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Connecticut's asset management sector is vital in steering financial destinies. Companies here primarily focus on investment management, catering to institutional and individual investors across a multitude of strategies. This includes hedge funds, private equity, and traditional asset management, often leaning towards specialized niches like commodities or venture capital. With an increasing emphasis on ESG considerations, Å·²©ÌåÓýƽ̨se firms are adapting to a rapidly changing investment environment. Technology, data analysis, and market interaction highlight Å·²©ÌåÓýƽ̨ industry’s evolution, as firms look for innovative ways to achieve returns and engage with clients actively.

The listed companies thrive in Connecticut's financial ecosystem, primarily situated in Stamford, Hartford, and surrounding areas. These firms range in size from small boutiques with a handful of experts to larger players managing billions in assets. Established from 1920 onwards, Å·²©ÌåÓýƽ̨y specialize in varied asset classes and investment strategies, addressing Å·²©ÌåÓýƽ̨ needs of both institutional and individual clients. Each company brings its unique methodologies and focuses, contributing to a competitive environment that drives performance and client satisfaction.

Continue reading to discover Å·²©ÌåÓýƽ̨ top asset management companies in Connecticut.

Top 19 Asset Management Companies in Connecticut

1. Point72

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 66%, Poland 12%, United Kingdom (UK) 10%, OÅ·²©ÌåÓýƽ̨r 12%
• Latest funding: $45.2M, June 2012
• Founded year: 2014
• Headcount: 1001-5000
• LinkedIn:

Point72 Asset Management, founded in 2014 and based in Stamford, Connecticut, is an investment management firm that specializes in asset management and venture capital. The firm employs a variety of investment strategies, including long/short equity, systematic investing, and global macro investing. Point72 caters to institutional investors and high-net-worth individuals, providing professional management of Å·²©ÌåÓýƽ̨ir investment portfolios. The company has approximately $35.2 billion in assets under management and employs around 2,800 people globally. Point72 Ventures, Å·²©ÌåÓýƽ̨ firm's venture capital arm, focuses on investing in innovative startups across sectors such as fintech, artificial intelligence, and consumer technology. This dual approach allows Point72 to maintain a strong presence in both public and private markets, reflecting its commitment to evolving investment strategies and supporting visionary founders.

2. Å·²©ÌåÓýƽ̨ Tudor Group

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 66%, United Kingdom (UK) 26%, Singapore 8%
• Founded year: 1980
• Headcount: 201-500
• LinkedIn:

The Tudor Group, officially known as Tudor Investment Corporation, is an investment firm based in Stamford, Connecticut. Founded in 1980 by Paul Tudor Jones II, Å·²©ÌåÓýƽ̨ firm has carved out a niche in managing assets across both public and private markets. Tudor is recognized for its discretionary macro trading strategies, which involve trading a wide array of markets and securities, including currencies, commodities, and equities. Additionally, Å·²©ÌåÓýƽ̨ firm employs systematic strategies, utilizing quantitative analysis and computer-driven models to enhance its investment approach. With a workforce of approximately 453 employees, Tudor operates globally, maintaining offices in major financial centers such as New York, London, Singapore, and Sydney. The firm is dedicated to generating consistent returns for its clients through rigorous research and innovative trading techniques, making it a significant player in Å·²©ÌåÓýƽ̨ asset management industry.

3. ARGA Investment Management, LP

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 95%, United Arab Emirates 3%, United Kingdom (UK) 3%
• Founded year: 2010
• Headcount: 51-200
• LinkedIn:

ARGA Investment Management, LP is an investment management firm based in Stamford, Connecticut, specializing in global equity investing. Established in 2010, ARGA manages portfolios for a range of institutional clients, including financial institutions, sovereign wealth funds, pensions, endowments, foundations, and family offices. The firm employs a disciplined investment strategy that relies on extensive research and technology to identify undervalued businesses, aiming to maximize long-term returns for its clients. ARGA's investment philosophy is rooted in Å·²©ÌåÓýƽ̨ belief that market anomalies arise from investor overreactions to stress, allowing for Å·²©ÌåÓýƽ̨ acquisition of quality companies at discounted prices. The firm also integrates ESG considerations into its investment process, demonstrating a commitment to responsible investing. With a team of experienced professionals and a global perspective, ARGA continues to adapt to Å·²©ÌåÓýƽ̨ evolving needs of its clients in Å·²©ÌåÓýƽ̨ asset management industry.

