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Investment Management companies headquartered in Florida

Tamtam tracks 65 Investment Management companies headquartered in Florida. This list ranks all of them by number of employees on LinkedIn, led by I Squared Capital, DoubleLine and Raymond James Investment Management. Their median headcount is 13. Half of them were founded in 2013 or later. The most common headquarters are Miami (22), Tampa (6) and Naples (5).

馃嚭馃嚫 Florida65 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
I Squared Capitalisquaredcapital.com

Management of $50 billion in assets across energy, utilities, digital infrastructure, transport, and environmental sectors worldwide.

Investment Management 馃嚭馃嚫 Miami 436 2012
2
DoubleLinedoubleline.com

Independent and employee-owned money management firm founded in 2009, offering diverse investment strategies with experienced portfolio managers focused on active risk management and innovative solutions

Investment Management 馃嚭馃嚫 Tampa 275 2009
3
Raymond James Investment Managementrjinvestmentmanagement.com

Global asset management firm combining boutique investment teams with full-service firm strength to help investors achieve long-term financial goals.

Investment Management 馃嚭馃嚫 St Petersburg 185 2016
4
SROA Capitalsroacapital.com

Real estate firm specializing in self-storage investment and operations, utilizing technology and construction expertise to grow portfolio in various US regions

Investment Management 馃嚭馃嚫 West Palm Beach 182 2013
5
Liberty Grouplibertyg.com

A Single Family Office with a fully discretionary platform focused on diversification, preservation of capital, and partnerships with Hilton, Marriott, and Starbucks

Investment Management 馃嚭馃嚫 Tampa 176 1980
6
FH+fhplus.us

A service provider focused on establishing credibility and professionalism, dedicated to meeting clients' needs in premier locations

Investment Management 馃嚭馃嚫 Orlando 146 2011
7
Eagle Asset Managementeagleasset.com

Investment management firm offering a range of equity and fixed-income products to institutional and individual investors, focusing on superior risk-adjusted returns Founded in 1984

Investment Management 馃嚭馃嚫 Saint Petersburg 123 1976
8
Leste Groupleste.com

Global independent investment platform offering unique strategies in real estate, credit, venture, and liquid markets to deliver consistent risk-adjusted returns for institutional clients worldwide

Investment Management 馃嚭馃嚫 Miami 110 2014
9
Intechintechinvestments.com

Private quantitative asset manager providing distinctive alpha sources in alternative equity, defensive equity, sustainable equity, and traditional long-only strategies to institutional investors worldwide Visit website for more info

Investment Management 馃嚭馃嚫 West Palm Beach 77 1987
10
Warren Equity Partnerswarrenequity.com

Private equity firm investing in lower middle market companies providing mission-critical products/services in infrastructure and building sectors Focus on growth through operational improvements

Investment Management 馃嚭馃嚫 Jacksonville Beach 76 2015
11
Gramercy Funds Management LLCgramercy.com

Global investment management firm specializing in emerging markets with multi-asset, private credit, public credit, and special situations strategies.

Investment Management 馃嚭馃嚫 West Palm Beach 70 1998
12
Dimension Capital Managementdimensioncapital.com

Independent wealth management firm with over 30 years of experience, serving individuals, families, and institutions in the US and abroad Registered with the SEC since 1997

Investment Management 馃嚭馃嚫 Miami 57 1980
13
Kopernik Global Investors, LLCkopernikglobal.com

Global equity investment manager specializing in fundamental, value-oriented approach, independent research, and high active share portfolios with low correlation to benchmarks

Investment Management 馃嚭馃嚫 Tampa 52 2013
14
Bramshill Investments LLCbramshillinvestments.com

An employee-owned asset management firm specializing in absolute return solutions through tactical allocation within fixed income and income producing securities

Investment Management 馃嚭馃嚫 Naples 45 2012
15
Trilogy Global Advisors, LPtrilogyadvisors.com

An SEC registered investment adviser affiliated with AMG, Inc, specializing in emerging market equity management for institutional clients with global offices

Investment Management 馃嚭馃嚫 Winter Park 42 1999
16
INMSA Real Estate Investment Companye-inmsa.com

Specializing in real estate asset management, the company helps clients invest in properties globally to maximize profits through strategic buying, renting, and selling

Investment Management 馃嚭馃嚫 Miami 41 n/a
17
Halstatthalstatt.com

A family-owned investment firm in Florida, managing capital across various asset classes for family office and institutional investors

Investment Management 馃嚭馃嚫 Naples 35 1992
18
BlackTOROblacktoro.us

Independent investment advisory firm in Miami's financial district, providing tailor-made advice, differentiated products, rigorous analysis, and portfolio management to clients globally

Investment Management 馃嚭馃嚫 Miami 34 2021
19
Sundialsundial.io

Private equity group providing exclusive access to curated private deal flow for family offices, ultra-high net worth individuals, and entrepreneurs seeking non-correlated returns

Investment Management 馃嚭馃嚫 Delray Beach 33 2023
20
Tamiami Angel Fundstamiamiangels.com

An early stage investment firm offering high net worth individuals the chance to build a startup portfolio through active participation in disciplined investments

