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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.
7 firms manage $59B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Harding Loevner LPBridgewater, NJ | NJ | $32B | −7.0% | 3,876 | $8M | 36 | Northern Trust; BNY; State Street | |
| 2Libremax Capital, LLCNew York, NY | NY | $14B | +2.4% | 57 | $243M | 44 | J.P. Morgan | |
| 3Osterweis Capital ManagementSAN Francisco, CA | CA | $7.5B | −0.8% | 358 | $21M | 14 | Citi; Charles Schwab; U.S. Bank | |
| 4Infrastructure Capital Advisors, LLCNew York, NY | NY | $3.6B | +38% | 10 | $364M | 6 | Interactive Brokers | |
| 5P/e Global LLCBoston, MA | MA | $1.7B | +143% | 82 | $342M | 36 | State Street; BNP Paribas; Goldman Sachs |
2 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.