Vault-13

Managers in Bonita Springs, FL

United States · 63 asset managers within 25 km (2 in Bonita Springs itself) · 153 wealth managers, banks and others

Bonita SpringsNorth Miami BeachMiamiHialeahWest Palm BeachPalm Beach GardensJupiterWellingtonPompano BeachDelray Beach
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: Naples, FL 55 · Fort Myers, FL 6 · Marco Island, FL 3 · Estero, FL 1 · Sanibel, FL 1 · Lehigh Acres, FL 1 · Immokalee, FL 1

Asset managers in and around Bonita Springs

#Manager People here Assets Visa salary
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Naples $1.7tn 41 $1.7tn
2 Pentwater Capital Management LP hedge funds · Naples $19.3bn about 12main office $19.3bn
3 TERRACAP MANAGEMENT LLC real estate · Naples $1.4bn about 9main office $1.4bn
4 Bramshill Investments, LLC hedge funds, mutual funds · Naples BRAMSHILL INVESTMENTS, LLC, Bramshill Investments, LLC $8.1bn about 8main office $8.1bn
5 FIRST TRUST ADVISORS LP hedge funds, mutual funds, futures · Naples $309.2bn 6 $309.2bn
6 Capital Wealth Planning, LLC mutual funds · Naples $17.2bn about 6main office $17.2bn
7 PL Capital Advisors, LLC hedge funds · Naples $326.5m about 4main office $326.5m
8 SCHWARTZ & CO. institutions · Naples $10.5bn 3 $10.5bn
9 CAPITAL Z PARTNERS MANAGEMENT, LLC private equity · Naples $1.9bn about 3main office $1.9bn
10 PINEY LAKE CAPITAL MANAGEMENT LP hedge funds, futures · Fort Myers $744.9m 3 $744.9m
11 PEAK NINE CAPITAL ADVISORS, LLC Naples about 3main office
12 FIRST BUSEY CORPORATION institutions, bank or insurer · Fort Myers BUSEY CAPITAL MANAGEMENT, INC. · 2 related pages $4.1bn 2 $4.1bn
13 MODERN PORTFOLIO CONSULTANTS, LLC Naples $1.2bn about 2main office $1.2bn
14 Teramo Advisors, LLC mutual funds · Naples $344.7m about 2main office $344.7m
15 PARK SHORE PARTNERS LLC hedge funds · Naples $109.9m 2 $109.9m
16 NEW CANAAN FUNDING MEZZANINE LLC private equity · Naples 2
17 ARES MANAGEMENT LLC hedge funds, private equity, venture, real estate and 4 more · Naples ARES CAPITAL MANAGEMENT II LLC · 5 related pages $458.8bn 1 $458.8bn
18 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Naples TIAA CREF INVESTMENT MANAGEMENT LLC · 23 related pages $419.2bn 1 $419.2bn
19 MONROE CAPITAL MANAGEMENT ADVISORS LLC structured credit, futures · Naples $18.6bn 1 $18.6bn
20 Conrad Siegel Investment Advisors, Inc. institutions · Naples $12.1bn 1 $12.1bn
21 RFG Advisory, LLC mutual funds · Naples $8.0bn 1 $8.0bn
22 TRUTINO CAPITAL MANAGEMENT, LLC hedge funds, futures · Naples $6.7bn 1 $6.7bn
23 Kepos Capital LP hedge funds, futures · Naples KEPOS CAPITAL LP · 2 related pages $2.5bn 1 $2.5bn
24 NAMCOA institutions · Fort Myers $404.3m 1 $404.3m
25 LDR Capital Management LLC hedge funds · Naples $397.2m 1 $397.2m
26 GAP ASSET MANAGEMENT, LLC private equity · Naples $287.0m 1 $287.0m
27 ALIGN PRIVATE CAPITAL private equity · Naples $226.2m 1 $226.2m
28 SOUTHCOL ADVISORS institutions · Naples $208.7m about 1main office $208.7m
29 HORSE COVE PARTNERS LLC institutions · Naples $106.6m 1 $106.6m
30 MOOLA COPILOT LLC Naples about 1main office
31 NAPLES WEALTH ADVISORS, LLC Fort Myers 1main office
32 QUANT ALPHA DECISIONS LLC Naples about 1main office
33 WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC Naples about 1main office
34 BCCM ADVISORS, LLC hedge funds · Naples 1
35 MONROE CAPITAL BDC ADVISORS, LLC mutual funds · Naples $6.7bn office $6.7bn
36 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Naples, Bonita Springs NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn 3 offices $859.8bn
37 WELLS FARGO & COMPANY/MN wealth · Naples WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
38 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Naples CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
39 Moran Wealth Management, LLC Naples $3.7bn based here $3.7bn
40 First Trust Investment Solutions L.P. Naples $887.2m based here $887.2m
41 Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers $498.2m based here $498.2m
42 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC Naples $435.7m based here $435.7m
43 Sound Capital Solutions LLC Naples $427.4m based here $427.4m
44 SL ADVISORS, LLC mutual funds · Naples $393.3m based here $393.3m
45 Bray Capital Advisors Naples $369.6m based here $369.6m
46 BUCKEYE-PACIFIC hedge funds · Naples $225.4m office $225.4m
47 RiverGlades Family Offices LLC Naples $218.0m based here $218.0m
48 Aventus Investment Advisors, Inc. Naples $136.5m based here $136.5m
49 WILEN INVESTMENT MANAGEMENT CORP. Bonita Springs $98.1m based here $98.1m
50 BLACK POINT WEALTH MANAGEMENT Naples $3.5m based here $3.5m

63 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.