New Filings (May 2026)

These are all of the Investment Advisor and Exempt Registered Advisor filings submitted last month. Duplicate entries represent subsequent filings submitted. Look at the provided timestamps to determine the most recent filing.

Total Advisors: 1375
Advisor Name
Type
Location Filing Date Details
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
IA SOMERS, NY
May 13, 2026 12:30 PM
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
IA SOMERS, NY
May 08, 2026 07:50 AM
INTEGRUM HOLDINGS LP
IA NEW YORK, NY
May 27, 2026 05:55 PM
INTEGRUM HOLDINGS LP
IA NEW YORK, NY
May 19, 2026 05:06 PM
INTELLECTUS PARTNERS, LLC
IA SAN FRANCISCO, CA
May 26, 2026 05:10 PM
INTERCAPITAL
ERA AUSTIN, TX
May 14, 2026 09:26 PM
INTERCAPITAL
IA AUSTIN, TX
May 14, 2026 12:44 PM
INTERMEDE GLOBAL PARTNERS INC
IA SAN FRANCISCO, CA
May 27, 2026 01:19 PM
INTERMEDE GLOBAL PARTNERS INC
IA SAN FRANCISCO, CA
May 21, 2026 11:34 AM
INTERMEDE INVESTMENT PARTNERS LIMITED
IA LONDON, [blank]
May 27, 2026 01:26 PM
INTERMEDE INVESTMENT PARTNERS LIMITED
IA LONDON, [blank]
May 21, 2026 11:39 AM
INTREPID CAPITAL MANAGEMENT INC
IA JACKSONVILLE BEACH, FL
May 07, 2026 09:52 AM
INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC
IA NEW YORK, NY
May 07, 2026 08:31 AM
INVUS FINANCIAL ADVISORS, LLC
IA NEW YORK, NY
May 29, 2026 10:42 AM
ION PACIFIC, INC.
IA VENICE, CA
May 19, 2026 12:20 PM
ION PRIVATE EQUITY PARTNERS LTD.
ERA HERZLIYA, ISRAEL, [blank]
May 20, 2026 09:26 PM
IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
ERA DUBLIN 2, [blank]
May 22, 2026 09:26 PM
IRTH CAPITAL MANAGEMENT, LP
IA NEW YORK, NY
May 19, 2026 09:21 AM
ISABELLA CAPITAL MANAGEMENT LLP
ERA WESTMINSTER, LONDON, [blank]
May 12, 2026 09:26 PM
IVY EVERGREEN, LLC
IA CHARLESTON, SC
May 29, 2026 12:40 PM
IVY HILL ASSET MANAGEMENT, L.P.
IA NEW YORK, NY
May 29, 2026 06:00 PM
J.P. MORGAN INVESTMENT MANAGEMENT INC.
IA NEW YORK, NY
May 08, 2026 10:01 AM
JADE INVEST
ERA SHANGHAI, [blank]
May 06, 2026 09:26 PM
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
IA TAMPA, FL
May 12, 2026 12:23 PM
JAGUAR CAPITAL ADVISORS USA, LLC
ERA HERMOSA BEACH, CA
May 06, 2026 09:26 PM
JAMESTOWN, L.P.
IA ATLANTA, GA
May 01, 2026 10:03 AM
JANA PARTNERS MANAGEMENT, LP
IA NEW YORK, NY
May 29, 2026 04:20 PM
JCSD CAPITAL, LLC
IA WALNUT CREEK, CA
May 05, 2026 03:00 PM
JEM CAPITAL GP LLC
ERA WEST HOLLYWOOD, CA
May 26, 2026 09:26 PM
JFG FAMILY OFFICE
IA DENVER, CO
May 04, 2026 10:25 AM
JK WITHUS CO. LTD.
ERA SEOCHO-GU, SEOUL, [blank]
May 01, 2026 09:26 PM
JOIN BEYOND, LLC
ERA SAN DIEGO, CA
May 04, 2026 09:26 PM
JONES HILL CAPITAL LP
IA NEW YORK, NY
May 06, 2026 03:20 PM
JONES HILL CAPITAL LP
IA NEW YORK, NY
May 05, 2026 11:10 AM
JORDAN PARK GROUP LLC
IA SAN FRANCISCO, CA
May 19, 2026 01:23 PM
JPMORGAN FUNDS LIMITED
IA LONDON, [blank]
May 08, 2026 05:14 AM
JRB CAPITAL MANAGEMENT
IA STEAMBOAT SPRINGS, CO
May 19, 2026 03:28 PM
JSL HEALTH CAPITAL MANAGEMENT, LLC
ERA [blank], [blank]
May 06, 2026 09:26 PM
JTC AIFM SOLUTIONS UK
ERA LONDON, [blank]
May 15, 2026 09:26 PM
JUNIPER CAPITAL MANAGEMENT, LLC
ERA DALLAS, TX
May 11, 2026 09:26 PM
JUNIPER GP, LLC
ERA CLARKSVILLE, IN
May 07, 2026 09:26 PM
JUNIPER GP, LLC
ERA CLARKSVILLE, IN
May 07, 2026 09:26 PM
JUNO INVESTMENT PARTNERS
ERA DEN HAAG, [blank]
May 01, 2026 09:26 PM
JVP MANAGEMENT
IA NEW YORK, NY
May 06, 2026 03:21 PM
K FUND CAPITAL MANAGEMENT, LLC
IA LOS ANGELES, CA
May 11, 2026 10:45 AM
KAILAI ADVISERS LTD.
IA LOS ANGELES, CA
May 21, 2026 02:18 PM
KAIN CAPITAL
IA NEW YORK, NY
May 05, 2026 09:26 AM
KANEN WEALTH MANAGEMENT LLC
IA COCONUT CREEK, FL
May 22, 2026 11:59 AM
KANEN WEALTH MANAGEMENT LLC
IA COCONUT CREEK, FL
May 04, 2026 11:39 AM
KARMEL CAPITAL MANAGEMENT LLC
IA SOLANA BEACH, CA
May 27, 2026 07:16 PM