Sub-Advisory Services
•46 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (46)
| Company | Market Cap | Price |
|---|---|---|
|
UBS
UBS Group AG
Sub-Advisory Services involve outsourcing asset management to external managers as part of UBS's offering.
|
$130.91B |
$39.74
+0.10%
|
|
BAM
Brookfield Asset Management Ltd.
BAM provides sub-advisory services for external fund sponsors.
|
$75.08B |
$46.60
+0.08%
|
|
SLF
Sun Life Financial Inc.
Sun Life engages in sub-advisory services for fund sponsors within its asset management framework.
|
$36.58B |
$65.48
+1.37%
|
|
STT
State Street Corporation
Sub-advisory services are provided to fund sponsors as part of asset management operations.
|
$35.34B |
$126.57
+0.52%
|
|
RPRX
Royalty Pharma plc
Historically relies on external management (RP Management), reflecting subtype of investment outsourcing.
|
$27.38B |
$47.43
-0.11%
|
|
LPLA
LPL Financial Holdings Inc.
Potential sub-advisory services provided to third-party fund sponsors as part of offering non-proprietary products.
|
$24.96B |
$311.88
+1.85%
|
|
TROW
T. Rowe Price Group, Inc.
Sub-advisory services provided to fund sponsors under contract.
|
$20.08B |
$91.94
-1.59%
|
|
CG
The Carlyle Group Inc.
AlpInvest involves multi-manager solutions and sub-advisory capabilities within Carlyle's platform.
|
$18.92B |
$52.52
+1.67%
|
|
SSNC
SS&C Technologies Holdings, Inc.
The company offers sub-advisory services as part of its asset-management support offerings.
|
$18.35B |
$75.21
+0.58%
|
|
TPG
TPG Inc.
Sub-advisory services as part of multi-manager platform capabilities.
|
$17.23B |
$45.60
+2.80%
|
|
OWL
Blue Owl Capital Inc.
Sub-advisory services are utilized in managing third-party or partner fund mandates, a material aspect of its platform.
|
$16.13B |
$10.34
+0.68%
|
|
BEN
Franklin Resources, Inc.
Sub-advisory services to fund sponsors may be part of Franklin Templeton's fund-management capabilities.
|
$13.85B |
$26.57
+0.26%
|
|
EVR
Evercore Inc.
Sub-advisory services form part of Evercore's investment management capabilities.
|
$12.12B |
$313.32
+1.80%
|
|
IVZ
Invesco Ltd.
Sub-advisory services to third-party funds are a plausible direct offering for an asset manager.
|
$11.24B |
$25.25
-0.30%
|
|
AMG
Affiliated Managers Group, Inc.
Sub-advisory services (investment management on behalf of fund sponsors) align with AMG's affiliate-driven model.
|
$8.53B |
$302.42
-2.54%
|
|
WTM
White Mountains Insurance Group, Ltd.
Sub-advisory services related to managing third-party investment relationships.
|
$5.68B |
$2226.56
+0.52%
|
|
STEP
StepStone Group Inc.
Sub-advisory services are part of StepStone's client advisory offerings.
|
$5.55B |
$46.99
+5.02%
|
|
LAZ
Lazard Ltd
Sub-Advisory Services could apply if Lazard provides fund sub-advisory arrangements, though this is less clearly stated.
|
$5.46B |
$48.38
-1.59%
|
|
FHI
Federated Hermes, Inc.
May provide sub-advisory services to third-party funds as part of its offerings.
|
$4.44B |
$57.20
+1.33%
|
|
AB
AllianceBernstein Holding L.P.
AB provides sub-advisory services to other fund sponsors, a core service offering.
|
$3.52B |
$38.72
-1.02%
|
|
APAM
Artisan Partners Asset Management Inc.
May perform sub-advisory roles for sponsor funds, delivering investment management on behalf of others.
|
$3.23B |
$40.06
+0.15%
|
|
DBRG
DigitalBridge Group, Inc.
Sub-advisory services are part of DBRG’s fund platform, supporting fund management and allocations.
|
$2.82B |
$15.43
-0.19%
|
|
WT
WisdomTree, Inc.
Quorus Inc. partnership and model portfolio expansion imply Sub-Advisory Services or outsourced investment management elements.
|
$2.46B |
$17.50
+2.97%
|
|
GCMG
GCM Grosvenor Inc.
