Investment Firms

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

2,722 firms match

Carter-Haston Investment Partners II

Asset Manager

$367.2M
Regulatory AUM
Nashville, TN2 private fundsLast raise Dec 2021

Lattis

Asset Manager

$367.2M
Regulatory AUM
New York, NY3 private fundsLast raise Oct 2025

Innovative Private Wealth Management

Asset Manager

$367.0M
Regulatory AUM
Somers, NY8 private fundsLast raise Jan 2026

Fio Advisors

Asset Manager

$366.5M
Regulatory AUM
New York, NY2 private funds

Sage Advisors

Asset Manager

$366.1M
Regulatory AUM
New York, NY22 private fundsLast raise Mar 2026

Asilia Credit Investments

Asset Manager

$365.9M
Regulatory AUM
Salt Lake City, UT7 private funds

Collegiate Peaks Asset Management

Asset Manager

$365.1M
Regulatory AUM
Denver, CO1 private fundLast raise Nov 2025

Kynance Cove Capital

Asset Manager

$365.0M
Regulatory AUM
London, United Kingdom1 private fund

Signify Wealth

Asset Manager

$364.6M
Regulatory AUM
St. Louis, MO1 private fundLast raise Aug 2025

Regency Capital

Asset Manager

$364.1M
Regulatory AUM
Honolulu, HI1 private fundLast raise Mar 2026

Windrock Wealth Management

Asset Manager

$363.2M
Regulatory AUM
Naperville, IL1 private fund

Leonid Capital Partners

Asset Manager

$363.0M
Regulatory AUM
Huntington Beach, CA2 private fundsLast raise Aug 2024

Triodos Investment Management

Asset Manager

$362.9M
Private fund assets
Driebergen-Rijsenburg, Netherlands1 private fund

University Ventures

Asset Manager

$362.6M
Regulatory AUM
New York, NY10 private fundsLast raise Jul 2018

Strategic Income Group

Asset Manager

$362.4M
Regulatory AUM
Chandler, AZ2 private fundsLast raise May 2026

Union Square Global Wealth Management

Asset Manager

$361.2M
Regulatory AUM
San Francisco, CA2 private fundsLast raise Oct 2026

Wealth Planning Group

Asset Manager

$360.9M
Regulatory AUM
Baltimore, MD1 private fund

ACP Capital

Asset Manager

$360.3M
Regulatory AUM
Miami, FL7 private funds

Lynk Capital

Asset Manager

$359.6M
Regulatory AUM
Jacksonville, FL1 private fund

Ais Capital

Asset Manager

$358.3M
Regulatory AUM
Wilton, CT2 private fundsLast raise Jan 2026

McDonald Capital

Asset Manager

$357.7M
Regulatory AUM
Lubbock, TX2 private fundsLast raise Sep 2024

Papamarkou Wellner Perkin

Asset Manager

$357.5M
Regulatory AUM
New York, NY1 private fund

Crawford Fund Management

Asset Manager

$356.1M
Regulatory AUM
Boston, MA1 private fundLast raise Aug 2026

Catenary Alternatives Asset Management

Asset Manager

$353.3M
Regulatory AUM
Miami, FL1 private fund
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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.