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 1,021 companies tracked

RevenueBase identified 1,021 specialist investment managers headquartered in New York, United States as of September 2026 and tracks 124,039 professional contacts across them, including 52,684 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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 22, 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 22, 2026 86% judged on-target in blind review

1,021Companies

124,039Contacts tracked

52,684Verified emails

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

Ranked by team size

Top 25 of 1,021 specialist investment managers based in New York, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 22, 2026
2	Millennium	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	5,001-10,000	6,236 contacts →
	Strong evidence “Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $92 billion in assets.” Source: RevenueBase Database · checked Sep 22, 2026
3	KKR	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	5,802 contacts →
	Strong evidence “KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Source: RevenueBase Database · checked Sep 22, 2026
4	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 22, 2026
5	Apollo Global Management, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	4,798 contacts →
	Partial evidence “Apollo is a high-growth, global alternative asset manager.” Source: RevenueBase Database · checked Sep 22, 2026
6	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
7	Oppenheimer & Co. INC	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	3,006 contacts →
	Strong evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 22, 2026
8	Nuveen, A Tiaa Company	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,940 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
9	Bank Of America Private Bank	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,898 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
10	Neuberger Berman	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,623 contacts →
	Strong 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 22, 2026
11	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 22, 2026
12	Guggenheim Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,748 contacts →
	Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 22, 2026
13	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 22, 2026
14	Blue OWL Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,402 contacts →
	Partial evidence “Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.” Source: RevenueBase Database · checked Sep 22, 2026
15	Bessemer Trust	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,346 contacts →
	Indirect evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 22, 2026
16	Stepstone Group	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,323 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
17	Cbre Investment Management	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	501-1,000	1,295 contacts →
	Partial evidence “Operating across every dimension of real assets investments, we see more so you can achieve more.” Source: RevenueBase Database · checked Sep 22, 2026
18	Fortress Investment Group	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,288 contacts →
	Strong evidence “Fortress Investment Group LLC is a leading, highly diversified global investment manager.” Source: RevenueBase Database · checked Sep 22, 2026
19	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 22, 2026
20	Voya Investment Management	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,135 contacts →
	Partial evidence “We deliver actively managed public and private market solutions that drive differentiated outcomes for clients worldwide.” Source: RevenueBase Database · checked Sep 22, 2026
21	Cerberus Capital Management	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	501-1,000	942 contacts →
	Partial evidence “Founded in 1992, Cerberus is an established alternative investment advisor with approximately $70 billion in assets across complementary credit, real estate, and private equity…” Source: RevenueBase Database · checked Sep 22, 2026
22	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
23	HPS Investment Partners, LLC	Strong evidence	New York, United StatesHQ checked Sep 22, 2026	501-1,000	810 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
24	Investcorp	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	201-500	679 contacts →
	Strong evidence “Investcorp is a global investment manager specializing in alternative investments across four asset classes: Private Equity (mid-market buyouts, growth investments, and GP…” Source: RevenueBase Database · checked Sep 22, 2026
25	Pretium	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	5,001-10,000	497 contacts →
	Strong evidence “Pretium is a specialized investment firm with more than $60 billion in assets under management, focused on U.S.” Source: RevenueBase Database · checked Sep 22, 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: specialist investment managers. 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 specialist investment managers.
Partial evidence: Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name specialist investment managers. 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 1,021 specialist investment managers based in New York, United States

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

As of Sep 22, 2026

42.5%Verified-email coverage

121.5Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

466

11-50

347

51-200

125

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, over 1,021 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 52,684 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 22, 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.

Specialist investment managers by metro in the United States

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

RevenueBase identified 1,021 specialist investment managers 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 52,684 verified decision-maker contacts tracked across these 1,021 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 22, 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.