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
SHELTER GROWTH CAPITAL PARTNERS LLC
 IA STAMFORD, CT $2,201,170,986
Jul 13, 2026 02:56 PM
SHENANDOAH ENERGY MANAGEMENT, LLC
 IA HIGHLANDS RANCH, CO $253,879,375
Jul 20, 2026 11:53 AM
SHENKMAN CAPITAL MANAGEMENT, INC.
 IA NEW YORK, NY $6,392,484,389
Jul 15, 2026 05:01 PM
SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY)
 IA HONG KONG, [blank] No funds
Jul 30, 2026 02:22 PM
SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY)
 IA HONG KONG, [blank] No funds
Jul 30, 2026 02:10 PM
SHIKHARA INVESTMENT MANAGEMENT LP
 IA NEW YORK, NY $10,329,323
Jul 31, 2026 05:28 PM
SIEGFRIED ASSET MANAGEMENT LIMITED
 ERA WAN CHAI, [blank] $1,198,000,000
Jul 01, 2026 03:42 AM
SILVERCAP PARTNERS
 IA CHARLOTTE, NC No funds
Jul 17, 2026 09:54 AM
SILVERCAP PARTNERS
 IA CHARLOTTE, NC No funds
Jul 07, 2026 09:46 AM
SIMON QUICK ADVISORS, LLC
 IA MORRISTOWN, NJ $421,126,839
Jul 28, 2026 08:56 AM
SIX PEAK CAPITAL MANAGEMENT
 ERA [blank], [blank] $31,885,000
Jul 07, 2026 03:42 AM
SKAANA MANAGEMENT L.P.
 IA [blank], [blank] $233,666,374
Jul 10, 2026 11:09 AM
SLATE PATH CAPITAL LP
 IA NEW YORK, NY $11,987,302,965
Jul 30, 2026 10:12 AM
SLOY DAHL & HOLST HOLDINGS, INC
 IA VANCOUVER, WA $186,620,841
Jul 15, 2026 09:01 AM
SMALL WORLD CAPITAL
 ERA NEW YORK, NY $61,117,975
Jul 30, 2026 03:42 AM
SNOW PEAK CAPITAL, LLC
 IA BROOMFIELD, CO $174,287,948
Jul 28, 2026 02:22 PM
SNOW PEAK CAPITAL, LLC
 ERA BROOMFIELD, CO $174,287,948
Jul 28, 2026 03:42 AM
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
 IA [blank], [blank] $100,411,505
Jul 15, 2026 12:11 PM
SOCIETY HILL CAPITAL
 ERA TAMPA, FL $27,500,000
Jul 17, 2026 03:42 AM
SOJA VENTURES MANAGEMENT LLC
 ERA NEW YORK, NY $7,422,317
Jul 27, 2026 03:42 AM
SOLAMERE CAPITAL, LLC
 IA BOSTON, MA $5,659,572,893
Jul 07, 2026 12:39 PM
SOLARI CAPITAL MANAGEMENT LLC
 ERA NEW YORK, NY $86,991,522
Jul 02, 2026 03:42 AM
SOLAS BIOVENTURES MANAGEMENT, LLC
 IA CHATTANOOGA, TN $164,966,818
Jul 30, 2026 04:42 PM
SOLIS CAPITAL PARTNERS II, LLC
 ERA NEWPORT BEACH, CA $66,338,216
Jul 01, 2026 03:42 AM
SOMA CAPITAL MANAGEMENT LLC
 IA [blank], [blank] $1,365,369,640
Jul 29, 2026 12:55 PM
SOMA CAPITAL MANAGEMENT LLC
 IA [blank], [blank] $1,365,369,640
Jul 17, 2026 01:09 PM
SONA ASSET MANAGEMENT (US) LLC
 IA NEW YORK, NY $29,360,403,000
Jul 09, 2026 12:15 PM
SORYN IP CAPITAL MANAGEMENT
 IA MILLBURN, NJ $168,053,781
Jul 23, 2026 01:00 PM
SORYN IP CAPITAL MANAGEMENT
 ERA MILLBURN, NJ $168,053,781
Jul 23, 2026 03:42 AM
SOUTHERNSUN ASSET MANAGEMENT LLC
 IA MEMPHIS, TN No funds
Jul 29, 2026 01:36 PM
SP FUNDS
 IA LAKE MARY, FL $10,182,000
Jul 20, 2026 11:06 AM
SP FUNDS
 IA LAKE MARY, FL $10,182,000
Jul 10, 2026 12:44 PM
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
 IA GREENVILLE, DE $1,638,291,744
Jul 02, 2026 03:48 PM
SPF INVESTMENT MANAGEMENT, L.P.
 IA NEW YORK, NY $3,572,000,147
Jul 01, 2026 08:29 AM
SPRINGDALE VENTURES
 ERA AUSTIN, TX $133,101,053
Jul 11, 2026 03:42 AM
SPX CAPITAL MANAGEMENT LLC
 IA NEW YORK, NY $2,827,862,095
Jul 01, 2026 12:52 PM
SPYGLASS CAPITAL MANAGEMENT, LLC
 IA GREENBRAE, CA No funds
Jul 16, 2026 01:50 PM
SQN INVESTORS LP
 ERA MENLO PARK, CA $59,512,988
Jul 27, 2026 03:42 AM
SQUAREPOINT OPS LLC
 IA NEW YORK, NY $205,798,602,167
Jul 01, 2026 09:14 PM
SRD INNOVATION FUND LLC
 ERA CARSON CITY, NV $6,492,707
Jul 14, 2026 03:42 AM
SRD INNOVATION FUND LLC
 ERA CARSON CITY, NV $6,492,707
Jul 09, 2026 03:42 AM
SSW PARTNERS
 IA NEW YORK, NY $646,424,583
Jul 08, 2026 02:39 PM
STAGE 2 CAPITAL ADVISORS
 ERA [blank], [blank] $354,047,857
Jul 13, 2026 03:42 AM
STANDARD FAMILY OFFICE, LLC
 IA SIOUX FALLS, SD $1,011,403,048
Jul 29, 2026 07:07 PM
STANDARD INVESTMENT MANAGEMENT LLC
 ERA NEW YORK, NY $38,021,891
Jul 02, 2026 03:42 AM
STANDARD PARTNERS LLC
 IA BETHESDA, MD $96,090,935
Jul 27, 2026 10:50 AM
STANHOPE CAPITAL, LLP
 IA LONDON, [blank] $19,822,176
Jul 17, 2026 07:30 AM
STANLEY CAPITAL PARTNERS LLP
 ERA LONDON, [blank] $308,100,000
Jul 02, 2026 03:42 AM
STEELPEAK WEALTH, LLC
 IA LOS ANGELES, CA $25,440,778
Jul 29, 2026 03:22 PM
STEINBERG INDIA ADVISORS PVT LTD
 ERA MUMBAI, MH, [blank] No funds
Jul 01, 2026 03:42 AM