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Fund administration — July 2026

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

13 firms opened this window in the July 2026 SEC roster: 13 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
VISE AI ADVISORS — now reports 1 private fund(s) ($24.2M gross). IAPD ↗
$8.53B RAUM · 20 reps · 201-375-3969 · vise.com
70
GERVAIS CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($739,752 gross). IAPD ↗
$155.9M RAUM · 1 reps · (914) 433-5223 · gervaiscapital.com
70
PRIVATE FINANCIAL MANAGEMENT LLC — now reports 2 private fund(s) ($1.9M gross). IAPD ↗
$158.7M RAUM · 1 reps · (925)254-3790 · privatefinancialmanagement.com
70
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) — now reports 1 private fund(s) ($1.1M gross). IAPD ↗
$224.4M RAUM · 4 reps · (310) 795-0622
60
STEPSTONE PRIVATE WEALTH — now reports 4 private fund(s) ($2.39B gross). IAPD ↗fund
$17.93B RAUM · 0 reps · 704-215-4300
58
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — now reports 3 private fund(s) ($355.3M gross). IAPD ↗fund
$525.6M RAUM · 100 reps · 1 212 231-1000 · macquarie.com
55
REINOVA CAPITAL ADVISORS LLC — now reports 1 private fund(s) ($175.0M gross). IAPD ↗fund
$175.0M RAUM · 3 reps · +1 917-623-6635
55
GRADIENT RIDGE CAPITAL, L.P. — now reports 1 private fund(s) ($46.0M gross). IAPD ↗fund
$231.8M RAUM · 4 reps · 732-616-3877
45
QUANTUM ADVISORS PRIVATE LIMITED — now reports 1 private fund(s) ($22.4M gross). IAPD ↗foreign
$1.75B RAUM · 20 reps · 91-22-61447900
43
MARCHANT — now reports 2 private fund(s) ($245.1M gross). IAPD ↗foreign
$705.1M RAUM · 3 reps · +44 020 7002 7944
43
KARMA CAPITAL ADVISORS PVT LTD. — now reports 1 private fund(s) ($18.6M gross). IAPD ↗foreign
$632.5M RAUM · 7 reps · +91 22 62327200 · karmacapital.co.in
40
SARGASSO PARTNERS LLP — now reports 1 private fund(s) ($20.0M gross). IAPD ↗foreign
$220.0M RAUM · 2 reps · +44 7900 501 478
40
DT INVESTMENT MANAGEMENT IFSC LLP — now reports 1 private fund(s) ($49.3M gross). IAPD ↗foreign
$192.3M RAUM · 4 reps · +91 96622 24602 · dt-fund.in

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.