Vault-13

Managers in Lewisville, TX

United States · 126 asset managers within 25 km (1 in Lewisville itself) · 187 wealth managers, banks and others

LewisvilleGarlandDallasDesotoHurstPlanoFriscoAllenFort WorthSouthlake
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: Dallas, TX 481 · Fort Worth, TX 45 · Plano, TX 37 · Southlake, TX 27 · Naval Air Station Jrb, TX 20 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Mckinney, TX 9 · Richardson, TX 7 · Coppell, TX 5 · Roanoke, TX 5

Asset managers in and around Lewisville

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Roanoke, Plano, Southlake STRATEGIC ADVISERS LLC, FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · 9 related pages $2.3tn · visa salary $116,064 1,126 $2.3tn $116,06431 filings
2 CHARLES SCHWAB & CO., INC. Roanoke CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 132
3 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Richardson, Flower Mound, Carrollton $12.9bn · visa salary $120,328 90 $12.9bn $120,32813 filings
4 GAUGE CAPITAL private equity · Southlake $3.4bn about 61main office $3.4bn
5 KINGFISH CAPITAL PARTNERS LLC private equity · Southlake $231.8m about 35main office $231.8m
6 KILDARE PARTNERS US, LLC real estate · Roanoke $1.9bn about 24main office $1.9bn
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Roanoke, Southlake $1.7tn 21 $1.7tn
8 MOSS, LUSE & WOMBLE, LLC institutions · Plano $803.2m about 21main office $803.2m
9 BSIP SLP GP, LLC private equity · Frisco $1.1bn about 17main office $1.1bn
10 PCIM REALTY ADVISORS, LLC Addison $1.2bn about 16main office $1.2bn
11 PHOENIX CAPITAL REALTY ADVISORS, LLC Addison $155.8m about 16main office $155.8m
12 MCR FUND MANAGEMENT LLC private equity, real estate, futures · Coppell $4.6bn about 15main office $4.6bn
13 INSIGHT EQUITY MANAGEMENT COMPANY LLC private equity · Southlake $885.9m about 15main office $885.9m
14 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Coppell $52.4m 15 $52.4m
15 ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC institutions · Plano $10.5bn 14 $10.5bn
16 ELDRIDGE CREDIT ADVISERS, LLC hedge funds, structured credit · Plano $8.5bn 14 $8.5bn
17 ELDRIDGE GP1 ADVISERS private equity · Plano ELDRIDGE GP1 ADVISERS, ELDRIDGE SME ADVISERS $510.0m 14 $510.0m
18 American Beacon Advisors, Inc. institutions, futures · Irving $59.9bn about 12main office $59.9bn
19 NLG CAPITAL LLC institutions · Addison $46.5bn 12 $46.5bn
20 UNITED SERVICES AUTOMOBILE ASSOCIATION Plano USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $135,000 10 $1.2bn $135,000140 filings
21 URBAN FUND MANAGEMENT, LLC Plano $767.8m about 10main office $767.8m
22 FOUNDATION ENERGY MANAGEMENT Addison $270.3m about 10main office $270.3m
23 PRIME CAPITAL FINANCIAL institutions · Flower Mound $39.1bn 7 $39.1bn
24 RFG Advisory, LLC mutual funds · Plano, Flower Mound, Southlake $8.0bn 7 $8.0bn
25 ANCOR CAPITAL PARTNERS private equity · Southlake $458.4m about 7main office $458.4m
26 PROPHET EQUITY MANAGEMENT II LLC private equity · Southlake PROPHET EQUITY MANAGEMENT II LLC, PROPHET EQUITY MANAGEMENT LLC $171.4m about 7main office $171.4m
27 TABERNACLE EQUITY MANAGEMENT LLC private equity · Southlake $41.5m about 7main office $41.5m
28 CATALYST STRATEGIC SOLUTIONS institutions · Plano $52.4bn about 6main office $52.4bn
29 C-III INVESTMENT MANAGEMENT LLC hedge funds, real estate, structured credit, futures · Irving $2.5bn 6 $2.5bn
30 ISLAND INVESTMENT MANAGEMENT LLC private equity, real estate · Irving $1.7bn 6 $1.7bn
31 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Coppell FIDUCIARY CONSULTING GROUP · 33 related pages $2.0tn 5 $2.0tn
32 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Southlake $36.5bn 5 $36.5bn
33 Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Southlake, Irving, Frisco Frost Investment Services, LLC · 3 related pages $10.1bn 5 $10.1bn
34 RETIREMENT PLAN ADVISORS, LLC institutions · Frisco $3.5bn 5 $3.5bn
35 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Plano J.P. Morgan Securities LLC, J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn · visa salary $147,000 4 $3.5tn $147,0001,660 filings
36 Kodai Capital Management LP hedge funds, futures · Addison MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 4 $720.8bn
37 FISHER\SMB institutions · Carrollton $6.8bn about 4main office $6.8bn
38 MARINER INSTITUTIONAL, LLC institutions · Plano $2.8bn 4 $2.8bn
39 BOWIE CAPITAL MANAGEMENT, LLC hedge funds · Richardson $2.8bn about 4main office $2.8bn
40 TRINITY INVESTORS FUND ADVISORS, LLC private equity, real estate · Southlake $606.6m about 4main office $606.6m
41 LAKE WHILLANS CAPITAL PARTNERS LLC private equity · Plano $311.9m about 4main office $311.9m
42 WHITE ROCK OIL & GAS HOLDINGS, LLC Plano $205.1m about 4main office $205.1m
43 ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC Plano about 4main office
44 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Richardson $48.3bn 3 $48.3bn
45 CAVANAL HILL INVESTMENT MANAGEMENT, INC. institutions · Plano $15.2bn 3 $15.2bn
46 Cabana LLC mutual funds · Plano $471.8m 3 $471.8m
47 TURNBRIDGE CAPITAL, LLC private equity · Little Elm $241.2m about 3main office $241.2m
48 WHITE ROCK RESOURCES HOLDINGS, LLC Plano about 3main office
49 INTELLICENTS INVESTMENT SOLUTIONS INC institutions · Southlake $9.9bn 2 $9.9bn
50 OBRA CAPITAL, INC. hedge funds, private equity, mutual funds · Irving OBRA CAPITAL MANAGEMENT, LLC. · 2 related pages $5.7bn 2 $5.7bn

126 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.