Investment advisers
45,247 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 34251 | Catalyst Impact Partners Corp. CRD 327202 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34252 | Catalyst Investors, L.L.C. CRD 156947 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34253 | Catamount Ventures Management, Llc CRD 162037 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34254 | Catapult Ventures Management, Llc CRD 294461 | Los Altos, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 34255 | Cataria Capital Management Lp CRD 299042 | Boston, MA | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 34256 | Catch Point Rights Partners Lp CRD 310136 | Boston, MA | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 34257 | Category Ventures Management Company, Llc CRD 334355 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34258 | Catharine Fairley Planning Group Llc CRD 169243 | Frederick, MD | Investment Adviser | — | 1 | 01/02/2026 | ☆ | ||
| 34259 | Catholic Values Endowment Advisory Group Llc CRD 332482 | Investment Adviser | — | 0 | 1 | 04/27/2026 | ☆ | ||
| 34260 | Cathy A. Wagner, Cfp, Ria CRD 141583 | Palm Harbor, FL | Insurance-Affiliated | — | 5 | 04/07/2026 | ☆ | ||
| 34261 | Cati Capital Partners Llc CRD 343392 | Dallas, TX | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 34262 | Cato Partners Management, Llc CRD 161201 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34263 | Catoosa Fund Management Llc CRD 153369 | Investment Adviser | — | 1 | 06/10/2026 | ☆ | |||
| 34264 | Catrs Teachers Retirement Services Llc CRD 298801 | Insurance-Affiliated | — | 5 | 1 | 02/25/2026 | ☆ | ||
| 34265 | Cauris Investment Management, Llc CRD 329949 | Investment Adviser | — | 08/05/2026 | ☆ | ||||
| 34266 | Causation Ventures, L.L.C. CRD 325506 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 34267 | Causeway Management Ii, Llc CRD 301351 | Cambridge, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34268 | Causeway Management, Llc CRD 167916 | Cambridge, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34269 | Cavallini Management, Llc CRD 305058 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34270 | Cavalry Management Group 2, Llc CRD 336850 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34271 | Cavalry Management Group, Llc CRD 167937 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34272 | Cavendish Capital Partners Llc CRD 344562 | Wilmington, DE | Investment Adviser | — | 09/14/2026 | ☆ | |||
| 34273 | Cavner Social Enterprises, Llc CRD 173606 | Austin, TX | Investment Adviser | — | 1 | 1 | 02/27/2026 | ☆ | |
| 34274 | Cawley Investment Holdings Llc CRD 340975 | Investment Adviser | — | 0 | 1 | 07/15/2026 | ☆ | ||
| 34275 | Caxton (Monaco) S.A.M. CRD 313868 | Monaco | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34276 | Caxton (Singapore) Pte Ltd. CRD 333151 | Singapore | Investment Adviser | — | 06/11/2026 | ☆ | |||
| 34277 | Caxton Asset Management (Difc) Limited CRD 333152 | Dubai, Difc | Investment Adviser | — | 06/11/2026 | ☆ | |||
| 34278 | Cayena Capital Management, Llc CRD 304752 | Investment Adviser | — | 1 | 02/17/2026 | ☆ | |||
| 34279 | Caygan Capital Pte. Ltd. CRD 171482 | Singapore | Investment Adviser | — | 01/26/2026 | ☆ | |||
| 34280 | Cayman Capital Management, Inc. CRD 299894 | San Rafael, CA | Insurance-Affiliated | — | 1 | 02/05/2026 | ☆ | ||
| 34281 | Cbc Partners, Llc CRD 171943 | Sammamish, WA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 34282 | Cbk Financial Advisors Llc CRD 291467 | Investment Adviser | — | 1 | 03/23/2023 | ☆ | |||
| 34283 | Cbk Management Llc CRD 343594 | Investment Adviser | — | 07/27/2026 | ☆ | ||||
| 34284 | Cbp Advisory, Llc CRD 319580 | Santa Monica, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34285 | Cbpe Capital Llp CRD 160901 | London | Investment Adviser | — | 09/16/2026 | ☆ | |||
| 34286 | Cbre Investment Management (Asia Pacific) Pte. Ltd. CRD 284495 | Singapore | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34287 | Cbre Investment Management (Shanghai) Co., Ltd. CRD 163545 | Shanghai | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34288 | Cbre Investment Management Luxembourg Aifm S.A R.L. CRD 290000 | Luxembourg | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34289 | Cc China Retail Properties Gp Limited CRD 162116 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34290 | Cc China Retail Properties Management Limited CRD 162114 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34291 | Cc Puerto Rico, Llc CRD 336735 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34292 | Cc Real Estate Advisory Limited CRD 162112 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34293 | Cc Usa Llc CRD 341124 | New York, NY | Investment Adviser | — | 6 | 2 | 09/01/2026 | ☆ | |
| 34294 | Cc Ventures Management, Llc CRD 325140 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34295 | Ccaventus Global Credit Management Llc CRD 342500 | New York, NY | Investment Adviser | — | 11 | 05/18/2026 | ☆ | ||
| 34296 | Ccf Capital Management I Llc CRD 322311 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34297 | Ccm Core Im Llc CRD 340365 | Miami Beach, FL | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 34298 | Ccm Fund Advisors, Llc CRD 297982 | Houma, LA | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 34299 | Ccmco L.L.C. CRD 310514 | Wilmington, DE | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34300 | Ccof Management L.P. CRD 169003 | Stamford, CT | Investment Adviser | — | 03/11/2026 | ☆ |