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 |
|---|---|---|---|---|---|
|
INGALLS INVESTMENT MANAGEMENT, LLC
|
IA | NEW YORK, NY | $142,185,443 |
Jul 24, 2026
05:01 PM
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INNOGEN MANAGEMENT, LLC
|
ERA | SAN SALVADOR, [blank] | $17,609,272 |
Jul 22, 2026
03:42 AM
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INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
|
IA | SOMERS, NY | $137,970,000 |
Jul 31, 2026
06:23 PM
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INNOVIA WEALTH, LLC
|
IA | GRAND RAPIDS, MI | $50,389,223 |
Jul 20, 2026
09:12 PM
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INNOVIUS CAPITAL MANAGEMENT, LLC
|
IA | SAN FRANCISCO, CA | $349,730,685 |
Jul 28, 2026
05:54 PM
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INTERMEDE INVESTMENT PARTNERS LIMITED
|
IA | LONDON, [blank] | $33,378,856 |
Jul 29, 2026
12:20 PM
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INTRINSIC EDGE CAPITAL MANAGEMENT LLC
|
IA | CHICAGO, IL | $771,828,291 |
Jul 10, 2026
02:25 PM
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INVUS FINANCIAL ADVISORS, LLC
|
IA | NEW YORK, NY | $8,947,926,511 |
Jul 29, 2026
02:19 PM
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ION PACIFIC, INC.
|
IA | VENICE, CA | $700,224,008 |
Jul 17, 2026
09:37 AM
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IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
|
ERA | DUBLIN 2, [blank] | $3,537,407,745 |
Jul 16, 2026
03:42 AM
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IRON FINANCIAL LLC
|
IA | NORTHBROOK, IL | $12,412,325 |
Jul 01, 2026
03:32 PM
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J-INVESTMENT ADVISORS, LTD.
|
ERA | TOKYO, [blank] | $50,659,848 |
Jul 11, 2026
03:42 AM
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J. STERN & CO., LLC
|
IA | NEW YORK CITY, NY | $608,643,699 |
Jul 16, 2026
10:30 AM
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JACKSON ROSE MANAGEMENT LLC
|
ERA | SEASIDE PARK, NJ | $121,272,270 |
Jul 30, 2026
03:42 AM
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JAFFE TILCHIN INVESTMENT PARTNERS, LLC
|
IA | TAMPA, FL | $1,667,321 |
Jul 01, 2026
03:26 PM
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JAFFE TILCHIN INVESTMENT PARTNERS, LLC
|
IA | TAMPA, FL | $1,667,321 |
Jul 01, 2026
03:22 PM
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JAIN GLOBAL LLC
|
IA | NEW YORK, NY | $32,392,342,398 |
Jul 01, 2026
10:50 AM
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JANUS HENDERSON INVESTORS
|
IA | DENVER, CO | $13,551,608,434 |
Jul 29, 2026
11:01 AM
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JANUS HENDERSON INVESTORS MIDDLE EAST LIMITED
|
ERA | ABU DHABI, ABU DHABI, [blank] | $198,652,902 |
Jul 29, 2026
03:42 AM
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JANUS HENDERSON INVESTORS UK LIMITED
|
ERA | LONDON, [blank] | No funds |
Jul 29, 2026
03:42 AM
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JETHA GLOBAL (DIFC) LTD
|
ERA | DUBAI, [blank] | $113,583,770 |
Jul 14, 2026
03:42 AM
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JORDAN PARK GROUP LLC
|
IA | SAN FRANCISCO, CA | $6,588,081,000 |
Jul 08, 2026
05:28 PM
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JORDAN PARK GROUP LLC
|
IA | SAN FRANCISCO, CA | $6,588,081,000 |
Jul 07, 2026
04:48 PM
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JPMORGAN ALTERNATIVE ASSET MANAGEMENT
|
IA | NEW YORK, NY | $18,016,538,131 |
Jul 16, 2026
10:50 AM
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JUBARTE ASSET MANAGEMENT LTDA.
|
IA | SAO PAULO, SAO PAULO, [blank] | No funds |
Jul 15, 2026
12:06 PM
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JUMP CAPITAL
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ERA | CHICAGO, IL | $456,476,717 |
Jul 22, 2026
03:42 AM
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JUSTIFY CAPITAL MANAGEMENT
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ERA | GLASTONBURY, CT | No funds |
Jul 16, 2026
03:42 AM
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JUVIA GROUP, L.P.
