← Tributary

Office IT & facilities — November 2024

Managed IT, telecom, and facilities for new offices.

148 firms opened this window in the November 2024 SEC roster: 109 new office, 39 relocation.

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

55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$3.71B RAUM · 0 reps · 615-622-0000
55
YHB INVESTMENT ADVISORS INC — added office(s): 0 -> 3 additional locations. IAPD ↗
$1.75B RAUM · 16 reps · 860-561-7050 · yhbia.com
55
WESCOTT FINANCIAL ADVISORY GROUP LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$3.48B RAUM · 30 reps · 215-979-1619
55
MATTER FAMILY OFFICE — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.39B RAUM · 38 reps · 314-862-5190
55
SJS INVESTMENT SERVICES — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.24B RAUM · 16 reps · 419-885-2626
55
LEAVELL INVESTMENT MANAGEMENT, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$2.49B RAUM · 24 reps · 251-433-3709 · leavellinvestments.com
55
ALLIANCEBERNSTEIN L.P. — added office(s): 53 -> 54 additional locations. IAPD ↗
$651.48B RAUM · 829 reps · 615-622-0000 · blog.naver.com
55
VALLEY WEALTH MANAGERS, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
$2.25B RAUM · 48 reps · 888-794-7940
55
GRIMES & COMPANY, INC. — added office(s): 19 -> 25 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
55
WAVERLY ADVISORS, LLC — added office(s): 18 -> 25 additional locations. IAPD ↗
$13.30B RAUM · 119 reps · 205-871-3334 · waverly-advisors.com
55
THE CAPROCK GROUP, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
$9.36B RAUM · 35 reps · (208) 368-9600
55
CARY STREET PARTNERS — added office(s): 16 -> 17 additional locations. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
55
AUXANO ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.27B RAUM · 8 reps · (425) 889-1261 · auxanoadvisors.com
55
CAPITAL ADVISORS, LTD., LLC — added office(s): 0 -> 10 additional locations. IAPD ↗
$1.13B RAUM · 11 reps · 216-295-7900
55
APELLA WEALTH — added office(s): 15 -> 16 additional locations. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
55
INSPIRE INVESTING, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.56B RAUM · 2 reps · (877) 658-9473
55
AB PRIVATE CREDIT INVESTORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$7.10B RAUM · 1 reps · 615-622-0000
55
FIRST COMMAND ADVISORY SERVICES — added office(s): 176 -> 186 additional locations. IAPD ↗
$22.09B RAUM · 1155 reps · 817-731-8621
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 30 -> 31 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142 · navigator-financial.com
55
THE FIDUCIARY ALLIANCE — added office(s): 14 -> 15 additional locations. IAPD ↗
$1.23B RAUM · 34 reps · 864-385-7999
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 22 -> 23 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515 · generouswealthaz.com
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
55
EVOKE ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$27.46B RAUM · 30 reps · 424-372-1776 · evokewealth.com
55
IEQ CAPITAL, LLC — added office(s): 10 -> 14 additional locations. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
55
JOURNEY STRATEGIC WEALTH LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$3.07B RAUM · 12 reps · (201) 905-0070 · journeysw.com
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$4.81B RAUM · 43 reps · 866-279-0698 · baldwin.com
55
BLEAKLEY FINANCIAL GROUP, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$9.18B RAUM · 152 reps · (973) 575-4180
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 38 -> 39 additional locations. IAPD ↗
$6.26B RAUM · 132 reps · (813) 575-2652 · stamperwealth.com
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
53
PVG ASSET MANAGEMENT CORP — added office(s): 0 -> 2 additional locations. IAPD ↗
$500.4M RAUM · 3 reps · 303-526-0548 · facebook.com\pvgasset
53
