Top 19 Connecticut-Based Asset Management Companies
Top 19 Connecticut-Based Asset Management Companies
Asset management is a complex industry hinged on thoughtful strategy, accurate insights, and prudent risk management. Companies in this sector maneuver vast financial landscapes to generate profitable returns for their clientele, which typically consists of institutional investors, non-profit organizations, governments, and private individuals. Asset management firms in Connecticut are recognized for their innovative investment techniques and adherence to market trends. Services offered include, but are not limited to, investment management, portfolio development, liability-driven investing, and private market investments. The industry shows promise for dynamic growth, with firms increasingly leveraging technology and automation to optimize operations and develop novel investment strategies.
Top 19 asset management companies in Connecticut
1. SS&C Technologies
- Website: ssctech.com
- Headquarters: Windsor, Connecticut, United States
- Founded: 1986
- Headcount: 10001+
- Latest funding type: Ipo
SS&C Technologies is a company that specializes in providing investment management software and services solutions. They offer a wide range of products and services in the areas of asset management, banking, health, hedge funds, insurance, private markets, and retirement. With a focus on intelligent automation and advanced technology, SS&C Technologies helps clients optimize their investment operations and improve their overall business performance.
2. Point72
- Website: point72.com
- Headquarters: Stamford, Connecticut, United States
- Founded: 2014
- Headcount: 1001-5000
Point72 is a global asset manager that offers discretionary long/short equity, systematic, and macro investing strategies, along with a portfolio of private market investments.
3. Conning
- Website: conning.com
- Headquarters: Hartford, Connecticut, United States
- Founded: 1912
- Headcount: 201-500
- Latest funding type: Acquired
Conning is an investment advisory firm that offers customized, integrated investment solutions for insurers, pension plans, and institutional investors. With expertise in traditional and specialty asset classes, Conning provides investment accounting and reporting, liability-driven investing, and ESG investing services. Its client service model emphasizes direct access to investment teams and professionals, ensuring personalized and tailored solutions. Conning is committed to promoting diversity and inclusion, and prides itself on its client-focused approach to delivering innovative investment strategies.
4. Belpointe Asset Management
- Website: belpointeasset.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 2007
- Headcount: 51-200
Belpointe Asset Management is a global investment management firm with over two centuries of experience. They offer a range of investment strategies, including fundamental and tactical approaches. Their team of highly experienced managers is supported by a network of global experts, providing clients with clarity and awareness in their investment decisions.
5. Commonfund
- Website: commonfund.org
- Headquarters: Wilton, Connecticut, United States
- Founded: 1971
- Headcount: 51-200
Commonfund is an asset management firm founded in 1971. They partner with leading private investment firms to create focused, strategic-specific portfolios for sophisticated investors. They specialize in long-term portfolio investment for nonprofits and institutions, helping clients achieve their financial goals for five decades. With a mission to enhance clients' financial resources and improve investment management practices, Commonfund offers institutional quality investment programs and services tailored to fit their clients' needs.
6. Accordia Group LLC
- Website: accordia-group.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 2004
- Headcount: 51-200
Accordia Group LLC is a company providing alpha-generating software and services for asset management firms. They offer a portfolio management platform called RUBY, which is scalable, secure, and agile, delivering cloud-native technology and actionable intelligence to portfolio managers. Accordia Group LLC aims to improve efficiency, control, and reduce costs for asset managers in the Agility Economy™.
7. Gramercy Funds Management LLC
- Website: gramercy.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 1998
- Headcount: 51-200
- Latest funding type: Corporate Round
Gramercy is an investment management firm that focuses on allocating capital to companies demonstrating concern for ESG matters. They offer private credit deals with ESG terms and conditions and apply proprietary ESG analysis to evaluate investment opportunities. Gramercy has an ESG Committee and aims to incorporate impact-oriented conditions into their investments. They specialize in the emerging markets asset class for socially responsible investing and engagement.
8. AMG Funds
- Website: amgfunds.com
- Headquarters: Stamford, Connecticut, United States
- Founded: 2001
- Headcount: 51-200
AMG Funds is the exclusive distribution arm of AMG and serves as the single point of access for mutual funds and separately managed accounts from independent investment managers.
