Adviser profiles A–Z

Profiles of investment advisers (SEC file numbers 801-) and exempt reporting advisers (802-) that are still in the current Form ADV data and have a Form ADV filing recorded in the last 18 months, 250 to a page, A–Z by legal name. Historical records, state-registered advisers and profiles that have not been updated recently are not listed here.

This list is not a ranking. For a short, selected list, see Adviser profiles.

Page 13 of 95

BI-INVEST ENDOWMENT MANAGEMENT S.A R.L.
Exempt reporting adviser

SEC file number

802-126036

Source date

March 31, 2026
BILI FINANCE, LLC
Investment adviser

SEC file number

801-135418

Source date

February 27, 2026
BILL FEW ASSOCIATES, INC.
Investment adviser

SEC file number

801-29235

Source date

March 31, 2026
BILL OPP FIXED INCOME ADVISORY SERVICE, LLC
Investment adviser

SEC file number

801-71229

Source date

January 30, 2026
BILLINGS CAPITAL MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-126917

Source date

March 31, 2026
BILLIONFOLD ASSET MANAGEMENT INC.
Exempt reporting adviser

SEC file number

802-134895

Source date

April 8, 2026
BILTMORE FAMILY OFFICE, LLC
Investment adviser

SEC file number

801-78011

Source date

March 23, 2026
BILTMORE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-81007

Source date

February 17, 2026
BIMINI ADVISORS, LLC
Investment adviser

SEC file number

801-76949

Source date

April 24, 2026
BIN YUAN CAPITAL (CAYMAN) LIMITED
Investment adviser

SEC file number

801-79097

Source date

March 11, 2026
BIN YUAN CAPITAL LIMITED
Investment adviser

SEC file number

801-79096

Source date

March 11, 2026
BINGHAM PRIVATE WEALTH, LLC
Investment adviser

SEC file number

801-129987

Source date

June 18, 2026
BINNACLE INVESTMENTS, INC.
Investment adviser

SEC file number

801-120747

Source date

May 21, 2026
BIOGENERATION III SERVICES B.V.
Exempt reporting adviser

SEC file number

802-129451

Source date

March 20, 2026
BIOINNOVATION MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-107753

Source date

March 26, 2026
BIOINTEL VENTURE MANAGEMENT, L.P.
Exempt reporting adviser

SEC file number

802-131462

Source date

March 24, 2026
BIOMATICS MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-108340

Source date

March 27, 2026
BIONDO INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-62775

Source date

March 27, 2026
BIOS CAPITAL MANAGEMENT, LP
Investment adviser

SEC file number

801-117544

Source date

March 30, 2026
BIOSPRING MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-126024

Source date

March 27, 2026
BIOSTAR MANAGERS, LLC
Exempt reporting adviser

SEC file number

802-77204

Source date

March 31, 2026
BIOTRACK CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-118277

Source date

March 17, 2026
BIOTRACK CAPITAL MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-117470

Source date

March 17, 2026
BIOTRACK FUND I GP, LP
Exempt reporting adviser

SEC file number

802-117471

Source date

March 17, 2026
BIOTRACK FUND II GP LIMITED
Exempt reporting adviser

SEC file number

802-123741

Source date

March 17, 2026
BIOVENTURES II MANAGEMENT CORPORATION
Exempt reporting adviser

SEC file number

802-74905

Source date

March 26, 2026
BIOVV ADVISORS LLC
Exempt reporting adviser

SEC file number

802-136564

Source date

May 22, 2026
BIP CAPITAL MANAGEMENT SERVICES, LLC
Investment adviser

SEC file number

801-119183

Source date

March 25, 2026
BIP CAPITAL, LLC
Investment adviser

SEC file number

801-112753

Source date

March 25, 2026
BIP WEALTH, LLC
Investment adviser

SEC file number

801-68882

Source date

September 25, 2026
BIRCH CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-112497

Source date

September 2, 2026
BIRCH FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-131297

