Vault-13

Managers in Needham, MA

United States · 870 asset managers within 25 km (2 in Needham itself) · 377 wealth managers, banks and others

NeedhamBostonWalthamWestwoodBurlingtonCantonWakefieldBedfordNorwalkWestport
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 · Burlington, MA 11 · Hingham, MA 10 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Needham

#Manager People here Assets Visa salary
451 ENERGIZE CAPITAL LLC private equity, venture · Boston $1.7bn 1 $1.7bn
452 BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC mutual funds, futures · Boston $1.6bn 1 $1.6bn
453 HERCULES ADVISER LLC hedge funds · Boston $1.6bn 1 $1.6bn
454 NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn 1 $1.4bn
455 POLYMER CAPITAL MANAGEMENT (US), LLC futures · Brookline $1.4bn 1 $1.4bn
456 HOBE MOUNTAIN CAPITAL MANAGEMENT LLC Needham Heights $1.4bn 1 $1.4bn
457 TRIPLEPOINT ADVISERS LLC hedge funds, mutual funds, futures · Boston $1.3bn 1 $1.3bn
458 BROOKNOLL ADVISORS LLC Boston $1.2bn about 1main office $1.2bn
459 GENERATION CAPITAL MANAGEMENT LLC institutions · Boston $1.2bn 1 $1.2bn
460 Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m 1 $977.6m
461 PARTNERS FOR GROWTH Boston $962.2m 1 $962.2m
462 CALVERT STREET CAPITAL PARTNERS, INC. private equity · Newton Center $663.1m 1 $663.1m
463 Blue Owl Capital Holdings LP private equity · Boston BLUE OWL STRATEGIC EQUITY ADVISORS LLC · 3 related pages $658.0m 1 $658.0m
464 ALIDADE CAPITAL, LLC real estate · Boston $564.9m 1 $564.9m
465 POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m 1 $288.7m
466 ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m 1 $269.3m
467 PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m 1 $68.1m
468 NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m 1 $44.7m
469 VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m 1 $1.0m
470 AWH FINANCIAL, LLC Norwood 1
471 HARVEST CAPITAL PARTNERS LLC Boston about 1main office
472 USI SECURITIES, INC. Woburn 1
473 CVP MANAGEMENT, INC. venture · Boston, Cambridge 1main office
474 DIGITALIS VENTURES, LLC venture · Boston 1
475 FONTINALIS PARTNERS, LLC venture · Boston 1
476 HEADWAY CAPITAL PARTNERS LLP private equity · Concord 1
477 LUMIRA VENTURES venture · Boston 1
478 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
479 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
480 TEN ELEVEN VENTURES, LLC venture · Boston 1
481 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
482 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
483 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
484 FS/KKR ADVISOR, LLC mutual funds, futures · Brighton, Boston $16.1bn 2 offices $16.1bn
485 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
486 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
487 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
488 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
489 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
490 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
491 MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m office $106.6m
492 KAILASH CAPITAL RESEARCH LLC Waltham office
493 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
494 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
495 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
496 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
497 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
498 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
499 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
500 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn

870 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.