Vault-13

Managers in Oaks, PA

United States · 260 asset managers within 25 km (3 in Oaks itself) · 236 wealth managers, banks and others

OaksBronxvilleNewarkEnglewood CliffsUnionStaten IslandFlushingEast RutherfordGreat NeckBedford
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: Philadelphia, PA 77 · Wayne, PA 68 · Wilmington, DE 63 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · West Chester, PA 15 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · Newtown, PA 10 · King Of Prussia, PA 9

Asset managers in and around Oaks

#Manager People here Assets Visa salary
101 MAINLINE INVESTMENT ADVISERS, LLC private equity, venture, real estate · Wynnewood $109.9m about 3main office $109.9m
102 LR3 PARTNERS Conshohocken about 3main office
103 PRIME CAPITAL FINANCIAL institutions · Plymouth Meeting $39.1bn 2 $39.1bn
104 TIFF ADVISORY SERVICES, LLC hedge funds, futures · Wayne TIFF ADVISORY SERVICES, LLC, TIFF INVESTMENT MANAGEMENT $8.6bn about 2main office $8.6bn
105 Silver Rock Financial LP hedge funds, structured credit · Conshohocken $5.4bn 2 $5.4bn
106 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Chester $5.1bn 2 $5.1bn
107 BERKADIA CAPITAL ADVISORS LLC Ambler $2.7bn about 2main office $2.7bn
108 OLD GLORY ASSET MANAGEMENT LLC institutions · Malvern $655.9m about 2main office $655.9m
109 Rhino Investment Partners, Inc hedge funds · Conshohocken $566.2m about 2main office $566.2m
110 BIRCH RUN INVESTMENTS, LLC institutions · Exton $457.5m about 2main office $457.5m
111 Minerva Advisors LLC hedge funds · Bala Cynwyd $321.0m about 2main office $321.0m
112 CGI PLAN ADVISORS, INC. institutions · Malvern $261.0m about 2main office $261.0m
113 FRONTLINE HEALTHCARE PARTNERS private equity · Wayne $168.1m 2 $168.1m
114 ACT CAPITAL MANAGEMENT, LLC hedge funds · Wayne $163.9m about 2main office $163.9m
115 FOURNORTH CAPITAL LLC Conshohocken $117.7m about 2main office $117.7m
116 GLOBAL BETA ADVISORS West Chester $28.8m about 2main office $28.8m
117 ISQ CAPITAL hedge funds · King Of Prussia about 2main office
118 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Conshohocken APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 1 $718.5bn
119 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Fort Washington KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn 1 $11.5bn
120 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
121 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
122 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
123 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
124 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
125 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
126 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
127 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
128 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
129 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
130 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
131 CC USA LLC West Chester 1
132 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
133 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
134 USI SECURITIES, INC. Blue Bell 1
135 MATHERS ASSOCIATES hedge funds · Blue Bell 1
136 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Fort Washington PRUCO SECURITIES, LLC. · 22 related pages $1.1tn office $1.1tn
137 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Bala Cynwyd EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
138 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
139 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Conshohocken, Royersford RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn 2 offices $590.8bn
140 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Wayne PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
141 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
142 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Wayne Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
143 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
144 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
145 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 2 offices $110.1bn
146 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Wayne W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
147 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
148 TORONTO DOMINION BANK wealth, bank or insurer · Exton TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
149 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
150 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn

260 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.