Source date

July 17, 2026
BIRCH HILL EQUITY PARTNERS MANAGEMENT INC.
Exempt reporting adviser

SEC file number

802-113113

Source date

March 17, 2026
BIRCH HILL INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-67818

Source date

February 25, 2026
BIRCH RUN INVESTMENTS, LLC
Investment adviser

SEC file number

801-108422

Source date

March 25, 2026
BIRCH WEALTH, INC.
Investment adviser

SEC file number

801-121325

Source date

May 14, 2026
BIRCHBROOK
Investment adviser

SEC file number

801-36582

Source date

April 14, 2026
BIRCHCREEK WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-116914

Source date

February 26, 2026
BIRCHMERE MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-125948

Source date

March 13, 2026
BIRCHVIEW CAPITAL, LP
Investment adviser

SEC file number

801-79710

Source date

March 31, 2026
BIRCHWOOD FINANCIAL PARTNERS, INC.
Investment adviser

SEC file number

801-79443

Source date

March 4, 2026
BIRD DOG EQUITY PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-80558

Source date

March 30, 2026
BIRD ROCK ASSET MANAGEMENT, LP.
Investment adviser

SEC file number

801-66711

Source date

March 26, 2026
BIREME CAPITAL, LLC
Investment adviser

SEC file number

801-133983

Source date

March 19, 2026
BIRINYI ASSOCIATES, INC.
Investment adviser

SEC file number

801-37267

Source date

February 19, 2026
BIRKS FINANCIAL CORP.
Investment adviser

SEC file number

801-114987

Source date

June 10, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC
Investment adviser

SEC file number

801-20170

Source date

March 30, 2026
BIRNAM OAK ADVISORS, LP
Investment adviser

SEC file number

801-129180

Source date

March 26, 2026
BIRNAM WOOD CAPITAL, LLC
Investment adviser

SEC file number

801-118151

Source date

September 23, 2026
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Investment adviser

SEC file number

801-106594

Source date

February 25, 2026
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-68856

Source date

March 18, 2026
BISHOP STREET CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-57217

Source date

March 27, 2026
BISLETT MANAGEMENT, LLC
Investment adviser

SEC file number

801-113239

Source date

March 11, 2026
BISON CAPITAL ADVISORS, LLC
Investment adviser

SEC file number

801-118651

Source date

May 9, 2025
BISON CAPITAL ADVISORS, LLC
Exempt reporting adviser

SEC file number

802-127213

Source date

August 27, 2026
BISON CAPITAL ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-73871

Source date

March 28, 2026
BISON CAPITAL GROUP, LLC
Investment adviser

SEC file number

801-122750

Source date

May 13, 2026
BISON CREEK WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-121632

Source date

March 31, 2026
BISON INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-133931

Source date

March 4, 2026
BISON VENTURES MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-126141

Source date

March 27, 2026
BISON WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-136720

Source date

September 18, 2026
BISON WEALTH, LLC
Investment adviser

SEC file number

801-114547

Source date

June 15, 2026
BITKRAFT VENTURES MANAGEMENT, LLC
Investment adviser

SEC file number

801-121568

Source date

March 27, 2026
BITMATRIX EXCHANGE LTD
Exempt reporting adviser

SEC file number

802-134221

Source date

July 24, 2025
BITTERROOT CAPITAL ADVISORS LLC
Investment adviser

SEC file number

801-58029

Source date

August 24, 2026
BITWISE INVESTMENT MANAGER, LLC
Investment adviser

SEC file number

801-126704

Source date

June 30, 2026
BIVIUM CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-64067

Source date

May 1, 2026
BK GROWTH PARTNERS MANAGEMENT COMPANY LLC
Exempt reporting adviser

SEC file number

802-125999

Source date

January 8, 2026
BKM WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-127026

