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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 $3.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Charles Pratt & Company, L.L.C.New York, NY | NY | $916M | +4.5% | 315 | $3M | 1 | FNZ Trust; State Street; Fidelity | – | |
| 2Essex Investment Management Company, LLCBoston, MA | MA | $713M | +17% | 117 | $6M | 9 | State Street; J.P. Morgan; FNZ Trust; BNY | – | |
| 3Excalibur Management CorpWaltham, MA | MA | $712M | +8.4% | 307 | $2M | 7 | Fidelity; FNZ Trust; Charles Schwab | – | |
| 4AIS Capital Management L.P.Wilton, CT | CT | $358M | +96% | 44 | $8M | 1 | FNZ Trust | – | |
| 5Kestrel Investment Management CorpSAN Mateo, CA | CA | $180M | −3.1% | 9 | $20M | 4 | State Street; FNZ Trust; 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.