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
View Mode:
| Advisor Name | Type | Location | Advisor AUM | Filing Date | Details |
|---|---|---|---|---|---|
|
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
|
IA | PHILADELPHIA, PA | $3,848,132,299 |
Jul 01, 2026
06:32 AM
|
|
|
BRANDYWINE MANAGERS, LLC
|
IA | HOCKESSIN, DE | $13,965,629,348 |
Jul 14, 2026
09:58 AM
|
|
|
BRANDYWINE MANAGERS, LLC
|
IA | HOCKESSIN, DE | $13,965,629,348 |
Jul 14, 2026
09:52 AM
|
|
|
BRANTONE VEYLOR INC
|
ERA | DENVER, CO | $78,960,522 |
Jul 09, 2026
03:42 AM
|
|
|
BRANZAN INVESTMENT ADVISORS, INC.
|
IA | LITTLETON, CO | $102,090,764 |
Jul 16, 2026
07:34 AM
|
|
|
BREVAN HOWARD CAPITAL MANAGEMENT, LP
|
ERA | ST HELIER, [blank] | $295,879,090,557 |
Jul 20, 2026
03:42 AM
|
|
|
BREVAN HOWARD INVESTMENT PRODUCTS LIMITED
|
ERA | ST. HELIER, [blank] | No funds |
Jul 20, 2026
03:42 AM
|
|
|
BREYER ZOU VENTURES MANAGEMENT, LLC
|
ERA | PALO ALTO, CA | $128,000,000 |
Jul 21, 2026
03:42 AM
|
|
|
BRIDGE INVESTMENT GROUP
|
IA | SANDY, UT | $62,744,182,703 |
Jul 01, 2026
04:50 PM
|
|
|
BRIDGEPORT PARTNERS
|
IA | NEW YORK, NY | $372,805,010 |
Jul 17, 2026
09:16 AM
|
|
|
BRIDGEWAY CAPITAL MANAGEMENT, LLC
|
IA | HOUSTON, TX | $28,975,516 |
Jul 01, 2026
10:50 AM
|
|
|
BRIGADE CAPITAL MANAGEMENT, LP
|
IA | NEW YORK, NY | $25,716,059,867 |
Jul 22, 2026
09:27 AM
|
|
|
BRIGHTON JONES LLC
|
IA | SEATTLE, WA | $63,307,823 |
Jul 07, 2026
01:22 PM
|
|
|
BRIGHTSTAR CAPITAL PARTNERS
|
IA | NEW YORK, NY | $4,849,984,325 |
Jul 02, 2026
10:55 AM
|
|
|
BRINLEY PARTNERS, LP
|
IA | NEW YORK, NY | $5,739,153,000 |
Jul 06, 2026
02:21 PM
|
|
|
BRIXEY & MEYER CAPITAL LLC
|
IA | CINCINNATI, OH | $201,813,281 |
Jul 22, 2026
09:15 AM
|
|
|
BRIXEY & MEYER CAPITAL LLC
|
IA | CINCINNATI, OH | $201,813,281 |
Jul 22, 2026
08:59 AM
|
|
|
BROAD BAY CAPITAL MANAGEMENT LP
|
IA | NEW YORK, NY | $186,737,628 |
Jul 24, 2026
04:59 PM
|
|
|
BROAD REACH RETAIL PARTNERS LLC
|
IA | MILLERSVILLE, MD | $513,921,254 |
Jul 24, 2026
12:52 PM
|
|
|
BROADVIEW MANAGEMENT, LLC
|
IA | ST. LOUIS, MO | $464,686,771 |
Jul 31, 2026
03:56 PM
|
|
|
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P.
