SEC Form ADV, by state
The largest investment adviser firms in Washington, D.C.
The current SEC Form ADV data lists 92 investment adviser firms headquartered in Washington, D.C., of which 12 (13.0%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| THE CARLYLE GROUP | WASHINGTON | $284B | % of AUMfixedperformance | yes, reported |
| MISSIONSQUARE INVESTMENTS | WASHINGTON | $53B | % of AUM | yes, reported |
| CALVERT RESEARCH AND MANAGEMENT | WASHINGTON | $40B | % of AUM | yes, reported |
| EIG MANAGEMENT COMPANY, LLC | WASHINGTON | $22B | % of AUMperformanceother | none reported |
| FIDUCIARY COUNSELORS INC. | WASHINGTON | $20B | hourlyfixed | yes, reported |
| ROCK CREEK GROUP LLC | WASHINGTON | $18B | % of AUMfixedperformance | none reported |
| F/M INVESTMENTS LLC | WASHINGTON | $18B | % of AUMfixed | none reported |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION | WASHINGTON | $10B | % of AUMperformanceother | none reported |
| ACCOLADE PARTNERS | WASHINGTON | $9.3B | % of AUMother | none reported |
| MARSHFIELD ASSOCIATES | WASHINGTON | $8.1B | % of AUMperformance | none reported |
| GRAIN MANAGEMENT, LLC | WASHINGTON | $8.1B | % of AUMperformance | none reported |
| INVICTUS CAPITAL PARTNERS | WASHINGTON | $7.3B | % of AUMperformance | none reported |
| MISSIONSQUARE RETIREMENT | WASHINGTON | $6.3B | % of AUM | yes, reported |
| ACON EQUITY MANAGEMENT L.L.C. | WASHINGTON | $4.2B | % of AUMperformance | none reported |
| LIBERTY STRATEGIC CAPITAL | WASHINGTON | $3.5B | % of AUMperformance | none reported |
| FUNDRISE ADVISORS, LLC | WASHINGTON | $3.5B | % of AUMother | yes, reported |
| PRP REAL ASSETS ADVISORS, LLC | WASHINGTON | $3.0B | % of AUMperformance | none reported |
| CLOUD CAPITAL ADVISORS LLC | WASHINGTON | $2.8B | % of AUMperformance | none reported |
| BLACK CHAMBER PARTNERS, LLC | WASHINGTON | $2.7B | % of AUMperformance | none reported |
| MARTIS CAPITAL MANAGEMENT, LLC | WASHINGTON | $2.5B | % of AUMperformanceother | none reported |
| CAPITOL MERIDIAN PARTNERS LP | WASHINGTON | $1.7B | % of AUMperformance | none reported |
| IRON POINT PARTNERS, LLC | WASHINGTON | $1.4B | % of AUMperformance | none reported |
| PALADIN CAPITAL MANAGEMENT, LLC | WASHINGTON | $1.3B | % of AUMperformance | none reported |
| ARMSTRONG, FLEMING & MOORE, INC. | WASHINGTON | $1.3B | % of AUMfixedcommissions | none reported |
| ACON LATAM MANAGEMENT, L.L.C. | WASHINGTON | $1.2B | % of AUMperformance | none reported |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. | WASHINGTON | $1.2B | % of AUM | yes, reported |
| ORIDIAN CAPITAL MANAGEMENT, L.P. | WASHINGTON | $1.2B | % of AUMperformance | none reported |
| JUGGERNAUT MANAGEMENT, LLC | WASHINGTON | $1.2B | % of AUMfixedperformanceother | none reported |
| LYNX INVESTMENT ADVISORY, LLC | WASHINGTON | $1.1B | % of AUMfixedperformance | none reported |
| GODSPEED CAPITAL MANAGEMENT LP | WASHINGTON | $1.1B | % of AUMperformance | none reported |
| QUONA CAPITAL MANAGEMENT LLC | WASHINGTON | $1.0B | % of AUMperformance | none reported |
| EMERGING CAPITAL PARTNERS | WASHINGTON | $837M | % of AUMperformance | yes, reported |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED | WASHINGTON | $797M | % of AUM | yes, reported |
| THE BRYDON GROUP | WASHINGTON, D.C. | $722M | % of AUMperformance | none reported |
| BIG LEAGUE ADVANTAGE | WASHINGTON | $548M | % of AUMperformance | none reported |
| EUPHRATES ADVISORS | WASHINGTON | $539M | % of AUMperformance | none reported |
| BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL | WASHINGTON | $427M | % of AUMfixed | none reported |
| ASTRA CAPITAL MANAGEMENT LLC | WASHINGTON | $342M | % of AUMperformanceother | none reported |
| NEW CATALYST | WASHINGTON | $337M | % of AUMperformanceother | none reported |
| BRYSPEN, INCORPORATED | WASHINGTON | $329M | % of AUMhourlyfixed | none reported |
| IG4 CAPITAL ADVISORS US LLC | WASHINGTON | $321M | % of AUMperformance | none reported |
| CAPITAL INVESTMENT ADVISORS | WASHINGTON D.C. | $302M | % of AUMhourlyfixed | none reported |
| BURKHOLDER & ASSOCIATES, LLC | WASHINGTON | $287M | % of AUMhourlyfixed | none reported |
| ACCION IMPACT MANAGEMENT LLC | WASHINGTON | $262M | % of AUMother | none reported |
| CWCI LLC | WASHINGTON | $256M | % of AUMperformance | none reported |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | WASHINGTON | $251M | % of AUM | none reported |
| WASHINGTON GROWTH STRATEGIES LLC | WASHINGTON | $247M | % of AUMperformance | none reported |
| APIS & HERITAGE CAPITAL PARTNERS, LLC | WASHINGTON | $231M | % of AUMperformance | none reported |
| TERRA ALPHA INVESTMENTS LLC | WASHINGTON | $193M | % of AUMperformance | none reported |
| ACON INVESTMENTS MANAGEMENT, LLC | WASHINGTON | $193M | % of AUMperformance | none reported |
Source: SEC Form ADV monthly data, firms reporting a Washington, D.C.headquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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