Managers in Longboat Key, FL

United States · 37 asset managers within 25 km (3 in Longboat Key itself) · 92 wealth managers, banks and others

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: Sarasota, FL 33 · Saint Petersburg, FL 26 · Bradenton, FL 5 · Venice, FL 3 · Anna Maria, FL 1 · Sun City Center, FL 1

Asset managers in and around Longboat Key

#	Manager	People here	Assets
1	NED DAVIS RESEARCH, INC. mutual funds · Sarasota $2.2m	about 37main office	$2.2m
2	CUMBERLAND ADVISORS INC Sarasota $3.2bn	about 18main office	$3.2bn
3	Tactive Advisors, LLC Sarasota $619.0m	about 12main office	$619.0m
4	EULAV Asset Management mutual funds · Sarasota $3.7bn	about 6main office	$3.7bn
5	ALIGN PRIVATE CAPITAL private equity · Sarasota $226.2m	about 4main office	$226.2m
6	Glaxis Capital Management, LLC hedge funds, futures · Sarasota $160.8m	about 4main office	$160.8m
7	GRAIN MANAGEMENT, LLC private equity · Sarasota $8.1bn	3	$8.1bn
8	SATOR GROVE MANAGEMENT COMPANY, LLC Anna Maria $1.1bn	3	$1.1bn
9	MONORAIL SECURITIES LLC Sarasota $388.7m	about 3main office	$388.7m
10	BEQUEST CAPITAL LLC real estate · Sarasota $39.5m	about 3main office	$39.5m
11	NONANTUM CAPITAL PARTNERS private equity · Sarasota $1.8bn	2	$1.8bn
12	TRUMAN CAPITAL ADVISORS, LP real estate · Sarasota $462.0m	2	$462.0m
13	Catherine Avery Investment Management LLC Longboat Key $318.0m	about 2main office	$318.0m
14	RM INVESTMENT STRATEGIES, LLC Sarasota $21.9m	2	$21.9m
15	BROOKSTONE WEALTH ADVISORS, LLC Sarasota	2
16	PERIGEE CAPITAL, LP Sarasota $425.7m	about 1main office	$425.7m
17	Miller Value Partners, LLC mutual funds, futures · Sarasota $418.2m	about 1main office	$418.2m
18	S SQUARED TECHNOLOGY, LLC hedge funds · Longboat Key $308.0m	1	$308.0m
19	RBF CAPITAL MANAGEMENT, INC. institutions · Sarasota $160.6m	about 1main office	$160.6m
20	MISSION BIOCAPITAL venture · Longboat Key MISSION BIOCAPITAL · 2 related pages	1
21	GROUP RMC INVESTMENT ADVISOR LLC Sarasota $84.6m	office	$84.6m
22	NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Sarasota NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn	office	$859.8bn
23	WELLS FARGO & COMPANY/MN wealth · Sarasota WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
24	Aristotle Capital Management, LLC hedge funds, mutual funds · Sarasota Aristotle Atlantic Partners, LLC · 4 related pages $43.5bn	office	$43.5bn
25	Pinnacle Financial Partners, Inc. wealth · Sarasota Synovus Securities, Inc. · 2 related pages $14.7bn	office	$14.7bn
26	Truvestments Capital LLC Sarasota $673.1m	based here	$673.1m
27	WHITE OAKS INVESTMENT MANAGEMENT, INC hedge funds · Sarasota $496.1m	office	$496.1m
28	Global Financial Private Client, LLC Sarasota $368.6m	based here	$368.6m
29	Truadvice, LLC Sarasota $254.8m	based here	$254.8m
30	Donald L. Hagan, LLC Sarasota $203.7m	based here	$203.7m
31	LPF Advisors LLC Sarasota $122.2m	based here	$122.2m
32	INTREPID FAMILY OFFICE LLC Sarasota $108.5m	based here	$108.5m
33	Reality Financial Planning Services, LLC Sarasota $103.6m	based here	$103.6m
34	CASEY CAPITAL, LLC hedge funds · Sarasota	office
35	FLINT RIDGE CAPITAL LLC hedge funds · Sarasota	office
36	HALYARD CAPITAL MANAGEMENT, LLC private equity · Sarasota	office
37	STEELEHARBOUR MANAGEMENT COMPANY LLC real estate · Sarasota	office

37 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.