Investment Firms

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

2,722 firms match

Preston Wealth Advisors

Asset Manager

$286.0M
Regulatory AUM
Reston, VA2 private fundsLast raise Dec 2024

Juno Investment Partners

Asset Manager

$284.9M
Private fund assets
Den Haag, Netherlands2 private funds

Fig Capital

Asset Manager

$283.0M
Regulatory AUM
Jacksonville, FL2 private fundsLast raise Jan 2026

Beatrice Advisors

Asset Manager

$282.3M
Regulatory AUM
New York, NY1 private fundLast raise Nov 2023

Peloton Capital

Asset Manager

$282.0M
Regulatory AUM
Indianapolis, IN1 private fund

Successful Portfolios

Asset Manager

$281.5M
Regulatory AUM
Clearwater, FL3 private funds

Fathom Point Capital

Asset Manager

$280.0M
Regulatory AUM
San Francisco, CA2 private funds

Avatar Capital

Asset Manager

$279.6M
Regulatory AUM
Seattle, WA2 private fundsLast raise Jan 2021

Nucleo Capital Ltda.

Asset Manager

$279.5M
Regulatory AUM
Sao Paulo, Sp, Brazil1 private fund

Pontem Investment Management

Asset Manager

$279.1M
Regulatory AUM
Houston, TX2 private funds

Cottonwood Wealth Strategies

Asset Manager

$279.0M
Regulatory AUM
Salt Lake City, UT4 private fundsLast raise Sep 2025

Laguna Bay Fund 1

Asset Manager

$278.4M
Private fund assets
Fortitude Valley, Queensland, Australia1 private fund

Ironwood Investment Management

Asset Manager

$278.2M
Regulatory AUM
Boston, MA1 private fundLast raise Aug 2021

Hazelview Securities (US)

Asset Manager

$276.3M
Regulatory AUM
New York, NY1 private fundLast raise Jan 2019

Kubhera Enterprises

Asset Manager

$275.5M
Regulatory AUM
Princeton, NJ1 private fundLast raise Jul 2024

Chapel Bridge Wealth Advisors

Asset Manager

$273.6M
Regulatory AUM
San Juan, PR1 private fundLast raise Sep 2026

Graceada Partners

Asset Manager

$273.5M
Regulatory AUM
Modesto, CA4 private fundsLast raise Mar 2023

Dominari IM

Asset Manager

$272.5M
Regulatory AUM
New York, NY22 private fundsLast raise Sep 2026

True West Management

Asset Manager

$271.5M
Private fund assets
Los Angeles, CA2 private fundsLast raise Aug 2020

Wilmington Trust Asset Management

Asset Manager

$271.4M
Regulatory AUM
Wilmington, DE5 private fundsLast raise Mar 2026

Round Hill Asset Management

Asset Manager

$271.3M
Regulatory AUM
Pasadena, CA1 private fundLast raise Oct 2025

Parsonex Advisory Services

Asset Manager

$271.3M
Regulatory AUM
Englewood, CO1 private fund

Hutner Capital

Asset Manager

$271.2M
Regulatory AUM
Manchester, VT3 private funds

Hallador Investment Advisors

Asset Manager

$270.7M
Regulatory AUM
Reno, NV6 private fundsLast raise Sep 2026
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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.