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Fund administration — April 2026

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

96 firms opened this window in the April 2026 SEC roster: 96 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
DUNHAM — now reports 1 private fund(s) ($0 gross). IAPD ↗
$5.63B RAUM · 9 reps · 858-964-0500
75
ADVISORS ASSET MANAGEMENT, INC. — now reports 1 private fund(s) ($44.6M gross). IAPD ↗
$2.21B RAUM · 42 reps · 719-488-9956 · aamlive.com
75
OPPENHEIMER ASSET MANAGEMENT — now reports 3 private fund(s) ($82.6M gross). IAPD ↗
$21.33B RAUM · 129 reps · 212-668-8000 · oppenheimer.com
75
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — now reports 3 private fund(s) ($173.5M gross). IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
75
NISA INVESTMENT ADVISORS, LLC — now reports 3 private fund(s) ($696.7M gross). IAPD ↗
$343.89B RAUM · 217 reps · 314-721-1900 · nisa.com
75
SFMG WEALTH ADVISORS — now reports 1 private fund(s) ($376,821 gross). IAPD ↗
$2.96B RAUM · 16 reps · 972-960-6460 · sfmg.com
75
BOYD WATTERSON ASSET MANAGEMENT, LLC — now reports 2 private fund(s) ($161.2M gross). IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
75
SIERRA CAPITAL LLC — now reports 2 private fund(s) ($2.5M gross). IAPD ↗
$1.61B RAUM · 6 reps · 212-867-3533 · sierracap.com
75
SAX WEALTH ADVISORS, LLC — now reports 1 private fund(s) ($19.3M gross). IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
75
BASSO CAPITAL MANAGEMENT, L.P. — now reports 1 private fund(s) ($0 gross). IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
75
EVERCORE WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($47.0M gross). IAPD ↗
$15.52B RAUM · 68 reps · 212-822-7620
75
KRILOGY — now reports 1 private fund(s) ($2.3M gross). IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
75
SIVIA CAPITAL PARTNERS, LLC — now reports 1 private fund(s) ($192,866 gross). IAPD ↗
$1.24B RAUM · 2 reps · (415) 231-7490 · siviacapital.com
75
CREWE ADVISORS — now reports 1 private fund(s) ($21.8M gross). IAPD ↗
$3.05B RAUM · 16 reps · 385-355-2700 · crewe.com
75
SPYGLASS CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$2.02B RAUM · 5 reps · 4153182366 · spyglassfunds.com
75
FARTHER ASSET MANAGEMENT, LLC — now reports 2 private fund(s) ($8.8M gross). IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
73
HALTER FERGUSON FINANCIAL INC — now reports 1 private fund(s) ($3.8M gross). IAPD ↗
$705.0M RAUM · 7 reps · 317-875-0202
73
AMERICAN CAPITAL ADVISORY, LLC — now reports 1 private fund(s) ($2.8M gross). IAPD ↗
$334.4M RAUM · 7 reps · 208-710-8669
73
PRIVATE WEALTH ADVISORS — now reports 1 private fund(s) ($6.2M gross). IAPD ↗
$451.2M RAUM · 2 reps · 559-451-3463 · pwa.net
73
PARSONEX ADVISORY SERVICES, INC. — now reports 1 private fund(s) ($30.4M gross). IAPD ↗
$271.3M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com
73
FSA INVESTMENT GROUP, LLC — now reports 1 private fund(s) ($40.0M gross). IAPD ↗
$761.8M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
73
LAZARI CAPITAL MANAGEMENT, INC. — now reports 1 private fund(s) ($6.1M gross). IAPD ↗
$691.1M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
73
G2 CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($3.3M gross). IAPD ↗
$756.5M RAUM · 5 reps · (614) 484-1400 · g2capital.net
73
