Vault-13

Managers in Marblehead, MA

United States · 743 asset managers within 25 km (3 in Marblehead itself) · 292 wealth managers, banks and others

MarbleheadBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonRidgefieldMedfield
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: Boston, MA 644 · Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Burlington, MA 11 · Quincy, MA 11 · Andover, MA 10 · Hingham, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Marblehead

#Manager People here Assets Visa salary
401 BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC mutual funds, futures · Boston $1.6bn 1 $1.6bn
402 HERCULES ADVISER LLC hedge funds · Boston $1.6bn 1 $1.6bn
403 NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn 1 $1.4bn
404 TRIPLEPOINT ADVISERS LLC hedge funds, mutual funds, futures · Boston $1.3bn 1 $1.3bn
405 BROOKNOLL ADVISORS LLC Boston $1.2bn about 1main office $1.2bn
406 GENERATION CAPITAL MANAGEMENT LLC institutions · Boston $1.2bn 1 $1.2bn
407 PARTNERS FOR GROWTH Boston $962.2m 1 $962.2m
408 Moody Aldrich Partners LLC private equity, wealth · Marblehead Moody Aldrich Partners LLC, MAP FUNDS MANAGEMENT, LLC $864.3m about 1main office $864.3m
409 Blue Owl Capital Holdings LP private equity · Boston BLUE OWL STRATEGIC EQUITY ADVISORS LLC · 3 related pages $658.0m 1 $658.0m
410 ALIDADE CAPITAL, LLC real estate · Boston $564.9m 1 $564.9m
411 POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m 1 $288.7m
412 ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m 1 $269.3m
413 NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m 1 $44.7m
414 VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m 1 $1.0m
415 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
416 HARVEST CAPITAL PARTNERS LLC Boston about 1main office
417 ICE DATA PRICING & REFERENCE DATA, LLC Boston 1
418 USI SECURITIES, INC. Woburn 1
419 CVP MANAGEMENT, INC. venture · Boston, Cambridge 1main office
420 DIGITALIS VENTURES, LLC venture · Boston 1
421 FONTINALIS PARTNERS, LLC venture · Boston 1
422 LUMIRA VENTURES venture · Boston 1
423 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
424 TEN ELEVEN VENTURES, LLC venture · Boston 1
425 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Boston RBC CAPITAL MARKETS, LLC, RBC GLOBAL ASSET MANAGEMENT (U.S.) INC., JONES STREET INVESTMENT PARTNERS, LLC · 23 related pages $590.8bn 3 offices $590.8bn
426 EDELMAN FINANCIAL ENGINES Boston $326.3bn office $326.3bn
427 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
428 POLEN CAPITAL MANAGEMENT LLC hedge funds, structured credit, institutions · Boston POLEN CAPITAL MANAGEMENT LLC · 4 related pages $24.1bn office $24.1bn
429 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
430 FS/KKR ADVISOR, LLC mutual funds, futures · Boston $16.1bn office $16.1bn
431 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
432 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
433 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
434 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
435 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
436 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Boston MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
437 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Boston NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
438 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Boston Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
439 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Boston Mercer Investments LLC · 3 related pages $226.0bn office $226.0bn
440 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
441 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Boston STIFEL NICOLAUS & CO INC \MO\, EquityCompass Investment Management · 8 related pages $197.5bn 2 offices $197.5bn
442 Empower Advisory Group, LLC mutual funds, wealth · Boston Empower Advisory Group, LLC · 2 related pages $195.4bn office $195.4bn
443 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 2 offices $181.9bn
444 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Boston Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
445 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Boston Cerity Partners LLC · 4 related pages $161.7bn 2 offices $161.7bn
446 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Boston SANTANDER SECURITIES · 10 related pages $159.9bn · visa salary $120,000 office $159.9bn $120,00047 filings
447 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Wakefield VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
448 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
449 OSAIC HOLDINGS, INC. private equity, wealth · Boston CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
450 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn

743 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.