Investment Firms

Venture capital, private equity, hedge fund and other advisers, from their SEC Form ADV filings.

2,722 firms match

Regan Capital

Asset Manager

$3.6B
Regulatory AUM
Dallas, TX3 private fundsLast raise Jan 2026

Venturi Private Wealth

Asset Manager

$3.6B
Regulatory AUM
Boise, ID11 private funds1 board seatLast raise Jul 2025

Abacus Wealth Partners

Asset Manager

$3.6B
Regulatory AUM
Santa Monica, CA1 private fund

Calydon Capital

Asset Manager

$3.6B
Regulatory AUM
Memphis, TN1 private fund

MPM Bioimpact

Asset Manager

$3.6B
Regulatory AUM
Boston, MA14 private funds6 board seatsLast raise Jun 2026

PNC Real Estate

Asset Manager

$3.6B
Regulatory AUM
Louisville, KY8 private funds

Eterna Growth Partners

Asset Manager

$3.5B
Regulatory AUM
Boston, MA9 private fundsLast raise Dec 2023

Sit Investment Associates

Asset Manager

$3.5B
Regulatory AUM
Minneapolis, MN7 private fundsLast raise Jan 2022

IQ EQ Fund Management (Ireland)

Asset Manager

$3.5B
Private fund assets
Dublin 2, Ireland15 private funds

Breakwall Investment Advisor

Asset Manager

$3.5B
Regulatory AUM
Port Washington, NY5 private fundsLast raise Mar 2026

1607 Capital Partners

Asset Manager

$3.5B
Regulatory AUM
Richmond, VA5 private fundsLast raise Feb 2026

Kathmere Capital

Asset Manager

$3.5B
Regulatory AUM
Wayne, PA1 private fundLast raise Mar 2026

FCP

Asset Manager

$3.5B
Regulatory AUM
Chevy Chase, MD7 private funds

Morton Wealth

Asset Manager

$3.5B
Regulatory AUM
Calabasas, CA1 private fund

Tangency Capital Investment Advisory

Asset Manager

$3.5B
Regulatory AUM
Hamilton, Bermuda4 private fundsLast raise Nov 2025

Renaissancere Fund Management

Asset Manager

$3.4B
Private fund assets
Pembroke, Bermuda6 private funds

Caption Management

Asset Manager

$3.4B
Regulatory AUM
Oklahoma City, OK1 private fundLast raise Aug 2026

Sound Shore

Asset Manager

$3.4B
Regulatory AUM
Greenwich, CT1 private fund

Invenomic Capital

Asset Manager

$3.4B
Regulatory AUM
Boston, MA2 private fundsLast raise Jul 2026

Marble Capital

Asset Manager

$3.3B
Regulatory AUM
Houston, TX2 private funds

Warwick Capital Partners (US)

Asset Manager

$3.3B
Regulatory AUM
Stamford, CT2 private fundsLast raise Sep 2026

Recognize Partners

Asset Manager

$3.3B
Regulatory AUM
New York, NY5 private funds1 board seatLast raise May 2025

Red Cedar Investment Management

Asset Manager

$3.3B
Regulatory AUM
Grand Rapids, MI1 private fundLast raise Dec 2023

Agg Capital

Asset Manager

$3.3B
Private fund assets
St Helier, Jersey13 private fundsLast raise Oct 2026
Page 33 of 114

Source: SEC Form ADV filings. AUM is regulatory assets under management, or the sum of private fund gross assets for exempt reporting advisers. Amounts in USD.