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
LAS OLAS VENTURE CAPITAL
 IA FORT LAUDERDALE, FL $293,897,431
Jul 07, 2026 03:54 PM
LAS OLAS VENTURE CAPITAL
 IA FORT LAUDERDALE, FL $293,897,431
Jul 06, 2026 03:15 PM
LAS OLAS VENTURE CAPITAL
 IA FORT LAUDERDALE, FL $293,897,431
Jul 01, 2026 12:35 PM
LAS OLAS VENTURE CAPITAL
 ERA FORT LAUDERDALE, FL $293,897,431
Jul 01, 2026 03:42 AM
LAURIUM CAPITAL (PTY) LTD
 ERA JOHANNESBURG, GAUTENG, [blank] $463,438,337
Jul 14, 2026 03:42 AM
LB PARTNERS LLC
 IA CHARLOTTESVILLE, VA $191,306,535
Jul 29, 2026 07:44 PM
LCV MANAGEMENT, LP
 IA [blank], [blank] $118,173,732
Jul 28, 2026 10:58 AM
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
 IA MADISON, WI No funds
Jul 24, 2026 12:02 PM
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
 IA MADISON, WI No funds
Jul 14, 2026 12:52 PM
LEADOUT CAPITAL MANAGEMENT, LLC
 ERA PORTOLA VALLEY, CA $86,814,781
Jul 02, 2026 03:42 AM
LEE FINANCIAL COMPANY, LLC
 IA DALLAS, TX $13,539,707
Jul 31, 2026 01:45 PM
LEEDS EQUITY PARTNERS
 IA NEW YORK, NY $5,797,902,010
Jul 17, 2026 11:04 AM
LEGEND CAPITAL
 IA [blank], [blank] $400,000
Jul 27, 2026 08:10 PM
LEMVEGA CAPITAL
 ERA SAN JUAN, PR $144,485,514
Jul 01, 2026 03:42 AM
LENDISTRY CAPITAL PARTNERS, LLC
 IA LOS ANGELES, CA $213,405,020
Jul 23, 2026 12:36 PM
LEO FUNDS AMERICAS, LLC
 ERA HURST, TX $70,569,457
Jul 27, 2026 03:42 AM
LESTE CAPITAL PARTNERS (FLORIDA), LLC
 IA MIAMI, FL $252,859,018
Jul 08, 2026 11:33 AM
LEUTHOLD WEEDEN CAPITAL MANAGEMENT
 IA MINNEAPOLIS, MN $41,576,724
Jul 06, 2026 10:13 AM
LEVIATHAN VENTURES MANAGEMENT, LLC
 ERA AUSTIN, TX $75,553,866
Jul 17, 2026 03:42 AM
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
 IA BEVERLY HILLS, CA $8,210,359,667
Jul 17, 2026 11:44 AM
LFG MANCO, LLC
 ERA AUSTIN, TX $37,127,000
Jul 14, 2026 03:42 AM
LGL PARTNERS, LLC
 IA PHILADELPHIA, PA $270,612,730
Jul 13, 2026 11:32 AM
LIBERTY WEALTH MANAGEMENT, LLC
 IA OAKLAND, CA $5,023,964
Jul 20, 2026 06:30 PM
LIDO
 IA LOS ANGELES, CA $684,006,991
Jul 09, 2026 04:26 PM
LIEEF LLC
 ERA IRVINE, CA $35,425,000
Jul 07, 2026 03:42 AM
LINK FOUCS LTD
 ERA DENVER, CO $78,960,522
Jul 02, 2026 03:42 AM
LINSE CAPITAL LLC
 IA SAN JUAN, PR $1,708,821,632
Jul 30, 2026 10:32 AM
LINX PARTNERS, LLC
 IA ATLANTA, GA $216,854,463
Jul 13, 2026 08:20 AM
LISC FUND MANAGEMENT, LLC
 IA NEW YORK, NY $561,208,491
Jul 21, 2026 03:26 PM
LIVELLO CAPITAL MANAGEMENT LP
 IA NEW YORK, NY $221,339,896
Jul 20, 2026 02:11 PM
LONGWALL FAMILY OFFICE
 IA WESTPORT, CT $17,446,481
Jul 23, 2026 09:24 AM
LOOMIS, SAYLES & COMPANY, L.P.
 IA BOSTON, MA $2,723,405,706
Jul 01, 2026 10:41 AM
LOS ANGELES CAPITAL MANAGEMENT LLC
 IA LOS ANGELES, CA $2,529,815,560
Jul 20, 2026 10:48 AM
LOTUSGROUP CAPITAL
 IA DENVER, CO $54,851,632
Jul 07, 2026 11:32 AM
LS CAPITAL, INC.
 ERA ENCINO, CA $49,691,462
Jul 01, 2026 03:42 AM
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
 IA PHILADELPHIA, PA $2,814,795,537
Jul 13, 2026 01:49 PM
LUDIS ASSET MANAGEMENT, LLC
 ERA DALLAS, TX $5,250,000
Jul 13, 2026 03:42 AM
LYNK CAPITAL MANAGEMENT COMPANY, LLC
 IA JACKSONVILLE, FL No funds
Jul 23, 2026 04:28 PM
LYNK CAPITAL MANAGEMENT COMPANY, LLC
 IA JACKSONVILLE, PA No funds
Jul 23, 2026 04:10 PM
M&G LUXEMBOURG S.A.
 ERA LUXEMBOURG, [blank] No funds
Jul 09, 2026 03:42 AM
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC
 IA NEW YORK, NY $221,167,431
Jul 26, 2026 10:19 AM
MAD RIVER INVESTORS
 IA BOSTON, MA $69,708,458
Jul 07, 2026 11:15 AM
MAD RIVER INVESTORS
 IA BOSTON, MA $69,708,458
Jul 07, 2026 11:10 AM
MAD RIVER INVESTORS
 IA BOSTON, MA $69,708,458
Jul 07, 2026 11:04 AM
MADISON INTERNATIONAL REALTY HOLDINGS, LLC
 IA NEW YORK, NY $4,655,114,762
Jul 08, 2026 01:28 PM
MADISON-INDIA MANAGEMENT ADVISORS PRIVATE LIMITED
 ERA NEW DELHI, [blank] $1,297,617
Jul 01, 2026 03:42 AM
MAGNITUDE CAPITAL, LLC
 IA NEW YORK, NY $21,933,685,843
Jul 09, 2026 02:53 PM
MAI CAPITAL MANAGEMENT, LLC
 IA CLEVELAND, OH $841,295,139
Jul 02, 2026 01:41 PM
MAI CAPITAL MANAGEMENT, LLC
 IA CLEVELAND, OH $841,295,139
Jul 01, 2026 03:24 PM
MAI CAPITAL MANAGEMENT, LLC
 IA CLEVELAND, OH $841,295,139
Jul 01, 2026 03:12 PM