Investment Firms

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

2,722 firms match

BCM Capital

Asset Manager

$126.3M
Regulatory AUM
Northfield, IL2 private funds

Trinity Investment Management

Asset Manager

$126.2M
Regulatory AUM
Fort Worth, TX1 private fund

Sundial Wealth

Asset Manager

$125.8M
Regulatory AUM
Delray Beach, FL1 private fundLast raise Feb 2026

Landmark Investment Partners

Asset Manager

$124.9M
Regulatory AUM
West Palm Beach, FL1 private fundLast raise Nov 2024

Diamond Capital (US)

Asset Manager

$123.9M
Private fund assets
Hackensack, NJ1 private fund

Main Line Group Wealth Management

Asset Manager

$122.5M
Regulatory AUM
2 private fundsLast raise Dec 2021

Laureate Wealth Management

Asset Manager

$121.9M
Regulatory AUM
Glen Ellyn, IL5 private funds

Matrix Planning

Asset Manager

$121.4M
Regulatory AUM
Santa Monica, CA1 private fund

Jackson Rose Management

Asset Manager

$121.3M
Private fund assets
Seaside Park, NJ10 private fundsLast raise Jul 2026

Quantum Leap Capital

Asset Manager

$120.5M
Regulatory AUM
South Burlington, VT1 private fundLast raise Jun 2025

Childress & Co.

Asset Manager

$120.3M
Regulatory AUM
2 private funds

Newport Asia

Asset Manager

$120.1M
Regulatory AUM
San Francisco, CA4 private funds

Ehrenberg Chesler Investment Advisors

Asset Manager

$120.1M
Private fund assets
San Antonio, TX62 private funds2 board seatsLast raise Jan 2026

Pinetree Advisors

Asset Manager

$120.0M
Regulatory AUM
Miami, FL1 private fund

Schauer Investment Management

Asset Manager

$119.7M
Regulatory AUM
Northridge, CA1 private fund

Walnut Level Capital

Asset Manager

$119.2M
Regulatory AUM
Denver, CO1 private fund

Orlando Funeral Advisors

Asset Manager

$118.8M
Private fund assets
Orlando, FL1 private fundLast raise Jan 2026

Jasper Capital Hong Kong

Asset Manager

$118.5M
Regulatory AUM
Hong Kong, Hong Kong, Hong Kong1 private fund

MCM Advisers

Asset Manager

$118.4M
Regulatory AUM
Orinda, CA7 private fundsLast raise Jun 2014

TRG Capital

Asset Manager

$118.2M
Regulatory AUM
Raleigh, NC1 private fund

Caerus Investment Advisors

Asset Manager

$117.2M
Regulatory AUM
15 private fundsLast raise Aug 2024

Greenskeeper Asset Management

Asset Manager

$116.3M
Regulatory AUM
Oakville, Ontario, Canada1 private fund

Motilal Oswal Capital

Asset Manager

$116.1M
Regulatory AUM
Prabhadevi, Mumbai, India1 private fund

Sacajawea & Company

Asset Manager

$116.1M
Regulatory AUM
1 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.