Investment Management 馃嚭馃嚫 Naples 30 2008
21
Palm Beach Capitalpbcap.com

Private equity firm established in 2001, specializing in middle market buyouts, recapitalizations, and growth equity investments, collaborating with business owners and management teams

Investment Management 馃嚭馃嚫 West Palm Beach 29 2001
22
Phoenix Holdingsphoenixholdingsflp.com

Privately held organization dedicated to discovering, funding, and supporting startups from inception to successful exits with a team boasting over 100 years of industry experience

Investment Management 馃嚭馃嚫 Palm Coast 26 n/a
23
Savile Capital Groupsavileco.com

A comprehensive wealth management firm offering asset management, brokerage, futures, and investment banking services to individuals and institutions globally

Investment Management 馃嚭馃嚫 Miami 25 1999
24
BCI Wealth & Asset Managementbciwam.com

Wealth and asset management firm helping affluent professionals achieve financial goals through tailored solutions, comprehensive planning, and honest investing approach

Investment Management 馃嚭馃嚫 Jacksonville 23 2004
25
AGW Capital Advisorsagwcapital.com

Experienced Capital Advisory Firm focused on investing in people's financial goals, standards, and confidence through a comprehensive and transparent approach

Investment Management 馃嚭馃嚫 Tampa 21 2009
26
Kinetickineticpartners.com

An investment firm specializing in global public and private equities, focusing on businesses undergoing rapid change to achieve high returns with integrity

Investment Management 馃嚭馃嚫 Miami 18 2021
27
Kore Capitalkorecapital.com

A multi-strategy asset management firm specializing in credit investments

Investment Management 馃嚭馃嚫 Boynton Beach 17 2002
28
Delta Capital Managementdeltaadvisor.com

A wealth management firm offering portfolio management, financial analysis, and investment research to safeguard and grow clients' assets for the future

Investment Management 馃嚭馃嚫 Maitland 17 2003
29
Alliance Global Advisorsalliance-globaladvisors.com

A women-owned consulting firm specializing in strategic growth solutions for real asset investment managers, advising clients with over $520 billion in assets under management

Investment Management 馃嚭馃嚫 Naples 16 2020
30
W International Group

A global holding entity with business units in steel, media, real estate, finance, and more, focusing on innovation and market leadership to create value

Investment Management 馃嚭馃嚫 Miami 15 2009
31
Canal Road Groupcanalroadgroup.com

An alternative asset manager specializing in sourcing, underwriting, and managing investments in senior secured credit in private and public markets

Investment Management 馃嚭馃嚫 Miami 15 n/a
32
Great Elm Capital Management, LLCgreatelmgroup.com

Experienced investment team specializing in leveraged middle market companies with over $17 billion deployed in credit investments across 20+ jurisdictions

Investment Management 馃嚭馃嚫 Palm Beach Gardens 13 n/a
33
GSF

Specializing in wealth management and financial planning for high-net-worth families, providing personalized investment strategies and estate planning services

Investment Management 馃嚭馃嚫 Miami 13 2016
34
Zenerji LLCzenerji.com

Asset management company in Naples, FL managing investment fund for venture capital firms and providing operational support to technology-based companies

Investment Management 馃嚭馃嚫 Naples 13 n/a
35
Star Capitalstarcap.com

A private investment office that deploys capital to emerging technology ventures, natural resources companies, and real estate projects in various geographies

Investment Management 馃嚭馃嚫 Miami 12 2010
36
Bayshore Capitalbayshorecap.com

A private investment firm offering research-driven and comprehensive investment solutions

Investment Management 馃嚭馃嚫 Tampa 12 2001
37
Element Pointe Family Officeelementpointe.com

An independent multi-family office and wealth management firm providing investment advisory services with a focus on personalized, tailored strategies for clients

Investment Management 馃嚭馃嚫 Miami 11 2016
38
GAA Investmentsgaainvestments.com

A US private investment management entity specializing in high-growth technology-based startups in Brazilian, US, and European markets, with a focus on smart capital structure for growth

Investment Management 馃嚭馃嚫 Weston 11 2017
39
B&C Financial Advisorsbandcfinancial.com

Registered investment advisory firm with over 75 years of combined experience managing assets for individuals, corporations, and trusts, specializing in financial and estate planning services

Investment Management 馃嚭馃嚫 Ponte Vedra Beach 11 1995
40
Incline Investment Advisors, LLCinclineia.com

A wealth management firm offering customized investment solutions, focusing on clear communication, unique strategies, and managing risk to achieve financial goals

Investment Management 馃嚭馃嚫 Boca Raton 10 n/a
41
HoldCo Asset Management, LPholdcoam.com

An asset management firm founded in 2011, using a value-based philosophy and fundamental approach to analyze private investment funds

Investment Management 馃嚭馃嚫 Fort Lauderdale 10 n/a
42
Primal Groupprimalgroup.com

A group dedicated to driving change for a sustainable future by investing in high impact projects for environmental protection and social responsibility

Investment Management 馃嚭馃嚫 Miami 9 n/a
43
SAXONsaxonholdings.com

A diverse holding company managing investments in real estate, operating companies, and other ventures, offering smart capital and innovative solutions