ABLE WEALTH MANAGEMENT LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$579.5M RAUM · 6 reps · 212-634-7842
73
ELYXIUM WEALTH LLC — now reports 1 private fund(s) ($180.0M gross). IAPD ↗
$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com
73
LYNK CAPITAL MANAGEMENT COMPANY, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
73
TORREYANA CAPITAL — now reports 1 private fund(s) ($20.4M gross). IAPD ↗
$837.4M RAUM · 4 reps · 6198377996
73
ARENA PRIVATE WEALTH — now reports 7 private fund(s) ($74.6M gross). IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
73
AVENTURA PRIVATE WEALTH, LLC — now reports 3 private fund(s) ($26.4M gross). IAPD ↗
$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com
73
SANDS CAPITAL HORIZONS, LLC — now reports 1 private fund(s) ($24.0M gross). IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
73
M4A3 LLC — now reports 5 private fund(s) ($33.7M gross). IAPD ↗
$322.0M RAUM · 3 reps · 303.396.6204 · m4a3.com
73
ALLOCATOR SOLUTIONS, LLC — now reports 1 private fund(s) ($137,000 gross). IAPD ↗
$513.5M RAUM · 1 reps · 314 882-9442 · missionmultiplierfund.com
70
GIBRALTAR WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($4.3M gross). IAPD ↗
$212.7M RAUM · 5 reps · 215-956-5154 · gibraltarwealth.com
70
MAQRO ADVISORS LLC — now reports 8 private fund(s) ($46.1M gross). IAPD ↗
$174.4M RAUM · 1 reps · (512) 673-8292 · maqro.com
70
CENTENNIAL ADVISORS, LLC — now reports 1 private fund(s) ($3.0M gross). IAPD ↗
$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com
70
LUMIERE FINANCIAL — now reports 1 private fund(s) ($1.0M gross). IAPD ↗
$82.7M RAUM · 5 reps · (212) 516-5900
70
ICW HOLDINGS, LLC — now reports 3 private fund(s) ($0 gross). IAPD ↗
$136.2M RAUM · 5 reps · 347-413-4750 · icwinvest.co
70
LIGHT CAPITAL LLC — now reports 1 private fund(s) ($4.3M gross). IAPD ↗
$135.3M RAUM · 1 reps · 424-625-2065 · lightcap.co
70
LUMIDA WEALTH MANAGEMENT LLC — now reports 8 private fund(s) ($64.2M gross). IAPD ↗
$132.8M RAUM · 4 reps · (917) 541-0170
70
DAYS GLOBAL ADVISORS — now reports 1 private fund(s) ($0 gross). IAPD ↗
$40.0M RAUM · 1 reps · 833-551-0417 · daysadvisors.com
70
AZURA PARTNERS US LLC — now reports 1 private fund(s) ($46.3M gross). IAPD ↗
$71.3M RAUM · 6 reps · 347-249-2369 · azura.com
70
APRICITY FINANCIAL, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
$110.8M RAUM · 4 reps · 855-449-7100 · apricity-advisors.com
70
LEGEND CAPITAL — now reports 2 private fund(s) ($400,000 gross). IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
60
CONSTELLATION INVESTMENTS, INC. — now reports 4 private fund(s) ($473.2M gross). IAPD ↗fund
$31.48B RAUM · 8 reps · 513-794-6100 · constellationinsurance.com
60
MEKETA INVESTMENT GROUP INC — now reports 1 private fund(s) ($205.1M gross). IAPD ↗fund
$9.99B RAUM · 118 reps · 781-471-3500 · meketa.com
60
DWIGHT SECURITIES MANAGEMENT LLC — now reports 1 private fund(s) ($924.8M gross). IAPD ↗fund
$4.56B RAUM · 34 reps · 212-960-3750 · dwightmortgagetrust.com
60
BXMT ADVISORS L.L.C. — now reports 1 private fund(s) ($997.6M gross). IAPD ↗fund
$20.00B RAUM · 134 reps · 212-583-5000 · blackstone.podbean.com
60
OT RESEARCH — now reports 1 private fund(s) ($262.0M gross). IAPD ↗fund
$1.55B RAUM · 9 reps · 617-308-5935
60
OCCUDO QUANTITATIVE STRATEGIES LP — now reports 1 private fund(s) ($1.13B gross). IAPD ↗fund
