03/01/2024
- Large advisory firm
9
5
SEC, Approved, 10/8/2009
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Barrons| Fund Type | Count | GAV |
|---|---|---|
| Other Private Fund | 2 | $39,025,581 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | # funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | - | - | - | - | - | - | 274.6m | 274.6m | 3.1b | 2 | |
| HERITAGE WEALTH ADVISORS, LLC | - | - | - | - | - | - | 207.6m | 207.6m | 4.0b | 7 | |
| UBS REALTY INVESTORS LLC | - | - | - | - | - | - | 2.7b | 2.7b | 2.7b | 3 | |
| FRANKLIN STREET ADVISORS, INC. | - | - | - | - | - | - | 150.7m | 150.7m | 3.5b | 5 | |
| FOCUSED INVESTORS LLC | - | - | - | - | - | - | 1.2b | 1.2b | 3.2b | 1 | |
| TWIN FOCUS CAPITAL PARTNERS, LLC | - | - | - | - | - | - | 47.7m | 47.7m | 3.6b | 6 | |
| MATTER, LLC | - | - | - | - | - | - | 157.6m | 157.6m | 3.4b | 2 | |
| BARON CAPITAL MANAGEMENT, INC. | - | - | - | - | - | - | 458.1m | 458.1m | 3.0b | 5 | |
| CARDINAL CAPITAL MANAGEMENT, L.L.C. | - | - | - | - | - | - | - | - | 1.5b | - | |
| STABLE ASSET MANAGEMENT LP | - | - | - | - | - | - | 1.1b | 1.1b | 3.3b | 4 |