | MEKETA FIDUCIARY MANAGEMENT, LLC | 323605 | $20.14B | $20.14B | 1 | 2026-03-31 | → |
| 745 | REGIONS INVESTMENT MANAGEMENT, INC. | 111715 | $20.14B | $20.14B | 28 | 2026-03-31 | → |
| 746 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $20.13B | $20.13B | 37 | 2026-03-31 | → |
| 747 | AUDAX MANAGEMENT COMPANY, LLC | 160483 | $20.12B | $20.12B | 319 | 2026-04-30 | → |
| 748 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 749 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | $20.08B | $20.08B | 293 | 2026-06-30 | → |
| 750 | BXMT ADVISORS L.L.C. | 288050 | $20.00B | $20.00B | 207 | 2026-03-31 | → |
| 751 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 752 | INVESCO CANADA LTD. | 126572 | $19.87B | $19.87B | 82 | 2026-03-31 | → |
| 753 | RWA WEALTH PARTNERS, LLC | 156984 | $19.80B | $19.80B | 178 | 2026-05-31 | → |
| 754 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 755 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $19.66B | $19.66B | 3 | 2026-06-30 | → |
| 756 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 757 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | $19.64B | $19.64B | 91 | 2026-05-31 | → |
| 758 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 759 | PARK AVENUE SECURITIES LLC | 46173 | $19.58B | $19.58B | 2,073 | 2026-06-30 | → |
| 760 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $19.56B | $19.56B | 26 | 2026-03-31 | → |
| 761 | EGERTON CAPITAL (US), LP | 297738 | $19.53B | $19.53B | 8 | 2026-03-31 | → |
| 762 | ELLINGTON FINANCIAL MANAGEMENT LLC | 150510 | $19.35B | $19.35B | 164 | 2026-03-31 | → |
| 763 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $19.19B | $19.19B | 85 | 2026-06-30 | → |
| 764 | PDT PARTNERS, LLC | 163776 | $19.18B | $19.18B | 285 | 2026-03-31 | → |
| 765 | CHOREO, LLC | 111221 | $19.14B | $19.14B | 232 | 2026-03-31 | → |
| 766 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 767 | EGERTON CAPITAL (UK) LLP | 156384 | $19.12B | $19.12B | 36 | 2026-05-31 | → |
| 768 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $19.09B | $19.09B | 140 | 2026-01-31 | → |
| 769 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $19.09B | $19.09B | 50 | 2026-03-31 | → |
| 770 | KPS CAPITAL PARTNERS, LP | 157678 | $19.08B | $19.08B | 111 | 2026-03-31 | → |
| 771 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $18.99B | $18.99B | 58 | 2026-05-31 | → |
| 772 | AMERICAN SECURITIES LLC | 160648 | $18.91B | $18.91B | 150 | 2026-05-31 | → |
| 773 | PARK SQUARE CAPITAL USA LP | 338573 | $18.90B | $18.90B | 147 | 2026-03-31 | → |
| 774 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 775 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 776 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 777 | TRANSAMERICA RETIREMENT ADVISORS, LLC | 107319 | $18.83B | $18.83B | 398 | 2026-03-31 | → |
| 778 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 779 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 780 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $18.75B | $18.75B | 35 | 2026-03-31 | → |
| 781 | STRATOS WEALTH PARTNERS, LTD | 153184 | $18.65B | $18.65B | 618 | 2026-06-30 | → |
| 782 | PGIM LUXEMBOURG S.A. | 281562 | $18.63B | $18.63B | 40 | 2026-03-31 | → |
| 783 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 784 | ROYALTY PHARMA MANAGER, LLC | 334982 | $18.54B | $18.54B | 91 | 2026-03-31 | → |
| 785 | KOTAK ALTERNATE ASSET MANAGERS LIMITED | 317952 | $18.52B | $18.52B | 214 | 2026-06-30 | → |
| 786 | FUNDSMITH, LLP | 160365 | $18.51B | $18.51B | 43 | 2026-06-30 | → |
| 787 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 788 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 789 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $18.30B | $18.30B | 67 | 2026-05-31 | → |
| 790 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 791 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 792 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 793 | AMG FUNDS LLC | 153456 | $18.25B | $18.25B | 99 | 2026-03-31 | → |
| 794 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 795 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 796 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 797 | STEPHENS INC. | 3496 | $18.04B | $18.04B | 611 | 2026-06-30 | → |
| 798 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $18.00B | $18.00B | 9 | 2026-06-30 | → |
| 799 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $17.99B | $17.99B | 57 | 2026-06-30 | → |
| 800 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $17.93B | $17.93B | 128 | 2026-06-30 | → |
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