Vault-13

Managers in Norfolk, MA

United States · 98 asset managers within 25 km (1 in Norfolk itself) · 105 wealth managers, banks and others

NorfolkBostonWellesley HillsWalthamWestwoodBurlingtonWakefieldHinghamBedfordGreenwich
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: Boston, MA 644 · Cambridge, MA 68 · Providence, RI 25 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Norfolk

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Framingham STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 73 $2.3tn
2 SUN LIFE FINANCIAL INC hedge funds, private equity, structured credit, mutual funds and 4 more · Wellesley Hills SLC MANAGEMENT · 8 related pages $76.4bn about 58main office $76.4bn
3 MEKETA INVESTMENT GROUP INC /ADV private equity, institutions · Westwood MEKETA INVESTMENT GROUP INC /ADV, MEKETA FIDUCIARY MANAGEMENT, LLC $20.1bn about 43main office $20.1bn
4 ARCTARIS IMPACT INVESTORS Wellesley Hills $347.3m about 13main office $347.3m
5 Gallagher Fiduciary Advisors, LLC institutions, futures · Framingham $194.8bn 12 $194.8bn
6 FULHAM & CO private equity · Wellesley $200.2m about 10main office $200.2m
7 BARINGS LLC hedge funds, private equity, real estate, structured credit and 3 more · Foxboro BARINGS LLC · 4 related pages $392.8bn 8 $392.8bn
8 Deer Management Co. LLC private equity, venture, futures · Wellesley Hills $20.2bn 8 $20.2bn
9 DIVIDEX MANAGEMENT LLC Westwood about 8main office
10 ROSE GROVE CAPITAL MANAGEMENT, LLC hedge funds · Wellesley $1.9bn about 7main office $1.9bn
11 THE NEWCASTLE NETWORK LP private equity · Wellesley $222.8m about 7main office $222.8m
12 EDELMAN FINANCIAL ENGINES Norwood $326.3bn 6 $326.3bn
13 ALBANY ROAD REAL ESTATE PARTNERS, LLC Dedham $1.2bn about 6main office $1.2bn
14 EPG INCORPORATED institutions · Framingham $3.2bn about 4main office $3.2bn
15 CASTANEA PARTNERS INC. private equity · Newton Lower Falls $239.0m about 4main office $239.0m
16 WORLDLY PARTNERS MANAGEMENT, LLC hedge funds · Needham Heights $226.8m about 4main office $226.8m
17 CHARLESBRIDGE ADVISORS institutions · Dedham $108.5m about 4main office $108.5m
18 D. E. SHAW & CO, L.P. hedge funds, futures · Wellesley D. E. SHAW & CO, L.P. · 2 related pages $213.4bn 3 $213.4bn
19 Platinum Equity Advisors, LLC/DE private equity, futures · Dedham $47.7bn 3 $47.7bn
20 POLARIS GROWTH MANAGEMENT, LLC private equity, venture · Wellesley Hills $4.2bn 3 $4.2bn
21 PINNACLE PENSION CONSULTANTS LLC institutions · Needham $2.2bn about 3main office $2.2bn
22 TWIN OAK ETF COMPANY mutual funds, futures · Wellesley $1.1bn about 3main office $1.1bn
23 Range Rock Capital, LLC Wellesley Hills $548.3m about 3main office $548.3m
24 JULEX CAPITAL MANAGEMENT Natick $246.7m about 3main office $246.7m
25 Wellington Management Co LLP hedge funds, mutual funds, futures · Needham Heights $1.4tn · visa salary $170,000 2 $1.4tn $170,00023 filings
26 ASCENSUS INVESTMENT ADVISORS, LLC institutions · Needham Heights $13.0bn about 2main office $13.0bn
27 10TALENTS INVESTORS, LLC private equity, futures · Foxboro $353.0m about 2main office $353.0m
28 Savior LLC Wellesley Hills $140.2m about 2main office $140.2m
29 IBS CAPITAL LLC hedge funds · Medfield $123.0m about 2main office $123.0m
30 DAHAB ASSOCIATES INC Franklin 2
31 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Walpole $39.4bn 1 $39.4bn
32 PDT Partners, LLC hedge funds, futures · Newton Upper Falls $19.2bn 1 $19.2bn
33 VARAGON CAPITAL PARTNERS, L.P. structured credit, mutual funds · Dedham VARAGON CAPITAL PARTNERS, L.P., VCC ADVISORS, LLC $14.0bn 1 $14.0bn
34 Kimmeridge Energy Management Company, LLC private equity, futures · Wellesley Hills $6.3bn 1 $6.3bn
35 Patriot Financial Group Insurance Agency, LLC institutions · Norfolk, Walpole $2.6bn 1main office $2.6bn
36 Wellesley Asset Management hedge funds, mutual funds · Wellesley $2.0bn 1 $2.0bn
37 HOBE MOUNTAIN CAPITAL MANAGEMENT LLC Needham Heights $1.4bn 1 $1.4bn
38 FAMILYWEALTH institutions · North Attleboro $394.6m 1 $394.6m
39 PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m 1 $68.1m
40 AWH FINANCIAL, LLC Norwood 1
41 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
42 MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m office $106.6m
43 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
44 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Wellesley Hills MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
45 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
46 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Wellesley Hills EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
47 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Westwood CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
48 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Needham Heights COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
49 OSAIC HOLDINGS, INC. private equity, wealth · Canton OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn office $85.1bn
50 StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn

98 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.