New Filings (June 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: 1570
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| Advisor Name | Type | Location | Advisor AUM | Filing Date | Details |
|---|---|---|---|---|---|
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SAX WEALTH ADVISORS, LLC
|
IA | PARSIPPANY, NJ | $19,336,584 |
Jun 17, 2026
04:20 PM
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SAX WEALTH ADVISORS, LLC
|
IA | PARSIPPANY, NJ | $19,336,584 |
Jun 11, 2026
08:19 AM
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SB INVESTMENT ADVISERS (US) INC.
|
IA | MENLO PARK, CA | $42,017,767,042 |
Jun 24, 2026
01:01 PM
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SCENIC MANAGEMENT LLC
|
IA | SAN FRANCISCO, CA | $144,587,688 |
Jun 04, 2026
04:26 PM
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SCGE MANAGEMENT, L.P.
|
IA | MENLO PARK, CA | $10,395,355,198 |
Jun 30, 2026
04:22 PM
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SCHAUER INVESTMENT MANAGEMENT, INC.
|
IA | NORTHRIDGE, CA | $53,003,426 |
Jun 17, 2026
09:23 AM
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SCIENS DIVERSIFIED MANAGERS LLC
|
ERA | NEW YORK, NY | $151,426,765 |
Jun 22, 2026
03:46 AM
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SCIENS WATER
|
IA | NEW YORK, NY | $761,467,913 |
Jun 16, 2026
02:57 PM
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SCOTTISH EQUITY PARTNERS
|
ERA | GLASGOW, SCOTLAND, [blank] | $1,014,145,897 |
Jun 29, 2026
03:46 AM
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SECFI ADVISORY LIMITED
|
IA | NEW YORK, NY | $183,665,597 |
Jun 30, 2026
04:28 PM
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SECFI ADVISORY LIMITED
|
IA | NEW YORK, NY | $183,665,597 |
Jun 01, 2026
01:49 PM
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SECOR INVESTMENT MANAGEMENT, LP
|
IA | NEW YORK, NY | No funds |
Jun 12, 2026
12:52 PM
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SECURIS INVESTMENT PARTNERS LLP
|
IA | LONDON, [blank] | $1,138,048,681 |
Jun 26, 2026
11:42 AM
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SECURITIZE CAPITAL LLC
|
IA | MIAMI, FL | $524,158,579 |
Jun 25, 2026
03:01 PM
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SEED FUND ADVISORY
|
ERA | TRIANON, [blank] | $493,582 |
Jun 25, 2026
03:46 AM
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SEEDCAMP INVESTMENT MANAGEMENT LLP
|
ERA | LONDON, [blank] | $934,827,196 |
Jun 25, 2026
03:46 AM
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SEGALL BRYANT & HAMILL
|
IA | CHICAGO, IL | $140,316,597 |
Jun 26, 2026
03:51 PM
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SELWOOD ASSET MANAGEMENT LLP
|
ERA | LONDON, [blank] | $849,069,916 |
Jun 23, 2026
03:46 AM
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SEMPER CAPITAL
|
ERA | LONDON, [blank] | No funds |
Jun 10, 2026
03:46 AM
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SENTINEL DOME PARTNERS, LLC
|
IA | BURLINGAME, CA | $1,592,156,439 |
Jun 30, 2026
12:43 PM
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SENTINEL GLOBAL
|
IA | SAN FRANCISCO, CA | $204,718,186 |
Jun 30, 2026
02:06 PM
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SENTINEL GLOBAL
|
IA | SAN FRANCISCO, CA | $204,718,186 |
Jun 23, 2026
05:49 PM
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SENTINEL GLOBAL
|
IA | SAN FRANCISCO, CA | $204,718,186 |
Jun 04, 2026
02:10 PM
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SEPHIRA INVESTMENT ADVISORS (UK) LIMITED
|
IA | LONDON, [blank] | $174,277,558 |
Jun 29, 2026
11:58 AM
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SEQUOIA FINANCIAL GROUP, L.L.C.
