Vault-13

Managers in Southbury, CT

United States · 20 asset managers within 25 km (1 in Southbury itself) · 34 wealth managers, banks and others

SouthburyBronxvilleNewarkMontclairUnionStaten IslandGreat NeckForest HillsParamusNewton Center
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: Westport, CT 72 · Norwalk, CT 38 · Darien, CT 35 · New Canaan, CT 15 · West Hartford, CT 12 · Southport, CT 10 · Wilton, CT 9 · Farmington, CT 9 · Shelton, CT 6 · Guilford, CT 6 · New Haven, CT 4 · Milford, CT 4

Asset managers in and around Southbury

#Manager People here Assets Visa salary
1 Procyon Advisors, LLC hedge funds, private equity, institutions · Shelton $9.2bn about 30main office $9.2bn
2 WRIGHT INVESTORS SERVICE INC institutions, wealth · Shelton WRIGHT PRIVATE ASSET MANAGEMENT LLC, WRIGHT INVESTORS SERVICE INC $1.2bn about 9main office $1.2bn
3 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Shelton AST INVESTMENT SERVICES, INC. · 22 related pages $1.1tn · visa salary $142,650 about 6main office $1.1tn $142,6504 filings
4 PENTEGRA INVESTORS, INC. institutions · Shelton $5.6bn about 5main office $5.6bn
5 GANIM PRIVATE WEALTH institutions · Shelton $238.6m about 4main office $238.6m
6 FTV Management Company, L.P. venture · Washington Depot FTV CAPITAL · 2 related pages $11.9bn 2 $11.9bn
7 BOLTON GLOBAL ASSET MANAGEMENT institutions · Danbury $8.3bn 2 $8.3bn
8 MELODEON CAPITAL PARTNERS, LP private equity · New Milford $340.6m 2 $340.6m
9 DUNBAR ASSOCIATES, LLC institutions · Monroe $307.5m about 2main office $307.5m
10 IIC institutions · Naugatuck $125.0m 1 $125.0m
11 SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC hedge funds, institutions · Southbury $101.2m about 1main office $101.2m
12 AWH FINANCIAL, LLC Shelton 1
13 COMPASS ROSE ASSET MANAGEMENT, LP hedge funds · Washington Depot $16.5bn office $16.5bn
14 OSAIC HOLDINGS, INC. private equity, wealth · Newtown OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn office $85.1bn
15 Beirne Wealth Consulting Services, LLC Derby $502.6m based here $502.6m
16 Innovative Asset Advisors Group, LLC Derby $228.6m based here $228.6m
17 Bridgelight Financial Advisors, Inc. Derby $146.0m based here $146.0m
18 Gilfoyle Foundation Trust asset owner · New Fairfield $100 based here $100
19 108 BIOCAPITAL GROWTH FUND, LP venture · Danbury office
20 BLACK OAK CAPITAL MANAGEMENT, LLC hedge funds, futures · Danbury office

20 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.