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
ORVIETO PARTNERS, L.P.
IA BOSTON, MA
May 01, 2026 02:03 PM
OSBORNE PARTNERS
IA SAN FRANCISCO, CA
May 01, 2026 12:06 PM
OSRN LTD
ERA HERZLIYA, [blank]
May 03, 2026 09:26 PM
OT RESEARCH
IA [blank], [blank]
May 05, 2026 06:15 PM
OURCROWD
ERA JERUSALEM, [blank]
May 05, 2026 09:26 PM
OVERLAND ADVISORS, LLC
IA NEW YORK, NY
May 06, 2026 12:22 PM
OXSHOTT CAPITAL PARTNERS LLC
ERA NEW YORK, NY
May 01, 2026 09:26 PM
PAAMCO PRISMA, LLC
IA NEWPORT BEACH, CA
May 08, 2026 04:08 PM
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
IA MANHATTAN BEACH, CA
May 04, 2026 03:25 PM
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
IA NEWPORT BEACH, CA
May 18, 2026 05:46 PM
PACIFIC LAKE PARTNERS, L.L.C.
IA BOSTON, MA
May 08, 2026 11:53 AM
PACIFIC MANAGEMENT PARTNERS LLC
IA [blank], [blank]
May 27, 2026 03:09 PM
PALISADE CAPITAL MANAGEMENT, LP
IA FORT LEE, NJ
May 13, 2026 01:29 PM
PALLADIN CONSUMER RETAIL PARTNERS, LLC
IA BOSTON, MA
May 11, 2026 01:36 PM
PALM DRIVE CAPITAL LLC
IA NEW YORK, NY
May 06, 2026 03:26 PM
PALMER SQUARE CAPITAL MANAGEMENT LLC
IA MISSION WOODS, KS
May 19, 2026 10:00 AM
PALOGIC VALUE MANAGEMENT, L.P.
IA DALLAS, TX
May 21, 2026 02:00 PM
PALOMA PARTNERS MANAGEMENT COMPANY
IA GREENWICH, CT
May 20, 2026 12:55 PM
PANTHER GLOBAL
ERA DERRY, NH
May 05, 2026 09:26 PM
PARABELLUM CAPITAL LLC
IA NEW YORK, NY
May 13, 2026 06:55 PM
PARADIGM BIOCAPITAL ADVISORS LP
IA NEW YORK, NY
May 27, 2026 12:25 PM
PARK STREET CAPITAL ADVISERS, L.L.C.
IA [blank], [blank]
May 13, 2026 10:01 AM
PARK WEST ASSET MANAGEMENT LLC
IA SAN FRANCISCO, CA
May 08, 2026 04:07 PM
PARTNERS ENTERPRISE CAPITAL LLC
IA CHICAGO, IL
May 01, 2026 04:01 PM
PARUS FINANCE (UK) LIMITED
ERA LONDON, [blank]
May 04, 2026 09:26 PM
PASADENA PRIVATE WEALTH, LLC
IA PASADENA, CA
May 06, 2026 07:17 PM
PATIENT SQUARE CAPITAL, LP
IA MENLO PARK, CA
May 26, 2026 05:21 PM
PATRIA CAPITAL PARTNERS LLP
IA EDINBURGH, [blank]
May 12, 2026 04:49 PM
PATRIA PRIVATE EQUITY (EUROPE) LIMITED
IA EDINBURGH, [blank]
May 12, 2026 04:55 PM
PATRIA VBI REAL ESTATE GESTAO DE CARTEIRAS S.A
ERA SAO PAULO, [blank]
May 15, 2026 09:26 PM
PC3 PARTNERS, LLC
IA MIAMI BEACH, FL
May 04, 2026 10:43 AM
PC3 PARTNERS, LLC
IA MIAMI BEACH, FL
May 01, 2026 08:03 PM
PEAK ALTITUDE PARTNERS, LP
IA NEW YORK, NY
May 01, 2026 05:24 PM
PEAKLINE PARTNERS, LLC
IA CHICAGO, IL
May 14, 2026 12:54 PM
PEARL LANE ADVISORS, LLC
IA NEW YORK, NY
May 01, 2026 09:15 AM
PELEH ADVISORS LIMITED
ERA LONDON, [blank]
May 18, 2026 09:26 PM
PELION VENTURE PARTNERS
ERA SALT LAKE CITY, UT
May 28, 2026 09:26 PM
PELOTON EQUITY LLC
IA GREENWICH, CT
May 14, 2026 10:13 AM
PENBROOK MANAGEMENT LLC
IA NEW YORK, NY
May 28, 2026 12:36 PM
PENTEGRA INVESTORS, INC.
IA SHELTON, CT
May 22, 2026 09:48 AM
PENTEGRA INVESTORS, INC.
IA SHELTON, CT
May 21, 2026 12:26 PM
PENTEGRA INVESTORS, INC.
IA SHELTON, CT
May 21, 2026 12:21 PM
PEREA CAPITAL
ERA HOUSTON, TX
May 06, 2026 09:26 PM
PEREA CAPITAL
IA HOUSTON, TX
May 06, 2026 11:48 AM
PERISCOPE CAPITAL
ERA TORONTO, ONTARIO, [blank]
May 29, 2026 09:26 PM
PERISCOPE EQUITY LLC
IA CHICAGO, IL
May 18, 2026 05:19 PM
PETERSON PARTNERS
IA SALT LAKE CITY, UT
May 28, 2026 12:53 PM
PHESTOS CAPITAL, LLC
ERA LAS VEGAS, NV
May 21, 2026 09:26 PM
PI RADIANS CAPITAL INC.
ERA CHUO-KU, TOKYO, [blank]
May 01, 2026 09:26 PM
PICKERING ENERGY PARTNERS LP
IA HOUSTON, TX
May 26, 2026 08:52 AM