Managers in Wallingford, CT

United States · 24 asset managers within 25 km (1 in Wallingford itself) · 55 wealth managers, banks and others

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: Hartford, CT 17 · West Hartford, CT 12 · Glastonbury, CT 10 · Farmington, CT 9 · Guilford, CT 6 · Shelton, CT 6 · Windsor, CT 5 · New Haven, CT 4 · Branford, CT 4 · Madison, CT 4 · Milford, CT 4 · Derby, CT 3

Asset managers in and around Wallingford

#	Manager	People here	Assets
1	Knights of Columbus Asset Advisors LLC hedge funds, institutions · New Haven $30.5bn	about 213main office	$30.5bn
2	Great Mountain Partners LLC private equity, futures · New Haven $14.1bn	about 8main office	$14.1bn
3	RUBICON TECHNOLOGY MANAGEMENT L.L.C. private equity · New Haven $4.8bn	4	$4.8bn
4	BEIRNE. institutions · North Haven $2.3bn	2	$2.3bn
5	COOPERATIVE FUNERAL FUND INC Madison $727.8m	about 2main office	$727.8m
6	Patriot Financial Group Insurance Agency, LLC institutions · Guilford $2.6bn	1	$2.6bn
7	IIC institutions · Naugatuck $125.0m	1	$125.0m
8	Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Hamden TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn	office	$419.2bn
9	OSAIC HOLDINGS, INC. private equity, wealth · Meriden, Southington OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn	3 offices	$85.1bn
10	Bard Financial Services, Inc. Branford $911.2m	based here	$911.2m
11	Compass Wealth Management LLC Guilford $528.4m	based here	$528.4m
12	Warner Group LLC Madison $406.1m	based here	$406.1m
13	Monte Financial Group, LLC Guilford $312.2m	based here	$312.2m
14	PROSPECTOR PARTNERS LLC Guilford $46.7m	based here	$46.7m
15	Spurstone Advisory Services, LLC Higganum $7.3m	based here	$7.3m
16	YALE UNIVERSITY asset owner · New Haven $2.1m	based here	$2.1m
17	Gilfoyle Management LLC Branford $49.2k	based here	$49.2k
18	Edgehill Endowment Partners, LLC asset owner · Wallingford	based here
19	PROSPECTOR FUNDS, INC. Guilford	based here
20	ACADIAN VENTURES MANAGEMENT, LLC venture · Madison	office
21	ACCRETIVE CAPITAL MANAGEMENT, LLC hedge funds · Madison	office
22	KLP Enterprises, LLC Branford	based here
23	KLPD Ventures, LLC Branford	based here
24	PROSPECTOR PARTNERS FUND, L.P. Guilford	based here

24 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.