← Tributary

Office IT & facilities — July 2026

Managed IT, telecom, and facilities for new offices.

154 firms opened this window in the July 2026 SEC roster: 106 new office, 48 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
JANUS HENDERSON INVESTORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$380.43B RAUM · 152 reps · (303) 333-3863 · bsky.app
55
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST — added office(s): 4 -> 5 additional locations. IAPD ↗
$144.04B RAUM · 219 reps · 215-531-6700 · nomuraassetmanagement.com
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 12 -> 13 additional locations. IAPD ↗
$9.92B RAUM · 48 reps · 507-377-2919
55
COOPER MCMANUS — added office(s): 25 -> 26 additional locations. IAPD ↗
$2.85B RAUM · 50 reps · 800-516-5333 · purmortgroup.com
55
CROSSMARK GLOBAL INVESTMENTS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$8.98B RAUM · 14 reps · 713-260-9000 · crossmarkglobal.com
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$8.53B RAUM · 55 reps · 805.409.8150 · fundxetfs.com
55
PINKERTON WEALTH PARTNERS — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.44B RAUM · 16 reps · 800-634-2008
55
PKS ADVISORY SERVICES, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com
55
KEEL POINT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$4.07B RAUM · 54 reps · 256-704-5111
55
EHRENKRANZ PARTNERS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
$21.54B RAUM · 18 reps · 212-891-8600
55
ARAX ADVISORY PARTNERS — added office(s): 35 -> 38 additional locations. IAPD ↗
$23.18B RAUM · 140 reps · 646-777-1823 · swsllc.com
55
WATERLOO CAPITAL — added office(s): 11 -> 12 additional locations. IAPD ↗
$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$8.29B RAUM · 54 reps · 303-382-2880
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$1.40B RAUM · 9 reps · (408) 217-2000
55
PARALLEL ADVISORS, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
$10.31B RAUM · 61 reps · 866-627-6984
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 53 -> 54 additional locations. IAPD ↗
$8.69B RAUM · 94 reps · (630) 873-8520
55
BLUESPRING WEALTH MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$4.02B RAUM · 31 reps · 737-443-2122 · bluespringwealthcalifornia.com
55
SB ADVISORY, LLC — added office(s): 22 -> 29 additional locations. IAPD ↗
$1.10B RAUM · 30 reps · 404-704-0406 · pnwadvisory.com
55
CLARO ADVISORS INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.41B RAUM · 18 reps · (800) 604-2838
55
CHEVIOT VALUE MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.17B RAUM · 7 reps · 310-451-8600
55
APELLA WEALTH — added office(s): 36 -> 37 additional locations. IAPD ↗
$11.07B RAUM · 88 reps · 860.785.2260
55
MONECO ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$2.28B RAUM · 44 reps · 203-319-3550
55
FALCON WEALTH PLANNING, INC. — added office(s): 43 -> 44 additional locations. IAPD ↗
$1.92B RAUM · 24 reps · 855-963-2526
55
STANSBERRY ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.29B RAUM · 13 reps · 646-854-4370 · stansberryam.com
55
NORTHCOAST ASSET MANAGEMENT LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
$4.97B RAUM · 28 reps · (203) 532-7000
55
FIDUCIARY FINANCIAL GROUP, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.12B RAUM · 10 reps · 415-352-1100
55
KINTRA WEALTH, LLC — added office(s): 3 -> 8 additional locations. IAPD ↗
$1.50B RAUM · 43 reps · 570-601-6960 · evergreenwealthsolutions.com
55
IEQ CAPITAL, LLC — added office(s): 16 -> 19 additional locations. IAPD ↗
$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com
55
VICTORY FINANCIAL — added office(s): 31 -> 32 additional locations. IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
55
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 14 -> 17 additional locations. IAPD ↗
$1.79B RAUM · 21 reps · (877) 278-2716 · parkwoods.com
53
PEGASUS ASSET MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$553.6M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
53
A. N. CULBERTSON & COMPANY, INC. — added office(s): 1 -> 5 additional locations. IAPD ↗
$817.8M RAUM · 5 reps · 434-972-7766 · anculbertson.com
53
SAGE CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$368.6M RAUM · 2 reps · 212-584-4110 · sageny.com
53
HEFFERNAN ADVISORY, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$409.6M RAUM · 5 reps · 928-774-9598
53
PINNACLE WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.
