80 Investment Advice Companies

#1 APO APO-PA APOS CIK 0001858681

Apollo Global Management, Inc.

New York, NY · CIK 0001858681

Reported insider value: $20.07B
1Y net insider change: -$132.39M
Primary ticker: APO
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#2 KKR KKR-PD KKRS CIK 0001404912

KKR & Co. Inc.

New York, NY · CIK 0001404912

Reported insider value: $25.6B
1Y net insider change: +$50.93M
Primary ticker: KKR
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#3 AMP CIK 0000820027

Ameriprise Financial Inc

Minneapolis, MN · CIK 0000820027

Reported insider value: $228.37M
1Y net insider change: -$66.7M
Primary ticker: AMP
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#4 BX CIK 0001393818

Blackstone Inc.

New York, NY · CIK 0001393818

Reported insider value: $45.08B
1Y net insider change: -$35.15M
Primary ticker: BX
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#5 BEN CIK 0000038777

Franklin Resources Inc

San Mateo, CA · CIK 0000038777

Reported insider value: $2.56B
1Y net insider change: +$2.13M
Primary ticker: BEN
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#6 ARES ARES-PB CIK 0001176948

Ares Management Corp

Los Angeles, CA · CIK 0001176948

Reported insider value: $6.18B
1Y net insider change: -$474.95M
Primary ticker: ARES
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#7 CG CGABL CIK 0001527166

Carlyle Group Inc.

Washington, DC · CIK 0001527166

Reported insider value: $5.76B
1Y net insider change: -$58.68M
Primary ticker: CG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#8 IVZ CIK 0000914208

Invesco Ltd.

Atlanta, GA · CIK 0000914208

Reported insider value: $4.91B
1Y net insider change: -$6.05M
Primary ticker: IVZ
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#9 BAM CIK 0001937926

Brookfield Asset Management Ltd.

New York, NY · CIK 0001937926

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: BAM
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#10 TROW CIK 0001113169

Price T Rowe Group Inc

Baltimore, MD · CIK 0001113169

Reported insider value: $574.3M
1Y net insider change: -$632.1K
Primary ticker: TROW
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#11 TPG TPGXL CIK 0001880661

TPG Inc.

Fort Worth, TX · CIK 0001880661

Reported insider value: $16.89B
1Y net insider change: -$101.1K
Primary ticker: TPG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#12 CIK 0001411494

Apollo Asset Management, Inc.

new York, NY · CIK 0001411494

Reported insider value: $855.7K
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#13 OWL CIK 0001823945

Blue Owl Capital Inc.

New York, NY · CIK 0001823945

Reported insider value: $3.61B
1Y net insider change: +$7.14M
Primary ticker: OWL
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#14 AMG MGR MGRB CIK 0001004434

Affiliated Managers Group, Inc.

Jupiter, FL · CIK 0001004434

Reported insider value: $393.89M
1Y net insider change: -$13.17M
Primary ticker: AMG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#15 CIK 0001109448

Alliancebernstein L.P.

Nashville, TN · CIK 0001109448

Reported insider value: $3.16B
1Y net insider change: +$2.91M
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#16 JHG CIK 0001274173

Janus Henderson Group Ltd.

London · CIK 0001274173

Reported insider value: $1.77B
1Y net insider change: -$1.29B
Primary ticker: JHG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#17 STEP CIK 0001796022

StepStone Group Inc.

New York, NY · CIK 0001796022

Reported insider value: $1.42B
1Y net insider change: -$33.83M
Primary ticker: STEP
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#18 OAK-PA OAK-PB CIK 0001403528

Brookfield Oaktree Holdings, LLC

Los Angeles, CA · CIK 0001403528

Reported insider value: $1.19M
1Y net insider change: Not reported
Primary ticker: OAK-PA
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#19 CIK 0002050229

Blackstone Infrastructure Strategies (TE) L.P.

New York, NY · CIK 0002050229

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#20 CIK 0001651052

Focus Financial Partners Inc.

New York, NY · CIK 0001651052

Reported insider value: $237.2K
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#21 EVR CIK 0001360901

Evercore Inc.

New York, NY · CIK 0001360901

Reported insider value: $1.26B
1Y net insider change: -$4.47M
Primary ticker: EVR
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#22 VRTS CIK 0000883237

Virtus Investment Partners, Inc.

Hartford, CT · CIK 0000883237

Reported insider value: $83.26M
1Y net insider change: -$3.68M
Primary ticker: VRTS
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#23 CIK 0001326141

Lazard Group LLC

New York, NY · CIK 0001326141

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#24 CIK 0002030772

Blackstone Infrastructure Strategies L.P.

New York, NY · CIK 0002030772

Reported insider value: $1.19M
1Y net insider change: +$1.15M
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#25 LAZ CIK 0001311370

Lazard, Inc.

New York, NY · CIK 0001311370

Reported insider value: $245.32M
1Y net insider change: -$9.32M
Primary ticker: LAZ
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#26 VCTR CIK 0001570827

Victory Capital Holdings, Inc.

