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Fund administration — December 2025

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

41 firms opened this window in the December 2025 SEC roster: 41 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
GRIMES & COMPANY — now reports 1 private fund(s) ($400,000 gross). IAPD ↗
$5.59B RAUM · 29 reps · 508-366-3883
75
ALTAIR ADVISERS, LLC — now reports 1 private fund(s) ($56.4M gross). IAPD ↗
$8.68B RAUM · 32 reps · 312-429-3000 · altairadvisers.com
75
MCF ADVISORS, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999
75
FIDUCIARY FINANCIAL ADVISORS — now reports 2 private fund(s) ($10.0M gross). IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
75
HAVEN GLOBAL PARTNERS, LLC — now reports 1 private fund(s) ($27.0M gross). IAPD ↗
$1.19B RAUM · 3 reps · 470-355-2434 · havengp.com
73
SNIDER FINANCIAL GROUP — now reports 1 private fund(s) ($0 gross). IAPD ↗
$500.7M RAUM · 9 reps · 425-453-7080
73
BELLATORE FINANCIAL, INC. — now reports 1 private fund(s) ($0 gross). IAPD ↗
$565.5M RAUM · 2 reps · 832-585-0110
73
MG&A WEALTH — now reports 1 private fund(s) ($11.6M gross). IAPD ↗
$801.7M RAUM · 6 reps · 954-289-9000 · mgawealth.com
73
IGNITE PLANNERS LLC — now reports 2 private fund(s) ($0 gross). IAPD ↗
$941.8M RAUM · 36 reps · 619-504-1907 · atlaswealthmgmt.com
73
TRUVESTMENTS CAPITAL LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$601.2M RAUM · 16 reps · 941-753-3814
73
ATALA FINANCIAL INC — now reports 1 private fund(s) ($2.6M gross). IAPD ↗
$318.6M RAUM · 2 reps · 310.570.2573 · atalafinancial.com
73
ENCOMPASS MORE ASSET MANAGEMENT LLC — now reports 1 private fund(s) ($1.0M gross). IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850
73
GATEPASS CAPITAL, LLC — now reports 2 private fund(s) ($2.1M gross). IAPD ↗
$261.7M RAUM · 5 reps · 833-428-3727
70
SHERMAN ASSET MANAGEMENT, INC. — now reports 1 private fund(s) ($5.0M gross). IAPD ↗
$140.6M RAUM · 1 reps · 805-655-5062
70
COPE CONNELLY — now reports 2 private fund(s) ($4.5M gross). IAPD ↗
$247.6M RAUM · 3 reps · (888) 336-8402
70
BEATRICE ADVISORS LP — now reports 1 private fund(s) ($1.9M gross). IAPD ↗
$64.6M RAUM · 2 reps · 212-688-1261
70
THE WELLINGTON GRP LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$136.4M RAUM · 8 reps · 317-846-5055 · thewellingtongroupllc.com
60
DYNASTY WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($13.2M gross). IAPD ↗fund
$8.67B RAUM · 1 reps · 727-865-4809
60
RIVER CANYON FUND MANAGEMENT LLC — now reports 1 private fund(s) ($153.0M gross). IAPD ↗fund
$1.14B RAUM · 48 reps · 214 253 6000 · rivercanyonfunds.com
60
PACIFIC WAY CAPITAL MANAGEMENT, LLC — now reports 9 private fund(s) ($33.32B gross). IAPD ↗fund
$1.70B RAUM · 3 reps · 646-893-4859
60
LANE42 — now reports 2 private fund(s) ($2.01B gross). IAPD ↗fund
$2.01B RAUM · 14 reps · (212) 970-5740 · lane42.com
58
PRITZKER ALTERNATIVE STRATEGIES — now reports 1 private fund(s) ($333.6M gross). IAPD ↗fund
$333.6M RAUM · 6 reps · 312-447-6087 · pritzker-pas.com
58
TAPROOT MANAGEMENT LP — now reports 1 private fund(s) ($710.3M gross). IAPD ↗fund
$710.3M RAUM · 11 reps · (646) 846-4427 · taprootmanagement.com
58
AWANI CAPITAL MANAGEMENT LP — now reports 1 private fund(s) ($259.0M gross). IAPD ↗fund
$259.0M RAUM · 4 reps · (301) 798-5797
58
TRAILS EDGE CAPITAL PARTNERS, LP — now reports 1 private fund(s) ($389.0M gross). IAPD ↗fund
$389.0M RAUM · 3 reps · 631-255-7408
58
APHIAS CAPITAL, L.P. — now reports 2 private fund(s) ($350.0M gross). IAPD ↗fund
$350.0M RAUM · 11 reps · 415-320-1644 · aphias.com
58
GRIFFIN GLOBAL ASSET MANAGEMENT — now reports 2 private fund(s) ($717.0M gross). IAPD ↗fund
$358.5M RAUM · 5 reps · 310 909 8800
55
FAROPOINT VENTURES, LLC — now reports 2 private fund(s) ($227.0M gross). IAPD ↗fund
$227.3M RAUM · 46 reps · 408-609-3725
55
CARO INVESTORS — now reports 1 private fund(s) ($219.7M gross). IAPD ↗fund
$219.7M RAUM · 5 reps · 571.679.3476 · caroinvestors.com
55
INTELLIGENT ALPHA LLC — now reports 1 private fund(s) ($5.0M gross). IAPD ↗fund
$25.0M RAUM · 1 reps · 215-469-1717 · intelligentalpha.co
55
VF ADVISORS, LLC — now reports 1 private fund(s) ($150.0M gross). IAPD ↗fund
$150.0M RAUM · 6 reps · 502-208-2125 · whiskeycapitalfinance.com
55
2E CAPITAL PARTNERS LP — now reports 1 private fund(s) ($102.0M gross). IAPD ↗fund
$102.0M RAUM · 4 reps · (646) 989-4652
55
MAPLE PARK CAPITAL — now reports 2 private fund(s) ($122.5M gross). IAPD ↗fund
$138.8M RAUM · 4 reps · 214-302-5550
55
UPLIFT — now reports 2 private fund(s) ($211.0M gross). IAPD ↗fund
$211.0M RAUM · 8 reps · 908-256-4073
55
TENSOR EDGE CAPITAL, LLC — now reports 1 private fund(s) ($109.5M gross). IAPD ↗fund
$109.5M RAUM · 3 reps · 617-468-6054
55
MLG FUND MANAGER LLC — now reports 1 private fund(s) ($146.9M gross). IAPD ↗fund
$146.9M RAUM · 30 reps · 262-797-9400 · mlgcapital.com
55
KINGSBRIDGE INVESTMENT PARTNERS LLC — now reports 7 private fund(s) ($232.5M gross). IAPD ↗fund
$232.5M RAUM · 4 reps · 702-947-5160 · kingsbridgealts.com
45
INVESCO ASSET MANAGEMENT LTD. — now reports 5 private fund(s) ($6.53B gross). IAPD ↗foreign
$111.41B RAUM · 197 reps · +441491417000
45
INVESCO MANAGEMENT S.A. — now reports 1 private fund(s) ($3.26B gross). IAPD ↗foreign
$42.57B RAUM · 33 reps · +32 2 641 0170
45
ABRDN INVESTMENTS LIMITED — now reports 1 private fund(s) ($52.7M gross). IAPD ↗foreign
$176.03B RAUM · 322 reps · 44 1313729444
45
METROPOLIS CAPITAL LIMITED — now reports 1 private fund(s) ($69.0M gross). IAPD ↗foreign
$5.19B RAUM · 6 reps · +44 1494 911157

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.