WILLIAM MACK & ASSOCIATES INC — added office(s): 25 -> 26 additional locations. IAPD ↗
$754.8M RAUM · 7 reps · 248-643-4310 · wmack.com
53
PENN DAVIS MCFARLAND INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$843.2M RAUM · 4 reps · 214-871-2772
53
LEELYN SMITH, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$603.4M RAUM · 17 reps · 630-232-8995
53
MUSTARD SEED WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$364.0M RAUM · 7 reps · 870-234-1618 · mustardseedfinancial.com
53
NORTHSTAR FINANCIAL COMPANIES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$284.6M RAUM · 4 reps · 610-629-6100 · northstarfci.com
53
AA FINANCIAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$864.3M RAUM · 9 reps · 614-442-3355
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 21 -> 22 additional locations. IAPD ↗
$284.9M RAUM · 36 reps · 630-472-1300
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
$459.8M RAUM · 19 reps · 785-823-7900 · ucmofkansas.com
53
OAKWELL PRIVATE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
53
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
53
INSIGHT FOLIOS — added office(s): 10 -> 11 additional locations. IAPD ↗
$279.0M RAUM · 15 reps · (704) 529-9500
53
BMSS WESSON WEALTH SOLUTIONS — added office(s): 2 -> 5 additional locations. IAPD ↗
$493.5M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
53
LEXAURUM ADVISORS — added office(s): 19 -> 20 additional locations. IAPD ↗
$784.2M RAUM · 31 reps · 913-261-9316 · kowitzfinancialgroup.com
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — added office(s): 23 -> 24 additional locations. IAPD ↗
$513.0M RAUM · 15 reps · (330) 345-5000 · whitaker-myers.com
53
LONGVIEW FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$318.9M RAUM · 2 reps · 415-256-7700 · longviewfin.com
53
TRUVESTMENTS CAPITAL LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$362.7M RAUM · 14 reps · 941-753-3814
53
INSPIRE ADVISORS, LLC — added office(s): 29 -> 30 additional locations. IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
53
VERUM PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
53
CONVERGENCE FINANCIAL — added office(s): 6 -> 8 additional locations. IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
53
FIVE OCEANS ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$496.1M RAUM · 6 reps · (310) 507-9180
53
FORTIS CAPITAL ADVISORS, LLC — added office(s): 20 -> 32 additional locations. IAPD ↗
$630.6M RAUM · 37 reps · (775) 446-4208 · fortiscapitaladvisors.com
53
FOCUSED ALPHA, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$306.8M RAUM · 3 reps · 303-529-5100
53
CARR FINANCIAL GROUP — added office(s): 0 -> 3 additional locations. IAPD ↗
$553.6M RAUM · 5 reps · (508) 795-0264 · carrfinancial.com
53
VESTGEN ADVISORS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$660.3M RAUM · 13 reps · 847-907-9600 · investwithwmg.com
53
KOOMAN & ASSOCIATES — added office(s): 0 -> 2 additional locations. IAPD ↗
$411.3M RAUM · 5 reps · 814-941-4800
53
WEALTHSPRING — added office(s): 4 -> 8 additional locations. IAPD ↗
$300.1M RAUM · 4 reps · 562-491-4410
53
HAMPSHIRE FAMILY OFFICE — added office(s): 0 -> 1 additional locations. IAPD ↗
$843.7M RAUM · 5 reps · 212-365-7624 · hampshirefamilyoffice.com
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 9 -> 10 additional locations. IAPD ↗
$318.5M RAUM · 7 reps · (650) 200-0308
53
PORTSIDE WEALTH GROUP, LLC — added office(s): 28 -> 33 additional locations. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222
53
RELATION WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$299.1M RAUM · 5 reps · 918-999-9137 · relationwealth.com
50
HAWKINS INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$145.4M RAUM · 2 reps · 360.536.2181 · hawkinscounsel.com
50
MARMO FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$226.0M RAUM · 4 reps · 423-282-0514 · marmofinancial.com
50
COLLAR CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$105.8M RAUM · 2 reps · 920-903-9540 · collarcapital.com
