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
Advisor Name Type Location Advisor AUM Filing Date Details
THE UMBRELLA CORPORATION
ERA BEVERLY HILLS, CA $12,500,000
Jul 08, 2026 03:42 AM
THIRD EYE CAPITAL MANAGEMENT, LLC
IA MIAMI BEACH, FL $62,838,905
Jul 02, 2026 10:18 AM
THIRD EYE CAPITAL MANAGEMENT, LLC
IA MIAMI BEACH, FL $62,838,905
Jul 01, 2026 02:24 PM
THIRD EYE CAPITAL MANAGEMENT, LLC
IA MIAMI BEACH, FL $62,838,905
Jul 01, 2026 02:18 PM
THL MANAGERS VII, LLC
IA BOSTON, MA $21,483,389,334
Jul 02, 2026 01:35 PM
THORNTREE CAPITAL PARTNERS LP
IA BOSTON, MA $955,280,269
Jul 08, 2026 11:27 AM
THRIVE CAPITAL
IA NEW YORK, NY $50,492,232,839
Jul 06, 2026 06:01 PM
THRIVE CAPITAL
IA NEW YORK, NY $50,492,232,839
Jul 06, 2026 05:57 PM
TIEDEMANN ADVISORS, LLC
IA NEW YORK, NY $4,496,085,656
Jul 10, 2026 10:28 AM
TIFF INVESTMENT MANAGEMENT
IA RADNOR, PA $5,308,597,524
Jul 06, 2026 01:22 PM
TIKEHAU CAPITAL NORTH AMERICA LLC
IA NEW YORK, NY $12,235,788,171
Jul 01, 2026 03:49 PM
TIMBER BAY PARTNERS, LLC
IA CINCINNATI, OH $1,052,014,714
Jul 30, 2026 04:53 PM
TIMUCUAN ASSET MANAGEMENT INC
IA JACKSONVILLE, FL $871,535,069
Jul 01, 2026 03:23 PM
TIMUCUAN ASSET MANAGEMENT INC
IA JACKSONVILLE, FL $871,535,069
Jul 01, 2026 01:23 PM
TITAN ADVISORS, LLC
IA STAMFORD, CT $1,662,785,149
Jul 15, 2026 04:09 PM
TOLLESON PRIVATE WEALTH MANAGEMENT
IA DALLAS, TX $5,081,463,158
Jul 17, 2026 05:36 PM
TOLOU CAPITAL MANAGEMENT, LLC
ERA NEW YORK, NY $100,000,000
Jul 28, 2026 03:42 AM
TOPOLOGY VENTURES, LLC
ERA [blank], [blank] $82,317,943
Jul 02, 2026 03:42 AM
TOPSPIN MANAGEMENT COMPANY LBO LLC
IA MAMARONECK, NY $685,564,391
Jul 20, 2026 09:49 AM
TOURING CAPITAL LLC
ERA [blank], [blank] $302,603,316
Jul 02, 2026 03:42 AM
TOURMALET ADVISORS, LP
IA FAIRFIELD, CT $360,101,233
Jul 07, 2026 03:51 PM
TOWERS WATSON INVESTMENT SERVICES, INC.
IA CHICAGO, IL $11,690,079,000
Jul 30, 2026 01:47 PM
TOWLE & CO
IA DENVER, CO $85,704,488
Jul 16, 2026 09:37 AM
TPG CAPITAL ADVISORS, LLC
IA FORT WORTH, TX $141,379,200,000
Jul 24, 2026 04:39 PM
TRADEMARK CAPITAL MANAGEMENT INC.
IA WATKINSVILLE, GA $16,935,143
Jul 24, 2026 02:50 PM
TRADEMARK CAPITAL MANAGEMENT INC.
IA WATKINSVILLE, GA $16,935,143
Jul 16, 2026 12:50 PM
TRANSCEND CAPITAL ADVISORS, LLC
IA MADISON, NJ $360,487,404
Jul 16, 2026 03:57 PM
TREASURYSPRING MANAGEMENT (JERSEY) LIMITED
ERA ST HELIER, [blank] $6,456,000,000
Jul 27, 2026 03:42 AM
TRESSES CAPITAL PARTNERS
ERA [blank], [blank] $628,000
Jul 09, 2026 03:42 AM
TREXQUANT INVESTMENT LP
IA STAMFORD, CT $5,671,076,433
Jul 01, 2026 12:43 PM
TRG CAPITAL MANAGEMENT, INC.
IA RALEIGH, NC $21,017,426
Jul 01, 2026 11:02 AM
TRIAN FUND MANAGEMENT, L.P.
IA NEW YORK, NY $11,181,192,268
Jul 31, 2026 06:01 PM
TRIATA CAPITAL LIMITED
ERA CENTRAL, [blank] $225,000,000
Jul 28, 2026 03:42 AM
TRIATA CAPITAL LIMITED
ERA CENTRAL, [blank] $225,000,000
Jul 27, 2026 03:42 AM
TRILLIUM ASSET MANAGEMENT
IA BOSTON, MA $20,494,357
Jul 24, 2026 02:19 PM
TRINITY INVESTMENT MANAGEMENT, LLC
IA FORT WORTH, TX $18,850,028
Jul 13, 2026 07:25 AM
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
IA SAN JUAN CAPISTRANO, CA $379,622,227
Jul 02, 2026 11:17 AM
TRUE GLOBAL VENTURES 4 PLUS PTE. LTD.
ERA SINGAPORE, SINGAPORE, [blank] $315,589,949
Jul 09, 2026 03:42 AM
TRUE NORTH ADVISORS, LLC
IA DALLAS, TX $1,084,458,091
Jul 16, 2026 10:15 AM
TSCHETTER GROUP
IA BELLEVUE, WA $81,530,000
Jul 10, 2026 04:49 PM
TUCKER'S FARM
IA [blank], [blank] $216,965,048
Jul 30, 2026 03:29 PM
TUCKER'S FARM 1 LLC
ERA PAGET, [blank] $139,271,586
Jul 15, 2026 03:42 AM
TUCKER'S FARM 3, LLC
ERA FRAMINGHAM, MA $32,193,480
Jul 15, 2026 03:42 AM
TURAS CAPITAL MANAGEMENT
IA BOSTON, MA No funds
Jul 10, 2026 10:55 AM
TURIM 21 INVESTIMENTOS LTDA
IA RIO DE JANEIRO, RJ, [blank] $138,552,563
Jul 27, 2026 11:05 AM
TURNSPIRE CAPITAL PARTNERS LLC
IA NEW YORK, NY $508,933,336
Jul 23, 2026 11:51 AM
TVM CAPITAL
ERA MUNICH, [blank] No funds
Jul 03, 2026 03:42 AM
TWENTYFOUR ASSET MANAGEMENT (US) LP
IA NEW YORK, NY $47,179,931
Jul 20, 2026 05:12 AM
TWENTYFOUR ASSET MANAGEMENT LLP
IA LONDON, [blank] $17,292,727
Jul 20, 2026 05:30 AM
TWO HAWKS CAPITAL MANAGEMENT, LP
ERA [blank], [blank] $62,076,746
Jul 20, 2026 03:42 AM