Investment advisers
44,723 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 40651 | Pebblebed Management, Llc CRD 322201 | San Francisco, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 40652 | Pebblestone Capital Management, Llc CRD 328810 | Investment Adviser | — | 02/25/2025 | ☆ | ||||
| 40653 | Peck, Stephen Hill CRD 170492 | Dedham, MA | Insurance-Affiliated | — | 1 | 10/31/2019 | ☆ | ||
| 40654 | Pecos Investors, L.P. CRD 337584 | Dallas, TX | Investment Adviser | — | 01/13/2026 | ☆ | |||
| 40655 | Peer Ventures, Llc CRD 288184 | Investment Adviser | — | 02/16/2026 | ☆ | ||||
| 40656 | Pegasus Holdings Group, Llc CRD 305415 | Ooltewah, TN | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 40657 | Pelham Capital Ltd CRD 173584 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 40658 | Pelham Fund Management, Llc CRD 321625 | Investment Adviser | — | 04/09/2026 | ☆ | ||||
| 40659 | Pelham S2 K Managers, Llc CRD 282948 | New York, NY | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 40660 | Pelion, Inc CRD 162762 | Salt Lake City, UT | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 40661 | Pelorus Capital Management, Llc CRD 342820 | Irvine, CA | Insurance-Affiliated | — | 9 | 06/30/2026 | ☆ | ||
| 40662 | Peloton Capital Management Inc. CRD 323826 | Toronto, Ontario | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40663 | Pembani Remgro Infrastructure Managers Proprietary Limited CRD 329652 | Johannesburg | Investment Adviser | — | 09/09/2025 | ☆ | |||
| 40664 | Pemberton Asset Management S.A. CRD 282865 | Luxembourg | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40665 | Pembroke Ventures Llc CRD 340440 | Investment Adviser | — | 02/25/2026 | ☆ | ||||
| 40666 | Pen Capital, Llc CRD 339238 | Investment Adviser | — | 10/19/2025 | ☆ | ||||
| 40667 | Pendlebury Hall Advisors, Llc CRD 330085 | Investment Adviser | — | 3 | 08/14/2026 | ☆ | |||
| 40668 | Pendragon Associates Inc. CRD 343028 | Fishkill, NY | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 40669 | Penfund Management Limited CRD 282893 | Toronto | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40670 | Penfund Prime Management Ltd CRD 333096 | Toronto, Ontario | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40671 | Penguin Global Wealth Management Llc CRD 143802 | Investment Adviser | — | 0 | 1 | 03/12/2025 | ☆ | ||
| 40672 | Peninsula Kcg Gp, Llc CRD 307149 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40673 | Penn Cove Financial, Llc CRD 137046 | Investment Adviser | — | 34 | 1 | 07/13/2026 | ☆ | ||
| 40674 | Penn Portfolio Partners Llc CRD 333736 | Investment Adviser | — | 1 | 01/28/2026 | ☆ | |||
| 40675 | Penny Jar Capital, Llc CRD 317719 | Investment Adviser | — | 08/20/2026 | ☆ | ||||
| 40676 | Pension Fund Evaluations, Inc. CRD 10985 | Centereach, NY | Broker-Dealer (Dually Registered) | — | 21 | 3 | 03/28/2024 | ☆ | |
| 40677 | Penstock Equity Management Llc CRD 340947 | Birmingham, MI | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 40678 | Penta Capital Llp CRD 161412 | Glasgow | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 40679 | Pentagreen Capital Fund Management Pte. Ltd. CRD 333782 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40680 | Pentsao Advisors Llc CRD 322298 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 40681 | Pep Management (Jersey) Limited CRD 160771 | St. Helier, Jersey | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40682 | Pepin Capital Management, Llc CRD 307745 | Red Bank, NJ | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40683 | Percent Fund Advisors, Llc CRD 342432 | New York, NY | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 40684 | Perceptive Ventures Management Company, Llc CRD 334414 | Laguna Beach, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40685 | Perceva Sas CRD 164148 | Paris | Investment Adviser | — | 03/22/2023 | ☆ | |||
| 40686 | Percheron Consulting, Llc CRD 325419 | Investment Adviser | — | 0 | 1 | 03/31/2024 | ☆ | ||
| 40687 | Perdue Holdings Llc CRD 328755 | Investment Adviser | — | 1 | 03/27/2026 | ☆ | |||
| 40688 | Perennial Capital Advisors, Llc CRD 156289 | Boston, MA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 40689 | Perga Capital Management, Lp CRD 289520 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 40690 | Periscope Capital Inc. CRD 322913 | Toronto, Ontario | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 40691 | Perkea Capital Securities Inc CRD 339266 | Greenwood Village, CO | Investment Adviser | — | 10/17/2025 | ☆ | |||
| 40692 | Perlmutter, Laurence M. CRD 147734 | Stoughton, MA | Investment Adviser | — | 1 | 04/14/2025 | ☆ | ||
| 40693 | Perlus Investment Management Llp CRD 164504 | St Annes On Sea | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40694 | Permanent Capital Ventures Management, Llc CRD 331374 | Chicago, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40695 | Permanent Ventures Gp Llc CRD 315119 | Coeur D'alene, ID | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 40696 | Permian Capital I, Llc CRD 172652 | Investment Adviser | — | 01/05/2026 | ☆ | ||||
| 40697 | Permian Capital Llc CRD 341549 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40698 | Permira Credit Limited CRD 162394 | London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 40699 | Permira Investment Advisers Limited CRD 292536 | St Peter Port | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 40700 | Peroni Portfolio Advisors, Inc. CRD 281573 | Radnor, PA | Investment Adviser | — | 3 | 02/03/2026 | ☆ |