← Tributary

Fund administration — April 2025

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

80 firms opened this window in the April 2025 SEC roster: 80 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
HANTZ FINANCIAL SERVICES, INC. — now reports 1 private fund(s) ($0 gross). IAPD ↗
$7.82B RAUM · 293 reps · 248-304-2855 · hantzgroup.com
75
FIRST TRUST ADVISORS LP — now reports 1 private fund(s) ($65.0M gross). IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
75
ALM FIRST FINANCIAL ADVISORS LLC — now reports 1 private fund(s) ($28.9M gross). IAPD ↗
$68.88B RAUM · 10 reps · 800-752-4628
75
HAMILTON CAPITAL — now reports 2 private fund(s) ($18.2M gross). IAPD ↗
$4.38B RAUM · 50 reps · 614-273-1000 · dynamicalternativesfund.com
75
TLG ADVISORS, INC. — now reports 10 private fund(s) ($96.8M gross). IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
75
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — now reports 1 private fund(s) ($1.7M gross). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
75
WINTHROP CAPITAL MANAGEMENT — now reports 1 private fund(s) ($290.8M gross). IAPD ↗
$3.90B RAUM · 8 reps · 317-663-7500 · winthropcm.com
75
FFT WEALTH MANAGEMENT — now reports 1 private fund(s) ($0 gross). IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
75
CWA ASSET MANAGEMENT GROUP — now reports 1 private fund(s) ($14.3M gross). IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
75
INTEGRATED ADVISORS NETWORK LLC — now reports 1 private fund(s) ($12.8M gross). IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
75
TRB WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($18.7M gross). IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
75
CASTLE ROCK ADVISORS LLC — now reports 3 private fund(s) ($493.7M gross). IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
75
IFC ADVISORS LLC — now reports 1 private fund(s) ($4.0M gross). IAPD ↗
$2.34B RAUM · 7 reps · 310-596-1250 · ifcadvisors.com
73
CMG CAPITAL MANAGEMENT GROUP, INC. — now reports 2 private fund(s) ($12.0M gross). IAPD ↗
$251.1M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
73
TRINITY FINANCIAL ADVISORS LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$580.4M RAUM · 5 reps · 614-848-7667 · tfadvisors.com
73
AZIMUT GENESIS ADVISORS — now reports 1 private fund(s) ($49.7M gross). IAPD ↗
$447.0M RAUM · 5 reps · 786 866 3700
73
VALIANT WEALTH, LLC — now reports 24 private fund(s) ($123.0M gross). IAPD ↗
$382.1M RAUM · 3 reps · 515-223-6068 · valiantwealth.com
73
HELIUM ADVISORS LLC — now reports 1 private fund(s) ($1.0M gross). IAPD ↗
$308.1M RAUM · 7 reps · (425) 214-1533
73
ARJUNA CAPITAL, LLC — now reports 7 private fund(s) ($117.0M gross). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
73
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
73
ALPHA LEONIS PARTNERS, LLC — now reports 1 private fund(s) ($3.6M gross). IAPD ↗
$373.3M RAUM · 6 reps · 332-249-0050 · alphaleonispartners.com
73
VANTAGE FINANCIAL PARTNERS, LLC — now reports 9 private fund(s) ($22.5M gross). IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
73
DHODY INVESTMENT GROUP — now reports 2 private fund(s) ($213.7M gross). IAPD ↗
$259.4M RAUM · 3 reps · (305) 433-4250 · blueig.com
73
VALUE ALIGNED RESEARCH ADVISORS, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$542.2M RAUM · 4 reps · (609)-608-9205
73
BEVERLY HILLS PRIVATE WEALTH, LLC — now reports 1 private fund(s) ($6.0M gross). IAPD ↗
$782.5M RAUM · 6 reps · 310-388-3800
73
HERITAGE OAK WEALTH ADVISORS — now reports 1 private fund(s) ($10.0M gross). IAPD ↗
$289.9M RAUM · 5 reps · (479) 230-3113
73
EIGHT 31 FINANCIAL, LLC — now reports 4 private fund(s) ($53.1M gross). IAPD ↗
