Managers in Mystic, CT

United States · 5 asset managers within 25 km (2 in Mystic itself) · 12 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: East Hampton, NY 5 · Westerly, RI 2 · Narragansett, RI 2 · Norwich, CT 1 · Old Lyme, CT 1 · Colchester, CT 1 · Shelter Island, NY 1

Asset managers in and around Mystic

#	Manager	People here	Assets
1	FENWAY PARTNERS, LLC private equity · Westerly $306.8m	about 2main office	$306.8m
2	OSAIC HOLDINGS, INC. private equity, wealth · Mystic OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn	office	$85.1bn
3	NAPATREE CAPITAL LLC Westerly $177.8m	based here	$177.8m
4	Sound Portfolio Advisors, LLC Mystic $140.9m	based here	$140.9m
5	CDM FINANCIAL COUNSELING SERVICES, INC. Norwich $116.1m	based here	$116.1m

5 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.