Exempt Reporting Adviser
CATCH POINT RIGHTS PARTNERS LP
CRD 310136 · SEC 802-119733
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
803 sourced firms · query 82 ms
Reported as registered
CATHOLIC INVESTMENT SERVICES, INC.
CRD 172467 · SEC 801-88187
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CAUSEWAY MANAGEMENT II, LLC
CRD 301351 · SEC 802-115083
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CAUSEWAY MEDIA PARTNERS
CRD 167916 · SEC 802-78375
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTERPOINT ADVISORS, LLC
CRD 156698 · SEC 801-72619
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTURY EQUITY PARTNERS LLC
CRD 281939 · SEC 801-106957
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017 · SEC 801-132125
BURLINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARLESBANK CAPITAL PARTNERS, LLC
CRD 160256 · SEC 801-73437
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
CHARLESBRIDGE ADVISORS
CRD 341159 · SEC 801-136229
DEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHOATE INVESTMENT ADVISORS
CRD 106109 · SEC 801-53321
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CHTP MANAGEMENT SERVICES INC.
CRD 163124 · SEC 802-76416
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CHV MANAGEMENT, LLC
CRD 301854 · SEC 802-115303
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CLARAGH MOUNTAIN INVESTMENTS LP
CRD 175221 · SEC 802-81109
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARENDON PRIVATE LLC
CRD 316616 · SEC 801-122430
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARITY RETIREMENT & WEALTH, LLC
CRD 337718 · SEC 801-134185
NEW BEDFORD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARO ADVISORS INC.
CRD 160294 · SEC 801-80372
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLARUS VENTURES, LLC
CRD 160980 · SEC 801-114471
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CLEAN ENERGY VENTURE MANAGEMENT, LLC
CRD 292055 · SEC 802-115106
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEAR BROOK ADVISORS, INC.
CRD 132045 · SEC 801-66918
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CLEARHAVEN PARTNERS LP
CRD 309219 · SEC 801-123453
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026