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
CARLSON CAPITAL, L.P.
 IA DALLAS, TX $180,603,678
Jul 08, 2026 05:26 PM
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C.
 IA NEW YORK, NY $29,271,391,443
Jul 15, 2026 01:08 PM
CARPEDIEM ADVISORS PRIVATE LIMITED
 ERA MUMBAI, [blank] $120,753,100
Jul 02, 2026 03:42 AM
CARSON MANAGEMENT COMPANY, LLC
 IA DALLAS, TX $475,084,747
Jul 15, 2026 12:02 PM
CBK MANAGEMENT
 ERA [blank], [blank] $1,000,000
Jul 27, 2026 03:42 AM
CBRE INVESTMENT MANAGEMENT
 IA NEW YORK, NY $22,797,510,000
Jul 08, 2026 10:33 AM
CCC ADVISORS, LLC
 IA AUSTIN, TX $703,271,683
Jul 21, 2026 11:09 AM
CDIB CAPITAL INTERNATIONAL (USA) CORPORATION
 ERA NEW YORK, NY No funds
Jul 22, 2026 03:42 AM
CDIB CAPITAL INTERNATIONAL CORPORATION
 ERA GRAND CAYMAN, [blank] $521,052,075
Jul 22, 2026 03:42 AM
CENTANA MANAGEMENT, LLC
 ERA NEW YORK, NY $1,572,737,045
Jul 29, 2026 03:42 AM
CENTURY PARK CAPITAL PARTNERS
 IA EL SEGUNDO, CA $259,264,937
Jul 08, 2026 03:59 PM
CERCANO MANAGEMENT LLC
 IA BELLEVUE, WA $6,764,155,996
Jul 01, 2026 01:29 PM
CERITY PARTNERS LLC
 IA NEW YORK, NY $113,271,042
Jul 13, 2026 12:51 PM
CF PRIVATE EQUITY, INC.
 IA NORWALK, CT $19,654,760,575
Jul 16, 2026 03:04 PM
CFT CAPITAL MANAGEMENT, LLC
 IA LOS ANGELES, CA $1,871,180,826
Jul 30, 2026 03:01 PM
CFT CAPITAL MANAGEMENT, LLC
 IA LOS ANGELES, CA $1,871,180,826
Jul 01, 2026 12:29 PM
CH GLOBAL CAPITAL MANAGEMENT, LLC
 IA NEW YORK, NY $35,512,299
Jul 30, 2026 02:08 PM
CHARLESBANK CAPITAL PARTNERS, LLC
 IA BOSTON, MA $21,285,828,053
Jul 20, 2026 03:00 PM
CHICAGO ATLANTIC ADVISERS, LLC
 IA CHICAGO, IL $1,628,441,121
Jul 15, 2026 06:39 PM
CHICAGO PACIFIC FOUNDERS
 IA CHICAGO, IL $7,773,943,495
Jul 16, 2026 03:48 PM
CHICORY WEALTH
 IA [blank], [blank] $3,655,624
Jul 13, 2026 11:44 AM
CHILTON INVESTMENT SERVICES, LLC
 IA STAMFORD, CT $228,378,000
Jul 06, 2026 02:01 PM
CHRISTOPHER & CO., LLC
 IA AUSTIN, TX $911,694,053
Jul 28, 2026 05:32 PM
CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC
 IA NEW YORK, NY $175,080,280
Jul 21, 2026 05:43 PM
CINCTIVE CAPITAL MANAGEMENT LP
 IA NEW YORK, NY $3,069,451,000
Jul 30, 2026 03:40 PM
CINTRIFUSE CAPITAL
 IA CINCINNATI, OH $180,103,765
Jul 22, 2026 09:04 AM
CINVEN LIMITED
 IA LONDON, [blank] $40,807,224,280
Jul 08, 2026 10:37 AM
CINVEN LIMITED
 ERA LONDON, [blank] $40,807,224,280
Jul 08, 2026 03:42 AM
CIP ADVISORS, LLC
 IA WEST PALM BEACH, FL $1,956,761,746
Jul 23, 2026 05:22 PM
CIRRUS REAL ESTATE PARTNERS
 IA NEW YORK, NY $1,223,032,000
Jul 02, 2026 04:39 PM
CLARKSTON CAPITAL PARTNERS, LLC
 IA ROCHESTER, MI $78,893,994
Jul 29, 2026 02:54 PM
CLARKSTON CAPITAL PARTNERS, LLC
 IA ROCHESTER, MI $78,893,994
Jul 29, 2026 02:49 PM
CLARO ADVISORS INC.
 IA BOSTON, MA $3,672,001
Jul 27, 2026 04:50 PM
CLAYMORE CAPITAL PARTNERS
 IA CINCINNATI, OH $356,868,404
Jul 02, 2026 04:01 PM
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
 IA CLEVELAND, OH $173,467,527
Jul 31, 2026 07:51 AM
CLOCKTOWER GROUP, L.P.
 IA SANTA MONICA, CA $2,282,991,909
Jul 01, 2026 12:15 PM
CLOVERLAY INVESTMENT MANAGEMENT, LLC
 IA CONSHOHOCKEN, PA $1,818,287,865
Jul 20, 2026 04:53 PM
CM INVESTMENT PARTNERS, LLC
 IA NEW YORK, NY $208,327,485
Jul 13, 2026 11:14 AM
CM INVESTMENT PARTNERS, LLC
 IA NEW YORK, NY $208,327,485
Jul 13, 2026 10:13 AM
CMC CAPITAL ADVISORS, LTD
 ERA GRAND CAYMAN, [blank] $891,404,046
Jul 14, 2026 03:42 AM
COATUE MANAGEMENT, L.L.C.
 IA NEW YORK, NY $128,654,778,481
Jul 29, 2026 05:47 PM
COHEN & STEERS CAPITAL MANAGEMENT INC.
 IA NEW YORK, NY $492,372,468
Jul 07, 2026 09:28 AM
COINBASE ASSET MANAGEMENT, LLC
 IA STAMFORD, CT $243,883,795
Jul 22, 2026 05:15 PM
COLCHESTER GLOBAL INVESTORS
 IA LONDON, [blank] $1,166,494,117
Jul 29, 2026 10:57 AM
COLLABORATIVE CAPITAL ADVISORS LLC
 IA NEW YORK, NY $5,000,000
Jul 13, 2026 01:17 PM
COLLER CAPITAL INC
 IA NEW YORK, NY No funds
Jul 02, 2026 07:26 PM
COLLER INVESTMENT MANAGEMENT LTD
 IA ST. PETER PORT, [blank] $36,746,917,268
Jul 02, 2026 07:33 PM
COLUMBIA PACIFIC ADVISORS, LLC
 IA SEATTLE, WA $1,454,216,095
Jul 14, 2026 06:35 PM
COLUMBIA RIVER ADVISORS
 IA TACOMA, WA $73,438
Jul 08, 2026 01:21 PM
CONCURRENT ASSET MANAGEMENT, LLC
 IA TAMPA, FL $43,796,905
Jul 23, 2026 03:08 PM