$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com
60
IMPACTASSETS CAPITAL PARTNERS PB LLC — now reports 1 private fund(s) ($60.0M gross). IAPD ↗fund
$2.89B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
60
MERIDIEM CAPITAL PARTNERS LP — now reports 1 private fund(s) ($50.9M gross). IAPD ↗fund
$2.15B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com
60
COMPOUND GLOBAL ADVISORS, LLC — now reports 1 private fund(s) ($3.2M gross). IAPD ↗fund
$1.19B RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
60
VELOCITY CAPITAL ADVISORS LLC — now reports 1 private fund(s) ($2.12B gross). IAPD ↗fund
$2.12B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
60
JEFFERIES CREDIT MANAGEMENT LLC — now reports 3 private fund(s) ($590.0M gross). IAPD ↗fund
$3.82B RAUM · 18 reps · 212-284-2300
60
OVERLAND ADVISORS, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$3.03B RAUM · 118 reps · 212-672-5000 · centerbridge.com
60
HARVEY CAPITAL PARTNERS, L.P. — now reports 1 private fund(s) ($1.26B gross). IAPD ↗fund
$1.26B RAUM · 10 reps · 212 970 5500
60
WILLOW TREE CAPITAL CORP ADVISORS LLC — now reports 1 private fund(s) ($129.8M gross). IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
60
SWIFT CREEK PARTNERS — now reports 1 private fund(s) ($105.3M gross). IAPD ↗fund
$1.74B RAUM · 8 reps · 214-692-4200 · swiftcreekpartners.com
60
UNIFI ASSET MANAGEMENT LP — now reports 1 private fund(s) ($1.56B gross). IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
60
TALOS EURISKO ASSET MANAGEMENT LP — now reports 1 private fund(s) ($326.8M gross). IAPD ↗fund
$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com
60
NX1 CAPITAL LP — now reports 1 private fund(s) ($2.86B gross). IAPD ↗fund
$2.86B RAUM · 10 reps · 917-742-2739
60
ETERNA GROWTH PARTNERS — now reports 9 private fund(s) ($3.55B gross). IAPD ↗fund
$3.55B RAUM · 34 reps · 508-776-0094 · eternagrowth.com
58
RRA CAPITAL — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$663.3M RAUM · 23 reps · 602-714-5111 · rraconsulting.net
58
NEW WAVE LOANS RESIDENTIAL, LLC — now reports 1 private fund(s) ($119.1M gross). IAPD ↗fund
$787.4M RAUM · 2 reps · (305) 512-1124 · newwaveloans.com
58
ISQ OPENINFRA REGISTERED ADVISOR LLC — now reports 3 private fund(s) ($255.0M gross). IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
58
ELDRIDGE GP1 ADVISERS — now reports 3 private fund(s) ($0 gross). IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
58
BARRAMUNDI ADVISORS LLC — now reports 46 private fund(s) ($392.0M gross). IAPD ↗fund
$390.4M RAUM · 5 reps · 561-462-1200
58
CC CAPITAL INSURANCE ADVISORS LLC — now reports 1 private fund(s) ($599.5M gross). IAPD ↗fund
$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital
58
DERBY LANE — now reports 3 private fund(s) ($0 gross). IAPD ↗fund
$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com
58
A-STREET MANAGEMENT LP — now reports 3 private fund(s) ($530.0M gross). IAPD ↗fund
$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com
58
WILLIS ASSET FINANCE MANAGEMENT LLC — now reports 5 private fund(s) ($349.0M gross). IAPD ↗fund
$349.0M RAUM · 15 reps · (561) 349-9989
58
NINTH AVENUE CAPITAL, LP — now reports 1 private fund(s) ($536.0M gross). IAPD ↗fund
$536.0M RAUM · 7 reps · (816) 427-8758 · ninthavenuecapital.com
58
VALUEQUEST ADVISERS, LLC — now reports 1 private fund(s) ($400.8M gross). IAPD ↗fund
