Sub-Advisory Services
•47 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (47)
| Company | Market Cap | Price |
|---|---|---|
|
UBS
UBS Group AG
Sub-Advisory Services involve outsourcing asset management to external managers as part of UBS's offering.
|
$122.10B |
$38.05
+1.24%
|
|
SLF
Sun Life Financial Inc.
Sun Life engages in sub-advisory services for fund sponsors within its asset management framework.
|
$33.78B |
$58.71
-0.73%
|
|
STT
State Street Corporation
Sub-advisory services are provided to fund sponsors as part of asset management operations.
|
$33.38B |
$117.80
+1.47%
|
|
LPLA
LPL Financial Holdings Inc.
Potential sub-advisory services provided to third-party fund sponsors as part of offering non-proprietary products.
|
$28.30B |
$353.94
+1.59%
|
|
RPRX
Royalty Pharma plc
Historically relies on external management (RP Management), reflecting subtype of investment outsourcing.
|
$23.23B |
$39.84
+0.76%
|
|
BAM
Brookfield Asset Management Ltd.
BAM provides sub-advisory services for external fund sponsors.
|
$23.06B |
$52.08
+1.50%
|
|
OWL
Blue Owl Capital Inc.
Sub-advisory services are utilized in managing third-party or partner fund mandates, a material aspect of its platform.
|
$22.86B |
$14.77
+2.18%
|
|
TROW
T. Rowe Price Group, Inc.
Sub-advisory services provided to fund sponsors under contract.
|
$22.43B |
$102.15
+1.01%
|
|
TPG
TPG Inc.
Sub-advisory services as part of multi-manager platform capabilities.
|
$21.98B |
$58.17
+1.25%
|
|
SSNC
SS&C Technologies Holdings, Inc.
The company offers sub-advisory services as part of its asset-management support offerings.
|
$20.93B |
$85.64
-0.27%
|
|
CG
The Carlyle Group Inc.
AlpInvest involves multi-manager solutions and sub-advisory capabilities within Carlyle's platform.
|
$19.35B |
$53.51
+1.65%
|
|
EVR
Evercore Inc.
Sub-advisory services form part of Evercore's investment management capabilities.
|
$12.25B |
$317.41
+0.97%
|
|
BEN
Franklin Resources, Inc.
Sub-advisory services to fund sponsors may be part of Franklin Templeton's fund-management capabilities.
|
$11.69B |
$22.52
+1.17%
|
|
IVZ
Invesco Ltd.
Sub-advisory services to third-party funds are a plausible direct offering for an asset manager.
|
$10.94B |
$24.52
+1.20%
|
|
AMG
Affiliated Managers Group, Inc.
Sub-advisory services (investment management on behalf of fund sponsors) align with AMG's affiliate-driven model.
|
$7.60B |
$267.75
+0.62%
|
|
STEP
StepStone Group Inc.
Sub-advisory services are part of StepStone's client advisory offerings.
|
$7.39B |
$62.60
+0.03%
|
|
LAZ
Lazard Ltd
Sub-Advisory Services could apply if Lazard provides fund sub-advisory arrangements, though this is less clearly stated.
|
$5.69B |
$50.39
+0.10%
|
|
WTM
White Mountains Insurance Group, Ltd.
Sub-advisory services related to managing third-party investment relationships.
|
$5.23B |
$2031.46
+1.39%
|
|
AB
AllianceBernstein Holding L.P.
AB provides sub-advisory services to other fund sponsors, a core service offering.
|
$4.54B |
$41.13
+0.15%
|
|
FHI
Federated Hermes, Inc.
May provide sub-advisory services to third-party funds as part of its offerings.
|
$3.90B |
$50.34
+1.83%
|
|
APAM
Artisan Partners Asset Management Inc.
May perform sub-advisory roles for sponsor funds, delivering investment management on behalf of others.
|
$3.38B |
$41.80
+0.48%
|
|
GCMG
GCM Grosvenor Inc.
Seed investments in emerging managers and related investment activities imply sub-advisory-style capabilities.
|
$2.12B |
$10.91
+2.15%
|
|
DBRG
DigitalBridge Group, Inc.
Sub-advisory services are part of DBRG’s fund platform, supporting fund management and allocations.
|
$1.73B |
$9.52
+1.38%
|
|
WT
WisdomTree, Inc.
