| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/01/2013 |
| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 24,424,414,533 -6% |
| of that, discretionary | 24,341,232,593 -6% |
| Number of Employees | 37 |
| of those in investment advisory functions | 25 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,442,441,453 -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser SPIDERROCK ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.8b | #Funds- | |
| Adviser NATIONWIDE FUND ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM83.1b | #Funds- | |
| Adviser RETIREFUL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM227.6m | #Funds- | |
| Adviser PUGH CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund33.2m | Total Private Fund GAV33.2m | AUM12.8b | #Funds1 | |
| Adviser THIRD AVENUE MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.6b | #Funds- | |
| Adviser LOOP CAPITAL ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund539.6m | Total Private Fund GAV539.6m | AUM10.8b | #Funds4 | |
| Adviser STONERIDGE INVESTMENT PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM152.3m | #Funds- | |
| Adviser HOISINGTON INVESTMENT MANAGEMENT CO | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.8b | #Funds- | |
| Adviser TUTTLE CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.9b | #Funds- | |
| Adviser RADIANT GLOBAL INVESTORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM53.3m | #Funds- |