The Equity Analyst

The Equity Analyst

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The Equity Analyst
The Equity Analyst
Primer of U.S. TMT / Consumer Public Equity Investment Funds
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Primer of U.S. TMT / Consumer Public Equity Investment Funds

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Richard Toad
Jun 09, 2025
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The Equity Analyst
The Equity Analyst
Primer of U.S. TMT / Consumer Public Equity Investment Funds
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Things to note

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

  • 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 which include leverage if it’s a hedge fund.

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