53
FREEDOM DAY SOLUTIONS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$615.3M RAUM · 4 reps · 713-784-3878
53
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
$927.7M RAUM · 41 reps · 210-737-7800
53
BETA WEALTH GROUP, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$460.3M RAUM · 3 reps · 858-207-3377
53
KERCHEVILLE ADVISORS LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$554.7M RAUM · 3 reps · 210-694-5000 · kercheville.com
53
EXODUS WEALTH, LLC — added office(s): 47 -> 48 additional locations. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
53
MARSHALL INVESTMENT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$298.0M RAUM · 8 reps · 303-991-6415
53
D.B. ROOT & COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$952.4M RAUM · 15 reps · 412-227-2800 · dbroot.com
53
EARLY MCCLINTIC & MCMILLAN, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$652.2M RAUM · 6 reps · 281-491-5260
53
BROOKLYN FI, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$563.1M RAUM · 10 reps · (332) 296-1660
53
GLOBAL ASSETS ADVISORY, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$551.7M RAUM · 25 reps · 407-254-1500 · iaac.com
53
CONVERGENCE FINANCIAL — added office(s): 13 -> 14 additional locations. IAPD ↗
$904.0M RAUM · 13 reps · (573) 818-2264 · convergencemn.com
53
MASON & ASSOCIATES, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$471.4M RAUM · 7 reps · (757) 223-9898
53
ALPHA CAPITAL FAMILY OFFICE, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$295.9M RAUM · 7 reps · 303-900-0185 · acfamilyoffice.com
53
POWER WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$429.9M RAUM · 6 reps · 404-889-8919
53
SAND CREEK CAPITAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$471.2M RAUM · 8 reps · 208-356-9022 · centennialwealthmanagement.com
53
TIDEMARK, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$462.5M RAUM · 8 reps · 888-791-0197 · tidemarkfp.com
53
STONEPATH WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$299.5M RAUM · 9 reps · (231) 668-6999
53
PLATFORM WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$509.0M RAUM · 9 reps · (385) 243-0553
53
LEE, KELLEHER & KLEIN WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$252.4M RAUM · 3 reps · 301-450-2617 · lkkwealth.com
53
ALONGSIDE, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
50
SCHULTZ FINANCIAL GROUP INCORPORATED — added office(s): 0 -> 1 additional locations. IAPD ↗
$214.8M RAUM · 4 reps · 775-850-5620
50
PEGASUS GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$91.3M RAUM · 2 reps · 845-369-9422
50
COLMAN KNIGHT ADVISORY GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$187.7M RAUM · 4 reps · 978-371-2015 · colmanknight.com
50
SIMPLYRIA ADVISOR NETWORK — added office(s): 10 -> 11 additional locations. IAPD ↗
$214.9M RAUM · 24 reps · 810-355-1325 · caitlinjohn.com
50
TRUADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$132.7M RAUM · 4 reps · (813) 212-4000 · truadvisors.com
50
APTUS FINANCIAL, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$0 RAUM · 11 reps · 501-907-1993
50
LEGACY CORNERSTONE WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$22.4M RAUM · 1 reps · 702-767-9891 · legacycornerstonewealth.com
