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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| Advisor Name | Type | Location | Advisor AUM | Filing Date | Details |
|---|---|---|---|---|---|
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HAMILTON ROBINSON LLC
|
IA | STAMFORD, CT | $216,997,137 |
Jul 28, 2026
10:43 AM
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HANTZ FINANCIAL SERVICES, INC.
|
IA | SOUTHFIELD, MI | $71,712,612 |
Jul 28, 2026
03:27 PM
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HARBOURVEST PARTNERS, LLC
|
IA | BOSTON, MA | $201,421,443,841 |
Jul 16, 2026
01:29 PM
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HARDMAN JOHNSTON GLOBAL ADVISORS LLC
|
IA | STAMFORD, CT | $4,341,169,817 |
Jul 30, 2026
02:17 PM
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HARRADEN CIRCLE INVESTMENTS, LLC
|
IA | NEW YORK, NY | $560,346,368 |
Jul 16, 2026
12:44 PM
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HAVEN CAPITAL ADVISORS, LLC
|
IA | CHARLOTTE, NC | $5,400,000 |
Jul 22, 2026
11:16 AM
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HCR WEALTH ADVISORS
|
IA | LOS ANGELES, CA | $2,334,042 |
Jul 01, 2026
06:25 PM
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HERITAGE WEALTH ADVISORS
|
IA | RICHMOND, VA | $255,372,227 |
Jul 30, 2026
05:49 PM
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HERON VIEW PARTNERS LLC
|
IA | NEW YORK, NY | $2,395,245,897 |
Jul 14, 2026
11:57 AM
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HHPF CAPITAL LLC
|
ERA | OAKLAND, CA | $120,475,119 |
Jul 23, 2026
03:42 AM
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HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
|
IA | BOCA RATON, FL | $2,245,093,352 |
Jul 13, 2026
05:16 PM
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HIGHLAND ASSOCIATES INC
|
IA | BIRMINGHAM, AL | $1,606,590,008 |
Jul 29, 2026
03:53 PM
|
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HIGHTOWER ADVISORS, LLC
|
IA | CHICAGO, IL | $181,634,713 |
Jul 17, 2026
01:52 PM
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HIGHTOWER ADVISORS, LLC
|
IA | CHICAGO, IL | $181,634,713 |
Jul 17, 2026
12:17 PM
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HIGHWEST GLOBAL
|
ERA | BEND, OR | $118,488,100 |
Jul 16, 2026
03:42 AM
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HILL CAPITAL
|
ERA | SAN FRANCISCO, CA | $744,000 |
Jul 10, 2026
03:42 AM
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HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC
|
IA | NEW YORK, NY | $87,974,965 |
Jul 15, 2026
04:49 PM
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HM INTERNATIONAL L.L.C.
|
IA | AUSTIN, TX | $1,185,922,662 |
Jul 24, 2026
05:09 PM
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HMC CAPITAL US
|
IA | NEW YORK, NY | $88,365,822 |
Jul 06, 2026
12:49 PM
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HMC CAPITAL US
|
IA | NEW YORK, NY | $88,365,822 |
Jul 02, 2026
10:08 AM
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HOHIMER WEALTH MANAGEMENT, LLC
|
IA | SEATTLE, WA | $18,807,525 |
Jul 24, 2026
04:44 PM
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HOLLANDER ASSET MANAGEMENT LLC
|
IA | MIAMI, FL | $156,259,537 |
Jul 20, 2026
05:14 PM
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HOLLANDER ASSET MANAGEMENT LLC
|
IA | MIAMI, FL | $156,259,537 |
Jul 20, 2026
03:46 PM
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HORIZON KINETICS ASSET MANAGEMENT LLC
|
IA | NEW YORK, NY | $1,994,608,628 |
Jul 07, 2026
03:41 PM
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HOUND PARTNERS
|
IA | NEW YORK, NY | $4,877,633,673 |
Jul 15, 2026
11:01 AM
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HSBC SECURITIES (USA) INC.
