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
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