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Search the network’s Firm & Fund Lookup- Magarian Capital Management, LLC
Reported a $97.8M asset gain, a 38% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Marsh Investments US LLC
Changed its name from Mercer Investments LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Mercury Advisory, LLC
Reported $22.6B in regulatory assets, up from $17.9B, the largest change.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Miura Investment Advisors, Inc
Appeared on the SEC adviser list with $392M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Orix Advisers, LLC
Reported a $4.58B asset decline, a 48% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Presidio Group Advisors
Appeared on the SEC adviser list with $439M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Private Counsel Group, LTD.
Was no longer listed after last reporting $116M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Quantitative Finance LLC
Was no longer listed after last reporting $0 in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Regency Financial Group
Appeared on the SEC adviser list with $35.0M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Retirepath Wealth, LLC
Appeared on the SEC adviser list with $110M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Sandy Cove Advisors, LLC
Was no longer listed after last reporting $685M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Silicon Valley Retirement Services, LLC
Was no longer listed after last reporting $1.40B in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Uhy Wealth Management RIA LLC
Reported an $809M asset gain, a 789% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Vision One Management Partners, LP
Reported a $209M asset gain, a 113% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - West Rim Capital Associates II, L.P.
Was no longer listed after last reporting $1.66B in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - WFM Asia (BVI) Limited
Reported a $925M asset decline, a 36% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - WFM Asia (HK) Limited
Reported a $925M asset decline, a 36% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - AP Maverick Co-Invest II
Two vehicles: (UB) $61.8M and (B) $13.2M
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Atomic Fund, a series of Blue Horseshoe Funds, LP
Reported $564,000 sold with Oct 16 first sale
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Automaton II
Reported $4.5M sold in five-vehicle $2M-$10M group
Benchmark, AP Maverick funds carry 85% of $188.3M sold - AVSF - Databento 2026B, LLC
Reported $163,000 sold with Oct 16 first sale
Benchmark, AP Maverick funds carry 85% of $188.3M sold - AVSF - Lambda 2026 Q
Reported $2.9M sold in five-vehicle $2M-$10M group
Benchmark, AP Maverick funds carry 85% of $188.3M sold - BARRAMUNDI - SERIES 48 - LAMBDA
Reported $2.0M sold against $11.4M offering
Benchmark, AP Maverick funds carry 85% of $188.3M sold - B&BC 0926 a Series of CGF2026 LLC
Reported $120,000 sold with Oct 21 first sale
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Belltower Fund Group, Ltd.
Named related person on four sub-$1M funds across different series
Benchmark, AP Maverick funds carry 85% of $188.3M sold
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