New Filings (June 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: 1570
Advisor Name
Type
Location Filing Date Details
CORE AND VALUE ADVISORS, LLC
IA SAN FRANCISCO, CA
Jun 30, 2026 05:20 PM
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
IA JERSEY CITY, NJ
Jun 12, 2026 09:59 AM
CORIENT IA LLC
IA MIAMI, FL
Jun 30, 2026 11:50 AM
COTULLA HOLDINGS LLC
IA [blank], [blank]
Jun 26, 2026 03:57 PM
COTULLA HOLDINGS LLC
ERA [blank], [blank]
Jun 26, 2026 03:37 AM
COUNTER GLOBAL, L.P.
IA SANTA MONICA, CA
Jun 26, 2026 02:00 PM
COUNTER GLOBAL, L.P.
ERA SANTA MONICA, CA
Jun 26, 2026 03:37 AM
COVALENCE INVESTMENT PARTNERS, L.P.
IA HOUSTON, TX
Jun 30, 2026 01:30 PM
COVALENCE INVESTMENT PARTNERS, L.P.
ERA HOUSTON, TX
Jun 30, 2026 03:37 AM
COVALIS (GIBRALTAR) LIMITED
IA MIDTOWN, QUEENSWAY, [blank]
Jun 30, 2026 03:12 PM
COVALIS (GIBRALTAR) LIMITED
ERA MIDTOWN, QUEENSWAY, [blank]
Jun 30, 2026 03:37 AM
COVALIS CAPITAL LLP
IA LONDON, [blank]
Jun 30, 2026 03:06 PM
COVALIS CAPITAL LLP
ERA LONDON, [blank]
Jun 30, 2026 03:37 AM
COW CORNER INVESTING LTD
ERA BRIGHTON, EAST SUSSEX, [blank]
Jun 15, 2026 03:37 AM
CP CAPITAL (US) PARTNERS LP
IA NEW YORK, NY
Jun 11, 2026 11:49 AM
CPL GUERNSEY LIMITED
ERA ST. PETER PORT, [blank]
Jun 23, 2026 03:37 AM
CQS (UK) LLP
ERA LONDON, [blank]
Jun 22, 2026 03:37 AM
CQS (US), LLC
IA NEW YORK, NY
Jun 29, 2026 12:17 PM
CRAKE ASSET MANAGEMENT
ERA LONDON, [blank]
Jun 09, 2026 03:37 AM
CREADOR
ERA KUALA LUMPUR, [blank]
Jun 04, 2026 03:37 AM
CREAEGIS ADVISORS PTE. LTD.
ERA SINGAPORE, [blank]
Jun 25, 2026 03:37 AM
CREDENTIA GROUP, LLC
ERA [blank], [blank]
Jun 29, 2026 03:37 AM
CREDERE CAPITAL LLP
ERA LONDON, LONDON, [blank]
Jun 25, 2026 03:37 AM
CRESTONE VC
ERA [blank], [blank]
Jun 11, 2026 03:37 AM
CRIT VENTURES
ERA SEOUL, [blank]
Jun 23, 2026 03:37 AM
CROSS CONSULTING LLC
ERA DOVER, DE
Jun 17, 2026 03:37 AM
CROSSTREE REAL ESTATE PARTNERS LLP
ERA LONDON, [blank]
Jun 26, 2026 03:37 AM
CROWDSTREET ADVISORS, LLC
IA AUSTIN, TX
Jun 04, 2026 01:54 PM
CRUX CAPITAL ADVISORS, LLC.
ERA NEW YORK, NY
Jun 12, 2026 03:37 AM
CRUX CAPITAL LTD
IA DALLAS, TX
Jun 30, 2026 06:20 PM
CRUX CAPITAL LTD
ERA DALLAS, TX
Jun 30, 2026 03:37 AM
CRYDER CAPITAL
ERA LONDON, [blank]
Jun 05, 2026 03:37 AM
CSR CAPITAL
IA DALLAS, TX
Jun 26, 2026 10:50 AM
CSR CAPITAL
ERA DALLAS, TX
Jun 26, 2026 03:37 AM
CULTIVATION CAPITAL, LLC
IA ST. LOUIS, MO
Jun 09, 2026 04:39 PM
CUSANA CAPITAL LLP
ERA LONDON, [blank]
Jun 09, 2026 03:37 AM
CV-PC (CAYMAN) GP, LTD
ERA GEORGE TOWN, [blank]
Jun 09, 2026 03:37 AM
CYBERFORTUNE LLC
ERA [blank], [blank]
Jun 28, 2026 03:37 AM
CYNDEO WEALTH PARTNERS
IA ST. PETERSBURG, FL
Jun 12, 2026 09:22 AM
CYPRESS CREEK PARTNERS
IA AUSTIN, TX
Jun 30, 2026 11:57 AM
CYPRESS RIDGE CAPITAL, L.P.
IA NEW YORK, NY
Jun 30, 2026 03:57 PM
D. BORAL IM LLC
ERA NEW YORK, NY
Jun 28, 2026 03:37 AM
DAEDALIAN PARTNERS, LP
ERA NEW YORK, NY
Jun 10, 2026 03:37 AM
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
IA PALO ALTO, CA
Jun 29, 2026 11:38 AM
DAIWA INTERNATIONAL CAPITAL PARTNERS LIMITED
ERA LONDON, [blank]
Jun 29, 2026 03:37 AM
DAOYI ASSET MANAGEMENT LIMITED
ERA HONG KONG, [blank]
Jun 16, 2026 03:37 AM
DARWIN CAPITAL PARTNERS, INC.
ERA TOKYO, [blank]
Jun 15, 2026 03:37 AM
DATA DRIVEN INVESTMENTS, LLC
ERA [blank], [blank]
Jun 16, 2026 03:37 AM
DAVENPORT & COMPANY LLC
IA RICHMOND, VA
Jun 01, 2026 10:24 AM
DAWN CAPITAL LLP
ERA LONDON, [blank]
Jun 24, 2026 03:37 AM