Vault-13

Managers in Newtown, PA

United States · 40 asset managers within 25 km (10 in Newtown itself) · 105 wealth managers, banks and others

NewtownBronxvilleNewarkEnglewood CliffsUnionStaten IslandGreat NeckForest HillsNew YorkBedford
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: Philadelphia, PA 77 · Wayne, PA 68 · Princeton, NJ 45 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · King Of Prussia, PA 9 · Villanova, PA 9 · Mount Laurel, NJ 7

Asset managers in and around Newtown

#Manager People here Assets Visa salary
1 PSC MANAGER LLC real estate · Morrisville $1.1bn about 14main office $1.1bn
2 MIRAVAST ASSET MANAGEMENT, LLC private equity · Newtown $1.4bn about 13main office $1.4bn
3 INVESTMENT PERFORMANCE SERVICES LLC institutions · Newtown $763.7m 9 $763.7m
4 CURCIO WEBB LLC Lawrence Township about 7main office
5 Mount Lucas Management LP hedge funds, mutual funds, institutions, futures · Newtown Mount Lucas Management LP, MOUNT LUCAS INDEX ADVISERS LLC $1.3bn about 5main office $1.3bn
6 Wealthspire Retirement, LLC institutions · Warrington Wealthspire Retirement, LLC · 4 related pages $38.6bn 3 $38.6bn
7 PRECIDIAN FUNDS LLC mutual funds · Newtown $17.0m about 3main office $17.0m
8 BERKADIA CAPITAL ADVISORS LLC Ambler $2.7bn about 2main office $2.7bn
9 SPIRIT OF AMERICA MANAGEMENT CORP mutual funds · Lawrence Township $540.0m 2 $540.0m
10 SRN Advisors, LLC mutual funds · Huntingdon Valley $108.0m about 2main office $108.0m
11 Towercrest Capital Management Newtown $717.6m about 1main office $717.6m
12 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
13 INTELLIGENT ALPHA LLC hedge funds, mutual funds · Newtown $27.0m 1 $27.0m
14 AWH FINANCIAL, LLC Morrisville 1
15 BUCKS CAPITAL ADVISERS Newtown about 1main office
16 AURORA RE FUND MANAGER, LLC real estate · Chalfont 1main office
17 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Pennington MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn · visa salary $189,850 office $1.8tn $189,8504 filings
18 Bank of New York Mellon Corp mutual funds, institutions, futures, FCA fund manager and 2 more · Pennington BNY Mellon Advisors, Inc. · 13 related pages $873.9bn office $873.9bn
19 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Morrisville STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
20 Janney Montgomery Scott LLC wealth · Morrisville JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
21 OSAIC HOLDINGS, INC. private equity, wealth · New Hope, Trenton CW Advisors, LLC · 6 related pages $85.1bn 3 offices $85.1bn
22 TORONTO DOMINION BANK wealth, bank or insurer · Bensalem TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
23 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Warrington OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
24 State of New Jersey Common Pension Fund D asset owner · Trenton $29.3bn based here $29.3bn
25 ALLSTATE CORP structured credit, wealth · Morrisville, Ringoes ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
26 Police & Firemen's Retirement System of New Jersey asset owner · Trenton $13.3bn based here $13.3bn
27 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
28 Ridgewood Investments LLC hedge funds, real estate, wealth · New Hope RIDGEWOOD INVESTMENTS · 2 related pages $419.2m office $419.2m
29 MARSHALL FINANCIAL GROUP INC /ADV Lahaska $363.5m based here $363.5m
30 Brick & Kyle, Associates Newtown $302.9m based here $302.9m
31 State of New Jersey Common Pension Fund A asset owner · Trenton $223.4m based here $223.4m
32 CHB Investment Group, LLC New Hope $196.1m based here $196.1m
33 State of New Jersey Common Pension Fund E asset owner · Trenton $64.9m based here $64.9m
34 Twenty Acre Capital LP Newtown $12.4m based here $12.4m
35 PERSONAL WEALTH STRATEGIES Trenton office
36 EMPACTFUL CAPITAL LLC venture · Doylestown office
37 ENERTECH CAPITAL venture · Ambler office
38 HAMILTON ASSET ADVISERS real estate · Morrisville office
39 HATCH BIOFUND MANAGEMENT, LLC venture · Doylestown office
40 KINGBIRD INVESTMENT MANAGEMENT real estate · Newtown office

40 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.