50
TENCAP WEALTH COACHING — added office(s): 9 -> 10 additional locations. IAPD ↗
$0 RAUM · 9 reps · 801-337-5032
50
LAKE TAHOE WEALTH MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$191.6M RAUM · 3 reps · 855-515-5896 · laketahoewealthmanagement.org
50
HGI CAPITAL MANAGEMENT, LLC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$186.5M RAUM · 3 reps · 212-644-0515
50
GRUPP FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$81.7M RAUM · 3 reps · 1.307.200.6579 · gruppfinancial.com
50
QUINT INVESTMENTS AND INSURANCE — added office(s): 0 -> 1 additional locations. IAPD ↗
$56.0M RAUM · 8 reps · 845-345-3628 · quintii.com
50
INVARIANT INVESTMENT MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$101.0M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
50
PATHWISE — added office(s): 0 -> 1 additional locations. IAPD ↗
$162.5M RAUM · 2 reps · 925-939-5607 · pathwise.co
50
APTUS FINANCIAL, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$0 RAUM · 9 reps · 501-907-1993
50
LAKE ROAD ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$67.9M RAUM · 2 reps · (607) 438-2914
50
ARES FINANCIAL CONSULTING LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$185.9M RAUM · 5 reps · 818-986-1479 · aresfinancialconsulting.com
50
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$141.1M RAUM · 3 reps · 952-758-8060 · michaeltraxler.com
50
MODEL WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$200.3M RAUM · 4 reps · (630) 381-1170 · modelwealth.com
50
XANTOS LABS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.4M RAUM · 1 reps · (512) 843-2673
50
WINTERS FINANCIAL GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$169.5M RAUM · 2 reps · 805-497-1717 · wintersfg.com
50
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 14 -> 15 additional locations. IAPD ↗
$179.0M RAUM · 15 reps · 407-708-0050
50
WINCAP FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$124.2M RAUM · 2 reps · (617) 590-3250 · wincapfinancial.com
50
DISCIPLINE WEALTH SOLUTIONS, INC. — added office(s): 5 -> 11 additional locations. IAPD ↗
$93.0M RAUM · 14 reps · 864-322-6046 · stahlneckergroup.com
50
THE WEALTH BOUTIQUE — added office(s): 2 -> 3 additional locations. IAPD ↗
$100.2M RAUM · 7 reps · 732-752-9191 · melissamyersgroup.com
50
CLOUD CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$157.4M RAUM · 3 reps · 8007954303 · cloudcapital.us
50
LUMIERE FINANCIAL — added office(s): 1 -> 4 additional locations. IAPD ↗
$45.0M RAUM · 8 reps · (212) 516-5900
50
ONEASCENT FAMILY OFFICES — added office(s): 3 -> 4 additional locations. IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142 · sovereignfamilyoffice.co
50
SLP WEALTH — added office(s): 15 -> 16 additional locations. IAPD ↗
$9.0M RAUM · 17 reps · (910) 315-0973 · slpwealth.com
50
HASENBERG FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$199.6M RAUM · 3 reps · 715-839-6566 · hasenberginc.com
50
ALPHA VEE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (617) 212-8691 · alphaveeadvisors.com
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
$0 RAUM · 3 reps · 515-207-3310 · altitudecm.com
50
INTEGRITY WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$238.8M RAUM · 3 reps · (541) 650-6061 · integritywealthnw.com
50
PARK SQUARE FINANCIAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$0 RAUM · 4 reps · 770-641-1401
50
PEAK WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$25.5M RAUM · 1 reps · 518-441-2285
50
HORNOR, TOWNSEND & KENT, LLC — moved its main office from HORSHAM, PA to CONSHOHOCKEN, PA. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
50
SANFORD C. BERNSTEIN & CO., LLC — moved its main office from NEW YORK, NY to NASHVILLE, TN. IAPD ↗
$3.71B RAUM · 0 reps · 615-622-0000
50
SHUSTER ADVISORY GROUP, LLC — moved its main office from HONOLULU, HI to PASADENA, CA. IAPD ↗
$6.28B RAUM · 7 reps · (626) 578-0816 · sfgrpc.com