Investment Management 馃嚭馃嚫 Palm Beach 9 n/a
44
Upshot Capital Advisors, LLCupshotca.com

Alternative asset management and advisory firm based in Orlando, FL, specializing in real estate, public debt and equity, and non-investment grade credit investments Committed to delivering strong economic results and making a positive impact on communities

Investment Management 馃嚭馃嚫 Orlando 8 n/a
45
ASGARD Partners & Co.asgardpartners.com

Private equity firm specializing in investing in services, distribution, and manufacturing businesses to accelerate growth and build value through capital and operational expertise

Investment Management 馃嚭馃嚫 Miami 6 2017
46
Bergen Asset Management, LLCbergenasset.com

A US-based global institutional investor specializing in direct investments in high-growth publicly-traded and private companies

Investment Management 馃嚭馃嚫 Boca Raton 6 n/a
47
Secocha Venturessecocha.com

Investment firm specializing in early stage consumer products, fintech, and healthcare technology companies

Investment Management 馃嚭馃嚫 Miami 6 2013
48
Flowtrackflowtrackfund.com

A company specializing in investing in digital assets, leveraging a skilled team, portfolio decision engine, and strategic risk management infrastructure

Investment Management 馃嚭馃嚫 Miami 6 2021
49
Tidewater Capital Grouptidewatercapgroup.com

A private direct investment firm specializing in private equity, real estate, and opportunistic investments, partnering with entrepreneurs and family-owned businesses for value creation

Investment Management 馃嚭馃嚫 West Palm Beach 6 n/a
50
BlockTower Capitalar.ca

Institutional investment firm specializing in professional trading, venture investing, credit underwriting, and portfolio management for digital and traditional assets Founded in 2017

Investment Management 馃嚭馃嚫 Miami 5 2017
51
Stratford Cresson Partners LLCstratfordcresson.com

Specializing in litigation finance, we provide funding solutions for legal cases

Investment Management 馃嚭馃嚫 Miami Beach 5 n/a
52
Soloman Hillsolomanhill.com

A global firm providing strategic investment solutions, portfolio management, and innovative structures to help clients and investors grow successfully worldwide

Investment Management 馃嚭馃嚫 Miami 4 2013
53
Bastion Capital Partnersbastion.financial

Provider of institutional-quality investment management and research services for the digital asset market

Investment Management 馃嚭馃嚫 Miami 4 n/a
54
Glazer Investments, LLCexample.com

An investment company specializing in small businesses, real estate, and digital currency, helping clients grow their portfolios strategically

Investment Management 馃嚭馃嚫 Boca Raton 4 2020
55
Frank Fundsfrankfunds.com

Independent asset manager specializing in managing financial portfolios and investments

Investment Management 馃嚭馃嚫 Miami 3 2003
56
Sonic Capitalsonic-capital.com

A global investment management firm with $400 AUM, specializing in delivering long-term results for a diverse range of clients through research-driven insights and risk management

Investment Management 馃嚭馃嚫 Miami 3 2020
57
Cerus Capitalceruscapital.com

A Tampa-based investment management sponsor with permanent capital focusing on growth and value creation across various strategies and industries

Investment Management 馃嚭馃嚫 Tampa Bay 2 2023
58
ClimaShareclimashare.com

An investment company promoting sustainability, offering impactful projects with positive social/environmental benefits and strong financial returns Join us for global sustainability

Investment Management 馃嚭馃嚫 Miami 2 2023
59
Harbor Beach Capital, LLCharborbeachcapital.com

A private equity firm specializing in partnering with management teams to provide capital and solutions to lower middle market businesses for growth and value creation

Investment Management 馃嚭馃嚫 Fort Lauderdale 2 2015
60
The Emprise Grouptheemprisegroup.com

Private investment group funding Pre-Seed and Seed Stage startups with experienced founders, providing capital, expertise, and strategic resources for industry-leading innovations

Investment Management 馃嚭馃嚫 Orlando 2 2018
61
3LB CAPITAL3lbcapital.com

An innovative investment firm providing early-stage companies with capital and support in marketing, business development, legal, finance, and operations

Investment Management 馃嚭馃嚫 Miami Beach 2 2021
62
Seglo Capital LLCseglocapital.com

A venture capital partnership investing in early stage companies with high growth potential through direct or limited partner investments in private and public equity partnerships

Investment Management 馃嚭馃嚫 Sunny Isles Beach 2 2015
63
OceanOaksocnoaks.com

Asset management company specializing in various securities to achieve specific investment objectives, with a focus on financial and real estate sectors

Investment Management 馃嚭馃嚫 Weston 2 2016
64
MacNicol & Associates Asset Management US, LLCmacnicol.com

Offering global investment management services to individuals, family trusts, estates, and foundations Focus on long-term growth, diversification, and risk mitigation Supported by experienced research professionals

Investment Management 馃嚭馃嚫 North Miami Beach 2 n/a
65
Trigeminal Investments LLC

A private investment firm with diverse global investments in real estate, equine, marine, art, and private equity sectors

Investment Management 馃嚭馃嚫 Tampa 1 2012

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

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