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Fund administration — March 2025

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

15 firms opened this window in the March 2025 SEC roster: 15 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
MUZINICH & CO., INC. — now reports 1 private fund(s) ($50.1M gross). IAPD ↗
$28.11B RAUM · 66 reps · 212-888-3413 · muzinich.com
75
NORTHROCK PARTNERS, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · facebook.comhttps
75
WGI DM, LLC — now reports 2 private fund(s) ($1.11B gross). IAPD ↗
$4.25B RAUM · 7 reps · 617-428-4040
73
DURATION ASSET MANAGEMENT, LLC — now reports 1 private fund(s) ($319.1M gross). IAPD ↗
$467.3M RAUM · 2 reps · (214) 420-0300
73
ARGENTARII, LLC — now reports 2 private fund(s) ($9.8M gross). IAPD ↗
$293.8M RAUM · 5 reps · 5134881600 · argentarii.com
70
PORTUS WEALTH ADVISORS, LLC — now reports 1 private fund(s) ($1.8M gross). IAPD ↗
$162.4M RAUM · 3 reps · 704-936-0084 · portusadvisors.com
70
ROCKBRIDGE CAPITAL MANAGEMENT — now reports 1 private fund(s) ($0 gross). IAPD ↗
$137.9M RAUM · 3 reps · 571.982.5398 · rockbridgecap.com
70
BLUEHEEL LLC — now reports 2 private fund(s) ($134.3M gross). IAPD ↗
$180.9M RAUM · 2 reps · 214-559-9972
60
MONASHEE INVESTMENT MANAGEMENT, LLC — now reports 1 private fund(s) ($17.7M gross). IAPD ↗fund
$1.92B RAUM · 9 reps · 617-671-0048 · monasheecap.com
58
GARDEN INVESTMENTS — now reports 1 private fund(s) ($463.1M gross). IAPD ↗fund
$463.1M RAUM · 6 reps · (203) 242-8370
58
BELLTOWER PARTNERS — now reports 4 private fund(s) ($477.7M gross). IAPD ↗fund
$477.7M RAUM · 4 reps · 212-960-8042 · belltowerpartners.com
55
GATEMORE — now reports 12 private fund(s) ($217.9M gross). IAPD ↗fund
$213.7M RAUM · 4 reps · 1 212-251-6700 · gvpclimate.com
55
TWO PARKS CAPITAL LLC — now reports 1 private fund(s) ($202.2M gross). IAPD ↗fund
$202.2M RAUM · 5 reps · 1-212-207-6820
55
STROBE VENTURES — now reports 2 private fund(s) ($235.3M gross). IAPD ↗fund
$235.3M RAUM · 3 reps · (315) 202 1002 · strobe.fund
40
ORMONDE USA LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗foreign
$93.7M RAUM · 1 reps · +44 20 4524 3210 · ormondepartners.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.