50
MONOGRAPH WEALTH ADVISORS, LLC — moved its main office from EL SEGUNDO, CA to MANHATTAN BEACH, CA. IAPD ↗
$2.23B RAUM · 7 reps · 310-496-7377 · monographwealth.com
50
CAPITA FINANCIAL NETWORK, LLC — moved its main office from SANDY, UT to DRAPER, UT. IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058
50
ADERO PARTNERS, LLC — moved its main office from PLEASANTON, CA to WALNUT CREEK, CA. IAPD ↗
$4.04B RAUM · 25 reps · 650-252-0550
50
ADVUS FINANCIAL PARTNERS, LLC — moved its main office from LAKE MARY, FL to WINTER PARK, FL. IAPD ↗
$2.76B RAUM · 11 reps · 407-585-1160 · vimeo.com
50
THE BALDWIN GROUP WEALTH ADVISORS, LLC — moved its main office from IRVINE, CA to TAMPA, FL. IAPD ↗
$4.81B RAUM · 43 reps · 866-279-0698 · baldwin.com
50
IMPERIAL CAPITAL PARTNERS — moved its main office from HOLLYWOOD, FL to FORT LAUDERDALE, FL. IAPD ↗
$6.98B RAUM · 4 reps · (855) 226-5200 · imperialfund.com
48
BROADMARK ASSET MANAGEMENT LLC — moved its main office from SAN FRANCISCO, CA to DALLAS, TX. IAPD ↗
$311.1M RAUM · 4 reps · 2147566900 · broadmarkasset.com
48
THE RETIREMENT SOLUTION LLC — moved its main office from REDMOND, WA to REDMOND, OH. IAPD ↗
$475.3M RAUM · 13 reps · 425-558-3700 · bbb.org
48
AVONDALE WEALTH MANAGEMENT LLC — moved its main office from AUSTIN, TX to WEST LAKE HILLS, TX. IAPD ↗
$250.4M RAUM · 2 reps · 512-505-8148 · avondalewealth.com
48
TA CAPITAL MANAGEMENT, LLC — moved its main office from TURNERSVILLE, NJ to SEWELL, NJ. IAPD ↗
$302.6M RAUM · 3 reps · 6462905660 · tacapitalmanagement.com
48
TCP ASSET MANAGEMENT, LLC — moved its main office from COLUMBUS, OH to UPPER ARLINGTON, OH. IAPD ↗
$641.8M RAUM · 19 reps · 614-761-9378 · tcpasset.com
48
STAGE HARBOR FINANCIAL — moved its main office from NEEDHAM, MA to WESTWOOD, MA. IAPD ↗
$876.6M RAUM · 6 reps · (781) 934-3130
48
ROOT FINANCIAL PARTNERS — moved its main office from SOLANA BEACH, CA to ENCINITAS, CA. IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
45
MWA ASSET MANAGEMENT — moved its main office from LEXINGTON, MA to DANVERS, MA. IAPD ↗
$231.3M RAUM · 2 reps · 781-263-1600 · mwa-am.com
45
PRAIRIEWOOD WEALTH MANAGEMENT — moved its main office from WEST FARGO, ND to FARGO, ND. IAPD ↗
$216.8M RAUM · 3 reps · 701-234-0521
45
PERINI CAPITAL — moved its main office from RANCHO SANTA FE, CA to SCOTTSDALE, AZ. IAPD ↗
$161.0M RAUM · 5 reps · 575-725-1978
45
INTEGRITY ADVISORY SOLUTIONS — moved its main office from BURLINGTON, NC to DALLAS, TX. IAPD ↗
$147.5M RAUM · 39 reps · (214) 919-2165 · integritywealthsolutions.com
45
KDT ADVISORS, LLC — moved its main office from BROOKLYN, NY to NEW YORK, NY. IAPD ↗
$143.3M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
45
MEDIA WEALTH — moved its main office from PLEASANTON, CA to WALNUT CREEK, CA. IAPD ↗
$109.4M RAUM · 4 reps · 650-252-0550 · focusfinancialpartners.com
45
COPE CORRALES — moved its main office from WASHINGTON, DC to ARLINGTON, VA. IAPD ↗
$153.4M RAUM · 6 reps · (888) 336-8402
45
MINT ASSET MANAGEMENT LLC — moved its main office from HOBOKEN, NJ to NEW YORK, NY. IAPD ↗
$43.9M RAUM · 3 reps · 908-777-1717 · mintassetmanagement.com
45
A&M PRIVATE WEALTH PARTNERS, LLC — moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL. IAPD ↗
$103.2M RAUM · 11 reps · 561-437-6738
45
HAMPTON ROCK WEALTH MANAGEMENT — moved its main office from DALLAS, TX to AUSTIN, TX. IAPD ↗
$0 RAUM · 1 reps · 512-256-9272
45
BRAMBLE WEALTH PLANNING — moved its main office from CINCINNATI, OH to CLARKSVILLE, TN. IAPD ↗
$0 RAUM · 2 reps · 931-905-0050 · retireconfident.com
45
MEEDER PUBLIC FUNDS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$54.57B RAUM · 32 reps · 800-325-3539 · meederinvestment.com
40
ALLIANCEBERNSTEIN HOLDING L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 0 reps · 615-622-0000
40
ALLIANCEBERNSTEIN CORPORATION — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 0 reps · 615-622-0000
