Company lists · Data refreshed September 2026

Top 25 Endowment management firms based in New York, United States

Name: Endowment management firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 95 companies tracked

RevenueBase identified 95 endowment management firms headquartered in New York, United States as of September 2026 and tracks 12,365 professional contacts across them, including 6,402 with verified work emails. New York is the largest hub.

This list covers endowment management firms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

95Companies

12,365Contacts tracked

6,402Verified emails

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The 25 largest endowment management firms based in New York, United States

Ranked by team size

Top 25 of 95 endowment management firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026
2	Neuberger Berman	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,623 contacts →
	Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 19, 2026
3	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
4	First Eagle Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	487 contacts →
	Partial evidence “First Eagle is an independent investment management firm that manages approximately $213* billion in assets (as of 3/31/26) on behalf of institutional and individual clients.” Source: RevenueBase Database · checked Sep 19, 2026
5	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 19, 2026
6	Fiduciary Trust International	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	419 contacts →
	Partial evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 19, 2026
7	MIO Partners, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	297 contacts →
	Indirect evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 19, 2026
8	City National Rochdale	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	182 contacts →
	Partial evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 2026
9	Tocqueville Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	91 contacts →
	Partial evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
10	Offit Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	79 contacts →
	Strong evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
11	M.D. Sass	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	64 contacts →
	Indirect evidence “M.D.” Source: RevenueBase Database · checked Sep 19, 2026
12	Laurion Capital Management LP	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	63 contacts →
	Partial evidence “Laurion Capital Management LP is an investment firm based in New York City.” Source: RevenueBase Database · checked Sep 19, 2026
13	Kuramo Capital Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	54 contacts →
	Partial evidence “Kuramo Capital Management, LLC is an independent investment management firm that provides targeted global investment management services to institutional investors, focused on…” Source: RevenueBase Database · checked Sep 19, 2026
14	Mousse Partners	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “Mousse Partners oversees a proprietary global portfolio of alternative investments.” Source: RevenueBase Database · checked Sep 19, 2026
15	Wellington Shields	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	47 contacts →
	Partial evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 19, 2026
16	Klingenstein Fields Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 19, 2026
17	Timessquare Capital Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Partial evidence “TimesSquare Capital Management, a registered investment adviser headquartered in New York, manages assets primarily for institutional clients including corporate pension plans…” Source: RevenueBase Database · checked Sep 19, 2026
18	East Rock Capital, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	38 contacts →
	Indirect evidence “East Rock Capital, LLC is an investment firm based in New York City, managing over $4.5 billion on behalf of a select group of high-net-worth families.” Source: RevenueBase Database · checked Sep 19, 2026
19	Treasury Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	36 contacts →
	Partial evidence “Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices…” Source: RevenueBase Database · checked Sep 19, 2026
20	Alternative Investment Management, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “Alternative Investment Management, LLC (AIM13) is a privately owned investment firm based in New York City that invests across a wide range of asset classes for a group of…” Source: RevenueBase Database · checked Sep 19, 2026
21	Optima Asset Management LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	22 contacts →
	Indirect evidence “ABOUT OPTIMA Optima has been managing hedge fund strategies for more than three decades and has earned a reputation as a trusted specialist in hedge fund investing and alternative…” Source: RevenueBase Database · checked Sep 19, 2026
22	Sentinel Financial Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 19, 2026
23	United Church Funds	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “United Church Funds is the leading provider of socially responsible, values-aligned investment management services to United Church of Christ churches and ministries, as well as…” Source: RevenueBase Database · checked Sep 19, 2026
24	Maytech Global Investments	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Global Growth Investing for Institutions and Individuals.” Source: RevenueBase Database · checked Sep 19, 2026
25	John W. Bristol & Co., INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Please visit us at” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management firms.
Partial evidence: Its own public description names part of endowment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 95 endowment management firms based in New York, United States

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Endowment management firms based in New York, United States at a glance

As of Sep 19, 2026

51.8%Verified-email coverage

130.2Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 95 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among endowment management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “endowment management firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names endowment management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among endowment management firms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 6,402 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Endowment management firms by metro in the United States

Endowment management firms in New York95
Endowment management firms in Boston29
Endowment management firms in Chicago28

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names endowment management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many endowment management firms are there based in New York, United States?

RevenueBase identified 95 endowment management firms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

Which city has the most endowment management firms?

New York leads with 95 headquartered companies, followed by Boston (29) and Chicago (28).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 6,402 verified decision-maker contacts tracked across these 95 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.