$400.8M RAUM · 4 reps · 732-673-1956
58
NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP — now reports 1 private fund(s) ($334.6M gross). IAPD ↗fund
$334.6M RAUM · 3 reps · 312-325-7700
58
501 NORTH, LLC — now reports 3 private fund(s) ($329.4M gross). IAPD ↗fund
$329.4M RAUM · 6 reps · (212) 887-7777 · 501northgrowthequity.com
55
FALCON BRIDGE CAPITAL — now reports 2 private fund(s) ($192.7M gross). IAPD ↗fund
$192.7M RAUM · 5 reps · 925-979-4280 · falconbridgecapital.com
55
RCLCO FUND ADVISORS, LLC — now reports 1 private fund(s) ($28.6M gross). IAPD ↗fund
$0 RAUM · 38 reps · 310-817-6474 · rclco.com
55
ATW SPAC MANAGEMENT LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$85.4M RAUM · 4 reps · 646-975-5548
55
ARCA CAPITAL MANAGEMENT — now reports 1 private fund(s) ($32.3M gross). IAPD ↗fund
$32.8M RAUM · 8 reps · (424) 400-7444 · arcoin.arcalabs.com
55
JRE ADVISORS LLC — now reports 2 private fund(s) ($3.5M gross). IAPD ↗fund
$243.3M RAUM · 9 reps · (646) 905-0522
55
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC — now reports 1 private fund(s) ($306.8M gross). IAPD ↗fund
$149.2M RAUM · 3 reps · 212-891-6215 · chamonixpartners.com
55
WOLFE RESEARCH ADVISORS, LLC — now reports 1 private fund(s) ($2.0M gross). IAPD ↗fund
$0 RAUM · 143 reps · 646-845-0700
55
CONNETIC VENTURES — now reports 1 private fund(s) ($500,000 gross). IAPD ↗fund
$38.6M RAUM · 4 reps · 859-201-6235 · conneticventures.com
55
KRANE CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($10.2M gross). IAPD ↗fund
$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com
55
PROSPECT CREDIT REIT ADVISOR, LLC — now reports 1 private fund(s) ($42.6M gross). IAPD ↗fund
$42.6M RAUM · 9 reps · 561-285-4044
55
HIGHLINE ASSET MANAGEMENT, LLC — now reports 7 private fund(s) ($10.7M gross). IAPD ↗fund
$10.7M RAUM · 2 reps · (818) 340-0157 · highlineam.com
55
HKW MANAGEMENT, LLC — now reports 2 private fund(s) ($42.5M gross). IAPD ↗fund
$42.5M RAUM · 5 reps · 317-590-7401
55
HUNTER PRIVATE CAPITAL ADVISORS, LLC — now reports 2 private fund(s) ($16.4M gross). IAPD ↗fund
$16.4M RAUM · 4 reps · 412-471-4191
55
ELDRIDGE SME ADVISERS — now reports 2 private fund(s) ($200.9M gross). IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
55
BLANTYRE CAPITAL US LLC — now reports 1 private fund(s) ($101.6M gross). IAPD ↗fund
$101.6M RAUM · 3 reps · +44 (20) 7534 0450 · blantyrecapital.com
55
OEW INVESTMENT ADVISORS LP — now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 2 reps · 682-427-0250 · oewadvisors.com
45
CAIN INTERNATIONAL ADVISERS LIMITED — now reports 1 private fund(s) ($312.3M gross). IAPD ↗foreign
$2.77B RAUM · 76 reps · 44 (0)20 7569 9000 · cainint.com
45
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — now reports 1 private fund(s) ($59.3M gross). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
43
VERECAN CAPITAL MANAGEMENT INC. — now reports 2 private fund(s) ($589.1M gross). IAPD ↗foreign
$692.7M RAUM · 18 reps · 902-477-4471 · verecan.com
40
SYGNUS CAPITAL SL LIMITED — now reports 6 private fund(s) ($134.0M gross). IAPD ↗foreign
$67.0M RAUM · 2 reps · (758) 731-3500
40
MOSAIC CAPITAL INC. — now reports 2 private fund(s) ($75.1M gross). IAPD ↗foreign
$75.1M RAUM · 4 reps · 61 468 465 309 · msc.xyz

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.