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
UA1 MANAGEMENT COMPANY, LLC
 ERA [blank], [blank] $51,034,818
Jul 17, 2026 03:42 AM
UBS ASSET MANAGEMENT (AMERICAS) LLC
 IA NEW YORK, NY $37,424,433,180
Jul 31, 2026 01:24 PM
UBS REALTY INVESTORS LLC
 IA HARTFORD, CT $2,295,065,017
Jul 12, 2026 10:29 AM
UMB PRIVATE WEALTH MANAGEMENT, LLC
 IA KANSAS CITY, MO $70,174,017
Jul 01, 2026 10:01 AM
UNIFI ASSET MANAGEMENT LP
 IA NEW YORK, NY $1,563,746,629
Jul 13, 2026 11:19 AM
UNLESS MANAGEMENT LP
 IA BOULDER, CO $247,380,974
Jul 17, 2026 02:03 PM
UNLOCK VENTURE PARTNERS
 ERA [blank], [blank] $96,523,207
Jul 30, 2026 03:42 AM
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
 IA MOON TOWNSHIP, PA $8,393,141,982
Jul 15, 2026 04:42 PM
VALUE PARTNERS LIMITED
 IA HONG KONG, [blank] $307,363,523
Jul 06, 2026 05:20 AM
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
 IA MUMBAI, [blank] $42,365,280
Jul 31, 2026 10:18 AM
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
 IA MUMBAI, [blank] $42,365,280
Jul 01, 2026 08:27 AM
VANECREST INVESTMENTS LTD
 ERA DENVER, CO $78,960,522
Jul 16, 2026 03:42 AM
VANSHAP CAPITAL, LLC
 ERA ARLINGTON, VA $78,100,000
Jul 16, 2026 03:42 AM
VANSHAP CAPITAL, LLC
 ERA ARLINGTON, VA $78,100,000
Jul 11, 2026 03:42 AM
VARAGON CAPITAL PARTNERS, L.P.
 IA NEW YORK, NY $2,706,470,160
Jul 23, 2026 11:23 AM
VAUBAN ADVISERS LLC
 ERA SAN FRANCISCO, CA $171,908,220
Jul 01, 2026 03:42 AM
VEDA INVESTMENT GROUP, LLC
 ERA CHEVY CHASE, MD $2,700,000
Jul 29, 2026 03:42 AM
VEDANTA MANAGEMENT, LP
 IA NEW YORK, NY $388,571,229
Jul 06, 2026 06:27 PM
VENELITE VENTURES, LLC
 ERA CUPERTINO, CA $5,002,000
Jul 24, 2026 03:42 AM
VERGER CAPITAL MANAGEMENT
 IA WINSTON-SALEM, NC $2,837,194,954
Jul 21, 2026 11:13 AM
VERNAL POINT ADVISORS, LLC
 IA SAN FRANCISCO, CA $28,588,755
Jul 10, 2026 12:11 PM
VESTED
 ERA WESTON, FL $88,580,115
Jul 09, 2026 03:42 AM
VICTORIA CAPITAL PARTNERS
 ERA BUENOS AIRES, [blank] No funds
Jul 06, 2026 03:42 AM
VICTORIA CAPITAL PARTNERS
 ERA BUENOS AIRES, [blank] $25,169,084
Jul 06, 2026 03:42 AM
VICTORIA CAPITAL PARTNERS
 ERA BUENOS AIRES, [blank] No funds
Jul 06, 2026 03:42 AM
VICTORY PARK CAPITAL
 IA CHICAGO, IL $3,353,241,353
Jul 30, 2026 04:58 PM
VICTORYARC HOLDINGS LP
 IA GREENWICH, CT $41,244,083
Jul 08, 2026 10:06 AM
VICTORYARC HOLDINGS LP
 IA GREENWICH, CT $41,244,083
Jul 02, 2026 03:40 PM
VIVALDI CAPITAL MANAGEMENT LP
 IA CHICAGO, IL $30,375,677
Jul 21, 2026 04:39 PM
VMG PARTNERS II, LLC
 IA SAN FRANCISCO, CA $3,171,264,048
Jul 21, 2026 10:25 AM
VMG PARTNERS II, LLC
 IA SAN FRANCISCO, CA $3,171,264,048
Jul 16, 2026 01:53 PM
VOLEON CAPITAL MANAGEMENT LP
 IA BERKELEY, CA $26,222,251,560
Jul 10, 2026 02:21 PM
VR FUND MANAGEMENT, L.L.C
 ERA REDWOOD CITY, CA $125,035,322
Jul 29, 2026 03:42 AM
WAGNER CARBON MANAGEMENT LLC
 ERA LYME, NH $107,400,000
Jul 24, 2026 03:42 AM
WALNUT GROVE CAPITAL PARTNERS, LP
 IA MEMPHIS, TN $208,815,576
Jul 30, 2026 04:44 PM
WASHINGTON HARBOUR PARTNERS LP
 IA ARLINGTON, VA $3,459,391,475
Jul 28, 2026 02:27 PM
WATEREQUITY LLC
 IA KANSAS CITY, MO $356,179,269
Jul 08, 2026 10:02 AM
WATERFALL ASSET MANAGEMENT, LLC
 IA NEW YORK, NY $11,593,818,682
Jul 23, 2026 10:24 AM
WATTS GWILLIAM & COMPANY, LLC
 IA GILBERT, AZ $7,810,000
Jul 28, 2026 06:21 PM
WAVERLY ADVISORS, LLC
 IA BIRMINGHAM, AL $1,754,680,445
Jul 10, 2026 04:19 PM
WEALTHBUILDERS INVESTMENTS
 IA GREENWOOD VILLAGE, CO $10,862,830
Jul 07, 2026 06:39 PM
WELLINGTON ALTERNATIVE INVESTMENTS
 IA BOSTON, MA $118,313,829,280
Jul 09, 2026 12:19 PM
WELLINGTON FUNDS (US) LLC
 IA BOSTON, MA $4,863,774,875
Jul 09, 2026 12:22 PM
WELLINGTON MANAGEMENT COMPANY LLP
 IA BOSTON, MA $44,371,342,822
Jul 09, 2026 12:10 PM
WELLINGTON MANAGEMENT HONG KONG LIMITED
 IA CENTRAL, HONG KONG, [blank] No funds
Jul 09, 2026 12:24 PM
WEST RIM II UGP, LLC
 IA LEHI, UT $1,769,620,426
Jul 16, 2026 07:14 PM
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
 IA BOSTON, MA $71,269,342
Jul 01, 2026 02:28 PM
WHITE WOLF CAPITAL ADVISORS, LLC
 IA MIAMI, FL $559,999,468
Jul 16, 2026 03:14 PM
WILLOUGHBY INVESTMENTS, LLC
 ERA [blank], [blank] $1,306,034
Jul 01, 2026 03:42 AM
WILLOW RIVER PARTNERS LLC
 ERA NEW YORK, NY $40,000,000
Jul 27, 2026 03:42 AM