50
VIRTUE ASSET MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$211.4M RAUM · 3 reps · 847-892-7145
50
BANNERMAN WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$176.6M RAUM · 4 reps · (214) 919-4448
50
DAVIS WEALTH ADVISORS — added office(s): 0 -> 4 additional locations. IAPD ↗
$197.1M RAUM · 5 reps · 603-836-3477
50
FOUNDRY FINANCIAL LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$232.6M RAUM · 7 reps · (213) 802-8662 · foundryfinancial.org
50
AEGIS WEALTH MANAGEMENT, INC. — added office(s): 26 -> 28 additional locations. IAPD ↗
$216.5M RAUM · 27 reps · (833) 483-8383 · oakwayfinancial.com
50
MARKLE FINANCIAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$141.2M RAUM · 5 reps · (307) 721-1725
50
CONCERT INVESTMENT ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$91.1M RAUM · 1 reps · 626-755-3613 · concertiai.com
50
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$147.1M RAUM · 9 reps · 864-920-3155 · bigmoneyretirement.com
50
CLARITY FINANCIAL ADVISORS LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$149.5M RAUM · 6 reps · (816) 786-5031 · theclarityfinancial.com
50
IVANOFF WEALTH MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$174.0M RAUM · 3 reps · 714-262-1658 · ivanoffwealthmanagement.com
50
WILLOW — added office(s): 0 -> 1 additional locations. IAPD ↗
$127.6M RAUM · 4 reps · (479) 709-3949
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$30.7M RAUM · 16 reps · 702 271 3265 · zerodaycapital.com
50
WALTON FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$182.9M RAUM · 3 reps · (205) 871-0154
50
ANGELES FAMILY OFFICE — added office(s): 1 -> 3 additional locations. IAPD ↗
$182.0M RAUM · 2 reps · 310-393-6300
50
STILLWATER PRIVATE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
$176.8M RAUM · 4 reps · 6102910232 · swprivatewealth.com
50
2201 CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$40.0M RAUM · 2 reps · 201-446-2992
50
345 INVESTMENT ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (303) 887-8786
50
COINBASE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 203-489 -1450 · coinbase.com
50
NBT CAPITAL MANAGEMENT, INC. — moved its main office from JOHNSON CITY, NY to NORWICH, NY. IAPD ↗
$1.61B RAUM · 7 reps · 607-584-4141 · clevelandhauswirth.com
50
ENVESTNET PORTFOLIO SOLUTIONS, INC. — moved its main office from CHICAGO, IL to BERWYN, PA. IAPD ↗
$17.35B RAUM · 178 reps · 312-827-2800 · vimeo.com
50
ENVESTNET PMC — moved its main office from CHICAGO, IL to BERWYN, PA. IAPD ↗
$614.93B RAUM · 178 reps · 312-827-2800 · envestnet.com
50
HOWARD CAPITAL MANAGEMENT, LLC — moved its main office from ROSWELL, GA to ALPHARETTA, GA. IAPD ↗
$8.01B RAUM · 10 reps · 770-642-4902 · howardcmetfs.com
50
ARAX ADVISORY PARTNERS — moved its main office from DENVER, CO to NEW YORK, NY. IAPD ↗
$23.18B RAUM · 140 reps · 646-777-1823 · swsllc.com
50
BLUESPRING WEALTH MANAGEMENT, LLC — moved its main office from MINNEAPOLIS, MN to AUSTIN, TX. IAPD ↗
$4.02B RAUM · 31 reps · 737-443-2122 · bluespringwealthcalifornia.com
50
WALKNER CONDON FINANCIAL ADVISORS LLC — moved its main office from MADISON, WI to VERONA, WI. IAPD ↗
