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.
|
$136.21B |
$43.72
+2.34%
|
|
BAM
Brookfield Asset Management Ltd.
BAM provides sub-advisory services for external fund sponsors.
|
$79.44B |
$49.33
+1.66%
|
|
STT
State Street Corporation
Sub-advisory services are provided to fund sponsors as part of asset management operations.
|
$40.62B |
$145.41
+2.47%
|
|
SLF
Sun Life Financial Inc.
Sun Life engages in sub-advisory services for fund sponsors within its asset management framework.
|
$39.24B |
$70.27
+2.42%
|
|
RPRX
Royalty Pharma plc
Historically relies on external management (RP Management), reflecting subtype of investment outsourcing.
|
$28.86B |
$49.99
+3.13%
|
|
LPLA
LPL Financial Holdings Inc.
Potential sub-advisory services provided to third-party fund sponsors as part of offering non-proprietary products.
|
$25.40B |
$317.60
+1.61%
|
|
TROW
T. Rowe Price Group, Inc.
Sub-advisory services provided to fund sponsors under contract.
|
$21.16B |
$97.01
+1.32%
|
|
CG
The Carlyle Group Inc.
AlpInvest involves multi-manager solutions and sub-advisory capabilities within Carlyle's platform.
|
$18.99B |
$52.70
+2.77%
|
|
SSNC
SS&C Technologies Holdings, Inc.
The company offers sub-advisory services as part of its asset-management support offerings.
|
$17.60B |
$72.09
+1.12%
|
|
TPG
TPG Inc.
Sub-advisory services as part of multi-manager platform capabilities.
|
$17.01B |
$44.98
+3.92%
|
|
OWL
Blue Owl Capital Inc.
Sub-advisory services are utilized in managing third-party or partner fund mandates, a material aspect of its platform.
|
$15.36B |
$9.86
+2.18%
|
|
BEN
Franklin Resources, Inc.
Sub-advisory services to fund sponsors may be part of Franklin Templeton's fund-management capabilities.
|
$14.21B |
$27.27
+2.69%
|
|
EVR
Evercore Inc.
Sub-advisory services form part of Evercore's investment management capabilities.
|
$14.04B |
$363.00
+1.53%
|
|
IVZ
Invesco Ltd.
Sub-advisory services to third-party funds are a plausible direct offering for an asset manager.
|
$11.04B |
$24.80
+3.29%
|
|
AMG
Affiliated Managers Group, Inc.
Sub-advisory services (investment management on behalf of fund sponsors) align with AMG's affiliate-driven model.
|
$8.30B |
$294.85
-1.52%
|
|
STEP
StepStone Group Inc.
Sub-advisory services are part of StepStone's client advisory offerings.
|
$6.50B |
$54.96
+1.12%
|
|
WTM
White Mountains Insurance Group, Ltd.
Sub-advisory services related to managing third-party investment relationships.
|
$5.92B |
$2320.72
+1.13%
|
|
LAZ
Lazard Ltd
Sub-Advisory Services could apply if Lazard provides fund sub-advisory arrangements, though this is less clearly stated.
|
$5.53B |
$49.07
+1.53%
|
|
FHI
Federated Hermes, Inc.
May provide sub-advisory services to third-party funds as part of its offerings.
|
$4.40B |
$56.70
-0.44%
|
|
AB
AllianceBernstein Holding L.P.
AB provides sub-advisory services to other fund sponsors, a core service offering.
|
$3.54B |
$38.88
+0.44%
|
|
APAM
Artisan Partners Asset Management Inc.
May perform sub-advisory roles for sponsor funds, delivering investment management on behalf of others.
|
$3.04B |
$37.69
+1.96%
|
|
DBRG
DigitalBridge Group, Inc.
Sub-advisory services are part of DBRG’s fund platform, supporting fund management and allocations.
|
$2.85B |
$15.59
+0.03%
|
|
WT
WisdomTree, Inc.
Quorus Inc. partnership and model portfolio expansion imply Sub-Advisory Services or outsourced investment management elements.
|
$2.46B |
$17.45
+6.01%
|
|
GCMG
GCM Grosvenor Inc.
Seed investments in emerging managers and related investment activities imply sub-advisory-style capabilities.
|
$2.12B |
$10.95
+3.11%
|
|
RHLD
Resolute Holdings Management, Inc.
The platform model includes services akin to sub-advisory capabilities to portfolio entities.
|
$1.26B |
$148.04
+0.66%
|
|
VRTS
Virtus Investment Partners, Inc.
Provides sub-advisory services to fund sponsors, aligning with its multi-boutique investment management structure.
|
$944.13M |
$139.61
-0.84%
|
|
PX
P10, Inc.
Sub-Advisory Services are a potential component of PX's platform through third-party fund structures.
|
$863.62M |
$10.54
-93.59%
|
|
CLB
Core Laboratories N.V.
CLB’s specialized reservoir description and production optimization services fit under Industrials > Business Services as a professional services domain.
|
$768.30M |
$16.51
-2.42%
|
|
VINP
Vinci Compass Investments Ltd.
The firm acts as a sub-advisor on funds under management or in partnership with sponsors.
|
$768.03M |
$11.17
+0.72%
|
|
NOAH
Noah Holdings Limited
If Noah provides sub-advisory services to funds, this would be captured by Sub-Advisory Services.
|
$710.80M |
$10.23
+1.24%
|
|
MSIF
MSC Income Fund, Inc.
MSIF utilizes sub-advisory arrangements with the external manager; implies sub-advisory services.
|
$570.90M |
$13.15
+2.81%
|
|
RMR
The RMR Group Inc.
RMR offers sub-advisory services as part of its asset management platform.
|
$543.76M |
$16.93
+2.11%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Sub-Advisory Services — DHIL provides investment management as a sub-advisor to other fund sponsors.
|
$468.39M |
$173.40
+0.41%
|
|
CION
CION Investment Corporation
CION has historically used sub-advisory arrangements for investment decisions and management.
|
$400.45M |
$7.75
+2.86%
|
|
PNNT
PennantPark Investment Corporation
The JV arrangement and related governance may involve sub-advisory-type coordination with fund sponsors.
|
$310.81M |
$4.75
+3.04%
|
|
DEFT
DeFi Technologies Inc.
Potential sub-advisory services related to fund management and strategy.
|
$309.42M |
$0.80
+6.31%
|
|
LIEN
Chicago Atlantic BDC, Inc.
Externally managed structure suggests potential sub-advisory services to other funds within its sponsor framework.
|
$216.80M |
$9.54
+1.49%
|
|
WHG
Westwood Holdings Group, Inc.
Westwood has sub-advisory arrangements, including a notable small-cap value sub-advisory win.
|
$158.06M |
$16.61
+1.90%
|
|
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.
|
$78.92M |
$9.94
+1.22%
|
|
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.
|
$47.96M |
$1.14
-1.72%
|
|
COHN
Cohen & Company Inc.
The firm engages in sub-advisory activities within its asset management framework for clients/funds.
|
$47.92M |
$23.18
-0.11%
|
|
TOP
TOP Financial Group Limited
TOP targets outsourced investment management services through sub-advisory arrangements as part of its fund management strategy.
|
$32.45M |
$0.83
+2.93%
|
|
RAND
Rand Capital Corporation
Rand uses external Sub-Advisory Services with Rand Capital Management, LLC, reflecting an externally managed BDC model.
|
$32.07M |
$10.85
+0.23%
|
|
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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