Vault-13

Managers in Burlington, MA

United States · 847 asset managers within 25 km (11 in Burlington itself) · 380 wealth managers, banks and others

BurlingtonBostonWellesley HillsWalthamWestwoodQuincyCantonWakefieldRidgefieldWalpole
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Boston, MA 644 · Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Quincy, MA 11 · Andover, MA 10 · Hingham, MA 10 · Woburn, MA 8 · Concord, MA 8 · Westwood, MA 7

Asset managers in and around Burlington

#Manager People here Assets Visa salary
451 TRIPLEPOINT ADVISERS LLC hedge funds, mutual funds, futures · Boston $1.3bn 1 $1.3bn
452 BROOKNOLL ADVISORS LLC Boston $1.2bn about 1main office $1.2bn
453 GENERATION CAPITAL MANAGEMENT LLC institutions · Boston $1.2bn 1 $1.2bn
454 Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m 1 $977.6m
455 PARTNERS FOR GROWTH Boston $962.2m 1 $962.2m
456 CALVERT STREET CAPITAL PARTNERS, INC. private equity · Newton Center $663.1m 1 $663.1m
457 Blue Owl Capital Holdings LP private equity · Boston BLUE OWL STRATEGIC EQUITY ADVISORS LLC · 3 related pages $658.0m 1 $658.0m
458 ALIDADE CAPITAL, LLC real estate · Boston $564.9m 1 $564.9m
459 POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m 1 $288.7m
460 ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m 1 $269.3m
461 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
462 NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m 1 $44.7m
463 VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m 1 $1.0m
464 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
465 HARVEST CAPITAL PARTNERS LLC Boston about 1main office
466 USI SECURITIES, INC. Woburn 1
467 CVP MANAGEMENT, INC. venture · Boston, Cambridge 1main office
468 DIGITALIS VENTURES, LLC venture · Boston 1
469 FONTINALIS PARTNERS, LLC venture · Boston 1
470 HEADWAY CAPITAL PARTNERS LLP private equity · Concord 1
471 LUMIRA VENTURES venture · Boston 1
472 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
473 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
474 TEN ELEVEN VENTURES, LLC venture · Boston 1
475 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Boston RBC CAPITAL MARKETS, LLC, RBC GLOBAL ASSET MANAGEMENT (U.S.) INC., JONES STREET INVESTMENT PARTNERS, LLC · 23 related pages $590.8bn 3 offices $590.8bn
476 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
477 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
478 FS/KKR ADVISOR, LLC mutual funds, futures · Brighton, Boston $16.1bn 2 offices $16.1bn
479 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
480 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
481 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
482 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
483 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
484 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
485 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
486 KAILASH CAPITAL RESEARCH LLC Waltham office
487 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Boston, Wellesley Hills MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn 2 offices $1.8tn
488 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
489 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Boston NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
490 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Andover BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
491 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Boston Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
492 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Boston Mercer Investments LLC · 3 related pages $226.0bn office $226.0bn
493 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
494 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Boston STIFEL NICOLAUS & CO INC \MO\, EquityCompass Investment Management · 8 related pages $197.5bn 2 offices $197.5bn
495 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
496 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston, Needham Heights SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 3 offices $181.9bn
497 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Boston Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
498 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Boston Cerity Partners LLC · 4 related pages $161.7bn 2 offices $161.7bn
499 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Boston, Watertown SANTANDER SECURITIES · 10 related pages $159.9bn · visa salary $120,000 2 offices $159.9bn $120,00047 filings
500 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Wakefield VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn

847 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.