Investment advisers
The advisers that filed Form ADV this quarter, and the advisers reporting the most private funds — linked to the fund families they belong to.
- Advisers
- 41,123
- Form ADV registrants, registered or exempt
- Filed this quarter
- 5,548
- filed Form ADV in the past 90 days
- Private funds
- 198,747
- reported on Form ADV Schedule D
- Most private funds
- 24,816
- Platform Advisor, LLC
Advisers that filed Form ADV this quarter
5,548 filed in the past 90 days, by private funds reported
- Goldman Sachs Asset Management, L.P.1,566
- Icapital Advisors, LLC1,307
- Apollo Capital Management, L.P.1,290
- The Carlyle Group838
- Ares Management LLC837
All 41,123 advisers, each with its funds, owners and filings, are in the All planSee plans
Most advisers have a December year end and file their annual amendment within the 90 days after it, so this table is busiest in spring.
Advisers with the most private funds
By private funds reported on Form ADV Schedule D, then regulatory AUM
- Platform Advisor, LLC24,816
- Goldman Sachs Asset Management, L.P.1,566
- Icapital Advisors, LLC1,307
- Apollo Capital Management, L.P.1,290
- Microangel Partners LLC1,171
| Adviser | Private funds |
|---|---|
| Platform Advisor, LLC | 24,816 |
| Goldman Sachs Asset Management, L.P. | 1,566 |
| Icapital Advisors, LLC | 1,307 |
| Apollo Capital Management, L.P. | 1,290 |
| Microangel Partners LLC | 1,171 |
| The Carlyle Group | 838 |
| Ares Management LLC | 837 |
| Equitybee Advisors, LLC | 836 |
| Alumni Ventures | 833 |
| Kohlberg Kravis Roberts & Co. L.P. | 791 |
All 41,123 advisers, each with its funds, owners and filings, are in the All planSee plans
SPV platforms report each vehicle as a private fund, so they lead by count; regulatory AUM also counts accounts that are not private funds.
The groups these advisers roll up into. Largest fund families, by private funds' gross assets.
- Citadel Advisors LLC$1.1T
- Kohlberg Kravis Roberts & Co. L.P.$944.9B
- Blackstone ISG-I Advisors L.L.C.$938.2B
- BlackRock Fund Advisors$853.4B
- Pacific Investment Management Company LLC$836.9B
| Citadel Advisors LLC37 private funds | $1.1T |
| Kohlberg Kravis Roberts & Co. L.P.935 private funds | $944.9B |
| Blackstone ISG-I Advisors L.L.C.1,003 private funds | $938.2B |
| BlackRock Fund Advisors1,098 private funds | $853.4B |
| Pacific Investment Management Company LLC1,257 private funds | $836.9B |