Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Westport, CT
41 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in CT
Firm
Assets
Employees
Disclosures
Bridgewater Associates, LP
$150.16 billion
1,135
0
Neos Investments
$21.69 billion
35
0
Fermat Capital Management, LLC
$11.14 billion
47
0
Energy Income Partners
$6.06 billion
21
0
Lime Rock
$5.48 billion
198
3
Gemspring Capital Management, LP
$5.14 billion
81
0
Coastal Bridge Advisors
$5.02 billion
46
0
Compass Group Management LLC
$3.04 billion
25
1
Ardmore Road Asset Management LP
$2.83 billion
17
0
Cas Investment Partners, LLC
$2.45 billion
3
0
Balance Point Capital Advisors, LLC
$2.44 billion
23
0
A.g.p / Alliance Global Partners
$2.30 billion
320
9
Dock Street Capital Management LLC
$1.65 billion
4
0
Third View Private Wealth
$1.16 billion
11
0
Bhms Investments, LP
$1.01 billion
13
0
Verbena Value LP
$1.00 billion
9
0
Castlekeep Investment Advisors
$920.8 million
5
0
Rfe Management Corporation
$913.3 million
17
0
True Green Capital Management LLC
$876.2 million
34
0
Manatuck Hill Partners, LLC
$628.6 million
6
0
Northlight Capital Partners
$582.2 million
10
0
Birinyi Associates, Inc.
$471.7 million
4
3
August Wealth Advisors LLC
$436.6 million
8
0
Longwall Family Office
$428.2 million
5
0
Jgb Capital Management L.P.
$421.0 million
10
0
Yakira Capital Management, Inc.
$411.6 million
4
0
Brightlight Capital
$385.8 million
3
0
Ayrton Capital LLC
$358.9 million
9
0
Ararat Capital Management LP
$358.6 million
7
0
Greenhouse Wealth Management, LLC
$288.6 million
2
0
Ayrshire Capital Management LLC
$285.1 million
2
0
Kate Capital LLC
$206.8 million
8
0
Spice Expeditions, LP
$195.9 million
5
0
Drum Hill Capital, LLC
$194.3 million
3
0
Aspetuck Financial Management LLC
$178.3 million
1
0
Lcr Wealth Management LLC
$151.8 million
3
0
Quorus Inc.
$148.2 million
7
0
Alpine Hill Advisors LLC
$114.5 million
4
0
Tengram Capital Partners
$110.7 million
7
0
Wavelength Capital Management, LLC
$104.0 million
2
0
1 Main Capital Management, LLC
$80.5 million
2
0