|
1
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$11.1M
|
+$1.19M
|
+53,700
|
+15%
|
|
|
2
|
Griffin Asset Management
New York
|
$845K
|
–
|
–
|
–
|
|
|
3
|
Syntal Capital Partners
Midland,
Texas
|
$251K
|
-$42.6K
|
-1,928
|
-9%
|
|
|
4
|
Alterna Wealth Management
Houston,
Texas
|
$234K
|
+$253K
|
+11,466
|
New
|
|
|
5
|
Mount Vernon Associates
Baltimore,
Maryland
|
$166K
|
+$54K
|
+2,446
|
+24%
|
|
|
6
|
Claro Advisors
Boston,
Massachusetts
|
$21K
|
+$20.9K
|
+946
|
New
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
8
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4K
|
-$190K
|
-8,600
|
-98%
|
|
|
9
|
|
–
|
-$1.64B
|
-73,582,373
|
Closed
|
|
|
10
|
Harvest Fund Advisors
Wayne,
Pennsylvania
|
–
|
-$1.33B
|
-59,722,661
|
Closed
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.06B
|
-47,684,192
|
Closed
|
|
|
12
|
OppenheimerFunds
New York
|
–
|
-$1.01B
|
-45,326,836
|
Closed
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$980M
|
-44,030,661
|
Closed
|
|
|
14
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
–
|
-$925M
|
-41,568,861
|
Closed
|
|
|
15
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
–
|
-$730M
|
-32,811,535
|
Closed
|
|
|
16
|
|
–
|
-$677M
|
-30,394,884
|
Closed
|
|
|
17
|
|
–
|
-$627M
|
-28,161,110
|
Closed
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$467M
|
-20,996,549
|
Closed
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$425M
|
-19,106,022
|
Closed
|
|
|
20
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$409M
|
-18,389,590
|
Closed
|
|
|
21
|
ClearBridge Investments
New York
|
–
|
-$360M
|
-16,166,313
|
Closed
|
|
|
22
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
–
|
-$305M
|
-13,721,898
|
Closed
|
|
|
23
|
Salient Capital Advisors
Houston,
Texas
|
–
|
-$305M
|
-13,712,942
|
Closed
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$294M
|
-13,186,156
|
Closed
|
|
|
25
|
NXG Investment Management
Dallas,
Texas
|
–
|
-$283M
|
-12,698,328
|
Closed
|
|
