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Fund administration — January 2025

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

10 firms opened this window in the January 2025 SEC roster: 10 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
OPEROSE ADVISORS LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$1.25B RAUM · 7 reps · 414-209-3280
75
TSCHETTER GROUP — now reports 1 private fund(s) ($0 gross). IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
73
ROTHSCHILD WEALTH LLC — now reports 1 private fund(s) ($1.8M gross). IAPD ↗
$615.6M RAUM · 9 reps · 630-448-5711 · rothschildwealth.com
70
CONCURRENT ASSET MANAGEMENT, LLC — now reports 2 private fund(s) ($32.4M gross). IAPD ↗
$0 RAUM · 2 reps · 813-575-2652 · concurrentam.com
60
OC INVESTMENT MANAGEMENT LP — now reports 1 private fund(s) ($314.0M gross). IAPD ↗fund
$22.91B RAUM · 3 reps · +1 305 842-5062
58
ANANYM CAPITAL MANAGEMENT, LP — now reports 2 private fund(s) ($256.3M gross). IAPD ↗fund
$256.3M RAUM · 5 reps · 347-974-1040 · ananymcapital.com
55
KATE CAPITAL LLC — now reports 3 private fund(s) ($37.4M gross). IAPD ↗fund
$218.7M RAUM · 2 reps · 203-362-7198 · katecapllc.com
55
RAVEN MUSIC PARTNERS LLC — now reports 7 private fund(s) ($248.5M gross). IAPD ↗fund
$248.5M RAUM · 13 reps · 212-966-7926
55
GQG PRIVATE CAPITAL SOLUTIONS LLC — now reports 4 private fund(s) ($92.8M gross). IAPD ↗fund
$92.8M RAUM · 7 reps · 754-218-5500
55
CREDIT BRIDGE ADVISORS LLC — now reports 1 private fund(s) ($200.0M gross). IAPD ↗fund
$200.0M RAUM · 3 reps · 786-505-4412 · creditbridge.com

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.