← Tributary

Fund administration — May 2025

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

3 firms opened this window in the May 2025 SEC roster: 3 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
MEYER HANDELMAN COMPANY LLC — now reports 1 private fund(s) ($5.7M gross). IAPD ↗
$2.92B RAUM · 7 reps · 914-939-4060
75
SARGENT INVESTMENT GROUP — now reports 1 private fund(s) ($0 gross). IAPD ↗
$1.28B RAUM · 12 reps · (202) 580-6400
73
PHILOSMITH CAPITAL CORPORATION — now reports 1 private fund(s) ($37.4M gross). IAPD ↗
$365.3M RAUM · 6 reps · 203-348-7365 · philosmith.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.