Primer of NY-based Long-only's

Diversified, Value, Growth and Wide-moat/GARP

In this primer, you'll learn about 65 long-only firms based in New York City (or in New York State when specified) — that offer equity strategies across value, growth, wide-moat / GARP, income, and more.

Things to note

• This list will be updated when there are notable fund closures or new launches. Updated as of 6/20/2025

• Many long-only equity firms have expanded into other asset classes (credit, alternatives, real assets) I won’t comment on those other asset classes.

• I try my best to only include independent U.S. institutional investment firms, which means excluding:

  • Bank-owned asset management firms, like GS Asset Management (GSAM)

  • Profiles of PMs working at a multi-manager platform (unless they have founded their own firm)

  • U.S. subsidiary of non-American firms (such as Vontebel)

  • Wealth managers, financial advisors, financial planners, etc.

• All firms described are more than $100 million AUM.

• AUM figures are regulatory figures as of 2/28/25 (unless specified otherwise), which include leverage if it’s a hedge fund

Let’s dive in.