Fund administration — March 2026

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

9 firms opened this window in the March 2026 SEC roster: 9 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

ARAX ADVISORY PARTNERS — now reports 5 private fund(s) ($245.0M gross). IAPD ↗

$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com

NICHOLAS HOFFMAN & COMPANY, LLC — now reports 1 private fund(s) ($25.0M gross). IAPD ↗

$8.26B RAUM · 16 reps · 404-815-5050 · nhoffmanandco.com

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC — now reports 2 private fund(s) ($9.5M gross). IAPD ↗

$102.8M RAUM · 2 reps · 615-492-1011

GUGGENHEIM PRIVATE INVESTMENTS, LLC — now reports 1 private fund(s) ($200.0M gross). IAPD ↗

$216.2M RAUM · 0 reps · 1-212-739-0700 · guggenheiminvestments.com

VARIANT INVESTMENTS — now reports 1 private fund(s) ($20.1M gross). IAPD ↗fund

$2.77B RAUM · 29 reps · 503.563.0700 · variantinvestments.com

WEST HORIZON CAPITAL — now reports 1 private fund(s) ($282.8M gross). IAPD ↗fund

$282.8M RAUM · 1 reps · 640-203-4660

DAWSON PARTNERS — now reports 1 private fund(s) ($999.1M gross). IAPD ↗fund

$999.1M RAUM · 60 reps · 416-668-3395

FELIS ADVANTAGE, LP — now reports 1 private fund(s) ($50.0M gross). IAPD ↗fund

$150.0M RAUM · 3 reps · (617) 702-7450

FMR INVESTMENT MANAGEMENT (UK) LIMITED — now reports 4 private fund(s) ($1.87B gross). IAPD ↗foreign

$15.11B RAUM · 67 reps · 44(0)2071843500

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.