Investment Firms

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

2,722 firms match

Paragon Wealth Management

Asset Manager

$153.4M
Regulatory AUM
Provo, UT2 private fundsLast raise May 2018

Maven Capital Partners

Asset Manager

$152.9M
Regulatory AUM
Atlanta, GA3 private fundsLast raise Oct 2025

Livian & Co.

Asset Manager

$152.9M
Regulatory AUM
New York, NY3 private fundsLast raise Jul 2024

Santiago Capital

Asset Manager

$152.7M
Regulatory AUM
3 private fundsLast raise Jul 2026

Markin Asset Management

Asset Manager

$152.5M
Regulatory AUM
2 private fundsLast raise Feb 2026

LCR Wealth Management

Asset Manager

$151.8M
Regulatory AUM
Westport, CT1 private fundLast raise Jan 2022

Red Crane Wealth Management

Asset Manager

$151.6M
Regulatory AUM
Palo Alto, CA1 private fundLast raise Mar 2022

Cope Connelly

Asset Manager

$151.1M
Regulatory AUM
Arlington, VA5 private funds

Trademark Capital

Asset Manager

$150.8M
Regulatory AUM
Watkinsville, GA2 private fundsLast raise Aug 2026

Felis Advantage

Asset Manager

$150.0M
Regulatory AUM
Boston, MA1 private fund

VF Advisors

Asset Manager

$150.0M
Regulatory AUM
Louisville, KY1 private fund1 board seat

Konektis Capital

Asset Manager

$149.8M
Regulatory AUM
New York, NY1 private fundLast raise Jun 2023

Sidoxia Capital

Asset Manager

$149.0M
Regulatory AUM
Newport Beach, CA1 private fund

Vis Advisors

Asset Manager

$148.8M
Regulatory AUM
New York, NY3 private fundsLast raise Jul 2026

Quantum Financial Partners

Asset Manager

$148.6M
Regulatory AUM
Overland Park, KS1 private fundLast raise May 2024

Coromandel Capital

Asset Manager

$148.2M
Private fund assets
Pasadena, CA2 private fundsLast raise Jun 2024

Chung Wu Investment Group

Asset Manager

$147.5M
Regulatory AUM
Sugar Land, TX1 private fundLast raise Oct 2015

Orion Global Advisors US

Asset Manager

$147.0M
Regulatory AUM
Las Vegas, NV1 private fund

Kruse Asset Management

Asset Manager

$146.2M
Regulatory AUM
Chicago, IL2 private funds

Arden Global Family Offices

Asset Manager

$146.0M
Regulatory AUM
2 private funds

Humble Capital

Asset Manager

$145.6M
Regulatory AUM
Honolulu, HI1 private fundLast raise Jan 2020

Lemvega Capital

Asset Manager

$144.5M
Private fund assets
San Juan, PR10 private fundsLast raise May 2023

Asset Management Consulting Services

Asset Manager

$144.2M
Regulatory AUM
Livingston, NJ5 private fundsLast raise Jul 2026

Rushmont Capital

Asset Manager

$143.9M
Regulatory AUM
New York, NY1 private fundLast raise May 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.