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Fund administration — August 2025

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

14 firms opened this window in the August 2025 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

73
SIGNIFY WEALTH LLC — now reports 1 private fund(s) ($915,000 gross). IAPD ↗
$283.7M RAUM · 4 reps · 314-222-0295
73
DIGITAL WEALTH PARTNERS — now reports 2 private fund(s) ($90.2M gross). IAPD ↗
$368.0M RAUM · 7 reps · 307-396-0295 · digitalwealthpartners.net
70
QUANTUM LEAP CAPITAL, LLC — now reports 1 private fund(s) ($3.0M gross). IAPD ↗
$113.5M RAUM · 3 reps · (802) 448-2882
70
ATLAS — now reports 1 private fund(s) ($0 gross). IAPD ↗
$121.3M RAUM · 5 reps · 805-557-8713
60
SAVA CAPITAL LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$1.00B RAUM · 1 reps · 914-924-4988
58
MW ADVISOR, LLC — now reports 1 private fund(s) ($260.2M gross). IAPD ↗fund
$260.2M RAUM · 19 reps · 212-500-3000
58
EVERVIEW PARTNERS, L.P. — now reports 4 private fund(s) ($926.4M gross). IAPD ↗fund
$926.4M RAUM · 11 reps · (212)242-5800 · everviewcap.com
58
SUPERSTATE ADVISERS LLC — now reports 2 private fund(s) ($295.3M gross). IAPD ↗fund
$295.3M RAUM · 5 reps · 201-497-4991 · superstate.co
55
VESTED FINANCE — now reports 2 private fund(s) ($1.2M gross). IAPD ↗fund
$0 RAUM · 7 reps · 310-895-3927
55
WAYSTONE ASSET MANAGEMENT (USA) LLC — now reports 1 private fund(s) ($131.0M gross). IAPD ↗fund
$131.0M RAUM · 4 reps · 312-724-9036 · waystone.com
55
SECONDMARKET FINANCIAL, LLC — now reports 7 private fund(s) ($29.9M gross). IAPD ↗fund
$29.9M RAUM · 3 reps · 646-968-7000 · vimeo.com
55
FREMEN CAPITAL — now reports 1 private fund(s) ($146.4M gross). IAPD ↗fund
$146.4M RAUM · 1 reps · 203-442-5712
55
SIMPLEADVISORY LLC — now reports 4 private fund(s) ($46.2M gross). IAPD ↗fund
$46.2M RAUM · 2 reps · 516-464-5500 · simpleciti.com
45
JUPITER ASSET MANAGEMENT LIMITED — now reports 3 private fund(s) ($40.0M gross). IAPD ↗foreign
$46.19B RAUM · 117 reps · 44 20 3817 1000

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.