Vault-13

Managers in Ocoee, FL

United States · 91 asset managers within 25 km (2 in Ocoee itself) · 124 wealth managers, banks and others

OcoeeClearwaterTampaOrlandoMaitlandLake MaryBrandonSarasotaLargoSaint Petersburg
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: Orlando, FL 49 · Winter Park, FL 24 · Lake Mary, FL 12 · Maitland, FL 11 · Altamonte Springs, FL 2 · Windermere, FL 1 · Clermont, FL 1 · Mount Dora, FL 1

Asset managers in and around Ocoee

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Orlando SCHWAB WEALTH ADVISORY, INC., CHARLES SCHWAB & CO., INC. 222
2 MARINER INSTITUTIONAL, LLC institutions · Winter Park $2.8bn about 56main office $2.8bn
3 DEPRINCE RACE & ZOLLO INC hedge funds, institutions · Winter Park $5.9bn about 14main office $5.9bn
4 Ceredex Value Advisors LLC mutual funds · Winter Park Ceredex Value Advisors LLC, Silvant Capital Management LLC $3.4bn about 11main office $3.4bn
5 BORDERLESS MANAGEMENT LLC private equity · Clermont $345.4m about 11main office $345.4m
6 Wealthspire Retirement, LLC institutions · Maitland FIDUCIARY FIRST, Wealthspire Retirement, LLC · 4 related pages $38.6bn about 10main office $38.6bn
7 BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Orlando $49.3bn 8 $49.3bn
8 DEEPWORK CAPITAL, LLC venture · Orlando $300.2m about 8main office $300.2m
9 VIRTUS INVESTMENT PARTNERS, INC. structured credit, mutual funds, futures · Winter Park Virtus Fixed Income Advisers, LLC, DUFF & PHELPS INVESTMENT MANAGEMENT CO · 6 related pages $51.7bn 7 $51.7bn
10 DI INVESTMENT MANAGEMENT LP real estate · Orlando $617.6m 7 $617.6m
11 BROADCREST ASSET MANAGEMENT, LLC hedge funds, private equity · Winter Park $415.5m about 7main office $415.5m
12 DELTA CAPITAL MANAGEMENT, LLC institutions · Maitland $277.4m about 6main office $277.4m
13 COASTAL INVESTMENT COMPANY, LLC venture, real estate · Winter Park $262.9m about 6main office $262.9m
14 PTMA INVESTMENT ADVISORS Orlando $104.2bn 5 $104.2bn
15 Prudent Man Advisors, LLC Orlando $30.6bn 5 $30.6bn
16 Advus Financial Partners, LLC institutions · Winter Park $4.0bn about 5main office $4.0bn
17 INTEGRITY FIXED INCOME MANAGEMENT institutions · Orlando $921.5m about 5main office $921.5m
18 LOTUS hedge funds, futures · Orlando $405.0m about 5main office $405.0m
19 ABACUS ASSET MANAGEMENT, LLC Orlando about 5main office
20 Punch Card Management L.P. hedge funds · Winter Park $505.4m about 4main office $505.4m
21 BURGESS CHAMBERS & ASSOCIATES INC institutions · Orlando $165.9m about 4main office $165.9m
22 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Orlando APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 3 $718.5bn
23 OneDigital Investment Advisors LLC institutions · Orlando $155.4bn 3 $155.4bn
24 CORTLAND INVESTMENT MANAGEMENT, LLC real estate · Winter Park $5.7bn 3 $5.7bn
25 TIMOTHY PARTNERS, LTD. mutual funds · Maitland $2.9bn about 3main office $2.9bn
26 CNL STRATEGIC CAPITAL MANAGEMENT, LLC Orlando $1.5bn about 3main office $1.5bn
27 SB ADVISORY, LLC institutions · Winter Park $1.1bn 3 $1.1bn
28 ORANGE INVESTMENT ADVISORS, LLC hedge funds, mutual funds · Winter Park $765.0m about 3main office $765.0m
29 ABACUS FCF ADVISORS LLC mutual funds · Orlando $641.4m about 3main office $641.4m
30 ARSENAL VENTURE PARTNERS venture · Winter Park $393.8m about 3main office $393.8m
31 VELARIS WEALTH MANAGEMENT Orlando $128.7m about 3main office $128.7m
32 RM ADVISER, LLC Orlando $128.3m about 3main office $128.3m
33 CNL RESIDENTIAL CREDIT MANAGER Orlando $48.0m about 3main office $48.0m
34 FINIAT, LLC Mount Dora $25.6m about 3main office $25.6m
35 CNL FUND ADVISORS II, LLC venture · Orlando $19.9m about 3main office $19.9m
36 INTERNATIONAL ASSETS ADVISORY, LLC Orlando about 3main office
37 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Maitland $39.4bn 2 $39.4bn
38 PRIME CAPITAL FINANCIAL institutions · Winter Park $39.1bn 2 $39.1bn
39 CBIZ Investment Advisory Services, LLC institutions · Maitland $12.8bn 2 $12.8bn
40 ORANGE AVENUE ADVISORS LLC Orlando $480.7m about 2main office $480.7m
41 Ironclad Investments LLC mutual funds · Maitland $217.9m about 2main office $217.9m
42 CAPITAL Q MANAGEMENT LLC private equity, mutual funds · Maitland $93.4m about 2main office $93.4m
43 FWG INVESTMENT MANAGEMENT private equity · Winter Park $14.4m about 2main office $14.4m
44 LDN WEALTH, LLC Orlando about 2main office
45 CONCORD ADVISORY GROUP LTD institutions · Orlando $46.2bn 1 $46.2bn
46 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Orlando $36.5bn 1 $36.5bn
47 WELLTH ADVISORY SERVICES, LLC institutions · Maitland $26.7bn 1 $26.7bn
48 STEPSTONE GROUP REAL ESTATE LP private equity, real estate, futures · Winter Park $17.2bn 1 $17.2bn
49 INTELLICENTS INVESTMENT SOLUTIONS INC institutions · Maitland $9.9bn 1 $9.9bn
50 FWL INVESTMENT MANAGEMENT, LLC Winter Park $1.2bn 1 $1.2bn

91 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.