$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com
50
ENVESTNET RETIREMENT SOLUTIONS, LLC — moved its main office from CHICAGO, IL to BERWYN, PA. IAPD ↗
$16.30B RAUM · 15 reps · 1-866-318-4015 · envestnet.com
50
URBAN INVESTMENT ADVISORS — moved its main office from LARKSPUR, CA to MILL VALLEY, CA. IAPD ↗
$2.45B RAUM · 2 reps · 415-461-8600 · urbaninv.com
50
SPYGLASS CAPITAL MANAGEMENT, LLC — moved its main office from SAN FRANCISCO, CA to GREENBRAE, CA. IAPD ↗
$2.02B RAUM · 5 reps · 415-318-2366 · spyglassfunds.com
50
LEO WEALTH, LLC — moved its main office from HURST, TX to EDISON, NJ. IAPD ↗
$3.21B RAUM · 31 reps · 732-903-2600
50
INTEGRITY ADVISORY SOLUTIONS — moved its main office from DALLAS, IA to DALLAS, TX. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
50
QRG CAPITAL MANAGEMENT, INC. — moved its main office from CHICAGO, IL to BERWYN, PA. IAPD ↗
$11.41B RAUM · 12 reps · 312-827-2800
50
FISHER\SMB — moved its main office from PLANO, TX to CARROLLTON, TX. IAPD ↗
$6.85B RAUM · 4 reps · 888-674-4504
48
THE PACIFIC CENTER FOR FINANCIAL SERVICES — moved its main office from SAN RAMON, CA to DANVILLE, CA. IAPD ↗
$960.6M RAUM · 4 reps · (925) 838-7700
48
FDX ADVISORS, INC. — moved its main office from CHICAGO, IL to BERWYN, PA. IAPD ↗
$832.8M RAUM · 4 reps · 312-827-2800
48
COPPERLEAF CAPITAL, LLC — moved its main office from CONCORD, NC to CLOVER, SC. IAPD ↗
$281.6M RAUM · 4 reps · 919-787-9725
48
LIGHTHOUSE FINANCIAL — moved its main office from LARGO, FL to SAINT PETERSBURG, FL. IAPD ↗
$755.6M RAUM · 1 reps · 727-490-5797
48
ADVISORS FINANCIAL, INC. — moved its main office from VIENNA, VA to MCLEAN, VA. IAPD ↗
$321.2M RAUM · 6 reps · (703) 883-0300 · advisorsfinancial.com
48
VALIDEX GLOBAL INVESTING — moved its main office from SAN DIEGO, CA to IRVINE, CA. IAPD ↗
$352.9M RAUM · 2 reps · 858-410-1410 · validex.co
48
OCEANIQ CAPITAL, LLC — moved its main office from REDWOOD CITY, CA to PALO ALTO, CA. IAPD ↗
$334.2M RAUM · 4 reps · (415) 432-7580 · oceaniqcapital.com
48
CHERRYDALE WEALTH MANAGEMENT, LLC — moved its main office from HOBOKEN, NJ to MONTCLAIR, NJ. IAPD ↗
$495.5M RAUM · 1 reps · (917) 838-7507 · cherrydalewm.com
48
BURKHOLDER & ASSOCIATES, LLC — moved its main office from CHEVY CHASE, MD to WASHINGTON, DC. IAPD ↗
$287.4M RAUM · 2 reps · 301-778-9970
48
MATTERS CAPITAL LLC — moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗
$296.8M RAUM · 2 reps · (305) 528-3701 · matters.capital
45
BROADHURST FINANCIAL ADVISORS, INC. — moved its main office from WEST POINT, PA to AUSTIN, TX. IAPD ↗
$128.4M RAUM · 1 reps · 215-325-1595 · broadhurstfinancial.com
45
KEYSTONE WEALTH ADVISORS, INCORPORATED — moved its main office from MINNEAPOLIS, MN to EAGAN, MN. IAPD ↗
$201.4M RAUM · 3 reps · 612-465-8118
45
OPTIMIZE FINANCIAL INC. — moved its main office from LAGUNA HILLS, CA to IRVINE, CA. IAPD ↗
$221.7M RAUM · 3 reps · 949-471-0000
45
OPENVEST — moved its main office from MIAMI, FL to AVENTURA, FL. IAPD ↗
$353,485 RAUM · 1 reps · 917-678-8797 · openvest.co
45
GENEVA FINANCIAL GROUP — moved its main office from JACKSON, NJ to LAKEWOOD, NJ. IAPD ↗
