New Filings (July 2026)

These are all of the Investment Advisor and Exempt Registered Advisor filings submitted last month. Duplicate entries represent subsequent filings submitted. Look at the provided timestamps to determine the most recent filing.

Total Advisors: 1162
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Default List Group by Location
Advisor Name Type Location Advisor AUM Filing Date Details
154 PARTNERS INVESTMENT MANAGEMENT LLC
 IA NEW YORK, NY $444,561,770
Jul 15, 2026 03:17 PM
26NORTH
 IA NEW YORK, NY $17,960,216,804
Jul 01, 2026 12:42 PM
311 CAPITAL MANAGEMENT LLC
 ERA OKLAHOMA CITY, OK No funds
Jul 24, 2026 03:42 AM
327 CAPITAL PARTNERS, LLC
 IA SAN ANTONIO, TX $505,532,871
Jul 15, 2026 04:35 PM
33 CAPITAL MANAGEMENT LLC
 IA GREENWICH, CT $77,070,873
Jul 31, 2026 03:13 PM
33 CAPITAL MANAGEMENT LLC
 IA GREENWICH, CT $77,070,873
Jul 17, 2026 03:13 PM
37SPRUCE INVESTMENT PARTNERS, LLC
 IA GREENWICH, CT $150,000,000
Jul 28, 2026 08:08 PM
3D INVESTMENT PARTNERS PTE. LTD.
 ERA SINGAPORE, [blank] $6,624,882,665
Jul 08, 2026 03:42 AM
3SPOKE MANAGEMENT, LLC
 IA IRVINE, CA $378,949,762
Jul 22, 2026 10:58 AM
3TECH MANAGEMENT LLC
 ERA [blank], [blank] $315,186
Jul 14, 2026 03:42 AM
400 CAPITAL MANAGEMENT LLC
 IA NEW YORK, NY $11,296,337,150
Jul 01, 2026 03:33 PM
468 MANAGEMENT GMBH
 ERA BERLIN, [blank] $656,973,431
Jul 08, 2026 03:42 AM
4BIO PARTNERS LLP
 ERA LONDON, [blank] $263,590,000
Jul 15, 2026 03:42 AM
5TH CENTURY PARTNERS
 IA CHICAGO, IL $584,207,209
Jul 30, 2026 04:54 PM
747 CAPITAL, LLC
 IA NEW YORK, NY $1,134,617,171
Jul 24, 2026 03:36 PM
9823 CAPITAL, LP
 IA DALLAS, TX $224,800,270
Jul 01, 2026 10:35 PM
A SLING & A STONE, INCORPORATED
 IA BURNET, TX $850,000
Jul 15, 2026 03:49 PM
ABACUS WEALTH PARTNERS
 IA SANTA MONICA, CA $11,575,398
Jul 07, 2026 11:11 AM
ABBOTT CAPITAL MANAGEMENT LLC
 IA NEW YORK, NY $6,728,453,993
Jul 16, 2026 09:48 AM
ABERFORTH
 ERA EDINBURGH, MIDLOTHIAN, [blank] No funds
Jul 16, 2026 03:42 AM
ABRDN INVESTMENTS LUXEMBOURG SA
 ERA LUXEMBOURG, [blank] No funds
Jul 06, 2026 03:42 AM
ACADIAN ASSET MANAGEMENT
 IA BOSTON, MA $25,329,707,141
Jul 01, 2026 09:33 AM
ACCELERATE INVESTMENT GROUP HOLDINGS LLC
 ERA PALO ALTO, CA $100,562,691
Jul 14, 2026 03:42 AM
ACCESS VENTURES
 IA NEW YORK, NY $1,689,944,450
Jul 15, 2026 04:08 PM
ACCOLADE PARTNERS
 IA WASHINGTON, DC $9,091,740,920
Jul 23, 2026 02:28 PM
ACHIEVE CAPITAL
 ERA TULSA, OK $30,000,000
Jul 16, 2026 03:42 AM
ACRES
 IA UNIONDALE, NY $2,101,731,000
Jul 30, 2026 01:37 PM
ACTUSRAYPARTNERS LIMITED
 IA HONG KONG, [blank] $313,793,233
Jul 06, 2026 09:18 PM
ADAMS WEALTH ADVISORS
 IA LOGAN, UT $74,742,051
Jul 07, 2026 04:12 PM
AEGIS CAPITAL CORP.
 IA NEW YORK, NY $205,893,832
Jul 01, 2026 11:08 AM
AETOS CAPITAL REAL ESTATE
 IA GREENWICH, CT $191,407,145
Jul 12, 2026 03:41 PM
AFFINITY ASSET ADVISORS, LLC
 IA NEW YORK, NY $2,451,641,809
Jul 27, 2026 04:07 PM
AGA MANCO LP
 ERA [blank], [blank] $149,159,680
Jul 31, 2026 03:42 AM
AGC EQUITY PARTNERS INVESTMENT MANAGEMENT LIMITED
 ERA GEORGE TOWN, GRAND CAYMAN, [blank] $26,500,000
Jul 01, 2026 03:42 AM
AGP CAPITAL MANAGEMENT PTE. LTD.
 ERA ROBINSON, [blank] $25,401,820
Jul 07, 2026 03:42 AM
AHOY CAPITAL
 IA PALO ALTO, CA $540,337,305
Jul 15, 2026 11:53 AM
AIKYA INVESTMENT MANAGEMENT LIMITED
 IA LONDON, [blank] $280,716,465
Jul 17, 2026 01:04 PM
AIR ASSET MANAGEMENT
 IA CHICAGO, IL $612,212,971
Jul 30, 2026 09:50 AM
AJAX HEALTH MANAGEMENT COMPANY, LLC
 IA MENLO PARK, CA No funds
Jul 23, 2026 10:18 PM
ALANDA CAPITAL MANAGEMENT LIMITED
 ERA LONDON, [blank] $427,073,747
Jul 07, 2026 03:42 AM
ALBACORE CAPITAL LLP
 ERA LONDON, [blank] $7,986,517,595
Jul 10, 2026 03:42 AM
ALBION CAPITAL GROUP LLP
 ERA LONDON, [blank] $114,487,628
Jul 09, 2026 03:42 AM
ALCHEMY SPECIAL OPPORTUNITIES LLP
 ERA LONDON, [blank] $4,237,316,877
Jul 02, 2026 03:42 AM
ALDEN CAPITAL
 IA WAYNE, PA $15,759,910
Jul 01, 2026 11:12 AM
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
 IA LOS ANGELES, CA $1,100,000
Jul 23, 2026 02:27 PM
ALLIANCEBERNSTEIN L.P.
 IA NASHVILLE, TN $10,481,729,646
Jul 07, 2026 02:47 PM
ALLUVIAL CAPITAL MANAGEMENT, LLC
 IA [blank], [blank] $137,112,048
Jul 23, 2026 05:26 PM
ALLUVIAL CAPITAL MANAGEMENT, LLC
 IA [blank], [blank] $137,112,048
Jul 23, 2026 05:25 PM
ALLWORTH FINANCIAL, L.P.
 IA FOLSOM, CA No funds
Jul 29, 2026 04:45 PM
ALLY BRIDGE GROUP (PE) LLC
 IA NEW YORK, NY $1,242,035,015
Jul 01, 2026 11:59 AM