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Fund administration — February 2024

Fund administrators, auditors, and ETF/interval-fund platforms.

14 firms opened this window in the February 2024 SEC roster: 14 private funds started.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

75
MAIRS & POWER — now reports 1 private fund(s) ($19.2M gross). IAPD ↗
$9.74B RAUM · 19 reps · 651-222-8478 · mairsandpower.com
70
ASTRA WEALTH PARTNERS — now reports 1 private fund(s) ($425,127 gross). IAPD ↗
$162.1M RAUM · 4 reps · 800-805-8740 · feeonlynetwork.com
70
KNOWN WEALTH LLC — now reports 1 private fund(s) ($11.0M gross). IAPD ↗
$30.8M RAUM · 3 reps · 646-586-9424
70
COTTONWOOD CAPITAL ADVISORS — now reports 1 private fund(s) ($4.5M gross). IAPD ↗
$212.5M RAUM · 4 reps · 9725734030 · cottonwoodcapitaladvisors.com
58
CONSTELLATION WEALTH CAPITAL — now reports 2 private fund(s) ($540.1M gross). IAPD ↗fund
$540.1M RAUM · 14 reps · 202-600-5100 · constellationwealthcapital.com
55
THIRDLINE CAPITAL MANAGEMENT LLC — now reports 1 private fund(s) ($3.7M gross). IAPD ↗fund
$69.4M RAUM · 6 reps · 8045646801 · thirdlinecapital.com
55
GENERATE CAPITAL ADVISORS, PB LLC — now reports 1 private fund(s) ($100.0M gross). IAPD ↗fund
$100.0M RAUM · 74 reps · 415-360-3063
55
NORDWAND INVESTMENTS, LLC — now reports 4 private fund(s) ($50.9M gross). IAPD ↗fund
$50.9M RAUM · 2 reps · 484-630-2510
55
SKKY PARTNERS, LP — now reports 2 private fund(s) ($115.3M gross). IAPD ↗fund
$115.3M RAUM · 5 reps · 917-797-8729 · skky.com
55
ACCORDANT INVESTMENTS LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$30.0M RAUM · 4 reps · 602-609-2193 · accordantinvestments.com
55
SALLYPORT PARTNERS — now reports 1 private fund(s) ($100.4M gross). IAPD ↗fund
$100.4M RAUM · 4 reps · 281-423-0260 · sallyportinvestments.com
55
ARAVALLI CAPITAL MANAGEMENT LP — now reports 2 private fund(s) ($105.5M gross). IAPD ↗fund
$105.5M RAUM · 4 reps · 212-680-4950 · aravallicap.com
55
BLUE BEACH CAPITAL — now reports 2 private fund(s) ($157.4M gross). IAPD ↗fund
$157.4M RAUM · 1 reps · 787-647-7123 · bluebeachcap.com
45
TEMPLETON ASSET MANAGEMENT LTD. — now reports 2 private fund(s) ($0 gross). IAPD ↗foreign
$26.30B RAUM · 43 reps · 65-6241-0777

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.