Investment Firms

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

2,722 firms match

Abr Dynamic Funds

Asset Manager

$426.2M
Regulatory AUM
New York, NY2 private fundsLast raise May 2026

Perigee Capital

Asset Manager

$425.7M
Regulatory AUM
Sarasota, FL118 private funds

Appomattox Advisory

Asset Manager

$425.6M
Regulatory AUM
New York, NY7 private fundsLast raise Dec 2021

Dubin Clark

Asset Manager

$425.2M
Regulatory AUM
Jacksonville Beach, FL6 private fundsLast raise Jan 2025

Salem Investment Partners

Asset Manager

$425.0M
Private fund assets
Greensboro, NC4 private fundsLast raise Jun 2015

Heritage Family Offices

Asset Manager

$423.3M
Regulatory AUM
Scottsdale, AZ1 private fund

Valiant Wealth

Asset Manager

$423.1M
Regulatory AUM
West Des Moines, IA30 private funds6 board seatsLast raise Jun 2026

Point Bridge Capital

Asset Manager

$419.7M
Regulatory AUM
Fort Worth, TX9 private fundsLast raise Jan 2025

Hollander Asset Management

Asset Manager

$419.7M
Regulatory AUM
Miami, FL2 private funds

Directed Capital

Asset Manager

$419.6M
Regulatory AUM
St. Petersburg, FL2 private fundsLast raise Aug 2020

Ridgewood Investments

Asset Manager

$419.2M
Regulatory AUM
Springfield, NJ7 private fundsLast raise Aug 2025

One Oak Capital

Asset Manager

$418.5M
Regulatory AUM
Purchase, NY3 private fundsLast raise Jan 2026

Alpha Leonis Partners

Asset Manager

$418.4M
Regulatory AUM
Wayne, PA1 private fund

Lakemore Partners Management US

Asset Manager

$416.6M
Regulatory AUM
Difc, United Arab Emirates3 private fundsLast raise Jul 2025

Bard Associates

Asset Manager

$416.2M
Regulatory AUM
Chicago, IL1 private fundLast raise Sep 2024

First Wilshire Securities Management

Asset Manager

$415.5M
Regulatory AUM
Pasadena, CA2 private fundsLast raise Sep 2026

Momentum Advisors

Asset Manager

$414.7M
Regulatory AUM
New York, NY1 private fund

Gold Coast Wealth Management

Asset Manager

$413.8M
Regulatory AUM
Jericho, NY1 private fundLast raise Mar 2026

Clearwell Advisors

Asset Manager

$413.5M
Regulatory AUM
Tampa, FL23 private funds1 board seatLast raise Dec 2025

SWS Capital

Asset Manager

$413.1M
Regulatory AUM
New York, NY2 private fundsLast raise Jan 2023

Auldbrass Partners

Asset Manager

$412.9M
Regulatory AUM
New York, NY5 private fundsLast raise Jul 2026

Ascertis Capital

Asset Manager

$412.7M
Private fund assets
Singapore, Singapore3 private fundsLast raise Jul 2026

Kerberos Capital

Asset Manager

$412.2M
Regulatory AUM
Chicago, IL4 private funds

Yakira Capital

Asset Manager

$411.6M
Regulatory AUM
Westport, CT1 private fundLast raise Dec 2025
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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.