Vault-13

Managers in Reading, MA

United States · 823 asset managers within 25 km (1 in Reading itself) · 360 wealth managers, banks and others

ReadingBostonWellesley HillsWinchesterWalthamWestwoodQuincyCantonMedfieldMonroe
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 · Burlington, MA 11 · Quincy, MA 11 · Andover, MA 10 · Hingham, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Reading

#Manager People here Assets Visa salary
451 Blue Owl Capital Holdings LP private equity · Boston BLUE OWL STRATEGIC EQUITY ADVISORS LLC · 3 related pages $658.0m 1 $658.0m
452 ALIDADE CAPITAL, LLC real estate · Boston $564.9m 1 $564.9m
453 POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m 1 $288.7m
454 ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m 1 $269.3m
455 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
456 NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m 1 $44.7m
457 VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m 1 $1.0m
458 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
459 HARVEST CAPITAL PARTNERS LLC Boston about 1main office
460 USI SECURITIES, INC. Woburn 1
461 CVP MANAGEMENT, INC. venture · Boston, Cambridge 1main office
462 DIGITALIS VENTURES, LLC venture · Boston 1
463 FONTINALIS PARTNERS, LLC venture · Boston 1
464 HEADWAY CAPITAL PARTNERS LLP private equity · Concord 1
465 LUMIRA VENTURES venture · Boston 1
466 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
467 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
468 TEN ELEVEN VENTURES, LLC venture · Boston 1
469 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
470 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
471 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
472 FS/KKR ADVISOR, LLC mutual funds, futures · Boston, Brighton $16.1bn 2 offices $16.1bn
473 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
474 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
475 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
476 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
477 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
478 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
479 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
480 KAILASH CAPITAL RESEARCH LLC Waltham office
481 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Boston MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
482 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
483 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
484 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
485 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
486 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
487 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
488 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
489 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 2 offices $181.9bn
490 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
491 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
492 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
493 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
494 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
495 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
496 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
497 Power Corp of Canada private equity, venture, real estate, institutions and 1 more · Boston PUTNAM INVESTMENTS LLC · 7 related pages $75.7bn based here $75.7bn
498 TORONTO DOMINION BANK wealth, bank or insurer · Andover, Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 2 offices $60.1bn
499 PERPETUAL LIMITED public funds (AU), private equity, mutual funds, FCA fund manager and 1 more · Boston TRILLIUM ASSET MANAGEMENT, LLC · 3 related pages $59.0bn office $59.0bn
500 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn

823 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.