Seed investments in emerging managers and related investment activities imply sub-advisory-style capabilities.
|
$2.27B |
$11.68
+1.57%
|
|
RHLD
Resolute Holdings Management, Inc.
The platform model includes services akin to sub-advisory capabilities to portfolio entities.
|
$1.53B |
$179.55
+3.61%
|
|
VRTS
Virtus Investment Partners, Inc.
Provides sub-advisory services to fund sponsors, aligning with its multi-boutique investment management structure.
|
$949.67M |
$140.63
+0.65%
|
|
PX
P10, Inc.
Sub-Advisory Services are a potential component of PX's platform through third-party fund structures.
|
$875.72M |
$10.54
-93.59%
|
|
VINP
Vinci Compass Investments Ltd.
The firm acts as a sub-advisor on funds under management or in partnership with sponsors.
|
$816.12M |
$11.78
+1.12%
|
|
NOAH
Noah Holdings Limited
If Noah provides sub-advisory services to funds, this would be captured by Sub-Advisory Services.
|
$801.06M |
$11.49
+1.41%
|
|
CLB
Core Laboratories N.V.
CLB’s specialized reservoir description and production optimization services fit under Industrials > Business Services as a professional services domain.
|
$775.62M |
$16.54
-2.01%
|
|
MSIF
MSC Income Fund, Inc.
MSIF utilizes sub-advisory arrangements with the external manager; implies sub-advisory services.
|
$605.34M |
$12.88
+0.94%
|
|
RMR
The RMR Group Inc.
RMR offers sub-advisory services as part of its asset management platform.
|
$554.66M |
$17.32
+2.27%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Sub-Advisory Services — DHIL provides investment management as a sub-advisor to other fund sponsors.
|
$464.58M |
$171.88
+0.10%
|
|
CION
CION Investment Corporation
CION has historically used sub-advisory arrangements for investment decisions and management.
|
$422.42M |
$8.11
+0.87%
|
|
PNNT
PennantPark Investment Corporation
The JV arrangement and related governance may involve sub-advisory-type coordination with fund sponsors.
|
$332.36M |
$5.10
+0.79%
|
|
LIEN
Chicago Atlantic BDC, Inc.
Externally managed structure suggests potential sub-advisory services to other funds within its sponsor framework.
|
$228.89M |
$10.00
+0.30%
|
|
DEFT
DeFi Technologies Inc.
Potential sub-advisory services related to fund management and strategy.
|
$198.28M |
$0.72
+4.12%
|
|
WHG
Westwood Holdings Group, Inc.
Westwood has sub-advisory arrangements, including a notable small-cap value sub-advisory win.
|
$164.74M |
$17.52
+3.95%
|
|
PTMN
Portman Ridge Finance Corporation
Sierra Crest acts as a sub-advisor; the company relies on a sub-advisory relationship to manage investments.
|
$150.78M |
$11.25
|
|
HNNA
Hennessy Advisors, Inc.
HNNA provides sub-advisory services for funds under its oversight, generating sub-advisory fees.
|
$79.39M |
$10.10
+0.80%
|
|
DOMH
Dominari Holdings Inc.
Dominari IM LLC manages pooled investment vehicles, suggesting sub-advisory services within asset management.
|
$76.90M |
$4.58
-8.76%
|
|
MGLD
The Marygold Companies, Inc.
UK asset-manager activities may involve sub-advisory services as part of its managed accounts.
|
$47.53M |
$1.09
-1.80%
|
|
TOP
TOP Financial Group Limited
TOP targets outsourced investment management services through sub-advisory arrangements as part of its fund management strategy.
|
$37.04M |
N/A
|
|
RAND
Rand Capital Corporation
Rand uses external Sub-Advisory Services with Rand Capital Management, LLC, reflecting an externally managed BDC model.
|
$34.38M |
$11.31
-3.50%
|
|
COHN
Cohen & Company Inc.
The firm engages in sub-advisory activities within its asset management framework for clients/funds.
|
$29.74M |
$14.26
+1.78%
|
|
ELAB
PMGC Holdings Inc.
Sub-Advisory Services for fund sponsors and investment programs; aligns with PMGC’s diversified asset management activities.
|
$1.63M |
$3.35
-13.12%
|
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