Vault-13

Managers in Southlake, TX

United States · 65 asset managers within 25 km (27 in Southlake itself) · 98 wealth managers, banks and others

SouthlakeGarlandDallasDesotoHurstPlanoFriscoAllenFort WorthLittle Elm
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: Dallas, TX 481 · Fort Worth, TX 45 · Plano, TX 37 · Naval Air Station Jrb, TX 20 · Irving, TX 17 · Frisco, TX 14 · Addison, TX 11 · Richardson, TX 7 · Roanoke, TX 5 · Coppell, TX 5 · Flower Mound, TX 4 · Allen, TX 4

Asset managers in and around Southlake

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Roanoke, Southlake STRATEGIC ADVISERS LLC, FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · 9 related pages $2.3tn · visa salary $116,064 1,054 $2.3tn $116,06431 filings
2 CHARLES SCHWAB & CO., INC. Roanoke CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 132
3 GAUGE CAPITAL private equity · Southlake $3.4bn about 61main office $3.4bn
4 KINGFISH CAPITAL PARTNERS LLC private equity · Southlake $231.8m about 35main office $231.8m
5 KILDARE PARTNERS US, LLC real estate · Roanoke $1.9bn about 24main office $1.9bn
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Roanoke, Southlake $1.7tn 21 $1.7tn
7 MCR FUND MANAGEMENT LLC private equity, real estate, futures · Coppell $4.6bn about 15main office $4.6bn
8 INSIGHT EQUITY MANAGEMENT COMPANY LLC private equity · Southlake $885.9m about 15main office $885.9m
9 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Coppell $52.4m 15 $52.4m
10 American Beacon Advisors, Inc. institutions, futures · Irving $59.9bn about 12main office $59.9bn
11 PRIME CAPITAL FINANCIAL institutions · Flower Mound $39.1bn 7 $39.1bn
12 ANCOR CAPITAL PARTNERS private equity · Southlake $458.4m about 7main office $458.4m
13 PROPHET EQUITY MANAGEMENT II LLC private equity · Southlake PROPHET EQUITY MANAGEMENT II LLC, PROPHET EQUITY MANAGEMENT LLC $171.4m about 7main office $171.4m
14 TABERNACLE EQUITY MANAGEMENT LLC private equity · Southlake $41.5m about 7main office $41.5m
15 C-III INVESTMENT MANAGEMENT LLC hedge funds, real estate, structured credit, futures · Irving $2.5bn 6 $2.5bn
16 ISLAND INVESTMENT MANAGEMENT LLC private equity, real estate · Irving $1.7bn 6 $1.7bn
17 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Coppell FIDUCIARY CONSULTING GROUP · 33 related pages $2.0tn 5 $2.0tn
18 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Southlake $36.5bn 5 $36.5bn
19 Cullen/Frost Bankers, Inc. mutual funds, institutions, futures · Southlake, Irving Frost Investment Services, LLC · 3 related pages $10.1bn 4 $10.1bn
20 TRINITY INVESTORS FUND ADVISORS, LLC private equity, real estate · Southlake $606.6m about 4main office $606.6m
21 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Arlington CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 3 $161.7bn
22 RFG Advisory, LLC mutual funds · Flower Mound, Southlake $8.0bn 3 $8.0bn
23 INTELLICENTS INVESTMENT SOLUTIONS INC institutions · Southlake $9.9bn 2 $9.9bn
24 OBRA CAPITAL, INC. hedge funds, private equity, mutual funds · Irving OBRA CAPITAL MANAGEMENT, LLC. · 2 related pages $5.7bn 2 $5.7bn
25 ACRES real estate · Irving $4.4bn 2 $4.4bn
26 St. James Investment Company, LLC Southlake $660.6m about 2main office $660.6m
27 SMH CAPITAL ADVISORS INC institutions · Southlake $503.1m 2 $503.1m
28 DOUBLE EAGLE CAPITAL MANAGEMENT LP hedge funds, futures · Southlake $133.2m about 2main office $133.2m
29 NEW CANAAN FUNDING MEZZANINE LLC private equity · Southlake 2
30 SageView Advisory Group, LLC institutions · Irving $37.5bn 1 $37.5bn
31 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Flower Mound $12.9bn 1 $12.9bn
32 CBIZ Investment Advisory Services, LLC institutions · Irving $12.8bn 1 $12.8bn
33 Rubric Capital Management LP hedge funds, private equity, futures · Southlake $9.6bn 1 $9.6bn
34 ENERGIZE CAPITAL LLC private equity, venture · Irving $1.7bn 1 $1.7bn
35 Quartz Partners, LLC Irving $611.9m 1 $611.9m
36 AECOM CAPITAL REAL ESTATE, LLC Southlake $559.5m 1 $559.5m
37 Manteio Capital LLC hedge funds, futures · Southlake MANTEIO CAPITAL LLC · 2 related pages $492.7m 1 $492.7m
38 PLANGUIDE FINANCIAL institutions · Southlake $277.2m about 1main office $277.2m
39 AWH FINANCIAL, LLC Bedford 1
40 US BANCORP \DE\ mutual funds, bank or insurer · Southlake U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
41 BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC private equity · Southlake $395.6m office $395.6m
42 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Irving GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn · visa salary $132,000 office $2.6tn $132,0007 filings
43 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Roanoke W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
44 TITLEIST ASSET MANAGEMENT, LLC wealth · Colleyville TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
45 Hilltop Holdings Inc. wealth, bank or insurer · Arlington MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn 2 offices $2.5bn
46 Leo Wealth, LLC Hurst $1.4bn based here $1.4bn
47 LEO BROKERAGE, LLC Hurst $876.3m based here $876.3m
48 Coppell Advisory Solutions Corp. Coppell $530.5m based here $530.5m
49 Gerald Baker Financial Group LLC Arlington $351.4m based here $351.4m
50 Mills Wealth Advisors LLC Southlake $317.6m based here $317.6m

65 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.