Vault-13

Managers in Belmont, NC

United States · 151 asset managers within 25 km (1 in Belmont itself) · 154 wealth managers, banks and others

BelmontCharlotteHuntersvilleFort MillCaryDurhamChapel HillGreenvilleTravelers RestGreensboro
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: Charlotte, NC 145 · Mooresville, NC 4 · Huntersville, NC 3 · Fort Mill, SC 3 · Cornelius, NC 2 · Matthews, NC 2 · Concord, NC 2 · Cramerton, NC 1 · Mount Holly, NC 1 · Davidson, NC 1

Asset managers in and around Belmont

#Manager People here Assets Visa salary
51 KANBRICK LLC private equity · Charlotte $362.2m about 3main office $362.2m
52 GARDEN CITY MANAGEMENT, LLC private equity · Charlotte $343.8m about 3main office $343.8m
53 WSC & COMPANY, LLC private equity · Charlotte $320.4m about 3main office $320.4m
54 LYON WEALTH ADVISORS institutions · Charlotte $311.4m about 3main office $311.4m
55 OCTAGON ASSET MANAGEMENT, LLC hedge funds, mutual funds · Charlotte $221.2m about 3main office $221.2m
56 BP ASSET MANAGEMENT INC. Charlotte $155.3m about 3main office $155.3m
57 INDEXPERTS, LLC mutual funds · Charlotte $100.9m about 3main office $100.9m
58 CAMERON SIGNATURE WEALTH ADVISORS LLC Charlotte about 3main office
59 US BANCORP \DE\ mutual funds, bank or insurer · Charlotte U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn · visa salary $111,405 2 $427.5bn $111,4054 filings
60 NEPC LLC institutions · Charlotte $152.7bn 2 $152.7bn
61 GOLDENTREE ASSET MANAGEMENT LP hedge funds, structured credit, mutual funds, futures · Charlotte GOLDENTREE ASSET MANAGEMENT LP · 2 related pages $70.1bn 2 $70.1bn
62 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Charlotte $48.3bn 2 $48.3bn
63 Silver Point Capital L.P. hedge funds, structured credit, mutual funds, futures · Charlotte Silver Point Capital L.P., SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC, SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC $46.2bn 2 $46.2bn
64 PRIME CAPITAL FINANCIAL institutions · Charlotte $39.1bn 2 $39.1bn
65 BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Charlotte BELL PARTNERS · 3 related pages $24.1bn 2 $24.1bn
66 HORIZON KINETICS ASSET MANAGEMENT LLC hedge funds, private equity, mutual funds · Charlotte $9.6bn 2 $9.6bn
67 RFG Advisory, LLC mutual funds · Charlotte $8.0bn 2 $8.0bn
68 ALUMINA INVESTMENT MANAGEMENT institutions · Charlotte $5.3bn about 2main office $5.3bn
69 EAST ROCK CAPITAL, LLC hedge funds, private equity, futures · Charlotte $4.8bn 2 $4.8bn
70 Advisors Asset Management, Inc. mutual funds · Charlotte $2.2bn 2 $2.2bn
71 BLUE POINT CAPITAL PARTNERS LLC private equity · Charlotte $1.4bn 2 $1.4bn
72 FIRST TRYON ADVISORS institutions · Charlotte $1.0bn about 2main office $1.0bn
73 CORINTHIA GLOBAL MANAGEMENT FCA fund manager · Charlotte CORINTHIA GLOBAL MANAGEMENT · 2 related pages $886.5m 2 $886.5m
74 RELATION WEALTH MANAGEMENT, INC. institutions · Charlotte $541.2m 2 $541.2m
75 ADVISORTRUST PARTNERS, LLC institutions · Belmont $435.3m 2 $435.3m
76 MILESTONE INVESTMENTS, INC. institutions · Charlotte $277.3m about 2main office $277.3m
77 BROOKSTONE WEALTH ADVISORS, LLC Charlotte 2
78 ADMIRAL CAPITAL PARTNERS, LLC hedge funds · Charlotte 2
79 RF INVESTMENT MANAGEMENT COMPANY LLC private equity · Charlotte 2
80 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Huntersville $1.7tn 1 $1.7tn
81 AMERIPRISE FINANCIAL INC hedge funds, structured credit, mutual funds, futures and 2 more · Charlotte Columbia Management Investment Advisers, LLC · 6 related pages $502.4bn · visa salary $129,100 1 $502.4bn $129,1007 filings
82 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Charlotte PRINCIPAL SECURITIES, INC., PRINCIPAL ADVISED SERVICES, PRINCIPAL GLOBAL INVESTORS · 9 related pages $427.7bn 1 $427.7bn
83 Balyasny Asset Management L.P. hedge funds, private equity, venture, futures · Charlotte $248.1bn 1 $248.1bn
84 GCM Grosvenor L.P. hedge funds, private equity, real estate, futures · Charlotte $95.5bn 1 $95.5bn
85 Power Corp of Canada private equity, venture, real estate, institutions and 1 more · Charlotte SAGARD REAL ESTATE ADVISORS · 7 related pages $75.7bn 1 $75.7bn
86 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Charlotte $39.4bn 1 $39.4bn
87 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Charlotte $36.5bn 1 $36.5bn
88 SVB ASSET MANAGEMENT institutions · Charlotte $32.3bn 1 $32.3bn
89 Centiva Capital, LP hedge funds, futures · Charlotte $20.6bn 1 $20.6bn
90 COOKE & BIELER LP institutions · Charlotte $10.6bn 1 $10.6bn
91 PENNYBACKER CAPITAL MANAGEMENT, LLC private equity, real estate, futures · Charlotte $4.9bn 1 $4.9bn
92 PLEXUS CAPITAL private equity · Charlotte $3.8bn 1 $3.8bn
93 BLUEPRINT INVESTMENT PARTNERS LLC Charlotte $1.8bn 1 $1.8bn
94 RICE PARK CAPITAL hedge funds, private equity, venture · Charlotte $1.4bn 1 $1.4bn
95 SB ADVISORY, LLC institutions · Charlotte $1.1bn 1 $1.1bn
96 CAPSOUTH WEALTH MANAGEMENT institutions · Huntersville $1.0bn 1 $1.0bn
97 Serenity Investment Advisors institutions · Charlotte $513.6m 1 $513.6m
98 CORTEN REAL ESTATE MANAGEMENT LLC real estate · Charlotte $457.4m 1 $457.4m
99 Client First Investment Management LLC mutual funds · Charlotte $271.9m 1 $271.9m
100 SILVERHAWK CAPITAL PARTNERS, LLC private equity · Charlotte $138.9m 1 $138.9m

151 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.