Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in New York, United States

Name: Specialist investment managers 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 22, 2026 1,055 companies tracked

RevenueBase identified 1,055 company matches for specialist investment managers associated with New York, United States as of September 2026 and tracks 125,183 professional contacts across them, including 52,874 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for specialist investment managers associated with New York, 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 22, 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 22, 2026 How this list was built

1,055Companies

125,183Contacts tracked

52,874Verified emails

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

The 25 largest specialist investment managers based in New York, United States

Ranked by team size

Top 25 of 1,055 company matches for specialist investment managers based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Millennium	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	5,001-10,000	6,236 contacts →
	Exact match “Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	KKR	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	5,802 contacts →
	Exact match “KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Apollo Global Management, INC	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	4,798 contacts →
	Exact match “Apollo is a high-growth, global alternative asset manager.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Nuveen, A Tiaa Company	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,940 contacts →
	Exact match “Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,898 contacts →
	Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Blue OWL Capital	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,402 contacts →
	Exact match “Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,346 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Stepstone Group	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,323 contacts →
	Exact match “StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Cbre Investment Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	501-1,000	1,295 contacts →
	Exact match “Operating across every dimension of real assets investments, we see more so you can achieve more.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Fortress Investment Group	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,288 contacts →
	Exact match “Fortress Investment Group LLC is a leading, highly diversified global investment manager.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Voya Investment Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,135 contacts →
	Exact match “We deliver actively managed public and private market solutions that drive differentiated outcomes for clients worldwide.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Cerberus Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	501-1,000	942 contacts →
	Exact match “Founded in 1992, Cerberus is an established alternative investment advisor with approximately $70 billion in assets across complementary credit, real estate, and private equity…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	HPS Investment Partners, LLC	Exact match	New York, United StatesHQ recorded Sep 22, 2026	501-1,000	810 contacts →
	Exact match “HPS Investment Partners is a leading global investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Investcorp	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	201-500	679 contacts →
	Exact match “Investcorp is a global investment manager specializing in alternative investments across four asset classes: Private Equity (mid-market buyouts, growth investments, and GP…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Pretium	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	5,001-10,000	497 contacts →
	Exact match “Pretium is a specialized investment firm with more than $60 billion in assets under management, focused on U.S.” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 25 of 1,055 specialist investment managers based in New York, United States

See the full list, filter by size, metro and specialty, and access 52,874 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Specialist investment managers based in New York, United States at a glance

As of Sep 22, 2026

42.2%Verified-email coverage

118.7Average contacts per company

11-50Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

487

11-50

355

51-200

127

201-500

501-1,000

1,001-5,000

5,001-10,000

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.

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 New York, United States whose business descriptions match “specialist investment managers” 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 52,874 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in New York, United States?

RevenueBase identified 1,055 company matches for specialist investment managers associated with New York, 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?

Merrill Lynch 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238).

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 52,874 professional contacts with verified work emails tracked across these 1,055 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 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 1,055 specialist investment managers based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Specialist investment managers 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.