|
IA | TORONTO, ONTARIO, [blank] | $47,419,718,794 |
Jul 10, 2026
11:15 AM
|
|
|
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC
|
IA | NEW YORK, NY | $110,816,000 |
Jul 10, 2026
01:37 PM
|
|
|
BROWNING WEST LP
|
IA | LOS ANGELES, CA | $2,243,666,976 |
Jul 22, 2026
06:55 PM
|
|
|
BSQ CAPITAL MANAGEMENT PTE. LTD
|
ERA | SINGAPORE, [blank] | $44,300,000 |
Jul 21, 2026
03:42 AM
|
|
|
BSV SPECIAL ENTITY MANAGEMENT
|
ERA | DALLAS, TX | $103,147,944 |
Jul 27, 2026
03:42 AM
|
|
|
BULICK CAPITAL ADVISORS
|
ERA | [blank], [blank] | $5,000 |
Jul 13, 2026
03:42 AM
|
|
|
BULLETPROOF CAPITAL, LLC
|
IA | CHICAGO, IL | $552,107,982 |
Jul 10, 2026
12:57 PM
|
|
|
BUOYANT CAPITAL
|
ERA | MOKA, [blank] | No funds |
Jul 14, 2026
03:42 AM
|
|
|
BUOYANT CAPITAL PRIVATE LIMITED
|
IA | MUMBAI, [blank] | $454,153,289 |
Jul 29, 2026
05:40 AM
|
|
|
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC
|
IA | CHICAGO, IL | $3,172,204,000 |
Jul 16, 2026
04:42 PM
|
|
|
BURLINGAME WEALTH MANAGEMENT, LLC
|
IA | BURLINGAME, CA | $103,759,900 |
Jul 02, 2026
05:02 PM
|
|
|
CACHE ADVISORS LLC
|
IA | SAN FRANCISCO, CA | $1,293,648,481 |
Jul 28, 2026
01:50 PM
|
|
|
CADEN CAPITAL PARTNERS, LP
|
ERA | [blank], [blank] | $64,214,230 |
Jul 10, 2026
03:42 AM
|
|
|
CALAMOS ADVISORS LLC
|
IA | NAPERVILLE, IL | $215,116,981 |
Jul 23, 2026
06:16 PM
|
|
|
CALAMOS PRIVATE EQUITY LLC
|
IA | NAPERVILLE, IL | No funds |
Jul 23, 2026
06:49 PM
|
|
|
CALIBRATE VENTURES MANAGEMENT, LLC
|
ERA | PASADENA, CA | $367,653,279 |
Jul 14, 2026
03:42 AM
|
|
|
CAMAC PARTNERS, LLC
|
IA | [blank], [blank] | $386,594,898 |
Jul 02, 2026
09:15 AM
|
|
|
CAMBRIDGE ALPHA LLC
|
ERA | NAPLES, FL | $2,000,000 |
Jul 02, 2026
03:42 AM
|
|
|
CANARAS CAPITAL MANAGEMENT, LLC
|
IA | NEW YORK, NY | $568,000,000 |
Jul 14, 2026
02:04 PM
|
|
|
CANTOR FITZGERALD INVESTMENT ADVISORS
|
IA | NEW YORK, NY | $26,228,506 |
Jul 15, 2026
02:14 PM
|
|
|
CANTOR FITZGERALD INVESTMENT ADVISORS
|
IA | NEW YORK, NY | $26,228,506 |
Jul 10, 2026
11:17 AM
|
|
|
CANTOR FITZGERALD INVESTMENT ADVISORS
|
IA | NEW YORK, NY | $26,228,506 |
Jul 08, 2026
10:06 AM
|
|
|
CANVAS WEALTH ADVISORS, LLC
|
IA | SHAWNEE, KS | $267,034,223 |
Jul 10, 2026
02:21 PM
|
|
|
CANYON ABF MANAGER LLC
|
IA | DALLAS, TX | $300,000,000 |
Jul 10, 2026
08:57 AM
|
|
|
CAPE CAPITAL AG
|
ERA | ZURICH, [blank] | $148,107,702 |
Jul 31, 2026
03:42 AM
|
|
|
CAPITAL CREEK PARTNERS
|
IA | AUSTIN, TX | $182,949,821 |
Jul 30, 2026
04:23 PM
|
|
|
CAPITALWORKS PRIVATE EQUITY ADVISOR PROPRIETARY LIMITED
|
ERA | JOHANNESBURG, GAUTENG, [blank] | No funds |
Jul 02, 2026
03:42 AM
|
|
|
CARBON SILICON MANAGEMENT, LLC
|
ERA | [blank], [blank] | $31,650,000 |
Jul 23, 2026
03:42 AM
|
|
|
CARLO CAPITAL
|
IA | [blank], [blank] | $118,576,229 |
Jul 30, 2026
10:49 AM
|
|
|
CARLO CAPITAL
|
ERA | [blank], [blank] | $118,576,229 |
Jul 30, 2026
03:42 AM
|