Vault-13

Managers in Newtown Square, PA

United States · 329 asset managers within 25 km (13 in Newtown Square itself) · 268 wealth managers, banks and others

Newtown SquareBronxvilleNewarkEnglewood 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 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · Newtown, PA 10 · Villanova, PA 9 · King Of Prussia, PA 9

Asset managers in and around Newtown Square

#Manager People here Assets Visa salary
151 FOURNORTH CAPITAL LLC Conshohocken $117.7m about 2main office $117.7m
152 GLOBAL BETA ADVISORS West Chester $28.8m about 2main office $28.8m
153 ISQ CAPITAL hedge funds · King Of Prussia about 2main office
154 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
155 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Fort Washington KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn 1 $11.5bn
156 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
157 ACRES real estate · Philadelphia $4.4bn 1 $4.4bn
158 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
159 BREAKTHROUGH PROPERTIES real estate · Philadelphia $2.7bn 1 $2.7bn
160 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
161 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
162 FS FUND ADVISOR, LLC mutual funds, futures · Philadelphia $1.6bn about 1main office $1.6bn
163 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
164 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
165 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
166 CULTIVATION CAPITAL, LLC venture · Philadelphia $416.4m 1 $416.4m
167 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
168 Brandywine Asset Management, Inc. hedge funds, futures · Thornton $156.0m about 1main office $156.0m
169 LONG SHORT ADVISORS LLC mutual funds · Philadelphia $154.2m 1 $154.2m
170 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
171 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
172 CC USA LLC West Chester 1
173 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
174 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne 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 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
180 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
181 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
182 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
183 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken, Philadelphia STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 3 offices $197.5bn
184 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
185 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
186 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
187 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell, Philadelphia JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 3 offices $110.1bn
188 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
189 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
190 TORONTO DOMINION BANK wealth, bank or insurer · Exton, Philadelphia TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 2 offices $60.1bn
191 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
192 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
193 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
194 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
195 ALLSTATE CORP structured credit, wealth · Havertown, Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
196 FS REIT ADVISOR, LLC Philadelphia $9.1bn office $9.1bn
197 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
198 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
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

329 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.