Vault-13

Managers in Havertown, PA

United States · 327 asset managers within 25 km (4 in Havertown itself) · 265 wealth managers, banks and others

HavertownBronxvilleNewarkEnglewood CliffsUnionStaten IslandFlushingEast RutherfordGreat NeckGreenwich
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 · Villanova, PA 9

Asset managers in and around Havertown

#Manager People here Assets Visa salary
151 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
152 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC hedge funds, private equity, institutions · Haddonfield $29.3bn 1 $29.3bn
153 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Fort Washington KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn 1 $11.5bn
154 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
155 ACRES real estate · Philadelphia $4.4bn 1 $4.4bn
156 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
157 BREAKTHROUGH PROPERTIES real estate · Philadelphia $2.7bn 1 $2.7bn
158 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
159 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
160 FS FUND ADVISOR, LLC mutual funds, futures · Philadelphia $1.6bn about 1main office $1.6bn
161 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
162 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
163 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
164 CULTIVATION CAPITAL, LLC venture · Philadelphia $416.4m 1 $416.4m
165 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
166 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
167 Brandywine Asset Management, Inc. hedge funds, futures · Thornton $156.0m about 1main office $156.0m
168 LONG SHORT ADVISORS LLC mutual funds · Philadelphia $154.2m 1 $154.2m
169 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
170 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
171 CC USA LLC West Chester 1
172 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
173 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
174 IRISH CREEK CAPITAL Camden about 1main office
175 USI SECURITIES, INC. Blue Bell 1
176 MATHERS ASSOCIATES hedge funds · Blue Bell 1
177 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
178 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Philadelphia GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn 2 offices $2.6tn
179 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Conshohocken RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
180 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
181 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Philadelphia TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
182 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken, Philadelphia STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 3 offices $197.5bn
183 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
184 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
185 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
186 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell, Philadelphia JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 3 offices $110.1bn
187 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
188 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
189 TORONTO DOMINION BANK wealth, bank or insurer · Philadelphia TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
190 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
191 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
192 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
193 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
194 ALLSTATE CORP structured credit, wealth · Havertown, Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
195 FS REIT ADVISOR, LLC Philadelphia $9.1bn office $9.1bn
196 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
197 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
198 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
199 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
200 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn

327 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.