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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
4 firms manage $2.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Dock Street Capital Management LLCWestport, CT | CT | $1.7B | +24% | 60 | $28M | 2 | – | |
| 2Point Windward Advisors, Inc.New York, NY | NY | $359M | +0.0% | 278 | $641K | 8 | BNY Pershing | |
| 3Penbrook Management LLCNew York, NY | NY | $175M | +3.3% | 81 | $1M | 4 | BNY Pershing | |
| 4Asset Management Consulting Services, Inc.Livingston, NJ | NJ | $144M | +2.5% | 11 | $4M | 2 | – |