Vault-13

Managers in Warren, NJ

United States · 168 asset managers within 25 km (2 in Warren itself) · 163 wealth managers, banks and others

WarrenBronxvilleNewarkEnglewood CliffsStaten IslandFlushingEast RutherfordGreat NeckSouth Ozone ParkBedford
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: New York, NY 3,372 · Brooklyn, NY 47 · Princeton, NJ 45 · Summit, NJ 39 · Jersey City, NJ 36 · Short Hills, NJ 23 · Red Bank, NJ 19 · Morristown, NJ 17 · Newark, NJ 12 · Chatham, NJ 9 · Parsippany, NJ 9 · Florham Park, NJ 8

Asset managers in and around Warren

#Manager People here Assets Visa salary
51 Simplicity Wealth,LLC Berkeley Heights, Summit $4.3bn 2main office $4.3bn
52 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Morristown FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC · 3 related pages $2.6bn 2 $2.6bn
53 OXFORD FINANCE ADVISORS, LLC hedge funds, structured credit · Short Hills $2.4bn 2 $2.4bn
54 PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC real estate · Morristown $1.5bn 2 $1.5bn
55 OAKTOP CAPITAL MANAGEMENT II, L.P. hedge funds · Chatham $1.2bn about 2main office $1.2bn
56 SYSTEM 2 ADVISORS, L.P. hedge funds, futures · Summit $912.9m about 2main office $912.9m
57 BACKCAST PARTNERS MANAGEMENT LLC structured credit, futures · Millburn $864.4m 2 $864.4m
58 BENCH WALK ADVISORS LLC private equity · Short Hills $707.6m 2 $707.6m
59 VENTURE INVESTMENT ASSOCIATES private equity, venture · Peapack $636.8m about 2main office $636.8m
60 Sophron Capital Management L.P. Summit SOPHRON CAPITAL MANAGEMENT, Sophron Capital Management L.P. $527.3m about 2main office $527.3m
61 SAGE RESIDENTIAL MANAGEMENT LLC futures · Morristown $444.1m about 2main office $444.1m
62 GoodHaven Capital Management, LLC hedge funds, mutual funds · Millburn $405.3m about 2main office $405.3m
63 CONCORD MANAGEMENT SERVICES, LLC private equity · Summit $301.0m about 2main office $301.0m
64 EGIS CAPITAL PARTNERS LP private equity · Summit $160.8m about 2main office $160.8m
65 ASSET MANAGEMENT CONSULTING SERVICES, INC. hedge funds · Livingston $144.2m about 2main office $144.2m
66 YORKVILLE AMERICA EQUITIES, LLC mutual funds · Mountainside $42.6m about 2main office $42.6m
67 INOVO WEALTH ARCHITECTS Union about 2main office
68 PNC Financial Services Group, Inc. private equity, institutions, wealth · Bridgewater, East Brunswick PNC Wealth Management LLC · 6 related pages $201.8bn 1 $201.8bn
69 BLUE OWL REAL ESTATE CAPITAL LLC hedge funds, real estate, futures · Short Hills $67.9bn 1 $67.9bn
70 USI ADVISORS institutions · Florham Park $56.3bn 1 $56.3bn
71 TXRE ADVISERS, LLC real estate, futures · Short Hills $6.4bn 1 $6.4bn
72 BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC Short Hills $4.4bn 1 $4.4bn
73 MARCUS PARTNERS, LLC real estate · Morristown $2.7bn 1 $2.7bn
74 SPRING LAKE ASSET MANAGEMENT, INC. hedge funds, futures · Summit $1.5bn 1 $1.5bn
75 RIDGELEIGH CAPITAL hedge funds, institutions · Summit $1.0bn about 1main office $1.0bn
76 Blue Owl Capital Holdings LP private equity · Short Hills BLUE OWL REAL ASSETS ADVISORS LLC · 3 related pages $658.0m 1 $658.0m
77 UNION GROVE VENTURE PARTNERS venture · Summit $634.9m about 1main office $634.9m
78 Selkirk Management LLC hedge funds, futures · Chatham $443.0m about 1main office $443.0m
79 OM ADVISERS LP hedge funds, futures · Summit $189.5m about 1main office $189.5m
80 SORYN IP CAPITAL MANAGEMENT private equity · Millburn $168.1m about 1main office $168.1m
81 TSG ALPHA PARTNERS, LLC private equity · Linden $134.9m 1 $134.9m
82 PEAK ALTITUDE PARTNERS, LP mutual funds · Whippany $68.1m 1 $68.1m
83 AWH FINANCIAL, LLC Livingston 1
84 DIMAIO PRIVATE WEALTH, LLC Chester about 1main office
85 PORTFOLIO ADVISORY PARTNERS North Brunswick about 1main office
86 PRIVATE ADVISOR NETWORK, LLC Morristown about 1main office
87 USI SECURITIES, INC. Florham Park 1
88 CHART NATIONAL INVESTMENT MANAGEMENT LLC private equity · Bedminster 1
89 ADP STRATEGIC PLAN SERVICES, LLC institutions · Florham Park $32.4bn office $32.4bn
90 Franklin Templeton Institutional, LLC hedge funds, real estate, mutual funds, futures · Short Hills Franklin Templeton Institutional, LLC · 2 related pages $29.6bn office $29.6bn
91 HORIZON KINETICS ASSET MANAGEMENT LLC hedge funds, private equity, mutual funds · Summit $9.6bn office $9.6bn
92 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Morristown GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn office $2.6tn
93 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Florham Park MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
94 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Woodbridge EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
95 WELLS FARGO & COMPANY/MN wealth · Short Hills, Chatham WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
96 NOMURA ASSET MANAGEMENT CO LTD hedge funds, venture, mutual funds, institutions and 3 more · Morristown AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. · 21 related pages $601.8bn office $601.8bn
97 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Florham Park RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
98 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Chatham HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
99 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Morristown STIFEL NICOLAUS & CO INC \MO\, Washington Crossing Advisers LLC · 8 related pages $197.5bn office $197.5bn
100 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Woodbridge, Elizabeth, Union SANTANDER SECURITIES · 10 related pages $159.9bn 4 offices $159.9bn

168 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.