$233.7M RAUM · 1 reps · 732-719-4101
45
2201 CAPITAL, LLC — moved its main office from BOSTON, MA to NEW YORK, NY. IAPD ↗
$40.0M RAUM · 2 reps · 201-446-2992
45
RAIJIN AI — moved its main office from ALPHARETTA, GA to BROOKLYN, NY. IAPD ↗
$0 RAUM · 2 reps · 6785594058 · raijinai.com
45
CLAIRALPHA ADVISORS LLC — moved its main office from RICHARDSON, TX to FRISCO, TX. IAPD ↗
$0 RAUM · 1 reps · 713 364 3839 · clairalpha.com
45
345 INVESTMENT ADVISORY, LLC — moved its main office from WOODY CREEK, CO to SCOTTSDALE, AZ. IAPD ↗
$0 RAUM · 1 reps · (303) 887-8786
45
LUCENT FINANCIAL — moved its main office from BELGRADE, MT to BOZEMAN, MT. IAPD ↗
$0 RAUM · 1 reps · 406-750-3515 · lucent-financial.com
45
SCHONFELD WEALTH MANAGEMENT, LLC — moved its main office from PORTLAND, OR to BROOKLYN, NY. IAPD ↗
$0 RAUM · 2 reps · 718-963-9700 · schonfeldwm.com
45
VALEN PRIVATE CAPITAL, LLC. — moved its main office from MIAMI, FL to PAOLI, PA. IAPD ↗
$0 RAUM · 2 reps · 835-262-8100 · valenpc.com
45
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$4.76B RAUM · 55 reps · 646-690-9400 · robeco.com
45
CAPULA INVESTMENT US LP — added office(s): 1 -> 5 additional locations. IAPD ↗institutional
$137.44B RAUM · 51 reps · (646) 874-5400 · capulaglobal.com
45
NEWFRONT RETIREMENT SERVICES, INC. — added office(s): 22 -> 23 additional locations. IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 33 -> 34 additional locations. IAPD ↗fund
$248.14B RAUM · 1026 reps · 312-499-2999
40
REDMILE GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$4.70B RAUM · 15 reps · 415-489-9980 · redmilegroup.com
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. — added office(s): 22 -> 25 additional locations. IAPD ↗fund
$399.90B RAUM · 706 reps · 212-750-8300 · kkr.com
40
MACQUARIE INFRASTRUCTURE PARTNERS — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$48.84B RAUM · 112 reps · 212-231-1000 · macquarie.com
40
BOW RIVER CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$4.20B RAUM · 36 reps · 303-861-8466 · bowriverevergreen.com
40
VIRTUS REAL ESTATE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.14B RAUM · 20 reps · 512-891-1230 · virtusre.com
40
STEPSTONE GROUP REAL ASSETS LP — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$41.48B RAUM · 85 reps · 858-558-9700 · stepstonepw.com
40
STEPSTONE GROUP REAL ESTATE LP — added office(s): 10 -> 11 additional locations. IAPD ↗fund
$17.21B RAUM · 95 reps · 858-558-9700 · vimeo.com
40
MAM AMERICAS, INC. — added office(s): 4 -> 7 additional locations. IAPD ↗fund
$4.27B RAUM · 114 reps · 212-231-1000
40
EXODUSPOINT CAPITAL MANAGEMENT, LP — added office(s): 13 -> 15 additional locations. IAPD ↗fund
$159.41B RAUM · 332 reps · (646) 940 - 9600
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$5.89B RAUM · 122 reps · 833-259-7511
40
FRANKLIN ADVISORY SERVICES, LLC — moved its main office from SAN MATEO, CA to SAN MATEO, FL. IAPD ↗institutional
$14.07B RAUM · 2 reps · (650) 312-3000 · franklintempletonoffshore.com
38
POLAR CAPITAL (AMERICA) CORPORATION — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$656.1M RAUM · 6 reps · 011442072272700 · polarcapital.co.uk
38