Source date

February 12, 2026
BKN CAPITAL, S.A.
Exempt reporting adviser

SEC file number

802-112466

Source date

March 31, 2026
BLACK BARN FINANCIAL, LLC
Investment adviser

SEC file number

801-131357

Source date

July 2, 2026
BLACK BAY PARTNERS, LLC
Investment adviser

SEC file number

801-113036

Source date

March 31, 2026
BLACK BEAR VALUE PARTNERS, LP
Exempt reporting adviser

SEC file number

802-125938

Source date

March 26, 2026
BLACK CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-121478

Source date

March 4, 2026
BLACK CHAMBER PARTNERS, LLC
Investment adviser

SEC file number

801-117749

Source date

March 31, 2026
BLACK CORAL FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-73107

Source date

February 24, 2026
BLACK CREEK INVESTMENT MANAGEMENT INC.
Investment adviser

SEC file number

801-74333

Source date

January 2, 2026
BLACK CYPRESS CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-118943

Source date

March 25, 2026
BLACK DIAMOND CAPITAL MANAGEMENT I, LLLP
Investment adviser

SEC file number

801-71712

Source date

July 13, 2026
BLACK DIAMOND FINANCIAL, LLC
Investment adviser

SEC file number

801-121640

Source date

March 30, 2026
BLACK DIAMOND FINANCIAL, LLC
Investment adviser

SEC file number

801-96172

Source date

March 23, 2026
BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-130181

Source date

April 3, 2026
BLACK ECONOMIC ALLIANCE VENTURES, LLC
Exempt reporting adviser

SEC file number

802-130472

Source date

March 20, 2026
BLACK GRANITE CAPITAL LLC
Exempt reporting adviser

SEC file number

802-124757

Source date

March 31, 2026
BLACK HERON CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-137300

Source date

August 14, 2026
BLACK HILL CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-118997

Source date

March 27, 2026
BLACK HORSE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-123230

Source date

January 7, 2026
BLACK JADE CAPITAL LLC
Exempt reporting adviser

SEC file number

802-122729

Source date

March 24, 2026
BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC
Exempt reporting adviser

SEC file number

802-126533

Source date

February 18, 2026
BLACK KNIGHT WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-126532

Source date

August 4, 2026
BLACK LAKE INVESTMENTS LLC
Investment adviser

SEC file number

801-132126

Source date

April 29, 2026
BLACK MAPLE CAPITAL MANAGEMENT LP
Investment adviser

SEC file number

801-78645

Source date

March 30, 2026
BLACK OAK CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-109957

Source date

March 25, 2026
BLACK OPAL VENTURES, LLC
Exempt reporting adviser

SEC file number

802-126325

Source date

March 23, 2026
BLACK OWL MANAGING LLC
Exempt reporting adviser

SEC file number

802-134806

Source date

September 9, 2026
BLACK SADDLE CAPITAL PARTNERS LLC
Exempt reporting adviser

SEC file number

802-122707

Source date

March 31, 2026
BLACK SUN, INC.
Exempt reporting adviser

SEC file number

802-135665

Source date

February 24, 2026
BLACK SWIFT GROUP, LLC
Investment adviser

SEC file number

801-108740

Source date

July 9, 2026
BLACK TORO LLC
Investment adviser

SEC file number

801-128015

Source date

March 31, 2026
BLACK WALNUT WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-134160

Source date

May 14, 2026
BLACKBARN CAPITAL PARTNERS LP
Investment adviser

SEC file number

801-123736

Source date

March 20, 2026
BLACKBIRD CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-119337

Source date

March 25, 2026
BLACKBIRD VENTURES PTY LTD.
Exempt reporting adviser

SEC file number

802-128986

Source date

September 24, 2025
BLACKBOX GROUP LLC
Exempt reporting adviser

SEC file number

802-114994

Source date

March 30, 2026
BLACKCROWN INC
Investment adviser

SEC file number

801-113929

Source date

June 30, 2026
BLACKDIAMOND WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-112524

