Vault-13

Managers in Allen, TX

United States · 84 asset managers within 25 km (4 in Allen itself) · 146 wealth managers, banks and others

AllenCoppellGarlandDallasDesotoHurstFriscoFort WorthLittle ElmMansfield
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: Dallas, TX 481 · Plano, TX 37 · Southlake, TX 27 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Flower Mound, TX 4 · Garland, TX 2 · Carrollton, TX 2

Asset managers in and around Allen

#Manager People here Assets Visa salary
1 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Richardson, Carrollton $12.9bn · visa salary $120,328 89 $12.9bn $120,32813 filings
2 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Plano STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 72 $2.3tn
3 MOSS, LUSE & WOMBLE, LLC institutions · Plano $803.2m about 21main office $803.2m
4 BSIP SLP GP, LLC private equity · Frisco $1.1bn about 17main office $1.1bn
5 PCIM REALTY ADVISORS, LLC Addison $1.2bn about 16main office $1.2bn
6 PHOENIX CAPITAL REALTY ADVISORS, LLC Addison $155.8m about 16main office $155.8m
7 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Plano $10.5bn 14 $10.5bn
8 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Plano $8.5bn 14 $8.5bn
9 ELDRIDGE GP1 ADVISERS private equity · Plano ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m 14 $510.0m
10 NLG CAPITAL LLC institutions · Addison $46.5bn 12 $46.5bn
11 UNITED SERVICES AUTOMOBILE ASSOCIATION Plano USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $135,000 10 $1.2bn $135,000140 filings
12 URBAN FUND MANAGEMENT, LLC Plano $767.8m about 10main office $767.8m
13 FOUNDATION ENERGY MANAGEMENT Addison $270.3m about 10main office $270.3m
14 CATALYST STRATEGIC SOLUTIONS institutions · Plano $52.4bn about 6main office $52.4bn
15 RFG Advisory, LLC mutual funds · Plano, Mckinney $8.0bn 5 $8.0bn
16 RETIREMENT PLAN ADVISORS, LLC institutions · Frisco $3.5bn 5 $3.5bn
17 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Plano J.P. Morgan Securities LLC, J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn · visa salary $147,000 4 $3.5tn $147,0001,660 filings
18 Kodai Capital Management LP hedge funds, futures · Addison MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 4 $720.8bn
19 FISHER\SMB institutions · Carrollton $6.8bn about 4main office $6.8bn
20 MARINER INSTITUTIONAL, LLC institutions · Plano $2.8bn 4 $2.8bn
21 BOWIE CAPITAL MANAGEMENT, LLC hedge funds · Richardson $2.8bn about 4main office $2.8bn
22 LAKE WHILLANS CAPITAL PARTNERS LLC private equity · Plano $311.9m about 4main office $311.9m
23 WHITE ROCK OIL & GAS HOLDINGS, LLC Plano $205.1m about 4main office $205.1m
24 ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC Plano about 4main office
25 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Richardson $48.3bn 3 $48.3bn
26 CAVANAL HILL INVESTMENT MANAGEMENT, INC. institutions · Plano $15.2bn 3 $15.2bn
27 Cabana LLC mutual funds · Plano $471.8m 3 $471.8m
28 WHITE ROCK RESOURCES HOLDINGS, LLC Plano about 3main office
29 CWS CAPITAL PARTNERS LLC real estate · Plano $268.4m 2 $268.4m
30 FOCUS 401 (K) GROUP, LLC institutions · Addison $169.9m about 2main office $169.9m
31 BROOKSTONE WEALTH ADVISORS, LLC Allen 2
32 PTMA INVESTMENT ADVISORS Richardson $104.2bn 1 $104.2bn
33 Prudent Man Advisors, LLC Richardson $30.6bn 1 $30.6bn
34 STOCKBRIDGE CAPITAL GROUP, LLC real estate · Plano STOCKBRIDGE CAPITAL GROUP, LLC · 2 related pages $21.5bn 1 $21.5bn
35 Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Frisco Frost Investment Services, LLC · 3 related pages $10.1bn 1 $10.1bn
36 Procyon Advisors, LLC hedge funds, private equity, institutions · Prosper $9.2bn 1 $9.2bn
37 Alera Investment Advisors, LLC institutions · Wylie $5.3bn 1 $5.3bn
38 RESMARK EQUITY PARTNERS, LLC real estate, futures · Addison $2.0bn 1 $2.0bn
39 TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP real estate · Addison $2.0bn 1 $2.0bn
40 ISC ADVISORS, INC. institutions · Mckinney $1.6bn 1 $1.6bn
41 ONEASCENT INVESTMENT SOLUTIONS, LLC mutual funds · Frisco $987.2m 1 $987.2m
42 VALINOR WEALTH MANAGEMENT Plano $678.3m about 1main office $678.3m
43 Quartz Partners, LLC Mckinney $611.9m 1 $611.9m
44 SLW INVESTMENT MANAGEMENT, LLC mutual funds, futures · Plano $464.2m 1 $464.2m
45 FAMILYWEALTH institutions · Frisco $394.6m 1 $394.6m
46 GURUFOCUS INVESTMENTS, LLC mutual funds · Mckinney $35.8m about 1main office $35.8m
47 AWH FINANCIAL, LLC Frisco 1
48 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Plano VANGUARD ADVISERS INC · 8 related pages $11.1tn · visa salary $146,300 office $11.1tn $146,30069 filings
49 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Frisco MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
50 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Frisco RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn

84 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.