Company lists · Data refreshed September 2026

Top 19 Investment companies based in Stamford, United States

Name: Investment companies based in Stamford, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 32 companies tracked

RevenueBase identified 32 company matches for investment companies associated with Stamford, United States as of September 2026 and tracks 887 professional contacts across them, including 463 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Stamford has 32.

This list covers company matches for investment companies associated with Stamford, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

32Companies

887Contacts tracked

463Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 19 largest investment companies based in Stamford, United States

Ranked by team size

Top 19 of 32 company matches for investment companies based in Stamford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Steward Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	501-1,000	443 contacts →
	Exact match “Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Titan Advisors, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	46 contacts →
	Exact match “Titan is an SEC registered alternative investments firm, headquartered in Stamford, CT with 26 employees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Northcoast Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	43 contacts →
	Exact match “Providing long-term investment solutions for individuals, financial advisors and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Sustainable Growth Advisers, LP	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Sustainable Growth Advisers, LP (SGA), is an investment firm, concentrating in wealth preservation and capital growth through disciplined portfolio management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Fifth Season Investments	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Fifth Season Investments is a portfolio company of certain Owl Rock BDCs, which are externally managed by indirect subsidiaries of Blue Owl Capital Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Clear Harbor Asset Management	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Zebra Capital Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	16 contacts →
	Exact match “Zebra Capital Management, LLC (“Zebra Capital”) is a Connecticut limited liability company and investment management firm with its principal place of business in Stamford…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Scholtz & Company LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Scholtz & Company is a private investment management company headquartered in Stamford, CT.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Ocean Park Investments	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Ocean Park Investments LP is a Stamford, Connecticut based, specialized value investment platform focused on infrastructure related companies with hard assets, durable cash flows…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Hackmann Wealth Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	K2 Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match “K2 Advisors ('K2') has focused on the business of hedge fund investing since the firm's inception in 1994.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	The Cathay Funds	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “The Cathay family of funds, managed by New China Capital Management, consists of five funds dedicated to direct investment in China with total invested capital of US$800 million.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Holbrook Wealth Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We specialize in providing customized financial plans for professionals and successful business owners and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	R.D.Geronimo LTD RD Geronimoholdings LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Now operating under RD Geronimo Holdings LLC” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Ridgeview Asset Management Partners	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Ridgeview Asset Management Partners is a company based out of STAMFORD, CT, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Barrow Street Capital LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Barrow Street Capital LLC is an investment management firm based in Stamford, Connecticut.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	CIG Financial Services, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial Advice, Financial Planning and Investment Firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	REI Capital Management	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “REI Capital Management is sponsoring two very different investment funds, both backed by hard assets and sold direct to consumers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Great Meadows Capital LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Great Meadows Capital LLC invests in U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 32 investment companies based in Stamford, United States

See the full list, filter by size, metro and specialty, and access 463 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment companies based in Stamford, United States at a glance

As of Sep 20, 2026

52.2%Verified-email coverage

27.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Stamford, so it is reported there. Company counts and contact totals on this page are exact for Stamford, over 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Stamford, United States whose business descriptions match “investment companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 463 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment companies are there based in Stamford, United States?

RevenueBase identified 32 company matches for investment companies associated with Stamford, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Steward Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214). Stamford has 32.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 463 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 32 investment companies based in Stamford, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment companies by geography

Browse the directory

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 SmartSearch, 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.