Source date

July 9, 2026
BLACKFIN CAPITAL PARTNERS SAS
Exempt reporting adviser

SEC file number

802-117543

Source date

March 25, 2026
BLACKFORD CAPITAL, INC.
Exempt reporting adviser

SEC file number

802-118642

Source date

March 31, 2026
BLACKGOLD CAPITAL MANAGEMENT LP
Investment adviser

SEC file number

801-66438

Source date

April 10, 2026
BLACKHAWK CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-81107

Source date

September 22, 2026
BLACKHILL CAPITAL, INC
Investment adviser

SEC file number

801-32051

Source date

March 18, 2026
BLACKHORN VENTURES MANAGEMENT II, LLC
Exempt reporting adviser

SEC file number

802-128144

Source date

March 31, 2026
BLACKHORN VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-118512

Source date

August 7, 2026
BLACKMOOR INVESTMENT PARTNERS LIMITED
Exempt reporting adviser

SEC file number

802-114259

Source date

March 18, 2026
BLACKPOYNT INC.
Exempt reporting adviser

SEC file number

802-117114

Source date

March 27, 2026
BLACKRIDGE ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-108114

Source date

September 25, 2026
BLACKROCK (SINGAPORE) LIMITED
Investment adviser

SEC file number

801-76926

Source date

June 17, 2026
BLACKROCK ADVISORS, LLC
Investment adviser

SEC file number

801-47710

Source date

May 15, 2026
BLACKROCK ALTERNATIVES MANAGEMENT, LLC
Investment adviser

SEC file number

801-110250

Source date

July 24, 2026
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED
Investment adviser

SEC file number

801-77343

Source date

September 25, 2026
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG
Investment adviser

SEC file number

801-78476

Source date

May 15, 2026
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-112118

Source date

August 12, 2026
BLACKROCK CAPITAL MANAGEMENT, INC.
Investment adviser

SEC file number

801-57038

Source date

July 9, 2026
BLACKROCK FINANCIAL MANAGEMENT, INC
Investment adviser

SEC file number

801-48433

Source date

August 27, 2026
BLACKROCK FUND ADVISORS
Investment adviser

SEC file number

801-22609

Source date

May 15, 2026
BLACKROCK INTERNATIONAL LIMITED
Investment adviser

SEC file number

801-51087

Source date

May 15, 2026
BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITED
Exempt reporting adviser

SEC file number

802-76129

Source date

August 3, 2026
BLACKROCK INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-56972

Source date

July 24, 2026
BLACKROCK REALTY ADVISORS INC
Investment adviser

SEC file number

801-54217

Source date

July 24, 2026
BLACKSAND CAPITAL MANAGEMENT I, LLC
Investment adviser

SEC file number

801-76995

Source date

March 31, 2026
BLACKSAND CAPITAL, LLC
Investment adviser

SEC file number

801-112601

Source date

March 31, 2026
BLACKSHEEP FUND MANAGEMENT LTD.
Exempt reporting adviser

SEC file number

802-114881

Source date

March 18, 2026
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P.
Investment adviser

SEC file number

801-52559

Source date

August 4, 2026
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP
Investment adviser

SEC file number

801-65207

Source date

July 30, 2026
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-77791

Source date

August 4, 2026
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C.
Investment adviser

SEC file number

801-72699

Source date

June 24, 2026
BLACKSTONE ASSET BASED FINANCE ADVISORS LP
Investment adviser

SEC file number

801-61467

Source date

July 30, 2026
BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES)
Investment adviser

SEC file number

801-127061

Source date

July 30, 2026
BLACKSTONE CREDIT BDC ADVISORS LLC
Investment adviser

SEC file number

801-113393

Source date

July 30, 2026
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC
Investment adviser

SEC file number

801-63857

Source date

March 30, 2026
BLACKSTONE EUROPE FUND MANAGEMENT S.A.R.L.
Exempt reporting adviser

