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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.
3 firms manage $2.5B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Nevastar Finance LTDLondon, United Kingdom | United Kingdom | $1.7B | +19% | 120 | $14M | 13 | Lombard Odier; UBS; Rothschild & Co Bank AG; Banque Pictet & CIE SA | – | |
| 2Allard Partners LimitedCentral, Hong Kong | Hong Kong | $416M | +25% | 5 | $83M | 3 | Lombard Odier; Bank of Singapore | – | |
| 3PinvestCoral Gables, FL | FL | $377M | +37% | 6 | $63M | 2 | Wells Fargo; Julius BAR; UBS; BNY; Bank SYZ LTD; Lombard Odier; Banque Pictet & CIE SA; Interactive Brokers | – |