Institutional Investors in Private Credit

Large institutional asset managers and 13F filers with alternatives allocations including private credit and direct lending.

Showing 105 institutional investors across 35 states.

New York11 California9 Texas7 Massachusetts7 Connecticut6 Florida5 Illinois4 Ohio4

#	Firm Name	State	AUM	Score
1	Retirement Systems of Alabama	Alabama	$30.8B	49
2	NISA INVESTMENT ADVISORS, LLC	Missouri	$30.3B	49
3	Trexquant Investment LP	Connecticut	$11.2B	46
4	Point72 Asset Management, L.P.	Connecticut	$89.4B	45
5	TIGER GLOBAL MANAGEMENT LLC	New York	$29.7B	45
6	Brookstone Capital Management	Illinois	$8.7B	44
7	Utah Retirement Systems	Utah	$10.5B	44
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	California	$33.5B	44
9	Perigon Wealth Management, LLC	California	$5.6B	43
10	Avior Wealth Management, LLC	Nebraska	$3.2B	43
11	Fifth Third Wealth Advisors LLC	Ohio	$2.9B	43
12	Allspring Global Investments Holdings, LLC	North Carolina	$61.7B	42
13	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Texas	$10.2B	42
14	Modern Wealth Management, LLC	Kansas	$5.5B	41
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Washington	$5.6B	41
16	DEERFIELD MANAGEMENT COMPANY, L.P.	New York	$7.8B	40
17	Susquehanna Portfolio Strategies, LLC	Pennsylvania	$6.5B	40
18	NEOS Investment Management LLC	Connecticut	$17.3B	40
19	CANTILLON CAPITAL MANAGEMENT LLC	New York	$15.4B	40
20	HENGEHOLD CAPITAL MANAGEMENT LLC	Ohio	$1.2B	39
21	BTC Capital Management, Inc.	Iowa	$1.4B	39
22	Gleason Group, Inc.	Kentucky	$1B	39
23	Advance Capital Management, Inc.	Michigan	$2.4B	39
24	Waldron Private Wealth LLC	Pennsylvania	$2.5B	39
25	Port Capital LLC	Illinois	$2.3B	39
26	Platinum Equity Advisors, LLC/DE	California	$8.2B	39
27	ANGELES WEALTH MANAGEMENT, LLC	California	$1.8B	38
28	Great Waters Wealth Management	Minnesota	$909M	38
29	LAKE STREET PRIVATE WEALTH, LLC	Illinois	$817.5M	38
30	McGlone Suttner Wealth Management, Inc.	Wisconsin	$743.4M	38
31	Henrickson Nauta Wealth Advisors, Inc.	Michigan	$677.6M	38
32	CAPITAL ADVISORS INC/OK	Oklahoma	$6.2B	37
33	CAHABA WEALTH MANAGEMENT, INC.	Georgia	$1.4B	36
34	TruWealth Advisors, LLC	Louisiana	$2B	36
35	Tolleson Wealth Management, Inc.	Texas	$692.6M	36
36	Ghisallo Capital Management LLC	Massachusetts	$2.2B	35
37	Avala Global LP	New York	$2.1B	35
38	CAS Investment Partners, LLC	Connecticut	$2.3B	35
39	ROCKLAND TRUST CO	Massachusetts	$2.5B	35
40	Magnus Financial Group LLC	New York	$1.3B	35
41	PETREDIS INVESTMENT ADVISORS LLC	Pennsylvania	$1.3B	35
42	Procyon Advisors, LLC	Connecticut	$2B	35
43	BALDWIN WEALTH PARTNERS LLC/MA	Massachusetts	$1.6B	35
44	PAR CAPITAL MANAGEMENT INC	Massachusetts	$3.8B	35
45	Zimmer Partners, LP	New York	$3.8B	35
46	Elequin Capital, LP	New York	$1.3B	35
47	Boston Common Asset Management, LLC	Massachusetts	$2B	35
48	Stone Ridge Holdings Group LP	New York	$1.4B	35
49	Invenomic Capital Management LP	Massachusetts	$2.1B	35
50	Iowa State Bank	Iowa	$533.3M	34
