Vault-13

Managers in Bountiful, UT

United States · 75 asset managers within 25 km (3 in Bountiful itself) · 93 wealth managers, banks and others

BountifulDraperSalt Lake CityLehiAlpineOremPark CityLaytonFarmingtonOgden
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: Salt Lake City, UT 70 · Park City, UT 25 · Sandy, UT 10 · Draper, UT 8 · Midvale, UT 6 · South Jordan, UT 4 · Ogden, UT 3 · West Jordan, UT 2 · Alpine, UT 2 · North Salt Lake, UT 1 · Farmington, UT 1 · Layton, UT 1

Asset managers in and around Bountiful

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Salt Lake City STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 1,138 $2.3tn
2 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Salt Lake City GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS ASSET MANAGEMENT, L.P. · 17 related pages $2.6tn · visa salary $84,000 59 $2.6tn $84,000911 filings
3 WASATCH ADVISORS LP mutual funds · Salt Lake City $23.3bn about 41main office $23.3bn
4 SUNDANCE BAY real estate · Salt Lake City $2.1bn about 41main office $2.1bn
5 KEYSTONE NATIONAL GROUP, LLC mutual funds · Salt Lake City $2.5bn about 36main office $2.5bn
6 Grandeur Peak Global Advisors, LLC hedge funds, mutual funds · Salt Lake City $3.8bn about 33main office $3.8bn
7 Cynosure Group, LLC hedge funds, private equity, venture, real estate and 2 more · Salt Lake City Cynosure Group, LLC, CYNOSURE PORTFOLIO ADVISORS LLC $9.8bn about 21main office $9.8bn
8 PETERSON PARTNERS private equity, venture · Salt Lake City $2.6bn about 20main office $2.6bn
9 LEP MANAGEMENT LLC private equity · Salt Lake City $585.2m about 12main office $585.2m
10 CROSS CREEK ADVISORS, LLC venture · Salt Lake City $1.3bn about 10main office $1.3bn
11 TAYLOR DERRICK CAPITAL, L.L.C. real estate · Salt Lake City $910.7m about 9main office $910.7m
12 GLOBAL RETIREMENT PARTNERS LLC institutions · Salt Lake City GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 7 $169.6bn
13 CIMARRON HEALTHCARE CAPITAL, LLC private equity, futures · Salt Lake City $532.7m about 7main office $532.7m
14 WASATCH HEALTH PARTNERS private equity · Salt Lake City $495.2m about 7main office $495.2m
15 Summit Global Investments hedge funds, mutual funds · Bountiful, Layton $2.3bn about 6main office $2.3bn
16 M3F, INC. hedge funds · Salt Lake City $778.2m about 6main office $778.2m
17 TUDOR INVESTMENT CORP ET AL hedge funds, private equity, futures · Salt Lake City $106.8bn 5 $106.8bn
18 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Salt Lake City $5.1bn 5 $5.1bn
19 MOMENTUM WEALTH MANAGEMENT Salt Lake City 5
20 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Salt Lake City Mercer Investments LLC · 3 related pages $226.0bn 4 $226.0bn
21 MEEDER PUBLIC FUNDS, INC. institutions · Farmington $70.2bn 4 $70.2bn
22 Zions Bancorporation, N.A. institutions · Salt Lake City ZIONS CAPITAL ADVISORS, INC., Zions Bancorporation, N.A. $1.6bn · visa salary $102,170 about 4main office $1.6bn $102,1707 filings
23 ASILIA CREDIT INVESTMENTS private equity · Salt Lake City $365.9m about 4main office $365.9m
24 CHEROKEE & WALKER MANAGEMENT venture · Salt Lake City $100.8m about 4main office $100.8m
25 SEVEN CANYONS ADVISORS, LLC Salt Lake City $90.0m about 4main office $90.0m
26 SG Trading Solutions, LLC mutual funds · Bountiful $911.7m about 3main office $911.7m
27 Lunt Capital Management, Inc. Salt Lake City $601.5m about 3main office $601.5m
28 NAVIGATE FINANCIAL LLC institutions · Salt Lake City $337.9m about 3main office $337.9m
29 Gallagher Fiduciary Advisors, LLC institutions, futures · Bountiful $194.8bn 2 $194.8bn
30 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Salt Lake City Sterling Capital Management LLC · 5 related pages $83.5bn 2 $83.5bn
31 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Salt Lake City $39.4bn 2 $39.4bn
32 SVB ASSET MANAGEMENT institutions · Salt Lake City $32.3bn 2 $32.3bn
33 SORENSON IMPACT ADVISORY institutions · Salt Lake City $255.1m about 2main office $255.1m
34 JORDANELLE CAPITAL private equity · Salt Lake City $179.2m about 2main office $179.2m
35 OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC Salt Lake City $128.2m about 2main office $128.2m
36 BROOKSTONE WEALTH ADVISORS, LLC North Salt Lake 2
37 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Salt Lake City FRANKLIN ADVISERS INC · 29 related pages $509.5bn 1 $509.5bn
38 RFG Advisory, LLC mutual funds · Salt Lake City $8.0bn 1 $8.0bn
39 ARCTARIS IMPACT INVESTORS Salt Lake City $347.3m 1 $347.3m
40 WASATCH EQUITY PARTNERS venture · Salt Lake City $337.3m 1 $337.3m
41 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Salt Lake City ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
42 IMA Advisory Services, Inc. institutions · Salt Lake City $3.9bn office $3.9bn
43 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Salt Lake City Morgan Stanley Bank, N.A. · 33 related pages $2.0tn based here $2.0tn
44 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Salt Lake City Stifel Independent Advisors, LLC · 11 related pages $763.4bn office $763.4bn
45 WELLS FARGO & COMPANY/MN wealth · Salt Lake City WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn 2 offices $671.4bn
46 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Salt Lake City Stoker Ostler Wealth Advisors, Inc. · 10 related pages $275.2bn office $275.2bn
47 Ensign Peak Advisors, Inc Salt Lake City $60.8bn based here $60.8bn
48 Federation des caisses Desjardins du Quebec private equity, institutions, wealth, bank or insurer · Salt Lake City ALTA CAPITAL MANAGEMENT LLC/ · 14 related pages $32.7bn office $32.7bn
49 Utah Retirement Systems asset owner · Salt Lake City $10.5bn based here $10.5bn
50 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Salt Lake City FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn

75 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.