|
IA | NEW YORK, NY | $87,955,632 |
Jul 13, 2026
03:35 PM
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HUDSON BAY CAPITAL MANAGEMENT LP
|
IA | STAMFORD, CT | $41,244,079,097 |
Jul 24, 2026
05:00 PM
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HUDSON EXECUTIVE CAPITAL LP
|
ERA | NEW YORK, NY | $87,593,908 |
Jul 14, 2026
03:42 AM
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HUMAINNADIR INC.
|
ERA | NEW YORK, NY | $78,960,522 |
Jul 27, 2026
03:42 AM
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HUMBLE VENTURES LLC
|
ERA | [blank], [blank] | $113,891,935 |
Jul 27, 2026
03:42 AM
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HUNTER POINT CAPITAL LP
|
IA | NEW YORK, NY | $4,475,782,009 |
Jul 02, 2026
10:46 PM
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HUNTERS MOON CAPITAL (US) LP
|
IA | NEW YORK, NY | No funds |
Jul 16, 2026
11:01 AM
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HUNTERS MOON CAPITAL LLP
|
IA | LONDON, [blank] | $734,499,087 |
Jul 16, 2026
11:07 AM
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HURRICANE CAPITAL ADVISORS LLC
|
IA | NEW YORK, NY | $602,694,403 |
Jul 20, 2026
04:31 PM
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ICAPITAL ADVISORS, LLC
|
IA | NEW YORK, NY | $149,907,221,438 |
Jul 31, 2026
02:40 PM
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ICAPITAL ADVISORS, LLC
|
IA | NEW YORK, NY | $149,907,221,438 |
Jul 01, 2026
12:06 PM
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ICG EUROPE S.A.R.L.
|
ERA | LUXEMBOURG, [blank] | $67,088,634,773 |
Jul 23, 2026
03:42 AM
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ICG INVESTMENTS INC
|
IA | NEW YORK, NY | $40,065,850,625 |
Jul 23, 2026
09:20 AM
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IDC VENTURES
|
ERA | COPENHAGEN, [blank] | $1,148,963,983 |
Jul 18, 2026
03:42 AM
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IMPACT INVESTORS
|
IA | [blank], [blank] | $9,250,574 |
Jul 23, 2026
10:35 AM
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IMPAX ASSET MANAGEMENT
|
IA | LONDON, [blank] | $10,942,957 |
Jul 30, 2026
07:25 AM
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IMPAX ASSET MANAGEMENT IRELAND LIMITED
|
ERA | DUBLIN, DUBLIN, [blank] | $294,902,943 |
Jul 30, 2026
03:42 AM
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INCOME RESEARCH + MANAGEMENT
|
IA | BOSTON, MA | $13,648,442,888 |
Jul 01, 2026
10:06 AM
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INDEPENDENT FRANCHISE PARTNERS LLP
|
IA | LONDON, [blank] | $4,507,324,818 |
Jul 02, 2026
09:43 AM
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INDIGO PARTNERS LLC
|
IA | SCOTTSDALE, AZ | $2,445,448,235 |
Jul 27, 2026
01:39 PM
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INEFFABLE VENTURES LLC
|
ERA | STAMFORD, CT | $46,809,286 |
Jul 14, 2026
03:42 AM
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INEFFABLE VENTURES LLC
|
ERA | STAMFORD, CT | $43,413,236 |
Jul 14, 2026
03:42 AM
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INFLECTION POINT ASSET MANAGEMENT LLC
|
ERA | MIAMI BEACH, FL | $120,000,000 |
Jul 30, 2026
03:42 AM
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INGALLS & SNYDER LLC
|
IA | NEW YORK, NY | $142,185,443 |
Jul 06, 2026
03:32 PM
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INGALLS & SNYDER LLC
|
IA | NEW YORK, NY | $142,185,443 |
Jul 01, 2026
02:04 PM
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