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 27 -> 29 additional locations. IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · youtube.com@balyasny
40
NORTH CASTLE PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.64B RAUM · 12 reps · 203 862 3210
40
FIRST INFRASTRUCTURE CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.32B RAUM · 4 reps · 713.337.7980 · firstinfrastructurecapital.com
40
HARBOR GROUP INTERNATIONAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.77B RAUM · 50 reps · 757-640-0800
40
JANA PARTNERS MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.84B RAUM · 9 reps · 212-455-0900 · janapartners.com
40
UNIGESTION (US) LTD — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.69B RAUM · 6 reps · +1 201-714-2400 · unigestion.com
40
MARCYPEN CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.06B RAUM · 14 reps · 424-421-6040 · marcypen.com
40
ANDALUSIAN PRIVATE CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.70B RAUM · 9 reps · (646) 908-6030 · andalusian.com
40
BELL PARTNERS — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$5.72B RAUM · 65 reps · 336-232-1900 · bellpartnersinc.com
40
ICON INFRASTRUCTURE NORTH AMERICA INC. — moved its main office from TORONTO, to NEW YORK, NY. IAPD ↗institutional
$1.45B RAUM · 14 reps · 1 929 6884283 · iconinfrastructure.com
40
GE VERNOVA INVESTMENT ADVISERS, LLC — moved its main office from NORWALK, CT to STAMFORD, CT. IAPD ↗institutional
$1.85B RAUM · 14 reps · +1 203-229-8520 · gevernova.com
38
CHICAGO ATLANTIC ADVISERS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$679.1M RAUM · 36 reps · 312-809-7002 · chicagoatlantic.com
38
CORIGLIANO INVESTMENT ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$461.6M RAUM · 4 reps · 919-225-6496 · coriglianoenergy.com
38
THORNBURG BOW RIVER ADVISERS, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$340.9M RAUM · 6 reps · 303-861-8466 · thornburg.com
38
ANDALUSIAN CREDIT PARTNERS, LLC — moved its main office from SHORT HILLS, NJ to NEW YORK, NY. IAPD ↗institutional
$513.7M RAUM · 10 reps · 646-989-4070 · andalusian.com
35
ABS GLOBAL INVESTMENTS — moved its main office from GREENWICH, CT to STAMFORD, CT. IAPD ↗fund
$7.52B RAUM · 14 reps · 203-618-3700 · absinv.com
35
RIDGEWOOD ENERGY CORPORATION — moved its main office from MONTVALE, NJ to HOUSTON, TX. IAPD ↗fund
$4.04B RAUM · 20 reps · 201-447-9000
35
NORTH CASTLE PARTNERS, LLC — moved its main office from GREENWICH, CT to NEW YORK, NY. IAPD ↗fund
$1.64B RAUM · 12 reps · 203 862 3210
35
QUANTITATIVE SYSTEMATIC STRATEGIES LLC — moved its main office from PONTE VEDRA BEACH, FL to ST. AUGUSTINE, FL. IAPD ↗fund
$2.04B RAUM · 2 reps · 904-686-6100
35
ANDALUSIAN PRIVATE CAPITAL, LP — moved its main office from SHORT HILLS, NJ to NEW YORK, NY. IAPD ↗fund
$1.70B RAUM · 9 reps · (646) 908-6030 · andalusian.com
33
CORSAIR CAPITAL MANAGEMENT, L.P. — moved its main office from NEW YORK, NY to SCARSDALE, NY. IAPD ↗fund
$498.1M RAUM · 2 reps · 212-949-3000 · corsaircap.com
33
DARWIN VENTURES, LLC — moved its main office from BURLINGAME, CA to SANDPOINT, ID. IAPD ↗fund
$593.4M RAUM · 3 reps · 415-362-0648 · darwinvc.com
33
SOLOMON HESS CAPITAL MANAGEMENT — moved its main office from FALLS CHURCH, VA to ARLINGTON, VA. IAPD ↗fund
$937.1M RAUM · 4 reps · 703-356-3333 · solomonhess.com
30
WAYZATA INVESTMENT PARTNERS LLC — moved its main office from PLYMOUTH, MN to WAYZATA, MN. IAPD ↗fund
$183.8M RAUM · 5 reps · 952-345-0700 · wayzatainvestmentpartners.com
20
PORTLAND HILL ASSET MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$159.3M RAUM · 3 reps · 44 203 890 9288 · portlandhill.com
20
DUNHILL FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$240.6M RAUM · 4 reps · +44 7514 993 556
20
ESPRESSO CAPITAL ADVISORS INC. — added office(s): 0 -> 3 additional locations. IAPD ↗foreign
$0 RAUM · 24 reps · 647-274-9033 · espressocapital.com

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.