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ERA | BOSTON, MA | $500,000 |
Jul 29, 2026
03:42 AM
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KARMEL CAPITAL MANAGEMENT LLC
|
IA | SOLANA BEACH, CA | $354,140,293 |
Jul 17, 2026
04:36 PM
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KATHMERE CAPITAL MANAGEMENT, LLC
|
IA | WAYNE, PA | $1,703,157 |
Jul 27, 2026
03:13 PM
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KDK PRIVATE WEALTH MANAGEMENT
|
IA | HOUSTON, TX | $53,428,048 |
Jul 10, 2026
03:07 PM
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KELLY PARK INVESTMENT LLC
|
IA | [blank], [blank] | $141,500,000 |
Jul 21, 2026
11:48 AM
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KENORA FINANCIAL, LLC
|
IA | DES PLAINES, IL | $82,400,000 |
Jul 29, 2026
03:23 PM
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KERA CAPITAL PARTNERS
|
IA | SAN JOSE, CA | $21,248,446 |
Jul 13, 2026
08:29 AM
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KEYSTONE NATIONAL GROUP, LLC
|
IA | SALT LAKE CITY, UT | $49,653,664 |
Jul 14, 2026
03:44 PM
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KIG INVESTMENT MANAGEMENT, LLC
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ERA | KEY BISCAYNE, FL | $47,306,492 |
Jul 01, 2026
03:42 AM
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KILOWATT CAPITAL LLC
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ERA | INCLINE VILLAGE, NV | No funds |
Jul 09, 2026
03:42 AM
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KLINE HILL PARTNERS LP
|
IA | GREENWICH, CT | $11,712,882,960 |
Jul 07, 2026
05:40 PM
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KLINGENSTEIN FIELDS ADVISORS
|
IA | NEW YORK, NY | $172,183,893 |
Jul 28, 2026
08:45 PM
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KMF INVESTMENTS MANAGEMENT, LLC
|
IA | [blank], [blank] | $104,508,529 |
Jul 20, 2026
02:45 PM
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KMF INVESTMENTS MANAGEMENT, LLC
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IA | [blank], [blank] | $104,508,529 |
Jul 16, 2026
05:27 PM
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KNM SERVICES INC
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ERA | NEW YORK, NY | $47,033,970 |
Jul 01, 2026
03:42 AM
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KOPERNIK GLOBAL INVESTORS, LLC
|
IA | TAMPA, FL | $881,035,112 |
Jul 27, 2026
10:17 AM
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KRANE CAPITAL MANAGEMENT, LLC
|
IA | NEW YORK, NY | $10,202,500 |
Jul 24, 2026
10:58 AM
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L&G - ASSET MANAGEMENT, AMERICA
|
IA | CHICAGO, IL | $14,837,603,647 |
Jul 01, 2026
11:31 AM
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L2 MANAGEMENT COMPANY
|
ERA | RADNOR, PA | $100,647,142 |
Jul 28, 2026
03:42 AM
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LAB QUANTITATIVE STRATEGIES, LLC
|
IA | DENVER, CO | $1,566,601,727 |
Jul 28, 2026
04:10 PM
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LAB QUANTITATIVE STRATEGIES, LLC
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IA | DENVER, CO | $1,566,601,727 |
Jul 28, 2026
04:00 PM
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LANSDOWNE PARTNERS (UK) LLP
|
IA | LONDON, [blank] | $3,996,437,049 |
Jul 27, 2026
08:39 AM
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LANSING STREET ADVISORS
|
IA | AMBLER, PA | $38,342,323 |
Jul 01, 2026
06:19 PM
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