Investment advisers
45,276 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 |
|---|---|---|---|---|---|---|---|---|---|
| 40851 | Otr Global Llc CRD 123809 | Purchase, NY | Investment Adviser | — | 150 | 75 | 03/27/2026 | ☆ | |
| 40852 | Ott Family Holding Llc CRD 339247 | Orlando, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40853 | Otter Capital Llc CRD 163754 | Investment Adviser | — | 07/29/2026 | ☆ | ||||
| 40854 | Otter Rock Advisors Lp CRD 338160 | Stamford, CT | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 40855 | Oup Management Co., Llc CRD 312857 | Bala Cynwyd, PA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 40856 | Ourcrowd International General Partner, L.P. CRD 169475 | Jerusalem | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 40857 | Outcast Ventures, Llc CRD 339350 | Burlingame, CA | Investment Adviser | — | 01/02/2026 | ☆ | |||
| 40858 | Outerbridge Capital Management, Llc CRD 301126 | New York, NY | Investment Adviser | — | 04/01/2024 | ☆ | |||
| 40859 | Outlier Capital Advisors, Llc CRD 342902 | Investment Adviser | — | 09/10/2026 | ☆ | ||||
| 40860 | Outlier Ventures, Llc CRD 289911 | San Francisco, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 40861 | Outliers Investment Advisory Limited CRD 344168 | Taipei, Taiwan | Investment Adviser | — | 10/03/2026 | ☆ | |||
| 40862 | Outlines Venture Management Services, Llc CRD 323852 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 40863 | Output Capital Management, Llc CRD 338509 | Palo Alto, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40864 | Outset Capital, Llc CRD 313827 | Investment Adviser | — | 05/27/2026 | ☆ | ||||
| 40865 | Outside Vc, Llc CRD 322144 | Investment Adviser | — | 03/07/2026 | ☆ | ||||
| 40866 | Outsider, Llc CRD 323623 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40867 | Outsiders Venture Partners, Llc CRD 324799 | Norwalk, CT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40868 | Oval Park Capital Llc CRD 319283 | Raleigh, NC | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 40869 | Ovata Capital Management Limited CRD 290633 | Hong Kong | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40870 | Ovcp Manager, Llc CRD 333064 | Southlake, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40871 | Overlap Ventures Management, Llc CRD 329000 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 40872 | Overline, Llc CRD 330638 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 40873 | Overlook Capital Management, Llc CRD 341727 | Austin, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40874 | Overlook Ventures Llc CRD 339028 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 40875 | Overmatch Ventures Management Llc CRD 339489 | Austin, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40876 | Oversubscribed Venture Capital Llc CRD 324514 | Los Angeles, CA | Investment Adviser | — | 02/16/2026 | ☆ | |||
| 40877 | Overture Climate Llc CRD 316885 | Santa Monica, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40878 | Overwater Ventures Llc CRD 317227 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40879 | Ovis Capital, Llc CRD 281381 | Los Gatos, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40880 | Ovn Capital Llc CRD 312941 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40881 | Ovo Ii Manager, Llc CRD 174867 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 40882 | Ovp Management Co., Llc CRD 312970 | Bala Cynwyd, PA | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 40883 | Owenwise Financial Llc CRD 156481 | Investment Adviser | — | 1 | 02/19/2026 | ☆ | |||
| 40884 | Oxbow Capital Management (Hk) Limited CRD 281481 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40885 | Oxford Asset Management Llp CRD 136937 | Oxford | Investment Adviser | — | 06/22/2026 | ☆ | |||
| 40886 | Oxley Capital Management, Llc CRD 293174 | North Cape May, NJ | Investment Adviser | — | 2 | 03/26/2026 | ☆ | ||
| 40887 | Oxshott Capital Partners Llc CRD 321956 | New York, NY | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 40888 | Oxwater Capital Management Llc CRD 325009 | San Antonio, TX | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 40889 | Oy Sirius Capital Partners Ab CRD 269928 | Helsinki, Uusimaa | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40890 | Oyster Angel Fund I Gp, Llc CRD 174175 | Delray Beach, FL | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 40891 | Oyster Ventures, Llc CRD 319254 | Investment Adviser | — | 05/30/2025 | ☆ | ||||
| 40892 | P & L Advisors, Llc CRD 188514 | Scottsdale, AZ | Investment Adviser | — | 03/30/2023 | ☆ | |||
| 40893 | P Capital Partners Ab CRD 172877 | Stockholm | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 40894 | P&G Enterprise, Llc CRD 322356 | Ventura, CA | Investment Adviser | — | 184 | 4 | 01/09/2026 | ☆ | |
| 40895 | P.J. Moran & Co., Inc. CRD 130106 | Park Ridge, IL | Investment Adviser | — | 04/08/2004 | ☆ | |||
| 40896 | P2 Ventures Llc CRD 329541 | Dubai | Investment Adviser | — | 10/11/2024 | ☆ | |||
| 40897 | P23 Financial, Inc CRD 291112 | Lincoln, NE | Investment Adviser | — | 1 | 08/24/2026 | ☆ | ||
| 40898 | P5 Health Ventures Management, Llc CRD 313730 | Westport, CT | Investment Adviser | — | 03/17/2021 | ☆ | |||
| 40899 | P6835 Capital V, Llc CRD 331213 | Southlake, TX | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40900 | Pa Capital Management Llc CRD 331619 | Sunnyvale, CA | Investment Adviser | — | 02/04/2026 | ☆ |