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$525.6M RAUM · 100 reps · 1 212 231-1000 · macquarie.com
38
POWER INNOVATION PARTNERS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$288.7M RAUM · 4 reps · 307-421-6700
38
COINFUND MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$766.0M RAUM · 8 reps · 646-934-6177
38
NOMURA CAPITAL MANAGEMENT LLC — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$651.3M RAUM · 11 reps · 212-667-9996 · nomuracapitalmanagement.com
35
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. — moved its main office from CHICAGO, CT to CHICAGO, IL. IAPD ↗fund
$6.94B RAUM · 7 reps · 312-595-6000 · mesirowfinancial.com
35
REDMILE GROUP — moved its main office from SAN FRANCISCO, CA to LARKSPUR, CA. IAPD ↗fund
$4.70B RAUM · 15 reps · 415-489-9980 · redmilegroup.com
35
GREENOAKS — moved its main office from ORINDA, CA to SAN FRANCISCO, CA. IAPD ↗fund
$18.27B RAUM · 19 reps · 415.942.5322 · greenoaks.com
35
XDUS FUND ADVISOR — moved its main office from WINDSOR LOCKS, CT to EAST LONGMEADOW, MA. IAPD ↗institutional
$414,767 RAUM · 2 reps · 860-338-8384
35
PERMIRA CREDIT LLC — moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA. IAPD ↗fund
$1.34B RAUM · 20 reps · 650-407-9015
35
ADVISORENGINE PORTFOLIO SOLUTIONS INC. — moved its main office from NEW YORK, NY to RALEIGH, NC. IAPD ↗institutional
$176.4M RAUM · 1 reps · 888-225-7216 · advisorengine-portfolio-solutions.com
33
TRIMER CAPITAL MANAGEMENT LP — moved its main office from NEW YORK, NY to SAN FRANCISCO, CA. IAPD ↗fund
$901.5M RAUM · 6 reps · 415-294-1259
33
LUCASHILL, LLC — moved its main office from PALO ALTO, CA to DALLAS, TX. IAPD ↗fund
$575.2M RAUM · 3 reps · (650) 254-8599
30
AZARIAS CAPITAL MANAGEMENT, L.P. — moved its main office from BERWYN, PA to WESTCHESTER, PA. IAPD ↗fund
$188.8M RAUM · 3 reps · 215-494-3300
30
VALORAN CAPITAL MANAGEMENT — moved its main office from NAPERVILLE, IL to CHICAGO, IL. IAPD ↗fund
$157.8M RAUM · 3 reps · 312-545-5572 · valorancapitalmanagement.com
25
360 ONE ASSET MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$4.31B RAUM · 2 reps · +91 022 4876 5600 · 360.one
25
PEAK XV PARTNERS OPERATIONS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$15.30B RAUM · 44 reps · +230 467 3000
25
360 ONE PORTFOLIO MANAGERS LIMITED — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$3.65B RAUM · 2 reps · +91 22 4876 5600
25
FORESIGHT GROUP LLP — added office(s): 9 -> 12 additional locations. IAPD ↗foreign
$10.06B RAUM · 137 reps · 44 020 3667 8100 · foresightgroup.eu
25
MESARETE CAPITAL LLP — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$4.75B RAUM · 14 reps · +44 (0) 203 148 2330
25
VITTORIA AND PARTNERS LLP — added office(s): 8 -> 11 additional locations. IAPD ↗foreign
$4.95B RAUM · 2 reps · 02030393214 · vittoriapartners.com
20
BFINANCE US LTD. — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$0 RAUM · 4 reps · +442077478600 · bfinance.com
18
INTERNATIONAL MONEY MATTERS PVT LTD — moved its main office from BANGALORE, KARNATAKA, to BENGALURU, KARNATAKA, . IAPD ↗foreign
$278.3M RAUM · 22 reps · +91 8049904565 · immpl.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.