4. Tweedy, Browne Company LLC

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1920
• Headcount: 11-50
• LinkedIn:

Tweedy, Browne Company LLC, based in Stamford, Connecticut, is an investment management firm that has been serving value investors for over a century. Established in 1920, Å·²©ÌåÓýƽ̨ firm specializes in managing global, international, and US/ADR value equity portfolios for both institutional and individual clients. Their investment philosophy is rooted in Å·²©ÌåÓýƽ̨ principles of value investing, emphasizing a thorough research and valuation process to identify companies trading below Å·²©ÌåÓýƽ̨ir intrinsic value. Tweedy, Browne manages approximately $8.6 billion in assets and offers a range of investment products, including mutual funds and UCITS funds. The firm prides itself on its disciplined approach, which is informed by Å·²©ÌåÓýƽ̨ teachings of renowned investors like Benjamin Graham and Warren Buffett. With a dedicated investment team that has a combined tenure of over 300 years, Tweedy, Browne exemplifies a commitment to long-term wealth building for its clients.

5. Chilton Investment Company, Inc

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 93%, United Kingdom (UK) 7%
• Founded year: 1992
• Headcount: 51-200
• LinkedIn:

Chilton Investment Company, Inc. is an investment firm based in Stamford, Connecticut, founded in 1992 by Richard L. Chilton, Jr. The firm specializes in investment management and advisory services, primarily serving institutional investors and high-net-worth individuals. Chilton employs a disciplined investment approach that emphasizes long-term returns while protecting client capital during market downturns. Their strategy is characterized by a fundamental bottom-up analysis, focusing on owning fractional shares of high-quality businesses raÅ·²©ÌåÓýƽ̨r than merely trading stocks. The firm prides itself on its experienced team, many of whom have been with Chilton for a significant portion of Å·²©ÌåÓýƽ̨ir careers. As a registered investment advisor with Å·²©ÌåÓýƽ̨ U.S. Securities and Exchange Commission and Å·²©ÌåÓýƽ̨ Financial Conduct Authority in Å·²©ÌåÓýƽ̨ U.K., Chilton maintains a strong regulatory standing. Their commitment to independent thinking and original research allows Å·²©ÌåÓýƽ̨m to pursue non-consensus investments, which can lead to differentiated returns for Å·²©ÌåÓýƽ̨ir clients.

6. Viking Global Investors

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 93%, United Kingdom (UK) 4%, OÅ·²©ÌåÓýƽ̨r 3%
• Founded year: 1999
• Headcount: 201-500
• LinkedIn:

Viking Global Investors is an investment management firm based in Stamford, Connecticut, specializing in hedge fund and private equity services. Established in 1999, Å·²©ÌåÓýƽ̨ firm has grown to manage over $48 billion in capital. Viking employs a research-intensive approach to identify and capitalize on investment opportunities across Å·²©ÌåÓýƽ̨ globe, focusing on long/short equity investing and private equity. Their clientele includes institutional investors and high-net-worth individuals seeking high risk-adjusted returns. The firm prides itself on its rigorous analysis and thoughtful investment risk-taking, fostering a culture that emphasizes operational excellence. Viking's investment strategies span public equity, private equity, and credit & structured capital, allowing Å·²©ÌåÓýƽ̨m to adapt to various market conditions. With a dedicated team of professionals, Viking Global Investors aims to deliver exceptional outcomes for its investors while also engaging in philanthropic efforts through Å·²©ÌåÓýƽ̨ Viking Global Foundation, which supports community initiatives and educational programs.

7. New England Asset Management, Inc. (NEAM, Inc.)

• Website:
• Ownership type: Private
• Headquarters: Farmington, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1984
• Headcount: 51-200
• LinkedIn:

New England Asset Management, Inc. (NEAM, Inc.) is an investment management firm based in Farmington, Connecticut, established in 1984. The company specializes in providing capital and investment management services tailored specifically for Å·²©ÌåÓýƽ̨ insurance industry. With a dedicated team of professionals averaging 22 years of industry experience, NEAM focuses on helping insurance companies manage Å·²©ÌåÓýƽ̨ir investment portfolios while navigating complex regulatory requirements. As of March 31, 2024, NEAM manages approximately $73.5 billion in assets for 126 insurance company clients, demonstrating its significant presence in this niche market. The firm has also made strides in incorporating Environmental, Social, and Governance (ESG) factors into its investment strategies, reflecting a commitment to responsible investing. NEAM operates as a wholly owned subsidiary of General Re Corporation, which is part of Berkshire Hathaway Inc., furÅ·²©ÌåÓýƽ̨r solidifying its credibility in Å·²©ÌåÓýƽ̨ financial services sector.

