Company lists · Data refreshed September 2026

Top 16 Portfolio management firms based in Stamford, United States

Name: Portfolio management firms 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 25 companies tracked

RevenueBase identified 25 company matches for portfolio management firms associated with Stamford, United States as of September 2026 and tracks 690 professional contacts across them, including 440 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Stamford has 25.

This list covers company matches for portfolio management firms 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

25Companies

690Contacts tracked

440Verified emails

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The 16 largest portfolio management firms based in Stamford, United States

Ranked by team size

Top 16 of 25 company matches for portfolio management firms 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	Spectrum Asset Management, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	11-50	50 contacts →
	Exact match Recorded description not available. 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	Asset Management Group, INC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	n/a	32 contacts →
	Exact match “Integrity, innovation and excellence since 1983.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	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
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	Integra Global Advisors	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Registered Investment Advisor” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	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
10	Decker Capital Partners	Exact match	Stamford, TX, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We offer a team approach to financial planning, where clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	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
12	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
13	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
14	Onenorthstar	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “As Chief Strategist for OneNothStar, Vikram Kaul provides investment management and guidance to clients with a focus on shining a light on opportunity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Lumenai Investments LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Lumenai Investments LLC is transforming the future of active investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Greenwich Creek Capital Management, LLC	Exact match	Stamford, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Greenwich Creek Capital (GCCM) is a Registered Investment Advisor based in Connecticut, USA.” 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 “portfolio management firms”. 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 16 of 25 portfolio management firms based in Stamford, United States

See the full list, filter by size, metro and specialty, and access 440 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Stamford, United States at a glance

As of Sep 20, 2026

63.8%Verified-email coverage

27.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 25 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 “portfolio management firms” 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 440 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Stamford, United States?

RevenueBase identified 25 company matches for portfolio management firms 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Stamford has 25.

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 440 professional contacts with verified work emails tracked across these 25 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.

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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 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.