Vault-13

Managers in Apex, NC

United States · 68 asset managers within 25 km (1 in Apex itself) · 115 wealth managers, banks and others

ApexCharlotteHuntersvilleBelmontFort MillRaleighWake ForestDurhamChapel HillGreensboro
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: Raleigh, NC 59 · Durham, NC 25 · Chapel Hill, NC 16 · Cary, NC 9 · Wake Forest, NC 3 · Clayton, NC 1

Asset managers in and around Apex

#Manager People here Assets Visa salary
1 PLEXUS CAPITAL private equity · Raleigh $3.8bn about 32main office $3.8bn
2 TIVERTON ADVISORS, LLC private equity · Raleigh $2.1bn about 32main office $2.1bn
3 IFC CORE INVESTMENT MANAGEMENT LLC Raleigh $742.4m about 21main office $742.4m
4 IFC INVESTMENT MANAGEMENT, LLC Raleigh about 21main office
5 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Raleigh Truist Advisory Services, Inc., Sterling Capital Management LLC · 5 related pages $83.5bn · visa salary $137,301 17 $83.5bn $137,301133 filings
6 QHP CAPITAL, L.P. private equity · Raleigh $4.6bn about 17main office $4.6bn
7 BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Raleigh BELL PARTNERS · 3 related pages $24.1bn 13 $24.1bn
8 BD INVESTMENT PARTNERS, LLC private equity · Raleigh $223.7m about 9main office $223.7m
9 SHARPVUE CAPITAL, LLC private equity, real estate · Raleigh $465.2m about 8main office $465.2m
10 RC CAPITAL private equity · Raleigh $682.1m 5 $682.1m
11 HCG FUND MANAGEMENT LP hedge funds, venture · Raleigh $347.3m about 5main office $347.3m
12 GHO CAPITAL MANAGEMENT LIMITED private equity, futures · Raleigh 5
13 OneDigital Investment Advisors LLC institutions · Apex $155.4bn 4 $155.4bn
14 RFG Advisory, LLC mutual funds · Cary, Raleigh $8.0bn 4 $8.0bn
15 VERATIS ADVISORS, INC. institutions · Cary $6.0bn about 4main office $6.0bn
16 OLDE RALEIGH FINANCIAL GROUP Raleigh about 4main office
17 SCGE MANAGEMENT, L.P. hedge funds, futures · Raleigh $10.4bn 3 $10.4bn
18 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Cary $5.1bn 3 $5.1bn
19 HALIFAX INVESTMENT MANAGEMENT, L.L.C. private equity · Raleigh $1.9bn about 3main office $1.9bn
20 Tannin Capital LLC Raleigh $824.9m 3 $824.9m
21 ALIDADE CAPITAL, LLC real estate · Raleigh $564.9m 3 $564.9m
22 BROADOAK ASSET MANAGEMENT, LLC private equity, venture · Raleigh $519.0m 3 $519.0m
23 CHARTER WEALTH MANAGEMENT institutions · Raleigh $195.6m about 3main office $195.6m
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Raleigh $1.7tn 2 $1.7tn
25 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Raleigh Benefit Street Partners LLC · 29 related pages $509.5bn 2 $509.5bn
26 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Raleigh PRINCIPAL SECURITIES, INC., PRINCIPAL GLOBAL INVESTORS · 9 related pages $427.7bn 2 $427.7bn
27 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Raleigh Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 2 $161.7bn
28 BSP CLO MANAGEMENT LLC structured credit · Raleigh $12.2bn 2 $12.2bn
29 COMPERIO RETIREMENT CONSULTING, INC. institutions · Cary $2.0bn about 2main office $2.0bn
30 SHAH CAPITAL MANAGEMENT hedge funds · Raleigh $768.0m about 2main office $768.0m
31 ADVISORTRUST PARTNERS, LLC institutions · Raleigh $435.3m about 2main office $435.3m
32 Hatteras Investment Partners, LP private equity · Raleigh $114.8m about 2main office $114.8m
33 BROOKSTONE WEALTH ADVISORS, LLC Raleigh 2
34 MMA SECURITIES LLC Raleigh 2
35 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Raleigh ADVISORENGINE PORTFOLIO SOLUTIONS INC. · 70 related pages $368.7bn about 1main office $368.7bn
36 PNC Financial Services Group, Inc. private equity, institutions, wealth · Raleigh PNC CAPITAL ADVISORS LLC · 6 related pages $201.8bn 1 $201.8bn
37 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Raleigh $151.0bn 1 $151.0bn
38 FEDERATED HERMES, INC. private equity, real estate, mutual funds, institutions and 2 more · Raleigh FCP · 12 related pages $69.6bn 1 $69.6bn
39 PRIME CAPITAL FINANCIAL institutions · Raleigh $39.1bn 1 $39.1bn
40 MEADOW CAPITAL MANAGEMENT LLC real estate · Raleigh $6.0bn 1 $6.0bn
41 New Republic Capital, LLC private equity · Raleigh $3.0bn 1 $3.0bn
42 EQUUS CAPITAL PARTNERS, LTD. real estate · Raleigh $1.7bn 1 $1.7bn
43 COMMERCE STREET INVESTMENT MANAGEMENT private equity, institutions · Raleigh $891.3m 1 $891.3m
44 LYNK CAPITAL MANAGEMENT COMPANY, LLC private equity, futures · Raleigh $359.6m 1 $359.6m
45 BROAD REACH CAPITAL LLC institutions · Raleigh $180.5m about 1main office $180.5m
46 PENDLETON FINANCIAL WEALTH MANAGEMENT institutions · Raleigh $160.0m about 1main office $160.0m
47 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Raleigh $1.2tn office $1.2tn
48 WELLS FARGO & COMPANY/MN wealth · Raleigh WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
49 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Raleigh Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
50 Janney Montgomery Scott LLC wealth · Raleigh JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn

68 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.