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
STELLUS CAPITAL MANAGEMENT, LLC
 IA HOUSTON, TX $1,951,515,192
Jul 14, 2026 10:56 PM
STEPSTONE GROUP LP
 IA LA JOLLA, CA $123,280,444,334
Jul 30, 2026 04:04 PM
STEPSTONE GROUP REAL ASSETS LP
 IA LA JOLLA, CA $38,390,368,409
Jul 30, 2026 03:57 PM
STEPSTONE GROUP REAL ESTATE LP
 IA LA JOLLA, CA $17,235,881,378
Jul 30, 2026 03:52 PM
STERLING BAY CAPITAL ADVISERS, LLC
 IA CHICAGO, IL $140,640,745
Jul 31, 2026 05:40 PM
STIFEL, NICOLAUS & COMPANY, INCORPORATED
 IA ST LOUIS, MO $367,284,917
Jul 24, 2026 10:30 AM
STIFEL, NICOLAUS & COMPANY, INCORPORATED
 IA ST LOUIS, MO $367,284,917
Jul 01, 2026 03:59 PM
STILLWATER ASSET MANAGEMENT, LLC
 IA STILLWATER, MN $461,459,979
Jul 29, 2026 04:16 PM
STONE POINT CREDIT ADVISER LLC
 IA GREENWICH, CT $6,486,952,155
Jul 20, 2026 04:54 PM
STONEHENGE PARTNERS, CORP.
 ERA COLUMBUS, OH $593,606,010
Jul 01, 2026 03:42 AM
STRATAGEM CAPITAL MANAGEMENT LLC
 ERA SAN JUAN, PR $400,000
Jul 02, 2026 03:42 AM
STURBRIDGE CAPITAL LLC
 IA BIRMINGHAM, MI $730,927,296
Jul 10, 2026 02:29 PM
SUMERU EQUITY PARTNERS
 IA SAN MATEO, CA $3,373,972,104
Jul 16, 2026 12:54 PM
SUMMIT PEAK INVESTMENTS, LLC
 IA [blank], [blank] $1,089,219,940
Jul 10, 2026 10:24 AM
SUN MOUNTAIN PARTNERS, LLC
 IA [blank], [blank] $187,232,665
Jul 09, 2026 10:18 AM
SUNDIAL WEALTH LLC
 IA DELRAY BEACH, FL $2,200,000
Jul 01, 2026 08:00 AM
SUNSTONE PARTNERS
 IA SAN MATEO, CA $1,148,734,091
Jul 02, 2026 12:07 PM
SUPERBLOOM PARTNERS
 IA VENICE, CA $278,688,225
Jul 28, 2026 06:31 PM
SUPERCYCLE GENESIS MANAGERS, LLC
 ERA [blank], [blank] $2,870,569
Jul 15, 2026 03:42 AM
SUPERINTELLIGENCE CAPITAL
 ERA SAN FRANCISCO, CA $145,075,968
Jul 24, 2026 03:42 AM
SUVRETTA CAPITAL MANAGEMENT, LLC
 IA NEW YORK, NY $7,818,517,987
Jul 01, 2026 09:00 AM
SWAN & LEGEND
 ERA LEESBURG, VA $93,490,958
Jul 15, 2026 03:42 AM
SWAN INVESTMENT PARTNERS
 IA OLD GREENWICH, CT $247,361,185
Jul 16, 2026 09:48 AM
SWAN INVESTMENT PARTNERS
 IA OLD GREENWICH, CT $247,361,185
Jul 15, 2026 12:11 PM
SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
 IA SOUTHBURY, CT No funds
Jul 20, 2026 03:09 PM
SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
 IA SOUTHBURY, CT No funds
Jul 06, 2026 01:49 PM
SWS CAPITAL MANAGEMENT, LLC
 IA NEW YORK, NY $197,129,589
Jul 21, 2026 06:37 PM
SWS PARTNERS, LLC
 IA COLUMBUS, OH $12,643,052
Jul 14, 2026 08:56 AM
SWS PARTNERS, LLC
 IA COLUMBUS, OH $12,393,052
Jul 08, 2026 01:51 PM
SYMBOL FUND MANAGEMENT LTD
 ERA [blank], [blank] $44,950,844
Jul 01, 2026 03:42 AM
SYON CAPITAL LLC
 IA SAN FRANCISCO, CA $103,258,251
Jul 27, 2026 12:47 PM
T. ROWE PRICE ASSOCIATES, INC.
 IA BALTIMORE, MD $2,717,085,042
Jul 06, 2026 10:54 AM
T4G MANAGEMENT LLC
 ERA LANSING, MI $35,000,000
Jul 24, 2026 03:42 AM
TANGIBLE INVESTMENT MANAGEMENT LIMITED
 ERA LONDON, [blank] No funds
Jul 23, 2026 03:42 AM
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
 IA LOOKOUT MOUNTAIN, TN $57,088,319
Jul 06, 2026 11:11 AM
TENSILE CAPITAL MANAGEMENT LP
 IA LARKSPUR, CA $1,796,045,985
Jul 31, 2026 03:46 PM
TENSOR EDGE CAPITAL, LLC
 IA BOSTON, MA $480,713,604
Jul 31, 2026 08:49 PM
THE ASTRO GROUP LLC
 ERA NEW YORK, NY $51,052,530
Jul 10, 2026 03:42 AM
THE BOLLARD GROUP LLC
 IA BOSTON, MA $1,401,282,763
Jul 15, 2026 04:55 PM
THE BOLLARD GROUP LLC
 IA BOSTON, MA $1,401,282,763
Jul 02, 2026 12:56 PM
THE CARLYLE GROUP
 IA WASHINGTON, DC $173,598,284,781
Jul 07, 2026 12:00 PM
THE CATALYST CAPITAL GROUP INC.
 IA TORONTO, [blank] $2,580,897,353
Jul 24, 2026 10:44 AM
THE INSTITUTE
 IA DENVER, CO $27,901,085
Jul 23, 2026 12:49 PM
THE LINONIA PARTNERSHIP LP
 IA NEW YORK, NY $5,836,406,791
Jul 09, 2026 04:10 PM
THE MOLPUS WOODLANDS GROUP, LLC
 IA RIDGELAND, MS $1,831,611,517
Jul 28, 2026 06:56 PM
THE NEWCASTLE NETWORK LP
 IA WELLESLEY, MA $207,671,572
Jul 24, 2026 03:46 PM
THE NEWCASTLE NETWORK LP
 IA WELLESLEY, MA $207,671,572
Jul 16, 2026 10:50 AM
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P.
 IA NEW YORK, NY $303,030,303
Jul 31, 2026 06:18 PM
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P.
 IA NEW YORK, NY $303,030,303
Jul 22, 2026 01:39 PM
THE RIVERSIDE COMPANY
 IA NEW YORK, NY $13,515,328,306
Jul 01, 2026 09:45 AM