$494.3M RAUM · 3 reps · 423-282-0251
73
CACHETECH — now reports 2 private fund(s) ($80.2M gross). IAPD ↗
$671.7M RAUM · 6 reps · 435-752-1702 · cachetech.io
73
STONE TEMPLE PARTNERS LLC — now reports 1 private fund(s) ($2.2M gross). IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
70
J W KORTH & COMPANY — now reports 1 private fund(s) ($25.3M gross). IAPD ↗
$225.6M RAUM · 5 reps · 800-454-1628 OPTION#1 · kdmfinancial.com
70
LYONS WEALTH MANAGEMENT — now reports 1 private fund(s) ($11.7M gross). IAPD ↗
$127.0M RAUM · 4 reps · 407 951 8710
70
BOX FINANCIAL ADVISORS, LLC — now reports 1 private fund(s) ($1.4M gross). IAPD ↗
$95.5M RAUM · 3 reps · (817) 865-1811 · boxfinancial.com
70
GLENORCHY CAPITAL LIMITED — now reports 1 private fund(s) ($2.9M gross). IAPD ↗
$216.2M RAUM · 2 reps · 61416433041 · glenorchycapital.net
70
MY PROSPER TEAM — now reports 5 private fund(s) ($32.2M gross). IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
70
TRUEDGE ASSET MANAGEMENT LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$306,351 RAUM · 1 reps · 317-581-4010 · truedgeam.com
70
DFS ADVISORY — now reports 1 private fund(s) ($2.9M gross). IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
70
BACKBONE PLANNING PARTNERS LLC — now reports 1 private fund(s) ($11.0M gross). IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
70
DEMETER TACTICAL INVESTMENTS CORP. — now reports 5 private fund(s) ($27.0M gross). IAPD ↗
$185.0M RAUM · 3 reps · 2125184444 · demeter-funds.com
70
LITTLE RIVER CAPITAL PARTNERS, LP — now reports 1 private fund(s) ($0 gross). IAPD ↗
$150.0M RAUM · 4 reps · 917-224-7259
60
RATIONAL ADVISORS, INC. — now reports 1 private fund(s) ($8.4M gross). IAPD ↗fund
$2.28B RAUM · 8 reps · 787-334-1781 · catalyst-insights.com
60
PUGH CAPITAL MANAGEMENT, INC. — now reports 1 private fund(s) ($49.1M gross). IAPD ↗fund
$13.14B RAUM · 22 reps · 206-322-4985
60
FERMAT CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($78.8M gross). IAPD ↗fund
$11.06B RAUM · 15 reps · 203-454-6800 · fermatcapital.com
60
EPFC CAPITAL PARTNERS — now reports 1 private fund(s) ($592.9M gross). IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
60
SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC — now reports 1 private fund(s) ($235.4M gross). IAPD ↗fund
$2.60B RAUM · 17 reps · 212-895-2280 · soundpointcap.com
60
POPULAR ASSET MANAGEMENT — now reports 1 private fund(s) ($200.0M gross). IAPD ↗fund
$2.88B RAUM · 8 reps · 787-754-4488 · popularfunds.com
60
LINGOTTO US LLC — now reports 3 private fund(s) ($500 gross). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
60
NIOBRARA CAPITAL PARTNERS — now reports 5 private fund(s) ($7.73B gross). IAPD ↗fund
$7.74B RAUM · 4 reps · 917-944-1484 · niobraracap.com
60
1823 PARTNERS (US) LLC — now reports 1 private fund(s) ($1.00B gross). IAPD ↗fund
$1.00B RAUM · 9 reps · 202-431-7882
58
AMHERST CAPITAL MANAGEMENT LLC — now reports 1 private fund(s) ($117.1M gross). IAPD ↗fund
$782.6M RAUM · 9 reps · 212-593-6020
58
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — now reports 1 private fund(s) ($350.0M gross). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
58
INDUSTRIAL DEVELOPMENT FUNDING LLC — now reports 2 private fund(s) ($354.2M gross). IAPD ↗fund
$657.1M RAUM · 1 reps · 917-658-7661
58
VOLOFIN CAPITAL MANAGEMENT — now reports 1 private fund(s) ($519.7M gross). IAPD ↗fund
$889.9M RAUM · 3 reps · (646) 866-6997 · volofin.com
58
BANYAN ALPHA INVESTMENT L.P. — now reports 1 private fund(s) ($14.3M gross). IAPD ↗fund
$254.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com
58
CUTTER CAPITAL MANAGEMENT — now reports 1 private fund(s) ($7.2M gross). IAPD ↗fund
