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
MAINSAIL ASSET MANAGEMENT, LLC
 IA BIRMINGHAM, AL $83,044,908
Jul 15, 2026 04:41 PM
MAM AMERICAS, INC.
 IA NEW YORK, NY $4,403,516,144
Jul 27, 2026 05:14 PM
MAN CAPITAL MANAGEMENT LLC
 IA NEW YORK, NY $130,817,886
Jul 30, 2026 03:28 PM
MAN GLOBAL PRIVATE MARKETS (USA) INC.
 IA NEW YORK, NY No funds
Jul 30, 2026 03:18 PM
MANCHESTER CAPITAL MANAGEMENT LLC
 IA MANCHESTER, VT $515,419,882
Jul 06, 2026 01:56 PM
MANGUSTA CAPITAL
 ERA SAN FRANCISCO, CA $82,760,800
Jul 09, 2026 03:42 AM
MANHATTAN WEST ASSET MANAGEMENT, LLC
 IA LOS ANGELES, CA $502,131,976
Jul 14, 2026 11:53 AM
MARA RIVER CAPITAL MANAGEMENT, LP
 IA CORAL GABLES, FL $116,981,478
Jul 15, 2026 09:44 AM
MARATHON ASSET MANAGEMENT, L.P.
 IA NEW YORK, NY $28,529,439,253
Jul 31, 2026 04:40 PM
MARCUARD FAMILY OFFICE LTD
 IA ZURICH, [blank] No funds
Jul 17, 2026 11:14 AM
MARCUARD FAMILY OFFICE LTD
 IA ZURICH, [blank] No funds
Jul 08, 2026 04:56 PM
MARINER
 IA OVERLAND PARK, KS $11,360,559
Jul 17, 2026 10:07 AM
MARNELL MANAGEMENT LLC
 IA FARMINGTON HILLS, MI $167,788,816
Jul 02, 2026 03:47 PM
MARRAM VENTURES
 ERA SAUGATUCK, MI $38,500,000
Jul 08, 2026 03:42 AM
MARSHALL WACE NORTH AMERICA L.P.
 IA NEW YORK, NY $14,085,044,803
Jul 30, 2026 09:58 AM
MARTIN INVESTMENT MANAGEMENT, LLC
 IA PALM BEACH GARDENS, FL $3,580,447
Jul 08, 2026 12:42 PM
MARTIS CAPITAL MANAGEMENT, LLC
 IA WASHINGTON, DC $1,942,511,280
Jul 13, 2026 08:39 PM
MARTIS CAPITAL MANAGEMENT, LLC
 IA WASHINGTON, DC $1,942,511,280
Jul 13, 2026 08:33 PM
MATISSE CAPITAL
 IA PORTLAND, OR $445,301
Jul 24, 2026 03:29 PM
MATRIX PRIVATE CAPITAL GROUP
 IA CHICAGO, IL $31,859,334
Jul 10, 2026 12:27 PM
MATTER FAMILY OFFICE
 IA ST LOUIS, MO $151,023,670
Jul 21, 2026 03:31 PM
MATTER FAMILY OFFICE
 IA ST LOUIS, MO $151,023,670
Jul 08, 2026 02:40 PM
MATTER FAMILY OFFICE
 IA ST LOUIS, MO $151,023,670
Jul 08, 2026 02:17 PM
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
 IA SAN FRANCISCO, CA $100,386,943
Jul 29, 2026 03:54 PM
MAVEN CAPITAL PARTNERS, LLC
 IA ATLANTA, GA $17,000,178
Jul 14, 2026 04:04 PM
MAYBOURNE PARTNERS MANAGEMENT LP
 IA [blank], [blank] $500,000,000
Jul 29, 2026 09:51 AM
MAYBOURNE PARTNERS MANAGEMENT LP
 ERA [blank], [blank] $500,000,000
Jul 29, 2026 03:42 AM
MAYBOURNE PARTNERS MANAGEMENT LP
 ERA [blank], [blank] No funds
Jul 09, 2026 03:42 AM
MAZE INVESTMENTS, LLC
 IA LOS ANGELES, CA $38,719,000
Jul 26, 2026 10:29 AM
MAZE INVESTMENTS, LLC
 IA LOS ANGELES, CA $38,719,000
Jul 10, 2026 08:20 PM
MBX INVESTORS LLC
 IA FARMINGTON HILLS, MI $224,555,917
Jul 15, 2026 03:00 PM
MCDONALD CAPITAL MANAGEMENT
 IA LUBBOCK, TX $6,967,062
Jul 17, 2026 12:31 PM
MCDONALD CAPITAL MANAGEMENT
 IA LUBBOCK, TX $6,967,062
Jul 17, 2026 12:28 PM
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC
 IA ANCHORAGE, AK $206,225,201
Jul 08, 2026 09:13 AM
MCKINNEY CAPITAL, LLC
 IA BIRMINGHAM, AL $37,128,869
Jul 15, 2026 11:26 AM
MCMORGAN & COMPANY LLC
 IA SAN FRANCISCO, CA $1,683,949,148
Jul 24, 2026 04:07 PM
MCP MANAGEMENT, LP
 IA AUSTIN, TX $2,698,587,008
Jul 10, 2026 06:07 PM
MEANS WEALTH MANAGEMENT
 IA BANGOR, ME $8,205,458
Jul 29, 2026 03:46 PM
MEDICI CAPITAL LLC
 IA NEWPORT BEACH, CA $215,842,119
Jul 15, 2026 08:03 PM
MEGASURGE CAPITAL INC
 ERA DENVER, CO $78,960,522
Jul 02, 2026 03:42 AM
MEI LIN CAPITAL LLC
 ERA JERSEY CITY, NJ $23,679,081
Jul 08, 2026 03:42 AM
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.
 IA DENVER, CO $205,589,374
Jul 01, 2026 11:22 AM
MERCER INVESTMENTS LLC
 IA BOSTON, MA $19,169,187,397
Jul 27, 2026 01:03 PM
MEREO CAPITAL PARTNERS, LLC
 ERA CONSHOHOCKEN, PA $80,992,021
Jul 30, 2026 03:42 AM
MERIDIEM CAPITAL PARTNERS LP
 IA DALLAS, TX $50,931,239
Jul 14, 2026 02:07 PM
MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.
 IA CHICAGO, IL $991,083,096
Jul 31, 2026 04:42 PM
MERIT CAPITAL PARTNERS VI, LLC
 IA CHICAGO, IL $448,206,508
Jul 31, 2026 04:36 PM
MERITAGE GROUP LP
 IA SAN FRANCISCO, CA $20,853,339,748
Jul 07, 2026 12:54 PM
MEROS INVESTMENT MANAGEMENT, LP
 IA DALLAS, TX No funds
Jul 06, 2026 04:27 PM
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
 IA CHICAGO, IL $2,898,742,151
Jul 07, 2026 12:53 PM