SourcingSourcing
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12 firms
ActiveState: MD×State: CT×State: TN×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0M—Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C41COOPERATIVE FUNERAL FUND INC
CRD 107631
CT$727.8M1Wells Fargo→
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo→
C36HIGHLAND PEAK CAPITAL, LLC
CRD 306304
CT$333.2M—Wells Fargo→
C35LOTUS INFRASTRUCTURE PARTNERS, LP
CRD 324015
CT$6.16B—Wells Fargo→
C31PINEY LAKE CAPITAL MANAGEMENT LP
CRD 290404
CT$744.9M—Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→