Quorus Inc. partnership and model portfolio expansion imply Sub-Advisory Services or outsourced investment management elements.
|
$1.61B |
$10.96
-0.36%
|
|
RHLD
Resolute Holdings Management, Inc.
The platform model includes services akin to sub-advisory capabilities to portfolio entities.
|
$1.58B |
$185.22
+3.20%
|
|
VRTS
Virtus Investment Partners, Inc.
Provides sub-advisory services to fund sponsors, aligning with its multi-boutique investment management structure.
|
$1.08B |
$160.14
+0.01%
|
|
PX
P10, Inc.
Sub-Advisory Services are a potential component of PX's platform through third-party fund structures.
|
$1.03B |
$9.38
+1.52%
|
|
NOAH
Noah Holdings Limited
If Noah provides sub-advisory services to funds, this would be captured by Sub-Advisory Services.
|
$729.37M |
$10.36
-0.77%
|
|
CLB
Core Laboratories N.V.
CLB’s specialized reservoir description and production optimization services fit under Industrials > Business Services as a professional services domain.
|
$701.06M |
$14.96
-0.50%
|
|
VINP
Vinci Compass Investments Ltd.
The firm acts as a sub-advisor on funds under management or in partnership with sponsors.
|
$693.21M |
$12.14
+1.93%
|
|
MSIF
MSC Income Fund, Inc.
MSIF utilizes sub-advisory arrangements with the external manager; implies sub-advisory services.
|
$665.59M |
$13.77
-1.85%
|
|
ABL
Abacus Global Management, Inc.
Acquisitions suggest potential sub-advisory/manager roles within invested funds.
|
$632.84M |
$6.56
+5.30%
|
|
CION
CION Investment Corporation
CION has historically used sub-advisory arrangements for investment decisions and management.
|
$523.99M |
$10.06
+1.21%
|
|
RMR
The RMR Group Inc.
RMR offers sub-advisory services as part of its asset management platform.
|
$490.79M |
$15.40
+2.67%
|
|
PNNT
PennantPark Investment Corporation
The JV arrangement and related governance may involve sub-advisory-type coordination with fund sponsors.
|
$395.69M |
$6.06
+0.50%
|
|
DHIL
Diamond Hill Investment Group, Inc.
Sub-Advisory Services — DHIL provides investment management as a sub-advisor to other fund sponsors.
|
$322.66M |
$118.34
+1.34%
|
|
DEFT
DeFi Technologies Inc.
Potential sub-advisory services related to fund management and strategy.
|
$290.59M |
$1.40
+21.74%
|
|
LIEN
Chicago Atlantic BDC, Inc.
Externally managed structure suggests potential sub-advisory services to other funds within its sponsor framework.
|
$248.74M |
$10.88
-0.18%
|
|
PTMN
Portman Ridge Finance Corporation
Sierra Crest acts as a sub-advisor; the company relies on a sub-advisory relationship to manage investments.
|
$170.18M |
$12.58
|
|
WHG
Westwood Holdings Group, Inc.
Westwood has sub-advisory arrangements, including a notable small-cap value sub-advisory win.
|
$159.19M |
$16.94
+0.06%
|
|
HNNA
Hennessy Advisors, Inc.
HNNA provides sub-advisory services for funds under its oversight, generating sub-advisory fees.
|
$80.82M |
$10.31
+2.08%
|
|
DOMH
Dominari Holdings Inc.
Dominari IM LLC manages pooled investment vehicles, suggesting sub-advisory services within asset management.
|
$71.54M |
$4.71
+6.45%
|
|
MGLD
The Marygold Companies, Inc.
UK asset-manager activities may involve sub-advisory services as part of its managed accounts.
|
$43.67M |
$1.10
+1.85%
|
|
RAND
Rand Capital Corporation
Rand uses external Sub-Advisory Services with Rand Capital Management, LLC, reflecting an externally managed BDC model.
|
$41.16M |
$13.90
+1.98%
|
|
TOP
TOP Financial Group Limited
TOP targets outsourced investment management services through sub-advisory arrangements as part of its fund management strategy.
|
$40.17M |
$1.06
-0.47%
|
|
COHN
Cohen & Company Inc.
The firm engages in sub-advisory activities within its asset management framework for clients/funds.
|
$30.31M |
$15.17
+1.88%
|
|
ELAB
PMGC Holdings Inc.
Sub-Advisory Services for fund sponsors and investment programs; aligns with PMGC’s diversified asset management activities.
|
$2.24M |
$5.16
-1.62%
|
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