SEC file number

802-111949

Source date

March 30, 2026
BLACKSTONE GROWTH ADVISORS L.L.C.
Investment adviser

SEC file number

801-117665

Source date

May 5, 2026
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C.
Investment adviser

SEC file number

801-111714

Source date

May 26, 2026
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED
Investment adviser

SEC file number

801-127063

Source date

July 30, 2026
BLACKSTONE IRELAND LIMITED
Investment adviser

SEC file number

801-127062

Source date

July 30, 2026
BLACKSTONE ISG-I ADVISORS L.L.C.
Investment adviser

SEC file number

801-111810

Source date

March 30, 2026
BLACKSTONE ISG-II ADVISORS L.L.C.
Investment adviser

SEC file number

801-111695

Source date

March 30, 2026
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
Investment adviser

SEC file number

801-116920

Source date

March 30, 2026
BLACKSTONE LIQUID CREDIT ADVISORS I LLC
Investment adviser

SEC file number

801-70830

Source date

July 30, 2026
BLACKSTONE LIQUID CREDIT STRATEGIES LLC
Investment adviser

SEC file number

801-68243

Source date

July 30, 2026
BLACKSTONE MANAGEMENT PARTNERS L.L.C.
Investment adviser

SEC file number

801-64755

Source date

March 30, 2026
BLACKSTONE MULTI-ASSET ADVISORS L.L.C.
Investment adviser

SEC file number

801-79898

Source date

July 31, 2026
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC
Investment adviser

SEC file number

801-128455

Source date

July 30, 2026
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C.
Investment adviser

SEC file number

801-122976

Source date

March 30, 2026
BLACKSTONE PROPERTY ADVISORS L.P.
Investment adviser

SEC file number

801-96259

Source date

September 8, 2026
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P.
Investment adviser

SEC file number

801-64538

Source date

September 8, 2026
BLACKSTONE REAL ESTATE ADVISORS L.P.
Investment adviser

SEC file number

801-67509

Source date

September 8, 2026
BLACKSTONE REAL ESTATE ADVISORS V L.P.
Investment adviser

SEC file number

801-64992

Source date

September 8, 2026
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C.
Investment adviser

SEC file number

801-68749

Source date

September 8, 2026
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C.
Investment adviser

SEC file number

801-67500

Source date

March 30, 2026
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C.
Investment adviser

SEC file number

801-78088

Source date

March 30, 2026
BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C.
Investment adviser

SEC file number

801-73448

Source date

July 21, 2026
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
Investment adviser

SEC file number

801-112486

Source date

March 31, 2026
BLACKSUN GLOBAL MANAGEMENT PARTNERS LP
Exempt reporting adviser

SEC file number

802-134859

Source date

June 3, 2026
BLACKTHORN INVESTMENT GROUP, LLC
Exempt reporting adviser

SEC file number

802-81116

Source date

March 25, 2026
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Investment adviser

SEC file number

801-111088

Source date

March 25, 2026
BLAIR HALL ADVISORS, LLC
Investment adviser

SEC file number

801-131677

Source date

September 15, 2026
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-117244

Source date

March 30, 2026
BLAKELY WALTERS WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-128098

Source date

April 27, 2026
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Investment adviser

SEC file number

801-115085

Source date

March 31, 2026
BLALOCK WILLIAMS, LLC
Investment adviser

SEC file number

801-129757

Source date

March 3, 2026
BLANCHE PARK CAPITAL LLC
Investment adviser

SEC file number

801-134530

Source date

March 12, 2026
BLAND GARVEY WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-70358

Source date

March 18, 2026
BLANK EQUITY MANAGEMENT LLC
Investment adviser

SEC file number

801-79355

Source date

January 22, 2026
BLANKINSHIP & FOSTER, LLC
Investment adviser

SEC file number

801-35218

Source date

March 5, 2026
BLANTYRE CAPITAL II LIMITED
Exempt reporting adviser

SEC file number

802-136613

Source date

May 30, 2026
BLANTYRE CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-111948

