Managers in Wellesley, MA
United States · 868 asset managers within 25 km (14 in Wellesley itself) · 366 wealth managers, banks and others
Nearby: Boston, MA 644 · Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Needham Heights, MA 13 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8 · Westwood, MA 7
Asset managers in and around Wellesley
| # | Manager | People here |
|---|---|---|
| 451 | HERCULES ADVISER LLC hedge funds · Boston $1.6bn | 1 |
| 452 | NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn | 1 |
| 453 | POLYMER CAPITAL MANAGEMENT (US), LLC futures · Brookline $1.4bn | 1 |
| 454 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC Needham Heights $1.4bn | 1 |
| 455 | TRIPLEPOINT ADVISERS LLC hedge funds, mutual funds, futures · Boston $1.3bn | 1 |
| 456 | BROOKNOLL ADVISORS LLC Boston $1.2bn | about 1main office |
| 457 | GENERATION CAPITAL MANAGEMENT LLC institutions · Boston $1.2bn | 1 |
| 458 | Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m | 1 |
| 459 | PARTNERS FOR GROWTH Boston $962.2m | 1 |
| 460 | CALVERT STREET CAPITAL PARTNERS, INC. private equity · Newton Center $663.1m | 1 |
| 461 | Blue Owl Capital Holdings LP private equity · Boston BLUE OWL STRATEGIC EQUITY ADVISORS LLC · 3 related pages $658.0m | 1 |
| 462 | ALIDADE CAPITAL, LLC real estate · Boston $564.9m | 1 |
| 463 | POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m | 1 |
| 464 | ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m | 1 |
| 465 | PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m | 1 |
| 466 | NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m | 1 |
| 467 | VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m | 1 |
| 468 | AWH FINANCIAL, LLC Norwood | 1 |
| 469 | HARVEST CAPITAL PARTNERS LLC Boston | about 1main office |
| 470 | USI SECURITIES, INC. Woburn | 1 |
| 471 | CVP MANAGEMENT, INC. venture · Boston, Cambridge | 1main office |
| 472 | DIGITALIS VENTURES, LLC venture · Boston | 1 |
| 473 | FONTINALIS PARTNERS, LLC venture · Boston | 1 |
| 474 | HEADWAY CAPITAL PARTNERS LLP private equity · Concord | 1 |
| 475 | LUMIRA VENTURES venture · Boston | 1 |
| 476 | NEW ERA CAPITAL GP LTD. venture · Newton Highlands | 1 |
| 477 | SOUTH BAY PARTNERS LLC hedge funds · Boston | 1 |
| 478 | TEN ELEVEN VENTURES, LLC venture · Boston | 1 |
| 479 | 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 |
| 480 | Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn | office |
| 481 | Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn | office |
| 482 | FS/KKR ADVISOR, LLC mutual funds, futures · Brighton, Boston $16.1bn | 2 offices |
| 483 | ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn | office |
| 484 | Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn | office |
| 485 | L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn | office |
| 486 | ANZU PARTNERS, LLC venture · Boston $1.1bn | office |
| 487 | ARA GC PARTNERS, LLC private equity · Boston $935.9m | office |
| 488 | OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m | office |
| 489 | MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m | office |
| 490 | KAILASH CAPITAL RESEARCH LLC Waltham | office |
| 491 | 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 |
| 492 | JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn | office |
| 493 | 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 |
| 494 | 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 |
| 495 | 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 |
| 496 | CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn | office |
| 497 | STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Boston STIFEL NICOLAUS & CO INC \MO\, EquityCompass Investment Management · 8 related pages $197.5bn | 2 offices |
| 498 | Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn | 2 offices |
| 499 | 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 |
| 500 | 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 |
868 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.