Brooklyn, OH · CIK 0001570827

Reported insider value: $898.17M
1Y net insider change: Not reported
Primary ticker: VCTR
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#27 MORN CIK 0001289419

Morningstar, Inc.

Chicago, IL · CIK 0001289419

Reported insider value: $1.91B
1Y net insider change: -$77.67M
Primary ticker: MORN
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#28 DBRG DBRG-PH DBRG-PI CIK 0001679688

DigitalBridge Group, Inc.

Boca Raton, FL · CIK 0001679688

Reported insider value: $211.95M
1Y net insider change: Not reported
Primary ticker: DBRG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#29 HLI CIK 0001302215

Houlihan Lokey, Inc.

Los Angeles, CA · CIK 0001302215

Reported insider value: $665.93M
1Y net insider change: -$10.93M
Primary ticker: HLI
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#30 HLNE CIK 0001433642

Hamilton Lane INC

Conshohocken, PA · CIK 0001433642

Reported insider value: $5.69B
1Y net insider change: -$2.46M
Primary ticker: HLNE
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#31 FHI CIK 0001056288

Federated Hermes, Inc.

Pittsburgh, PA · CIK 0001056288

Reported insider value: $185.83M
1Y net insider change: -$12.72M
Primary ticker: FHI
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#32 RILY RILYG RILYL CIK 0001464790

BRC Group Holdings, Inc.

Los Angeles, CA · CIK 0001464790

Reported insider value: $221.62M
1Y net insider change: -$2.62M
Primary ticker: RILY
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#33 HKHC CIK 0000088000

Horizon Kinetics Holding Corp

New York, NY · CIK 0000088000

Reported insider value: $1.13B
1Y net insider change: +$115.4K
Primary ticker: HKHC
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#34 CIK 0002074450

Apollo IG Core Replacement, L.P.

New York, NY · CIK 0002074450

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#35 PS CIK 0002026053

Pershing Square Inc.

New York, NY · CIK 0002026053

Reported insider value: $4.49B
1Y net insider change: Not reported
Primary ticker: PS
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#36 CIK 0002044820

VistaOne, L.P.

San Francisco, CA · CIK 0002044820

Reported insider value: $5.36M
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#37 PJT CIK 0001626115

PJT Partners Inc.

New York, NY · CIK 0001626115

Reported insider value: $1.09B
1Y net insider change: -$2.08M
Primary ticker: PJT
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#38 NOAH CIK 0001499543

Noah Holdings Ltd

Shanghai · CIK 0001499543

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: NOAH
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#39 CIK 0001591587

AssetMark Financial Holdings, Inc.

Concord, CA · CIK 0001591587

Reported insider value: $19.92M
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#40 CIK 0001684682

CNL Strategic Capital, LLC

Orlando, FL · CIK 0001684682

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#41 MLCI MLCIL CIK 0002051820

Mount Logan Capital Inc.

New York, NY · CIK 0002051820

Reported insider value: $3.14M
1Y net insider change: +$40.3K
Primary ticker: MLCI
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#42 APAM CIK 0001517302

Artisan Partners Asset Management Inc.

Milwaukee, WI · CIK 0001517302

Reported insider value: $92.28M
1Y net insider change: -$298.1K
Primary ticker: APAM
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#43 MC CIK 0001596967

Moelis & Co

New York, NY · CIK 0001596967

Reported insider value: $106.51M
1Y net insider change: -$697.8K
Primary ticker: MC
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#44 CIK 0001403256

Sculptor Capital Management, Inc.

New York, NY · CIK 0001403256

Reported insider value: $22.38M
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#45 AB CIK 0000825313

Alliancebernstein Holding L.P.

Nashville, TN · CIK 0000825313

Reported insider value: $853.34M
1Y net insider change: -$3.43M
Primary ticker: AB
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#46 PAX CIK 0001825570

Patria Investments Ltd

Grand Cayman, Cayman Islands · CIK 0001825570

Reported insider value: $35.49M
1Y net insider change: +$2.67M
Primary ticker: PAX
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#47 CIK 0001854401

Bridge Investment Group Holdings Inc.

Salt Lake City, UT · CIK 0001854401

Reported insider value: $457.17M
1Y net insider change: -$514K
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#48 RPC CIK 0001841968

Ridgepost Capital, Inc.

Dallas, TX · CIK 0001841968

Reported insider value: $458.45M
1Y net insider change: -$5.56M
Primary ticker: RPC
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#49 ALTI CIK 0001838615

AlTi Global, Inc.

New York, NY · CIK 0001838615

Reported insider value: $269.45M
1Y net insider change: -$415.2K
Primary ticker: ALTI
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#50 CIK 0002045458

Stonepeak-Plus Infrastructure Fund LP

New York, NY · CIK 0002045458

Reported insider value: $2.13M
1Y net insider change: +$2M
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#51 CIK 0002032020

EQT Private Equity Co LLC

New York, NY · CIK 0002032020

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#52 LCLN CIK 0001925283

Lincoln International, Inc.