Source date

March 31, 2026
BLANTYRE CAPITAL US LLC
Investment adviser

SEC file number

801-134615

Source date

May 14, 2026
BLAUVELT CAPITAL ADVISORS LLC
Exempt reporting adviser

SEC file number

802-76960

Source date

January 23, 2026
BLAZERIDGE, LLC
Exempt reporting adviser

SEC file number

802-122657

Source date

January 22, 2026
BLB & B ADVISORS, LLC
Investment adviser

SEC file number

801-65840

Source date

September 1, 2026
BLC ADVISORS, LTD.
Exempt reporting adviser

SEC file number

802-118835

Source date

April 1, 2026
BLEAKLEY FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-123232

Source date

September 14, 2026
BLEDSOE ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-121349

Source date

April 14, 2026
BLEECKER STREET CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-131668

Source date

March 27, 2026
BLEICHROEDER LP
Investment adviser

SEC file number

801-117171

Source date

September 23, 2026
BLG CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-101493

Source date

March 31, 2026
BLINDSPOT VENTURES MANAGEMENT CO., LLC
Exempt reporting adviser

SEC file number

802-123739

Source date

March 12, 2026
BLING CAPITAL LLC
Exempt reporting adviser

SEC file number

802-115005

Source date

September 25, 2026
BLISCE US LLC
Exempt reporting adviser

SEC file number

802-117482

Source date

April 8, 2026
BLKBRD ASSET MANAGEMENT LP
Investment adviser

SEC file number

801-134033

Source date

March 31, 2026
BLOCCELERATE VC INVESTMENT SERVICES, LLC
Exempt reporting adviser

SEC file number

802-130112

Source date

April 1, 2026
BLOCK WEALTH MANAGEMENT, INC.
Investment adviser

SEC file number

801-130376

Source date

February 20, 2026
BLOCKAD S.R.O.
Exempt reporting adviser

SEC file number

802-136281

Source date

April 15, 2026
BLOCKARA CAPITAL MANAGEMENT LTD
Exempt reporting adviser

SEC file number

802-136296

Source date

April 17, 2026
BLOCKCHAIN BUILDERS, LLC
Exempt reporting adviser

SEC file number

802-135934

Source date

March 23, 2026
BLOCKCHAIN CAPITAL, LLC
Investment adviser

SEC file number

801-120726

Source date

June 18, 2026
BLOCKCHAIN PRINCIPAL MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-120431

Source date

March 27, 2026
BLOCKCHAIN VALLEY VENTURES, LLC
Exempt reporting adviser

SEC file number

802-128528

Source date

March 19, 2026
BLOCKCHANGE MANAGEMENT LLC
Investment adviser

SEC file number

801-121960

Source date

March 30, 2026
BLODGETT WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-122678

Source date

May 25, 2026
BLOM & HOWELL FINANCIAL PLANNING, INC.
Investment adviser

SEC file number

801-123684

Source date

May 19, 2026
BLONG FINANCIAL, LLC
Investment adviser

SEC file number

801-123363

Source date

March 30, 2026
BLOOM ADVISORS, INC.
Investment adviser

SEC file number

801-49217

Source date

April 1, 2026
BLOOM EQUITY PARTNERS MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-134152

Source date

March 30, 2026
BLOOM INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-122795

Source date

March 31, 2026
BLOOM VENTURE PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-134596

Source date

March 31, 2026
BLOOMBERGSEN INC.
Exempt reporting adviser

SEC file number

802-110556

Source date

March 23, 2026
BLOOMFIELD CAPITAL HOLDINGS, LLC
Investment adviser

SEC file number

801-113423

Source date

March 31, 2026
BLOSSOM CAPITAL LLP
Exempt reporting adviser

SEC file number

802-129708

Source date

June 18, 2026
BLOSSOM CAPITAL MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-129700

Source date

March 25, 2026
BLOSSOM WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-118107

Source date

March 26, 2026
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
Investment adviser