$493.4M RAUM · 5 reps · 646-989-4200
58
ROC360 ADVISORS LLC — now reports 4 private fund(s) ($227.8M gross). IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
58
CANAL ROAD CAPITAL, LLC — now reports 1 private fund(s) ($231.0M gross). IAPD ↗fund
$331.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
58
LANDMARK INVESTMENT PARTNERS, L.P. — now reports 1 private fund(s) ($39.7M gross). IAPD ↗fund
$511.0M RAUM · 4 reps · 561-210-3331
58
INDAGO CAPITAL LLC — now reports 2 private fund(s) ($14.9M gross). IAPD ↗fund
$289.4M RAUM · 4 reps · 212-680-4970
58
TALLVINE PARTNERS MANAGEMENT LP — now reports 3 private fund(s) ($469.6M gross). IAPD ↗fund
$469.6M RAUM · 6 reps · 786-475-3890 · tallvinepartners.com
58
WHITEBARK INVESTORS — now reports 3 private fund(s) ($340.2M gross). IAPD ↗fund
$340.2M RAUM · 3 reps · 775-737-2214 · whitebarkinvestors.com
58
LORD ABBETT PRIVATE CREDIT ADVISOR LLC — now reports 1 private fund(s) ($252.8M gross). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
58
PAINSWICK CAPITAL MANAGEMENT LP — now reports 1 private fund(s) ($511.1M gross). IAPD ↗fund
$511.1M RAUM · 3 reps · 212-644-5900 · painswickcapital.com
58
ELMIND CAPITAL LP — now reports 1 private fund(s) ($374.8M gross). IAPD ↗fund
$374.8M RAUM · 1 reps · 650-796-6466
55
CNL FUND ADVISORS II, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 3 reps · 407-650-1000
55
MIDWAY WEALTH PARTNERS, LLC — now reports 1 private fund(s) ($165.9M gross). IAPD ↗fund
$165.9M RAUM · 4 reps · (847) 787-1144 · midwaywp.com
55
TWO SIGMA REAL ESTATE, LP — now reports 3 private fund(s) ($225.0M gross). IAPD ↗fund
$225.0M RAUM · 13 reps · (212) 625-5700
55
POLEN CAPITAL CLO MANAGEMENT, LLC — now reports 1 private fund(s) ($157.2M gross). IAPD ↗fund
$157.2M RAUM · 23 reps · 781-283-8500
55
AVATAR CAPITAL MANAGEMENT LLC — now reports 1 private fund(s) ($184.3M gross). IAPD ↗fund
$184.3M RAUM · 3 reps · 206-508-6139 · avatarfinancial.com
55
INFINITY CREDIT ADVISORY, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 1 reps · 404-458-4448
55
ISHARA INVESTMENTS LP — now reports 1 private fund(s) ($7.7M gross). IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
55
STONE POINT CREDIT INCOME ADVISER LLC — now reports 1 private fund(s) ($1 gross). IAPD ↗fund
$1.1M RAUM · 55 reps · 203-862-2900 · stonepoint.com
55
FLAGSHIP INVESTMENT MANAGEMENT LLC — now reports 2 private fund(s) ($67.5M gross). IAPD ↗fund
$157.6M RAUM · 7 reps · 1-713-623-6000 · flagshipco.com
55
NEW CATALYST — now reports 1 private fund(s) ($185.0M gross). IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
55
KARL KAPITAL — now reports 3 private fund(s) ($179.4M gross). IAPD ↗fund
$179.4M RAUM · 5 reps · (415) 503-5712
55
CIFC PRIVATE CREDIT MANAGEMENT LLC — now reports 1 private fund(s) ($131.0M gross). IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
45
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED — now reports 2 private fund(s) ($741.2M gross). IAPD ↗foreign
$165.35B RAUM · 100 reps · 44-20-7425-8000 · morganstanley.com
45
GULF INTERNATIONAL BANK (UK) LIMITED — now reports 1 private fund(s) ($25.4M gross). IAPD ↗foreign
$6.11B RAUM · 21 reps · +44 207259 3456
43
HEITMAN INTERNATIONAL HK LIMITED — now reports 1 private fund(s) ($350.0M gross). IAPD ↗foreign
$381.2M RAUM · 30 reps · 852 3976 6800
43
HEITMAN INTERNATIONAL LLC — now reports 1 private fund(s) ($151.9M gross). IAPD ↗foreign
$286.4M RAUM · 52 reps · +44.20.7318.1030
43
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — now reports 1 private fund(s) ($0 gross). IAPD ↗foreign
$490.9M RAUM · 9 reps · 65 6297 6811 · asia.smd-am.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.