Vault-13

Managers in East Greenwich, RI

United States · 36 asset managers within 25 km (1 in East Greenwich itself) · 81 wealth managers, banks and others

East GreenwichBronxvilleStaten IslandFlushingGreat NeckSouth Ozone ParkParamusNewton CenterBostonWellesley Hills
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: Providence, RI 25 · Newport, RI 3 · Warwick, RI 2 · Adamsville, RI 2 · Narragansett, RI 2 · Smithfield, RI 2 · Lincoln, RI 2 · Westerly, RI 2 · Franklin, MA 2 · Foxboro, MA 2 · Johnston, RI 1 · Fall River, MA 1

Asset managers in and around East Greenwich

#Manager People here Assets Visa salary
1 NAUTIC PARTNERS, LLC private equity · Providence $14.0bn about 45main office $14.0bn
2 PATHWAY CAPITAL MANAGEMENT, LP private equity, institutions · Providence $97.8bn 11 $97.8bn
3 WELLTH ADVISORY SERVICES, LLC institutions · Providence $26.7bn 8 $26.7bn
4 World Investment Advisors institutions · Warwick $71.6bn 6 $71.6bn
5 UPPER90 private equity · Providence $1.1bn about 3main office $1.1bn
6 HAVE RIA, INC. institutions · Providence $160.8m about 3main office $160.8m
7 Polar Capital Holdings Plc hedge funds, futures, FCA fund manager · Providence Polar Capital LLP, Polar Capital Holdings Plc · 3 related pages $43.3bn 2 $43.3bn
8 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Providence $39.4bn 2 $39.4bn
9 POLAR CAPITAL (AMERICA) CORPORATION hedge funds, futures · Providence $656.1m 2 $656.1m
10 Providence Equity Partners L.L.C. hedge funds, private equity, futures · Providence $24.1bn about 1main office $24.1bn
11 CBIZ Investment Advisory Services, LLC institutions · Providence $12.8bn 1 $12.8bn
12 Mayflower Financial Advisors, LLC private equity, institutions · Providence $5.8bn 1 $5.8bn
13 BREAKWALL INVESTMENT ADVISOR LLC Newport $3.5bn 1 $3.5bn
14 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Providence $2.9bn about 1main office $2.9bn
15 CALLODINE CREDIT MANAGEMENT hedge funds, private equity · Narragansett $603.0m 1 $603.0m
16 TRANSWESTERN CAPITAL ADVISORS, LLC mutual funds · Newport $73.7m about 1main office $73.7m
17 CALLODINE BDC ADVISOR, LLC private equity · Narragansett 1
18 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Providence RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
19 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Providence TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
20 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Johnston CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
21 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Providence SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
22 CNO Financial Group, Inc. structured credit, institutions, wealth · Warwick BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
23 CITIZENS FINANCIAL GROUP INC/RI bank or insurer · Providence CITIZENS FINANCIAL GROUP INC/RI, Citizens Bank, National Association · 3 related pages $8.3bn based here $8.3bn
24 Unison Advisors LLC Providence $1.4bn based here $1.4bn
25 Endurance Wealth Management, Inc. Providence $731.1m based here $731.1m
26 Canton Hathaway, LLC Providence $521.7m based here $521.7m
27 Corrigan Financial, Inc. Adamsville $485.4m based here $485.4m
28 Ransom Advisory, Ltd Providence $253.9m based here $253.9m
29 Forbes Financial Planning, Inc. East Greenwich $186.4m based here $186.4m
30 Rex Capital Advisors, LLC Providence $152.3m based here $152.3m
31 KLR INVESTMENT ADVISORS, LLC Providence $138.3m based here $138.3m
32 Brown University asset owner · Providence $95.3m based here $95.3m
33 Merlin Capital, Inc Newport $33.5m based here $33.5m
34 COMPTON CAPITAL MANAGEMENT INC /RI Providence $4.3m based here $4.3m
35 ABANCO INVESTORS LTD., LLC Adamsville based here
36 POINT JUDITH MANAGEMENT COMPANY, LLC venture · Providence office

36 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.