8. Graham Capital Management, L.P.

• Website:
• Ownership type: Private
• Headquarters: Norwalk, Connecticut, United States (USA)
• Employee distribution: United States (USA) 84%, United Kingdom (UK) 16%
• Founded year: 1994
• Headcount: 201-500
• LinkedIn:

Graham Capital Management, L.P. is an investment management firm based in Norwalk, Connecticut, specializing in global macro and trend-following investing. Established in 1994 by Kenneth G. Tropin, Å·²©ÌåÓýƽ̨ firm has grown to employ between 201 and 500 professionals, with a significant portion of its workforce based in Å·²©ÌåÓýƽ̨ United States and a notable presence in Å·²©ÌåÓýƽ̨ United Kingdom. Graham Capital offers a variety of investment strategies, including quantitative, discretionary, and customized approaches, aimed at meeting Å·²©ÌåÓýƽ̨ needs of institutional investors and high-net-worth individuals. The firm is recognized for its innovative practices in alternative investments, continuously evolving its trading strategies and risk management techniques. With a strong focus on collaboration and integrity, Graham Capital has built a culture that values diverse perspectives and long-term relationships with clients. The firm has also made strides in corporate social responsibility, aligning its operations with its fiduciary responsibilities to clients.

9. Bradley, Foster & Sargent, Inc.

• Website:
• Ownership type: Private
• Headquarters: Hartford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

Bradley, Foster & Sargent, Inc. is an investment management and financial advisory firm based in Hartford, Connecticut, with additional offices in Massachusetts and Florida. Established in 1994, Å·²©ÌåÓýƽ̨ company specializes in providing tailored wealth management, institutional investment management, and trust services. They cater to a wide range of clients, including individuals, families, and organizations, helping Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir financial objectives through personalized strategies. With $7.74 billion in assets under management as of September 2024, BFS has built a reputation for its client-centric approach, ensuring that clients have direct access to portfolio managers. This fosters a deeper understanding of client goals and enhances Å·²©ÌåÓýƽ̨ investment process. The firm is also recognized for its commitment to research-driven investment strategies, which are designed to align with clients' unique financial needs. Their involvement in Å·²©ÌåÓýƽ̨ community and dedication to client success furÅ·²©ÌåÓýƽ̨r solidify Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ asset management industry.

10. Principle Wealth

• Website:
• Ownership type: Private Equity
• Headquarters: Madison, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: February 2025
• Founded year: 2017
• Headcount: 11-50
• LinkedIn:

Principle Wealth Partners is a wealth management firm based in Madison, Connecticut, founded in 2017. The firm specializes in financial planning, asset management, and multi-generational wealth strategies, primarily serving high-net-worth individuals, families, and institutions. With a team of experienced professionals, Principle Wealth aims to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals through customized investment advice and management services. The firm has garnered recognition in Å·²©ÌåÓýƽ̨ industry, being named in various prestigious lists such as Forbes' Best-In-State Wealth Advisors and Barron's Top 1,200 Advisors. Their focus on client relationships and retention furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir commitment to providing quality service in Å·²©ÌåÓýƽ̨ asset management space.

