Vault-13

Managers in Nesconset, NY

United States · 52 asset managers within 25 km (2 in Nesconset itself) · 89 wealth managers, banks and others

NesconsetBronxvilleNewarkEnglewood CliffsUnionStaten IslandEast RutherfordGreat NeckForest HillsBedford
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: Greenwich, CT 250 · Stamford, CT 197 · Westport, CT 72 · Norwalk, CT 38 · Darien, CT 35 · Rye, NY 24 · Melville, NY 22 · Old Greenwich, CT 18 · New Canaan, CT 15 · Port Chester, NY 15 · Garden City, NY 11 · Southport, CT 10

Asset managers in and around Nesconset

#Manager People here Assets Visa salary
1 RENAISSANCE TECHNOLOGIES LLC hedge funds, futures · East Setauket $96.4bn · visa salary $229,219 154 $96.4bn $229,2194 filings
2 DAHAB ASSOCIATES INC Bay Shore about 17main office
3 HLV VENTURES private equity · Hauppauge $74.8m about 12main office $74.8m
4 Procyon Advisors, LLC hedge funds, private equity, institutions · Melville $9.2bn 6 $9.2bn
5 Compass Advisory Group LLC institutions · Melville $767.5m about 5main office $767.5m
6 Lloyd Harbor Capital Management, LLC hedge funds, futures · Cold Spring Harbor $354.5m about 5main office $354.5m
7 ST. JAMES INVESTMENT ADVISORS, LLC Port Jefferson $511.5m about 4main office $511.5m
8 APS WEALTH MANAGEMENT, LLC institutions · Melville $311.5m about 4main office $311.5m
9 FINCADIA ADVISORS LLC private equity · Melville $1.0bn about 3main office $1.0bn
10 ACCRUED EQUITIES INC. mutual funds · Melville $271.8m about 3main office $271.8m
11 AWH FINANCIAL, LLC Islandia, Hauppauge, Melville 3
12 Catalyst Capital Advisors LLC mutual funds, futures · Huntington $10.3bn 2 $10.3bn
13 RATIONAL ADVISORS, INC. hedge funds, mutual funds, futures · Huntington $2.6bn 2 $2.6bn
14 INDEPENDENT INVESTORS INC institutions · Nesconset $571.9m about 2main office $571.9m
15 AlphaCentric Advisors LLC mutual funds, futures · Huntington $433.1m 2 $433.1m
16 CATALYST INTERNATIONAL ADVISORS LLC Huntington $58.0m 2 $58.0m
17 DUNCAN FINANCIAL PLANNING ADVISORS Huntington Station 2
18 PENSION FUND EVALUATIONS, INC. asset owner · Centereach about 2main office
19 Howard Capital Management, LLC Nesconset $8.0bn 1 $8.0bn
20 Advisors Asset Management, Inc. mutual funds · Melville $2.2bn 1 $2.2bn
21 PIPER SANDLER & CO. private equity, institutions, futures · Melville PIPER SANDLER & CO. · 2 related pages $1.3bn 1 $1.3bn
22 SB ADVISORY, LLC institutions · Huntington $1.1bn 1 $1.1bn
23 ACP VENTURE CAPITAL MANAGEMENT FUND LLC private equity · Hauppauge $785.7m about 1main office $785.7m
24 THE AMBRUS GROUP LLC hedge funds · Smithtown $485.1m 1 $485.1m
25 WEATHERVANE ASSET MANAGEMENT LLC private equity · Hauppauge $384.1m 1 $384.1m
26 LAUFER WEALTH MANAGEMENT, LLC Babylon about 1main office
27 TSG ALPHA PARTNERS, LLC private equity · Hauppauge $134.9m office $134.9m
28 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Melville MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
29 WELLS FARGO & COMPANY/MN wealth · Melville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
30 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Melville PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
31 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Melville TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
32 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Melville Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
33 TORONTO DOMINION BANK wealth, bank or insurer · Melville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
34 M&T Bank Corp private equity, real estate, mutual funds, futures and 2 more · Hauppauge WILMINGTON TRUST INVESTMENT MANAGEMENT · 8 related pages $34.1bn office $34.1bn
35 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Melville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
36 GM Advisory Group, LLC Melville $2.6bn based here $2.6bn
37 Lebenthal Diversified Asset Management Inc. Hauppauge $883.7m office $883.7m
38 Frisch Financial Group, Inc. Melville $582.9m based here $582.9m
39 STEINBERGANNA WEALTH MANAGEMENT Huntington $246.0m based here $246.0m
40 Long Island Wealth Management, Inc. Melville $242.2m based here $242.2m
41 Arcadia Wealth Management, Inc. Smithtown $209.6m based here $209.6m
42 Draper Asset Management, LLC Smithtown $197.7m based here $197.7m
43 Berbice Capital Management LLC Melville $193.2m based here $193.2m
44 NESTEGG ADVISORS, INC. Hauppauge $141.4m based here $141.4m
45 Clear Point Advisors Inc. Melville $112.8m based here $112.8m
46 St. James Investment Advisors, LLC Port Jefferson $54.6m based here $54.6m
47 Broadfin Holdings LLC Melville $23.7m based here $23.7m
48 ASLAN ROSE LLC hedge funds · Huntington office
49 American Portfolios Advisors Holbrook based here
50 SPECTRUM GROUP MANAGEMENT private equity, futures · Huntington office

52 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.