|
IA | AKRON, OH | $1,637,985,248 |
Jun 30, 2026
02:33 PM
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SEQUOIA FINANCIAL GROUP, L.L.C.
|
IA | AKRON, OH | $1,637,985,248 |
Jun 12, 2026
11:36 AM
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SERAPHIM SPACE MANAGER LLP
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ERA | LONDON, [blank] | $698,219,173 |
Jun 29, 2026
03:46 AM
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SERRA VENTURES, LLC
|
ERA | CHAMPAIGN, IL | $165,963,723 |
Jun 11, 2026
03:46 AM
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SEVEN BRIDGES ADVISORS LLC
|
IA | NEW YORK, NY | $1,029,506,242 |
Jun 23, 2026
07:58 AM
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SEVEN FLEET CAPITAL MANAGEMENT LP
|
IA | [blank], [blank] | $434,581,362 |
Jun 30, 2026
04:27 PM
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SHADOWBOX LOGISTICS
|
IA | NEW YORK, NY | No funds |
Jun 02, 2026
08:52 AM
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SHAMROCK CAPITAL ADVISORS, LLC
|
IA | LOS ANGELES, CA | $6,733,359,561 |
Jun 03, 2026
06:58 PM
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SHENANDOAH ENERGY MANAGEMENT, LLC
|
IA | HIGHLANDS RANCH, CO | $253,879,375 |
Jun 29, 2026
11:58 AM
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SHENANDOAH ENERGY MANAGEMENT, LLC
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ERA | HIGHLANDS RANCH, CO | $253,879,375 |
Jun 29, 2026
03:46 AM
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SHERMAN ASSET MANAGEMENT, INC.
|
IA | VENTURA, CA | $4,900,124 |
Jun 16, 2026
02:02 PM
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SIDOXIA CAPITAL MANAGEMENT, LLC
|
IA | NEWPORT BEACH, CA | $941,743 |
Jun 09, 2026
08:21 AM
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SIERRA CAPITAL LLC
|
IA | MIAMI, FL | $2,549,570 |
Jun 11, 2026
02:25 PM
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SIERRA CAPITAL LLC
|
IA | MIAMI, FL | $2,549,570 |
Jun 08, 2026
09:52 AM
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SIERRA MANAGEMENT GROUP
|
IA | RENO, NV | $32,633,145 |
Jun 03, 2026
09:53 AM
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SIGHTLINE PARTNERS LLC
|
IA | BLOOMINGTON, MN | $642,835,139 |
Jun 18, 2026
11:15 AM
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SIGHTLINE PARTNERS LLC
|
IA | BLOOMINGTON, MN | $642,835,139 |
Jun 18, 2026
10:51 AM
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SIGNIFY WEALTH LLC
|
IA | ST. LOUIS, MO | $2,700,000 |
Jun 17, 2026
05:50 PM
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SILCHESTER INTERNATIONAL INVESTORS
|
IA | LONDON, [blank] | $38,346,978,702 |
Jun 16, 2026
10:58 AM
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SILTSTONE CAPITAL, LLC
|
ERA | HOUSTON, TX | $77,011,588 |
Jun 25, 2026
03:46 AM
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SILVER OAK SERVICES PARTNERS,LLC
|
IA | EVANSTON, IL | $1,836,869,435 |
Jun 03, 2026
11:17 AM
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SILVERFLEET CAPITAL PARTNERS, LLP
|
ERA | LONDON, [blank] | $214,800,521 |
Jun 16, 2026
03:46 AM
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SIMMONS L E & ASSOCIATES INC
|
IA | HOUSTON, TX | $2,378,294,414 |
Jun 17, 2026
09:11 AM
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SIT FIXED INCOME ADVISORS II, LLC
|
IA | MINNEAPOLIS, MN | $910,223,001 |
Jun 22, 2026
06:09 PM
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SIT INVESTMENT ASSOCIATES, INC
|
IA | MINNEAPOLIS, MN | $234,623,950 |
Jun 22, 2026
05:49 PM
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SITUATIONAL AWARENESS LP
|
IA | SAN FRANCISCO, CA | $9,278,344,000 |
Jun 11, 2026
06:14 PM
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