SEC file number

801-79701

Source date

May 19, 2026
BLT FUND MANAGER LLC
Investment adviser

SEC file number

801-78651

Source date

June 10, 2026
BLU VENTURE MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-118915

Source date

September 10, 2026
BLUE ANCHOR WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-136806

Source date

September 8, 2026
BLUE BARN WEALTH, LLC
Investment adviser

SEC file number

801-118602

Source date

February 17, 2026
BLUE BEAR FINANCIAL, LLC
Investment adviser

SEC file number

801-134923

Source date

September 23, 2026
BLUE BEAR INVESTMENT GROUP, LLC
Exempt reporting adviser

SEC file number

802-127815

Source date

March 26, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-64005

Source date

March 10, 2026
BLUE BOX DOCS, LLC
Exempt reporting adviser

SEC file number

802-134844

Source date

February 26, 2026
BLUE CAPITAL, INC.
Investment adviser

SEC file number

801-121357

Source date

March 19, 2026
BLUE CHIP FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-137054

Source date

August 19, 2026
BLUE CHIP PARTNERS, LLC
Investment adviser

SEC file number

801-64705

Source date

March 31, 2026
BLUE CLOUD MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-112361

Source date

March 31, 2026
BLUE COLIBRI CAPITAL S.A R.L.
Exempt reporting adviser

SEC file number

802-114791

Source date

March 16, 2026
BLUE CREEK CAPITAL MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-121175

Source date

April 8, 2026
BLUE CURVE ADVISORY, LLC
Investment adviser

SEC file number

801-131821

Source date

March 11, 2026
BLUE DELTA CAPITAL PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-130157

Source date

March 23, 2026
BLUE DIAMOND ASSET MANAGEMENT AG
Exempt reporting adviser

SEC file number

802-117356

Source date

March 24, 2026
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-131918

Source date

March 31, 2026
BLUE DOOR ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-121473

Source date

May 8, 2026
BLUE EARTH CAPITAL AG
Exempt reporting adviser

SEC file number

802-127455

Source date

March 30, 2026
BLUE EDGE CAPITAL, LLC
Investment adviser

SEC file number

801-77861

Source date

April 1, 2026
BLUE FIELD CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-121240

Source date

April 1, 2026
BLUE FIN CAPITAL, INC.
Investment adviser

SEC file number

801-56127

Source date

March 11, 2026
BLUE FOREST ASSET MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-134733

Source date

March 16, 2026
BLUE GRANITE CAPITAL, LLC
Investment adviser

SEC file number

801-135757

Source date

September 9, 2026
BLUE GROTTO CAPITAL, LLC
Investment adviser

SEC file number

801-117423

Source date

March 20, 2026
BLUE HAVEN CAPITAL, LLC
Investment adviser

SEC file number

801-135021

Source date

March 27, 2026
BLUE HERON CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-114663

Source date

March 31, 2026
BLUE HORIZON EQUITY, INC.
Investment adviser

SEC file number

801-136098

Source date

September 15, 2026
BLUE INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-123591

Source date

March 31, 2026
BLUE JAY FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-134428

Source date

June 2, 2026
BLUE JEAN FINANCIAL LLC
Investment adviser

SEC file number

801-130313

Source date

May 21, 2026
BLUE LAGOON ADVISORS, LLC
Exempt reporting adviser

SEC file number

802-114756

Source date

March 20, 2026
BLUE LIKE AN ORANGE CAPITAL US LLC
Investment adviser

SEC file number

801-116695

Source date

March 12, 2026
BLUE LIMA LLC
Exempt reporting adviser

SEC file number

802-130174

Source date

February 26, 2026
BLUE LINE CAPITAL, LLC
Investment adviser

SEC file number

801-135568

Source date

September 17, 2026
BLUE LION GLOBAL MANAGEMENT, L.P.
Exempt reporting adviser

SEC file number

802-125027

Source date

June 9, 2026