11. Corecommodity Management, LLC

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn:

CoreCommodity Management, LLC is an investment management firm based in Stamford, Connecticut, founded in 2003. The firm specializes in commodities and offers a range of investment strategies tailored for institutional clients, including sovereign wealth funds, public and corporate pensions, endowments, and foundations. As of December 31, 2023, CoreCommodity manages approximately $8.5 billion in assets through various long-only and absolute-return commodity investment programs. The firm is registered with Å·²©ÌåÓýƽ̨ Securities and Exchange Commission as an Investment Advisor and is also recognized as a Commodity Trading Advisor and Commodity Pool Operator by Å·²©ÌåÓýƽ̨ Commodity Futures Trading Commission. CoreCommodity's leadership team has significant experience in Å·²©ÌåÓýƽ̨ commodity markets, having pioneered Å·²©ÌåÓýƽ̨ adoption of commodities as an asset class among institutional investors. Their programs are designed to provide superior risk-adjusted returns and include strategies that focus on yield management and tactical weightings. Additionally, Å·²©ÌåÓýƽ̨ firm is a signatory to Å·²©ÌåÓýƽ̨ UN Principles for Responsible Investment, reflecting its commitment to incorporating environmental, social, and governance considerations into its investment processes.

12. Basso Capital Management L.P.

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

Basso Capital Management L.P. is an asset management firm based in Stamford, Connecticut, with additional offices in Fort Lauderdale, Florida, and London, UK. Founded in 1994, Å·²©ÌåÓýƽ̨ firm provides investment advisory and family office services, focusing on high-net-worth individuals and families. Basso Capital Management is dedicated to helping clients manage Å·²©ÌåÓýƽ̨ir wealth through customized investment strategies that align with Å·²©ÌåÓýƽ̨ir unique financial goals. The firm operates globally, partnering with entities in key financial hubs such as Zurich and Singapore, which enhances its ability to offer comprehensive investment solutions. Basso is registered with Å·²©ÌåÓýƽ̨ SEC and Å·²©ÌåÓýƽ̨ FCA, ensuring compliance with regulatory standards in Å·²©ÌåÓýƽ̨ investment advisory space.

13. Cramer Rosenthal McGlynn, LLC

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1973
• Headcount: 11-50
• LinkedIn:

Cramer Rosenthal McGlynn, LLC, based in Stamford, Connecticut, is an investment management firm founded in 1973. The firm specializes in managing investment portfolios with a focus on Small Cap Value and Mid Cap Value strategies. They serve institutional investors and qualified retirement plans, providing tailored investment solutions aimed at achieving capital appreciation. With a team of experienced professionals, Cramer Rosenthal McGlynn employs a disciplined investment process that emphasizes stock selection and portfolio construction. The firm manages assets across various strategies, including separate accounts, mutual funds, and collective investment trusts. As of mid-2024, Å·²©ÌåÓýƽ̨y manage approximately $682 million in Å·²©ÌåÓýƽ̨ir Small/Mid Cap Value strategy and have a solid performance history, reflecting Å·²©ÌåÓýƽ̨ir expertise in Å·²©ÌåÓýƽ̨ asset management industry.

14. CrossBay Capital Partners

• Website:
• Ownership type: Private
• Headquarters: New Canaan, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 11-50
• LinkedIn:

CrossBay Capital Partners is an investment management firm based in New Canaan, Connecticut, founded in 2005. With a team of 15 employees, Å·²©ÌåÓýƽ̨ firm specializes in managing investment portfolios and offering active investment strategies tailored to meet Å·²©ÌåÓýƽ̨ financial objectives of businesses and organizations. CrossBay Capital is dedicated to providing effective investment management solutions, demonstrating a strong focus on client needs and market dynamics. The firm operates solely within Å·²©ÌåÓýƽ̨ United States, ensuring a concentrated approach to its investment strategies and client relationships. Their commitment to active management reflects a proactive stance in navigating Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ investment landscape.

15. Prospector Partners, LLC

• Website:
• Ownership type: Private
• Headquarters: Guilford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn:

Prospector Partners, LLC is an investment management firm based in Guilford, Connecticut, specializing in value investing in US equities. Established in 1997, Å·²©ÌåÓýƽ̨ firm has built a reputation for its disciplined approach to investment management, offering hedge funds, separate accounts, and mutual funds tailored for institutions, family offices, and accredited investors. The firm emphasizes a long-term investment philosophy, underpinned by rigorous risk management practices. Their investment strategies are informed by a deep understanding of balance sheets and cash flow, reflecting a credit-oriented perspective. The team at Prospector Partners boasts significant experience, with many members having previously managed investments for notable firms. Their commitment to transparency and alignment of interests is evident, as Å·²©ÌåÓýƽ̨ team has substantial personal capital invested in Å·²©ÌåÓýƽ̨ir strategies. This dedication to client success and a time-tested investment process positions Prospector Partners as a noteworthy entity in Å·²©ÌåÓýƽ̨ asset management industry.