Chicago, IL · CIK 0001925283

Reported insider value: $11.61M
1Y net insider change: Not reported
Primary ticker: LCLN
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#53 CIK 0002074065

Brookfield Private Equity Fund LP

New York, NY · CIK 0002074065

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#54 CIK 0002073537

PIMCO Asset-Based Lending Co LLC

Newport Beach, CA · CIK 0002073537

Reported insider value: $27.16M
1Y net insider change: +$11.97M
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#55 CIK 0002046946

Ares Sports, Media & Entertainment Opportunities LP

New York, NY · CIK 0002046946

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#56 CNS CIK 0001284812

Cohen & Steers, Inc.

New York, NY · CIK 0001284812

Reported insider value: $1.63B
1Y net insider change: +$14.71M
Primary ticker: CNS
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#57 ABX ABXL CIK 0001814287

Abacus Global Management, Inc.

Orlando, FL · CIK 0001814287

Reported insider value: $516.67M
1Y net insider change: -$2.96M
Primary ticker: ABX
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#58 AAMI CIK 0001748824

Acadian Asset Management Inc.

Boston, MA · CIK 0001748824

Reported insider value: $473.6M
1Y net insider change: -$215.23M
Primary ticker: AAMI
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#59 GCMG CIK 0001819796

GCM Grosvenor Inc.

Chicago, IL · CIK 0001819796

Reported insider value: $574.85M
1Y net insider change: -$39.4M
Primary ticker: GCMG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#60 MAAS CIK 0001750264

Maase Inc.

Chengdu Sichuan Province, Prc · CIK 0001750264

Reported insider value: $0
1Y net insider change: Not reported
Primary ticker: MAAS
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#61 CIK 0001399249

Pzena Investment Management, Inc.

New York, NY · CIK 0001399249

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#62 DHIL CIK 0000909108

Diamond Hill Investment Group Inc

Columbus, OH · CIK 0000909108

Reported insider value: $17.53M
1Y net insider change: -$83.1K
Primary ticker: DHIL
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#63 CIK 0002096330

CVC-PE Global Private Equity Fund, LP

New York, NY · CIK 0002096330

Reported insider value: $115K
1Y net insider change: +$90K
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#64 WHG CIK 0001165002

Westwood Holdings Group Inc

Dallas, TX · CIK 0001165002

Reported insider value: $40.05M
1Y net insider change: -$1.68M
Primary ticker: WHG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#65 VALU CIK 0000717720

Value Line Inc

New York, NY · CIK 0000717720

Reported insider value: $144.2K
1Y net insider change: +$6.8K
Primary ticker: VALU
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#66 SAMG CIK 0001549966

Silvercrest Asset Management Group Inc.

New York, NY · CIK 0001549966

Reported insider value: $18.47M
1Y net insider change: +$298.8K
Primary ticker: SAMG
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#67 CIK 0002065337

Carlyle Private Equity Partners Fund, L.P.

Washington, DC · CIK 0002065337

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#68 CIK 0001616291

Jupai Holdings Ltd

Shanghai, China · CIK 0001616291

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#69 HNNA CIK 0001145255

Hennessy Advisors Inc

Novato, CA · CIK 0001145255

Reported insider value: $35.69M
1Y net insider change: -$109.6K
Primary ticker: HNNA
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#70 GROW CIK 0000754811

U S Global Investors Inc

San Antonio, TX · CIK 0000754811

Reported insider value: $7.69M
1Y net insider change: +$304.7K
Primary ticker: GROW
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#71 ILLR ILLRW CIK 0001769624

Triller Group Inc.

Los Angeles, CA · CIK 0001769624

Reported insider value: $242.6M
1Y net insider change: -$134.4K
Primary ticker: ILLR
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#72 CIK 0001908984

ENDI Corp.

Richmond, VA · CIK 0001908984

Reported insider value: $22.13M
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#73 CIK 0001014111

GlassBridge Enterprises, Inc.

New York, NY · CIK 0001014111

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#74 CIK 0002079966

Macquarie Infrastructure Fund, L.P.

New York, NY · CIK 0002079966

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#75 BVC CIK 0001785680

BitVentures Ltd

Hong Kong · CIK 0001785680

Reported insider value: $93.8K
1Y net insider change: Not reported
Primary ticker: BVC
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#76 IWSH CIK 0001279715

Wright Investors Service Holdings, Inc.

Mt Kisco, NY · CIK 0001279715

Reported insider value: $826.5K
1Y net insider change: Not reported
Primary ticker: IWSH
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#77 CIK 0002097887

HarbourVest Private Equity Secondaries Fund L.P.

Boston, MA · CIK 0002097887

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#78 CIK 0002117580

HarbourVest Private Equity Secondaries Fund (TE) L.P.

Boston, MA · CIK 0002117580

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#79 CIK 0001897525

KB Global Holdings Ltd

Blue Bell, PA · CIK 0001897525

Reported insider value: Not reported
1Y net insider change: Not reported
Primary ticker: Not listed
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

#80 VINP CIK 0001826286

Vinci Compass Investments Ltd.

Leblon Rio De Janeiro · CIK 0001826286

Reported insider value: $264.51M
1Y net insider change: -$7.01M
Primary ticker: VINP
Next action: Open CIK-backed research

Open company facts Insider activity Filer record

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