51	Chemistry Wealth Management LLC	New York	$534.5M	34
52	DOCK STREET ASSET MANAGEMENT INC	Florida	$1.1B	34
53	BARLOW WEALTH PARTNERS, LLC	Kentucky	$926.5M	34
54	Archford Capital Strategies, LLC	Illinois	$858.1M	34
55	Estuary Capital Management LP	Minnesota	$562.4M	34
56	Brady Martz Wealth Solutions, LLC	North Dakota	$567.9M	34
57	TCP Asset Management, LLC	Ohio	$593.5M	34
58	Bricktown Capital, LLC	Michigan	$594M	34
59	ERn Financial, LLC	Wisconsin	$531.9M	34
60	Ocean Park Asset Management, LLC	California	$2.1B	34
61	Frank, Rimerman Advisors LLC	California	$1.6B	34
62	Jaffetilchin Investment Partners, LLC	Florida	$1.7B	34
63	FARMERS TRUST CO	Ohio	$613.2M	34
64	CWA Asset Management Group, LLC	Florida	$2.8B	34
65	Members Trust Co	Florida	$3.1B	34
66	SCHARF INVESTMENTS, LLC	California	$3.7B	34
67	Northside Capital Management, LLC	Oregon	$1.2B	32
68	Trust Co	Kansas	$1.1B	32
69	Three Seasons Wealth, LLC	Utah	$1B	32
70	ALM First Financial Advisors, LLC	Texas	$504.9M	32
71	STANSBERRY ASSET MANAGEMENT, LLC	Texas	$987.3M	32
72	Nilsine Partners, LLC	Colorado	$1.2B	32
73	Private Advisory Group LLC	Washington	$1.3B	32
74	VICTORY FINANCIAL GROUP, LLC	Texas	$795.5M	32
75	Adams Asset Advisors, LLC	Texas	$760.1M	32
76	SILVER OAK SECURITIES, INCORPORATED	Tennessee	$1.5B	32
77	Foxhaven Asset Management, LP	Virginia	$4.1B	32
78	MASTERS CAPITAL MANAGEMENT LLC	Georgia	$2.5B	32
79	Warwick Investment Management, Inc.	Texas	$649M	32
80	ZEVENBERGEN CAPITAL INVESTMENTS LLC	Washington	$4.5B	32
81	Yarbrough Capital, LLC	Tennessee	$3.2B	32
82	POTOMAC FUND MANAGEMENT INC /ADV	Maryland	$2.7B	32
83	Alpine Bank Wealth Management	Colorado	$706.8M	31
84	JGP Wealth Management, LLC	Oregon	$959.5M	31
85	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Georgia	$823M	31
86	AFFINITY WEALTH MANAGEMENT LLC	Delaware	$703.4M	31
87	ORRSTOWN FINANCIAL SERVICES INC	Pennsylvania	$599.8M	30
88	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Massachusetts	$508.7M	30
89	BOURGEON CAPITAL MANAGEMENT LLC	Connecticut	$618.2M	30
90	Praesidium Investment Management Company, LLC	New York	$540M	30
91	INDEPENDENT INVESTORS INC	New York	$538.1M	30
92	Bedell Frazier Investment Counselling, LLC	California	$518.3M	29
93	FINANCIAL MANAGEMENT NETWORK INC	California	$632M	29
94	UNIQUE WEALTH, LLC	Florida	$716.2M	29
95	Marotta Asset Management	Virginia	$540.2M	27
96	SHAH CAPITAL MANAGEMENT	North Carolina	$518.5M	27
97	Canal Capital Management, LLC	Virginia	$704.9M	27
98	Community Financial Services Group, LLC	Vermont	$544.6M	27
99	Investors Research Corp	Georgia	$546.1M	27
100	Leonard Rickey Investment Advisors P.L.L.C.	Washington	$553M	27
101	McLean Asset Management Corp	Virginia	$558.2M	27
102	Strategic Point Investment Advisors, LLC	Rhode Island	$723.2M	27
103	Central Pacific Bank - Trust Division	Hawaii	$815.5M	27
104	Trust Co of the South	North Carolina	$621.8M	27
105	Ironwood Financial, llc	Arizona	$589.6M	27

Browse Other Investor Types

RIAs & Wealth Managers732 Pension Funds71 Insurance Companies28