Managers in Newport, RI

United States · 9 asset managers within 25 km (3 in Newport itself) · 31 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: Providence, RI 25 · Adamsville, RI 2 · Narragansett, RI 2 · Warwick, RI 2 · Westerly, RI 2 · Smithfield, RI 2 · Lincoln, RI 2 · East Greenwich, RI 1 · Westport, MA 1 · Fall River, MA 1 · New Bedford, MA 1 · Johnston, RI 1

Asset managers in and around Newport

#	Manager	People here	Assets
1	BREAKWALL INVESTMENT ADVISOR LLC Newport $3.5bn	1	$3.5bn
2	CALLODINE CREDIT MANAGEMENT hedge funds, private equity · Narragansett $603.0m	1	$603.0m
3	TRANSWESTERN CAPITAL ADVISORS, LLC mutual funds · Newport $73.7m	about 1main office	$73.7m
4	CALLODINE BDC ADVISOR, LLC private equity · Narragansett	1
5	Corrigan Financial, Inc. Adamsville $485.4m	based here	$485.4m
6	Forbes Financial Planning, Inc. East Greenwich $186.4m	based here	$186.4m
7	Merlin Capital, Inc Newport $33.5m	based here	$33.5m
8	ABANCO INVESTORS LTD., LLC Adamsville	based here
9	HEMISPHERIC SPV CAPITAL LLC venture · Westport	office

9 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.