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Managers in Wake Forest, NC

United States · 62 asset managers within 25 km (3 in Wake Forest itself) · 97 wealth managers, banks and others

Wake ForestCharlotteHuntersvilleFort MillRaleighCaryDurhamChapel HillGreensboroHigh Point
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: Raleigh, NC 59 · Durham, NC 25 · Chapel Hill, NC 16 · Cary, NC 9 · Clayton, NC 1 · Oxford, NC 1 · Apex, NC 1

Asset managers in and around Wake Forest

#Manager People here Assets Visa salary
1 PLEXUS CAPITAL private equity · Raleigh $3.8bn about 32main office $3.8bn
2 TIVERTON ADVISORS, LLC private equity · Raleigh $2.1bn about 32main office $2.1bn
3 IFC CORE INVESTMENT MANAGEMENT LLC Raleigh $742.4m about 21main office $742.4m
4 IFC INVESTMENT MANAGEMENT, LLC Raleigh about 21main office
5 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · Raleigh Truist Advisory Services, Inc., Sterling Capital Management LLC · 5 related pages $83.5bn · visa salary $137,301 17 $83.5bn $137,301133 filings
6 QHP CAPITAL, L.P. private equity · Raleigh $4.6bn about 17main office $4.6bn
7 BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP real estate, institutions, futures · Raleigh BELL PARTNERS · 3 related pages $24.1bn 13 $24.1bn
8 BD INVESTMENT PARTNERS, LLC private equity · Raleigh $223.7m about 9main office $223.7m
9 SHARPVUE CAPITAL, LLC private equity, real estate · Raleigh $465.2m about 8main office $465.2m
10 RC CAPITAL private equity · Raleigh $682.1m 5 $682.1m
11 HCG FUND MANAGEMENT LP hedge funds, venture · Raleigh $347.3m about 5main office $347.3m
12 GHO CAPITAL MANAGEMENT LIMITED private equity, futures · Raleigh 5
13 OLDE RALEIGH FINANCIAL GROUP Raleigh about 4main office
14 SCGE MANAGEMENT, L.P. hedge funds, futures · Raleigh $10.4bn 3 $10.4bn
15 HALIFAX INVESTMENT MANAGEMENT, L.L.C. private equity · Raleigh $1.9bn about 3main office $1.9bn
16 OAK CITY INVESTMENT CONSULTING institutions · Wake Forest $1.4bn about 3main office $1.4bn
17 Tannin Capital LLC Raleigh $824.9m 3 $824.9m
18 ALIDADE CAPITAL, LLC real estate · Raleigh $564.9m 3 $564.9m
19 BROADOAK ASSET MANAGEMENT, LLC private equity, venture · Raleigh $519.0m 3 $519.0m
20 CHARTER WEALTH MANAGEMENT institutions · Raleigh $195.6m about 3main office $195.6m
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Raleigh $1.7tn 2 $1.7tn
22 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Raleigh Benefit Street Partners LLC · 29 related pages $509.5bn 2 $509.5bn
23 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Raleigh PRINCIPAL SECURITIES, INC., PRINCIPAL GLOBAL INVESTORS · 9 related pages $427.7bn 2 $427.7bn
24 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Raleigh Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 2 $161.7bn
25 BSP CLO MANAGEMENT LLC structured credit · Raleigh $12.2bn 2 $12.2bn
26 SHAH CAPITAL MANAGEMENT hedge funds · Raleigh $768.0m about 2main office $768.0m
27 ADVISORTRUST PARTNERS, LLC institutions · Raleigh $435.3m about 2main office $435.3m
28 Hatteras Investment Partners, LP private equity · Raleigh $114.8m about 2main office $114.8m
29 BROOKSTONE WEALTH ADVISORS, LLC Raleigh 2
30 MMA SECURITIES LLC Raleigh 2
31 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Raleigh ADVISORENGINE PORTFOLIO SOLUTIONS INC. · 70 related pages $368.7bn about 1main office $368.7bn
32 PNC Financial Services Group, Inc. private equity, institutions, wealth · Raleigh PNC CAPITAL ADVISORS LLC · 6 related pages $201.8bn 1 $201.8bn
33 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Raleigh $151.0bn 1 $151.0bn
34 FEDERATED HERMES, INC. private equity, real estate, mutual funds, institutions and 2 more · Raleigh FCP · 12 related pages $69.6bn 1 $69.6bn
35 PRIME CAPITAL FINANCIAL institutions · Raleigh $39.1bn 1 $39.1bn
36 RFG Advisory, LLC mutual funds · Raleigh $8.0bn 1 $8.0bn
37 MEADOW CAPITAL MANAGEMENT LLC real estate · Raleigh $6.0bn 1 $6.0bn
38 New Republic Capital, LLC private equity · Raleigh $3.0bn 1 $3.0bn
39 EQUUS CAPITAL PARTNERS, LTD. real estate · Raleigh $1.7bn 1 $1.7bn
40 COMMERCE STREET INVESTMENT MANAGEMENT private equity, institutions · Raleigh $891.3m 1 $891.3m
41 LYNK CAPITAL MANAGEMENT COMPANY, LLC private equity, futures · Raleigh $359.6m 1 $359.6m
42 BROAD REACH CAPITAL LLC institutions · Raleigh $180.5m about 1main office $180.5m
43 PENDLETON FINANCIAL WEALTH MANAGEMENT institutions · Raleigh $160.0m about 1main office $160.0m
44 AWH FINANCIAL, LLC Wake Forest 1
45 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Raleigh $1.2tn office $1.2tn
46 WELLS FARGO & COMPANY/MN wealth · Raleigh WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
47 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Raleigh Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
48 Janney Montgomery Scott LLC wealth · Raleigh JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
49 Treasurer of the State of North Carolina asset owner · Raleigh $38.8bn based here $38.8bn
50 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Raleigh FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn 4 offices $2.6bn

62 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.