AdvisorCensus / Financial advisors / New York / New York, NY / BofA Securities, Inc.
Financial advisors in New York, NY using BofA Securities, Inc.
10 SEC-registered investment advisory firms headquartered in the New York, NY metro area name BofA Securities, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Blueshift Asset Management | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Broad Bay Capital Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Cais Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Castle Hook Partners LP | New York | SEC-registered investment adviser | Over $5 billion |
| Cove Private Wealth, LLC | Oyster Bay | SEC-registered investment adviser | $100 million to $500 million |
| Gotham Asset Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Mane Global Capital Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Perceptive Advisors | New York | SEC-registered investment adviser | Over $5 billion |
| Tabor Asset Management, LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Tetragon Partners L.P. | New York | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. BofA Securities, Inc. nationwide
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