Vault-13

Managers in Sarasota, FL

United States · 41 asset managers within 25 km (33 in Sarasota itself) · 113 wealth managers, banks and others

SarasotaHialeahWest Palm BeachPalm Beach GardensWellingtonPompano BeachClearwaterBoca RatonFort LauderdaleTampa
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: Bradenton, FL 5 · Longboat Key, FL 3 · Venice, FL 3 · Anna Maria, FL 1 · North Port, FL 1 · Sun City Center, FL 1 · Englewood, FL 1

Asset managers in and around Sarasota

#Manager People here Assets Visa salary
1 NED DAVIS RESEARCH, INC. mutual funds · Sarasota $2.2m about 37main office $2.2m
2 CUMBERLAND ADVISORS INC Sarasota $3.2bn about 18main office $3.2bn
3 Tactive Advisors, LLC Sarasota $619.0m about 12main office $619.0m
4 EULAV Asset Management mutual funds · Sarasota $3.7bn about 6main office $3.7bn
5 ALIGN PRIVATE CAPITAL private equity · Sarasota $226.2m about 4main office $226.2m
6 Glaxis Capital Management, LLC hedge funds, futures · Sarasota $160.8m about 4main office $160.8m
7 BOLTON GLOBAL ASSET MANAGEMENT institutions · Bradenton $8.3bn 3 $8.3bn
8 GRAIN MANAGEMENT, LLC private equity · Sarasota $8.1bn 3 $8.1bn
9 MONORAIL SECURITIES LLC Sarasota $388.7m about 3main office $388.7m
10 BEQUEST CAPITAL LLC real estate · Sarasota $39.5m about 3main office $39.5m
11 NONANTUM CAPITAL PARTNERS private equity · Sarasota $1.8bn 2 $1.8bn
12 TRUMAN CAPITAL ADVISORS, LP real estate · Sarasota $462.0m 2 $462.0m
13 Catherine Avery Investment Management LLC Longboat Key $318.0m about 2main office $318.0m
14 RM INVESTMENT STRATEGIES, LLC Sarasota $21.9m 2 $21.9m
15 BROOKSTONE WEALTH ADVISORS, LLC Sarasota 2
16 ORIX Corp hedge funds, private equity, structured credit, mutual funds and 3 more · Bradenton NXT CAPITAL INVESTMENT ADVISERS, LLC · 9 related pages $81.4bn 1 $81.4bn
17 ABSOLUTE INVESTMENT ADVISERS, LLC hedge funds, mutual funds, futures · Bradenton $2.2bn 1 $2.2bn
18 PERIGEE CAPITAL, LP Sarasota $425.7m about 1main office $425.7m
19 Miller Value Partners, LLC mutual funds, futures · Sarasota $418.2m about 1main office $418.2m
20 S SQUARED TECHNOLOGY, LLC hedge funds · Longboat Key $308.0m 1 $308.0m
21 RBF CAPITAL MANAGEMENT, INC. institutions · Sarasota $160.6m about 1main office $160.6m
22 DOW FAMILY OFFICE ADVISORY, LLC Bradenton about 1main office
23 MISSION BIOCAPITAL venture · Longboat Key MISSION BIOCAPITAL · 2 related pages 1
24 GROUP RMC INVESTMENT ADVISOR LLC Sarasota $84.6m office $84.6m
25 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Sarasota NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
26 WELLS FARGO & COMPANY/MN wealth · Sarasota WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
27 Aristotle Capital Management, LLC hedge funds, mutual funds · Sarasota Aristotle Atlantic Partners, LLC · 4 related pages $43.5bn office $43.5bn
28 Pinnacle Financial Partners, Inc. wealth · Sarasota Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
29 TIMUCUAN ASSET MANAGEMENT INC/FL hedge funds, wealth · Bradenton TIMUCUAN ASSET MANAGEMENT INC · 2 related pages $3.8bn office $3.8bn
30 Truvestments Capital LLC Sarasota $673.1m based here $673.1m
31 WHITE OAKS INVESTMENT MANAGEMENT, INC hedge funds · Sarasota $496.1m office $496.1m
32 Global Financial Private Client, LLC Sarasota $368.6m based here $368.6m
33 Truadvice, LLC Sarasota $254.8m based here $254.8m
34 Donald L. Hagan, LLC Sarasota $203.7m based here $203.7m
35 LPF Advisors LLC Sarasota $122.2m based here $122.2m
36 INTREPID FAMILY OFFICE LLC Sarasota $108.5m based here $108.5m
37 Reality Financial Planning Services, LLC Sarasota $103.6m based here $103.6m
38 CASEY CAPITAL, LLC hedge funds · Sarasota office
39 FLINT RIDGE CAPITAL LLC hedge funds · Sarasota office
40 HALYARD CAPITAL MANAGEMENT, LLC private equity · Sarasota office
41 STEELEHARBOUR MANAGEMENT COMPANY LLC real estate · Sarasota office

41 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.