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
BARINGS LLC
 IA CHARLOTTE, NC $30,202,782,653
Jul 30, 2026 12:49 PM
BARINGS LLC
 IA CHARLOTTE, NC $30,202,782,653
Jul 01, 2026 11:53 AM
BASTION ASSET MANAGEMENT INC
 ERA MONTREAL, [blank] $75,000,000
Jul 30, 2026 03:42 AM
BAYHAWK CAPITAL LP
 IA BOSTON, MA $730,750,567
Jul 13, 2026 04:40 PM
BB WEALTH GROUP
 ERA WILMINGTON, DE $1,004,000
Jul 31, 2026 03:42 AM
BBR PARTNERS, LLC
 IA NEW YORK, NY $7,067,379,576
Jul 30, 2026 05:40 PM
BCCM ADVISORS, LLC
 ERA MINNEAPOLIS, MN $39,009,835
Jul 14, 2026 03:42 AM
BEACON POINTE ADVISORS, LLC
 IA NEWPORT BEACH, CA $109,776,081
Jul 13, 2026 12:40 PM
BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD.
 ERA BEIJING, [blank] $13,896,891
Jul 31, 2026 03:42 AM
BELL PARTNERS
 IA GREENSBORO, NC $5,759,392,303
Jul 31, 2026 04:55 PM
BELLE HAVEN INVESTMENTS, L.P.
 IA RYE BROOK, NY $18,381,386
Jul 01, 2026 03:12 PM
BELZBERG & CO.
 IA NEW YORK, NY $1,659,595,499
Jul 01, 2026 12:05 PM
BENCHSTONE CAPITAL MANAGEMENT LP
 IA NEW YORK, NY $44,705,685
Jul 22, 2026 02:46 PM
BENEFIT STREET PARTNERS L.L.C.
 IA NEW YORK, NY $27,678,378,224
Jul 30, 2026 11:15 AM
BENEFIT STREET PARTNERS L.L.C.
 IA NEW YORK, NY $27,678,378,224
Jul 07, 2026 09:24 AM
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
 IA SEATTLE, WA $13,950,062,961
Jul 30, 2026 02:17 PM
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS
 IA NEW YORK, NY $4,376,093,510
Jul 30, 2026 02:30 PM
BESPOKE CAPITAL PARTNERS
 ERA LONDON, [blank] $15,197,627
Jul 27, 2026 03:42 AM
BGO US REAL ESTATE LP
 IA NEW YORK, NY $16,483,793,626
Jul 30, 2026 02:22 PM
BH3 FUND ADVISORS, LLC
 IA FORT LAUDERDALE, FL $578,128,312
Jul 07, 2026 02:09 PM
BLACK DIAMOND CAPITAL MANAGEMENT
 IA ST. THOMAS, VI $12,474,694,032
Jul 13, 2026 04:59 PM
BLACK SWIFT GROUP, LLC
 IA BOULDER, CO $77,285,404
Jul 09, 2026 01:56 PM
BLACKROCK ALTERNATIVES MANAGEMENT, LLC
 IA NEW YORK, NY $32,968,927,358
Jul 24, 2026 02:21 PM
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
 IA WILMINGTON, DE $60,969,440,506
Jul 24, 2026 02:23 PM
BLACKROCK CAPITAL MANAGEMENT, INC.
 IA WILMINGTON, DE $148,842,108,207
Jul 09, 2026 09:18 AM
BLACKROCK FINANCIAL MANAGEMENT, INC
 IA NEW YORK, NY $207,170,771,925
Jul 24, 2026 02:25 PM
BLACKROCK INVESTMENT MANAGEMENT, LLC
 IA PRINCETON, NJ $3,872,100,265
Jul 24, 2026 02:27 PM
BLACKROCK REALTY ADVISORS INC
 IA NEW YORK, NY $64,289,894
Jul 24, 2026 02:28 PM
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP
 IA NEW YORK, NY $34,990,001,034
Jul 30, 2026 07:05 PM
BLACKSTONE ASSET BASED FINANCE ADVISORS LP
 IA NEW YORK, NY $7,041,316,507
Jul 30, 2026 07:28 PM
BLACKSTONE CLO MANAGEMENT LLC
 IA NEW YORK, NY $31,899,601,786
Jul 30, 2026 07:17 PM
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED
 IA DUBLIN 2, [blank] $4,747,791,834
Jul 30, 2026 07:20 PM
BLACKSTONE IRELAND LIMITED
 IA DUBLIN 2, [blank] $15,652,835,633
Jul 30, 2026 07:22 PM
BLACKSTONE LIQUID CREDIT ADVISORS I LLC
 IA NEW YORK, NY $1,350,645,336
Jul 30, 2026 07:11 PM
BLACKSTONE LIQUID CREDIT STRATEGIES LLC
 IA NEW YORK, NY $6,188,331,001
Jul 30, 2026 07:08 PM
BLACKSTONE MULTI-ASSET ADVISORS L.L.C.
 IA NEW YORK, NY $8,542,868,909
Jul 31, 2026 04:12 PM
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC
 IA NEW YORK, NY $54,253,775,051
Jul 30, 2026 07:24 PM
BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C.
 IA NEW YORK, NY $39,023,753,866
Jul 21, 2026 03:24 PM
BLUE MARLIN HOLDCO LLC
 IA BETHESDA, MD $566,513,107
Jul 01, 2026 08:53 AM
BLUE RIBAND GROUP LIMITED
 ERA LONDON, [blank] $161,866,201
Jul 21, 2026 03:42 AM
BLUE SQUARE ASSET MANAGEMENT, LLC
 IA NEW YORK, NY $18,577,429
Jul 01, 2026 02:53 PM
BLUEARC CAPITAL MANAGEMENT
 IA ATLANTA, GA $2,473,113,373
Jul 28, 2026 09:45 AM
BLUEPRINT LOCAL LLC
 IA [blank], [blank] $253,322,843
Jul 08, 2026 12:13 PM
BLUEPRINT LOCAL LLC
 IA [blank], [blank] $253,322,843
Jul 07, 2026 03:09 PM
BLUESPRUCE
 IA CHICAGO, IL $4,454,268,000
Jul 29, 2026 02:34 PM
BLUESTONE CAPITAL MANAGEMENT, LLC
 IA WAYNE, PA $31,809,970
Jul 16, 2026 10:25 AM
BMO ASSET MANAGEMENT CORP.
 IA CHICAGO, IL $3,386,642,729
Jul 02, 2026 02:13 PM
BOSTON COMMON ASSET MANAGEMENT, LLC
 IA BOSTON, MA $1,097,192,525
Jul 06, 2026 06:18 PM
BRAESWOOD CARBON MANAGEMENT, LLC
 IA SAN FRANCISCO, CA $387,316,785
Jul 08, 2026 03:44 PM
BRANCHPOINT ASSET MANAGEMENT LTD.
 ERA [blank], [blank] $1,000,000
Jul 14, 2026 03:42 AM