The institutional book: who they are, what they care about, and when the desk last touched them.
Pick a research note. The agent ranks the accounts most likely to care, grounded in mandate, sector interests, and engagement history, then drafts a personalized pitch for the top five.
Positive, PT $1450 · J. Nakamura · 11h ago
| Account | Type | AUM | Style | Sectors | Strength | Commission | Last touch |
|---|---|---|---|---|---|---|---|
| Quarry Lane Capital | Hedge Fund | $15bn | growth | TMT | High Commission | 67d ago | |
| Harborline Capital | Hedge Fund | $8.5bn | long/short equity | TMT, Consumer | High Commission | 62d ago | |
| Granite Peak Funds | Mutual Fund | $85bn | growth | TMT, Consumer, Financials | Medium Commission | 72d ago | |
| Osprey Point Capital | Family Office | $5.2bn | growth | TMT, Financials | High Commission | 71d ago | |
| Pembroke Harbor Funds | Mutual Fund | $150bn | growth | TMT, Healthcare, Consumer | Medium Commission | 79d ago | |
| Copperfield Partners | Hedge Fund | $4.2bn | long/short equity | Healthcare | Medium Commission | 64d ago | |
| Kingsbridge University Fund | Endowment | $35bn | diversified | Financials, TMT | Medium Commission | 66d ago | |
| Whitcomb Family Office | Family Office | $4.5bn | opportunistic | TMT, Consumer | Medium Commission | 68d ago | |
| Beacon Rock Asset Management | Mutual Fund | $120bn | value | Financials, Energy & Industrials | Low Commission | 73d ago | |
| Stillwater Global | Hedge Fund | $22bn | event-driven | TMT, Financials | High Commission | 63d ago | |
| Ashford Point | Hedge Fund | $9.4bn | event-driven | Healthcare, TMT | High Commission | 69d ago | |
| Larkspur Investments | Mutual Fund | $40bn | growth | TMT | Medium Commission | 75d ago | |
| Marlowe House | Family Office | $7bn | value | Financials, Energy & Industrials | Low Commission | 69d ago | |
| Vantage Ridge | Hedge Fund | $12bn | long/short equity | Energy & Industrials | Medium Commission | 65d ago | |
| Alden College Endowment | Endowment | $12bn | growth | TMT, Healthcare | Medium Commission | 65d ago | |
| Northgate Advisors | Hedge Fund | $6.8bn | market neutral | Financials, Consumer | High Commission | 66d ago | |
| Ironwood Macro | Hedge Fund | $18bn | macro overlay | Energy & Industrials, Financials | High Commission | 70d ago | |
| Windward Funds | Mutual Fund | $64bn | core | Healthcare, Consumer | Low Commission | 74d ago | |
| Cobalt Bay Management | Mutual Fund | $95bn | dividend income | Consumer, Financials | Low Commission | 76d ago | |
| Juniper Field Advisors | Mutual Fund | $55bn | core | Energy & Industrials, TMT | Low Commission | 78d ago | |
| Lakeshore State Retirement | Pension | $210bn | liability-driven | Financials, Energy & Industrials | Low Commission | 80d ago | |
| Midland Teachers Pension | Pension | $160bn | core | Consumer, Healthcare | Low Commission | 81d ago | |
| Summit County Pension | Pension | $70bn | core | Healthcare, Consumer | Low Commission | 64d ago | |
| Blue Meridian Fund | Hedge Fund | $3.1bn | long/short equity | Consumer | Medium Commission | 68d ago | |
| Saltmarsh Capital | Hedge Fund | $5.6bn | quant overlay | TMT, Healthcare | High Commission | 71d ago | |
| Cedarbrook Partners | Family Office | $2.8bn | opportunistic | Healthcare | Medium Commission | 70d ago | |
| Roanoke Foundation | Endowment | $8bn | core | Consumer | Low Commission | 67d ago | |
| Harbor City Employees Fund | Pension | $90bn | core | TMT, Financials | Low Commission | 62d ago | |
| Foxglove Capital Management | Mutual Fund | $30bn | core | Healthcare | Low Commission | 77d ago | |
| Prairie States Retirement | Pension | $130bn | value | Energy & Industrials | