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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.
19 firms manage $27B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Baron Capital Management, Inc.New York, NY | NY | $11B | +87% | 125 | $86M | 41 | Wells Fargo; Jefferies; State Street | Baron Capital; Baron Capital Management UK Limited; Baron Capital, Inc. | |
| 2DME Capital Management, LPNew York, NY | NY | $4.8B | +31% | 7 | $686M | 11 | Jefferies | – | |
| 3Troluce Capital Advisors LLCDorado, PR | PR | $2.2B | +51% | 7 | $320M | 3 | Jefferies | – | |
| 4Fairholme Capital Management, L.L.C.South Miami, FL | FL | $2.1B | +29% | 81 | $26M | 2 | Fidelity; Jefferies | – | |
| 5Callodine Capital ManagementBoston, MA | MA | $2.0B | +158% | 15 | $136M | 5 | Jefferies; Merrill / Bank of America | Manning & Napier Investor Services, Inc. |
14 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.