SourcingSourcing
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13 firms
ActiveState: GA×State: SC×Custodian: Folio Institutional×Custodian: JPMorgan×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4M—JPMorgan→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C31JAMESTOWN, L.P.
CRD 158207
GA$7.06B—JPMorgan→
C28GODWIN CAPITAL GROUP, LLC
CRD 316592
GA$1.13B—JPMorgan→
C27GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD 329225
GA$5.89B—Folio Institutional→
C274612 GROUP, LLC
CRD 287619
GA$773.3M—JPMorgan→
C26ROARK CAPITAL MANAGEMENT, LLC
CRD 160368
GA$34.18B—JPMorgan→
C23ALTERA PRIVATE ACCESS, LLC
CRD 287467
GA$519.1M2JPMorgan→
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50B—JPMorgan→
C22CORTLAND INVESTMENT MANAGEMENT, LLC
CRD 299369
GA$5.67B—Folio Institutional→
C22AVEGO MANAGEMENT, LLC
CRD 310520
GA$917.5M—JPMorgan→
C19SOVEREIGN'S CAPITAL MANAGEMENT, LLC
CRD 301879
GA$1.28B—JPMorgan→