Vault-13

Managers in Independence, OH

United States · 100 asset managers within 25 km (14 in Independence itself) · 145 wealth managers, banks and others

IndependenceClevelandBeachwoodStrongsvillePittsburghSewickleyWexfordWestlakeCanonsburgMonroeville
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: Cleveland, OH 53 · Beachwood, OH 22 · Akron, OH 9 · Westlake, OH 6 · Rocky River, OH 3 · Strongsville, OH 2 · Richfield, OH 2 · North Olmsted, OH 2 · Cuyahoga Falls, OH 2 · Mentor, OH 2 · Chagrin Falls, OH 1 · Aurora, OH 1

Asset managers in and around Independence

#Manager People here Assets Visa salary
1 KEYCORP wealth · Cleveland KEYBANC CAPITAL MARKETS RESEARCH, LLC, KEY INVESTMENT SERVICES LLC, KEYBANC CAPITAL MARKETS,INC /OH/ · 4 related pages $30.4bn · visa salary $106,500 about 71main office $30.4bn $106,50019 filings
2 Ancora Advisors LLC institutions · Cleveland Ancora Advisors LLC, ANCORA RETIREMENT PLAN ADVISORS, LLC $4.6bn about 47main office $4.6bn
3 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Cleveland Robert W. Baird & Co. Inc · 9 related pages $394.1bn 39 $394.1bn
4 TOWNSEND HOLDINGS LLC institutions · Cleveland $19.6bn about 36main office $19.6bn
5 CBIZ Investment Advisory Services, LLC institutions · Independence $12.8bn about 31main office $12.8bn
6 BOYD WATTERSON ASSET MANAGEMENT LLC/OH real estate, futures · Cleveland $18.8bn about 29main office $18.8bn
7 Ancora Alternatives LLC hedge funds, futures · Cleveland $1.1bn about 29main office $1.1bn
8 VICTORY CAPITAL MANAGEMENT INC hedge funds, private equity, mutual funds, futures and 1 more · Cleveland, Rocky River $282.7bn 24 $282.7bn
9 THE RIVERSIDE COMPANY private equity · Cleveland $13.5bn 22 $13.5bn
10 GLOBAL RETIREMENT PARTNERS LLC institutions · Cleveland GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 19 $169.6bn
11 PCM MANAGEMENT ADVISOR, LLC private equity · Chagrin Falls $7.9bn about 18main office $7.9bn
12 EDGEWATER CAPITAL PARTNERS private equity · Independence $466.8m about 18main office $466.8m
13 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Independence, Beachwood EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn 17 $763.4bn
14 HIGHLAND CONSULTING ASSOCIATES INC. institutions · Westlake HIGHLAND CONSULTING ASSOCIATES INC., HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. $21.9bn about 17main office $21.9bn
15 SANFORD C. BERNSTEIN & CO., LLC futures · Beachwood $1.2bn 17 $1.2bn
16 BLUE POINT CAPITAL PARTNERS LLC private equity · Cleveland $1.4bn about 16main office $1.4bn
17 CHARLES SCHWAB & CO., INC. Richfield CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 16
18 ORG PORTFOLIO MANAGEMENT LLC institutions · Beachwood $6.4bn about 15main office $6.4bn
19 STEPSTONE GROUP REAL ESTATE LP private equity, real estate, futures · Cleveland $17.2bn 14 $17.2bn
20 IDR INVESTMENT MANAGEMENT, LLC real estate · Independence $10.2bn about 13main office $10.2bn
21 CYPRIUM PARTNERS private equity, futures · Cleveland $760.2m about 13main office $760.2m
22 CSM Advisors, LLC institutions · Cleveland CS MCKEE · 2 related pages $11.7bn 12 $11.7bn
23 CITYMARK CAPITAL MANAGEMENT COMPANY LLC real estate · Cleveland $582.8m about 12main office $582.8m
24 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Beachwood Corient Private Wealth LP, Corient IA LP $165.3bn 10 $165.3bn
25 ALIGN CAPITAL PARTNERS, LP private equity · Beachwood $2.4bn about 10main office $2.4bn
26 Elizabeth Park Capital Advisors, Ltd. hedge funds, private equity, futures · Cleveland $393.9m about 10main office $393.9m
27 PNC Financial Services Group, Inc. private equity, institutions, wealth · Cleveland, North Olmsted PNC Wealth Management LLC, PNC CAPITAL ADVISORS LLC · 6 related pages $201.8bn 8 $201.8bn
28 Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Cleveland Brookfield Asset Management Private Institutional Capital Adviser US, LLC, Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP, Brookfield Renewable Energy Group LLC · 5 related pages $152.1bn 8 $152.1bn
29 CW INDUSTRIAL PARTNERS, LLC private equity · Cleveland $283.9m about 8main office $283.9m
30 Gallagher Fiduciary Advisors, LLC institutions, futures · Cleveland $194.8bn 7 $194.8bn
31 STRATEGIC VALUE BANK PARTNERS LLC hedge funds, private equity · Cleveland $774.1m about 7main office $774.1m
32 ROCKWOOD EQUITY PARTNERS LLC private equity · Beachwood $189.8m 7 $189.8m
33 CORE INDUSTRIAL PARTNERS, LLC private equity · Beachwood $1.8bn 6 $1.8bn
34 Adaptive Financial Consulting, LLC institutions · Beachwood $547.1m about 6main office $547.1m
35 MONTICELLO ASSOCIATES, LLC Cleveland 6
36 BAM Credit & Insurance Solutions Advisor LLC structured credit, institutions, futures · Cleveland $107.3bn 5 $107.3bn
37 World Investment Advisors institutions · Cleveland $71.6bn 5 $71.6bn
38 FEDERATED HERMES, INC. private equity, real estate, mutual funds, institutions and 2 more · Cleveland FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP, FEDERATED ADVISORY SERVICES CO · 12 related pages $69.6bn 5 $69.6bn
39 SEGAL MARCO ADVISORS institutions · Cleveland $50.2bn 5 $50.2bn
40 GLASFUNDS, LLC private equity, futures · Cleveland $3.3bn about 5main office $3.3bn
41 MPE PARTNERS private equity · Cleveland $1.4bn about 5main office $1.4bn
42 RESILIENCE MANAGEMENT private equity · Beachwood $546.3m about 5main office $546.3m
43 SWP INVESTMENT MANAGEMENT LLC mutual funds · Independence $138.4m about 5main office $138.4m
44 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Cleveland Mercer Investments LLC · 3 related pages $226.0bn 4 $226.0bn
45 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Cleveland Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 4 $161.7bn
46 Stratos Investment Management, LLC Beachwood $3.3bn about 4main office $3.3bn
47 PRIMUS CAPITAL PARTNERS, INC. private equity · Cleveland $1.7bn 4 $1.7bn
48 THE O.H.I.O. FUND private equity, real estate · Cleveland $474.6m about 4main office $474.6m
49 VIRTERA PARTNERS LLC Cleveland $451.8m about 4main office $451.8m
50 Clutterbuck Capital Management LLC hedge funds · Cleveland CLUTTERBUCK CAPITAL MANAGEMENT LLC, Clutterbuck Capital Management LLC $233.4m about 4main office $233.4m

100 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.