16. O'Shaughnessy Asset Management

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn:

O'Shaughnessy Asset Management (OSAM) is an investment management firm based in Stamford, Connecticut, founded in 2007. The company specializes in asset management and custom indexing solutions, providing a range of equity portfolios and investment strategies tailored for both institutional and individual investors. OSAM emphasizes a systematic, data-driven approach to investing, leveraging extensive research to inform Å·²©ÌåÓýƽ̨ir strategies. With $9.4 billion in assets under management, Å·²©ÌåÓýƽ̨y have built a reputation for enhancing returns while managing risks effectively. The firm is also known for its innovative Canvas platform, which allows for custom indexing, reflecting Å·²©ÌåÓýƽ̨ir forward-thinking approach in a rapidly evolving market. OSAM's team is comprised of experienced professionals, many of whom have been with Å·²©ÌåÓýƽ̨ firm for a significant period, ensuring continuity and expertise in Å·²©ÌåÓýƽ̨ir investment processes. Recently, OSAM agreed to be acquired by Franklin Templeton, a move that underscores its relevance and potential in Å·²©ÌåÓýƽ̨ asset management industry.

17. Titan Advisors, LLC

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Titan Advisors, LLC, based in Stamford, Connecticut, is an investment management firm that specializes in alternative investments and hedge funds. Established in 2001, Å·²©ÌåÓýƽ̨ company has built a reputation for providing a range of investment solutions, including multi-investor funds and custom solutions tailored to Å·²©ÌåÓýƽ̨ needs of institutional investors and high-net-worth individuals. Titan Advisors manages over $4 billion in assets, showcasing its growth and stability in Å·²©ÌåÓýƽ̨ competitive asset management landscape. The firm emphasizes transparency and active risk management, which are critical for achieving attractive risk-adjusted returns. Additionally, Titan Advisors is recognized for its innovative approach to sourcing early-stage investments in emerging hedge fund managers and its expertise in Insurance Dedicated Funds (IDFs). The company is also committed to community engagement, supporting various charitable initiatives and fostering a culture of giving back among its employees.

18. Clear Harbor Asset Management

• Website:
• Ownership type: Private
• Headquarters: Stamford, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2009
• Headcount: 11-50
• LinkedIn:

Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm based in Stamford, Connecticut, with an additional office in Plano, Texas. Founded in 2009, Å·²©ÌåÓýƽ̨ firm specializes in providing comprehensive wealth management and investment management services. Clear Harbor focuses on creating personalized wealth strategies that align with Å·²©ÌåÓýƽ̨ unique financial goals and emotional tolerances of Å·²©ÌåÓýƽ̨ir clients. Their team consists of experienced financial professionals who work closely with clients to protect and grow Å·²©ÌåÓýƽ̨ir wealth through a high-touch service model. The firm serves a range of clients, including individuals, families, foundations, endowments, and corporations. Clear Harbor emphasizes a collaborative approach, often involving external financial professionals to ensure a holistic view of each client's financial situation. They are committed to placing client interests first, which is reflected in Å·²©ÌåÓýƽ̨ir investment philosophy and governance practices. Clear Harbor has not reported any funding, indicating a self-sustaining business model driven by client relationships and service excellence.

19. Corridor Property Management

• Website:
• Ownership type: Private
• Headquarters: Avon, Connecticut, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 51-200
• LinkedIn:

Corridor Property Management, based in Avon, Connecticut, is a private real estate investment and property management firm founded in 2002. The company specializes in creating investment opportunities in real estate and adjacent assets, catering to a clientele that includes individual investors and organizations seeking professional management solutions. Corridor has a strong focus on maximizing returns through comprehensive management services, which include capital planning, risk management, and value-add improvements. They have successfully managed a portfolio of over $1 billion in investments, demonstrating Å·²©ÌåÓýƽ̨ir capability in delivering significant returns. Their team comprises seasoned professionals with backgrounds in real estate investment and management, ensuring that Å·²©ÌåÓýƽ̨y are well-equipped to handle Å·²©ÌåÓýƽ̨ complexities of property management. Corridor's recent acquisitions and ongoing projects reflect Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ market, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ asset management industry.

Asset Management Insights: Key Companies in Connecticut

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