9. Iridian Asset Management LLC
- Website: iridian.com
- Headquarters: Westport, Connecticut, United States
- Founded: 1996
- Headcount: 11-50
Iridian Asset Management LLC is an investment management firm that specializes in investing in companies undergoing significant corporate change. With a focus on Mid-Cap Equity strategy, Iridian aims to generate returns for its clients through its expertise in identifying and capitalizing on investment opportunities in changing market dynamics.
10. Tweedy, Browne Company LLC
- Website: tweedy.com
- Headquarters: Stamford, Connecticut, United States
- Founded: 1920
- Headcount: 11-50
Tweedy.com is an investment firm that specializes in value investing. With a history of over ninety years, they offer long-term, value-oriented investment strategies. They manage portfolios for clients, including mutual funds such as the Tweedy, Browne International Value Fund and the Tweedy, Browne Value Fund.
11. Summer Street Advisors, LLC
- Website: summerstreetre.com
- Headquarters: Westport, Connecticut, United States
- Founded: 2009
- Headcount: 11-50
Summer Street Advisors, LLC is a financial and asset management firm specializing in commercial real estate. They create and execute strategies to maximize the value of real estate assets for their investor clients. They offer transaction management, asset management, and managed services to help investors structure deals, manage assets, and increase their capacity to close transactions.
12. NorthCoast Asset Management
- Website: northcoastam.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 1988
- Headcount: 11-50
NorthCoast Asset Management is an investment advisory firm that offers comprehensive investment solutions for individual investors, financial advisors, and institutions. With years of experience and innovative research, they utilize a multi-factor approach to selecting ETFs, ensuring optimal market exposure and security selection. As a d/b/a of Connectus Wealth, LLC, they provide quantitative research, risk management, and portfolio construction services to help clients achieve their financial goals.
13. AQR Capital Management
- Website: aqr.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 1998
- Headcount: 501-1000
AQR Capital Management is an investment firm that specializes in investment innovation at the intersection of technology, data, and behavioral finance. They offer a broad range of diversified strategies based on underlying principles. Their meticulous investment process combines qualitative and quantitative tools to seek additional value for clients.
14. Axiom Investors
- Website: axiominvestors.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 1998
- Headcount: 51-200
Axiom Investors is an investment firm that offers a range of equity strategies including Global Growth Equity, Emerging Markets Equity, and International Equity. They differentiate themselves through their approach to ESG and responsible investing. Axiom aims to stay ahead of the curve and achieve performance-driven outcomes for their clients.
15. Aristeia Capital
- Website: aristeiacapital.com
- Headquarters: Greenwich, Connecticut, United States
- Founded: 1997
- Headcount: 51-200
Aristeia Capital is an alternative asset manager and SEC-registered Investment Adviser that specializes in producing absolute returns through relative value investment strategies, primarily in the corporate credit markets.
16. Investment Metrics
- Website: invmetrics.com
- Headquarters: Norwalk, Connecticut, United States
- Founded: 2010
- Headcount: 51-200
- Latest funding type: Acquired
Investment Metrics is a global leading provider of investment analytics, reporting, data, and research solutions. They help institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.
17. O'Shaughnessy Asset Management
- Website: osam.com
- Headquarters: Stamford, Connecticut, United States
- Founded: 2007
- Headcount: 11-50
- Latest funding type: Acquired
O'Shaughnessy Asset Management is a quantitative asset management firm that offers custom indexing and investment strategies. They constantly learn about investing, build disciplined strategies, and share their findings with investors.
18. Whitehaven Asset Management, LP
- Website: whitehavenlp.com
- Headquarters: Greenwich, Connecticut, United States
- Headcount: 11-50
Whitehaven Asset Management is a company that specializes in investment management. They offer a range of services aimed at helping clients achieve their financial goals.
19. Proprium Capital Partners
- Website: proprium.com
- Headquarters: Stamford, Connecticut, United States
- Founded: 2012
- Headcount: 11-50
Proprium is a global investment management company with offices in New York, London, Amsterdam, Hong Kong, Sydney, and Atlanta. They specialize in managing investments in over 15 countries.
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