Managers in Oaks, PA

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

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
201	Flagship Capital Management Inc. Media $158.4m	based here	$158.4m
202	Hyperion Partners, LLC Berwyn $156.7m	based here	$156.7m
203	ACT CAPITAL MANAGEMENT, LLC Wayne $153.1m	based here	$153.1m
204	STONERIDGE INVESTMENT PARTNERS LLC Villanova $152.5m	based here	$152.5m
205	Planning Capital Management Corp Paoli $150.9m	based here	$150.9m
206	Wealth Management Solutions, LLC Exton $145.8m	based here	$145.8m
207	FOREFRONT WEALTH MANAGEMENT INC. Malvern $139.4m	based here	$139.4m
208	Lynch Investment Planning, LLC Newtown Square $130.2m	based here	$130.2m
209	Morris Capital Advisors, LLC Malvern $106.0m	based here	$106.0m
210	Millrace Asset Group, Inc. Berwyn $98.4m	based here	$98.4m
211	OUP Management Co., LLC Bala Cynwyd $44.5m	based here	$44.5m
212	Atairos Partners GP, Inc. Bryn Mawr $41.1m	based here	$41.1m
213	SUSQUEHANNA FINANCIAL GROUP, LLLP Bala Cynwyd $10.9m	based here	$10.9m
214	SYMMETRY PEAK MANAGEMENT LLC hedge funds · Wayne $4.6m	office	$4.6m
215	2018 Madaket Sunset Investment Trust Gladwyne	based here
216	2018 Maxey Pond Investment Trust Gladwyne	based here
217	Pillar Wealth Advisors, LLC Westtown	based here
218	4ALPHAS CAPITAL LLC hedge funds · Exton	office
219	ACREWOOD HOLDINGS, LLC private equity, real estate · Bryn Mawr	office
220	AVC FUND MANAGEMENT, LLC venture · Wayne	office
221	AVONWOOD CAPITAL MANAGEMENT LLC private equity · Conshohocken	office
222	Amplius Asset Management, LLC Blue Bell	based here
223	Atairos Partners, L.P. Bryn Mawr	based here
224	BHC TOPCO MANAGEMENT LLC private equity · Wayne	office
225	CAMELOT CAPITAL MANAGEMENT LTD hedge funds · Wayne	office
226	CAPITAL SOLUTIONS private equity, real estate · Blue Bell	office
227	CR VENTURES MANAGEMENT, LLC venture · Havertown	office
228	Darby Financial Products Bala Cynwyd	based here
229	EMKO INDUSTRIAL GP I LLC private equity · Narberth	office
230	ENERTECH CAPITAL venture · Ambler	office
231	HEROIC VENTURES MANAGEMENT, LLC venture · Gladwyne	office
232	HOP MANAGEMENT hedge funds · Gladwyne	office
233	INTRINSIC ADVISORS, LLC venture · Conshohocken	office
234	L2 MANAGEMENT COMPANY private equity · Wayne	office
235	LARSEN MACCOLL PARTNERS private equity, real estate · Wayne	office
236	Lattice Strategies LLC Wayne	based here
237	MEREO CAPITAL PARTNERS, LLC private equity · Conshohocken	office
238	MVP MANAGEMENT COMPANY venture · Wayne	office
239	Marathon Trading Group LLC Villanova	based here
240	OUP MANAGEMENT CO., LLC venture · Bala Cynwyd	office
241	OVP MANAGEMENT CO., LLC venture · Bala Cynwyd	office
242	PFHCL PARTNERS LLC hedge funds, private equity · Blue Bell	office
243	Pitcairn Financial Group LLC Conshohocken	based here
244	SAL Equity Trading, GP Bala Cynwyd SAL Equity Trading, GP, SAL Equity Trading, GP	based here
245	SCP VITALIFE MANAGEMENT COMPANY, LLC venture · Malvern	office
246	SECOND CURVE CAPITAL, LLC hedge funds · Wayne	office
247	SEI-Eclipse Holding Company, LLC Oaks	based here
248	SEMINAL BEAUTY AND WELLNESS INVESTMENTS, LLC private equity · Wayne	office
249	SEMINAL CAPITAL INVESTMENTS, LLC private equity · Wayne	office
250	SEVENTYSIX CAPITAL venture · King Of Prussia	office

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.