Vault-13

Managers in Windham, NH

United States · 37 asset managers within 25 km (2 in Windham itself) · 76 wealth managers, banks and others

WindhamBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldMedfield
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: Waltham, MA 24 · Burlington, MA 11 · Andover, MA 10 · Manchester, NH 8 · Woburn, MA 8 · Concord, MA 8 · Wakefield, MA 6 · Concord, NH 5 · Bedford, NH 4 · Danvers, MA 4 · Lincoln, MA 4 · Somerville, MA 4

Asset managers in and around Windham

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Merrimack, Nashua STRATEGIC ADVISERS LLC, FIAM LLC, Fidelity Diversifying Solutions LLC · 9 related pages $2.3tn · visa salary $129,251 1,024 $2.3tn $129,2517 filings
2 Fidelity Management & Research Co LLC private equity, mutual funds, futures · Merrimack $5.7tn · visa salary $136,427 173 $5.7tn $136,42711 filings
3 RISE PRIVATE WEALTH MANAGEMENT Bedford about 22main office
4 CONSTITUTION CAPITAL HORIZON ADVISOR, LP Andover about 21main office
5 CONSTITUTION CAPITAL EQUITY PARTNERS LP private equity · Andover $5.3bn about 18main office $5.3bn
6 CONSTITUTION CAPITAL PM, L. P. mutual funds · Andover $910.8m about 18main office $910.8m
7 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tewksbury $5.2bn 4 $5.2bn
8 TIGER IRON CAPITAL, LLC hedge funds, venture · Andover $4.2bn about 3main office $4.2bn
9 RETIREMENT RESOURCES INVESTMENT CORPORATION institutions · Andover $2.4bn about 2main office $2.4bn
10 ANZU PARTNERS, LLC venture · Manchester $1.1bn 2 $1.1bn
11 PHOENIX INTERNATIONAL INVESTMENTS LLC Nashua $97.5m about 2main office $97.5m
12 BOLTON GLOBAL ASSET MANAGEMENT institutions · North Andover $8.3bn 1 $8.3bn
13 Polaris Capital Management, LLC mutual funds · Salem $5.5bn 1 $5.5bn
14 Patriot Financial Group Insurance Agency, LLC institutions · Windham $2.6bn 1 $2.6bn
15 RCM WEALTH ADVISORS institutions · Manchester $388.8m 1 $388.8m
16 ATLAS FIDUCIARY SERVICES, INC. institutions · Manchester $269.3m 1 $269.3m
17 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
18 TWENTY FOUR WEALTH Bedford 1
19 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
20 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Andover BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
21 TORONTO DOMINION BANK wealth, bank or insurer · Manchester, Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 3 offices $60.1bn
22 Financial Advisors, LLC Andover $564.3m based here $564.3m
23 Eldridge Investment Advisors, Inc. Manchester $504.9m based here $504.9m
24 Lumbard & Kellner, LLC Hollis $329.9m based here $329.9m
25 Cohen Investment Advisors LLC Bedford $223.2m based here $223.2m
26 Cox Capital Mgt LLC Andover $179.7m based here $179.7m
27 Apex Wealth Management, LLC Bedford $163.7m based here $163.7m
28 Peak Wealth Management LLC Nashua $142.5m based here $142.5m
29 Catalyst Investment Management LLC Windham $110.2m based here $110.2m
30 CROSBY Co OF NEW HAMPSHIRE LLC Salem based here
31 NEIRG Wealth Management, LLC Lawrence based here
32 ALUMNI VENTURES venture · Manchester office
33 AVERIN CAPITAL LLC venture · Andover office
34 Crosby Advisors LLC Salem based here
35 PANTHER GLOBAL hedge funds · Derry office
36 PREPUBLIC EQUITY PARTNERS venture · Manchester office
37 YORK INVESTMENTS HOLDINGS, LLC venture · Manchester office

37 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.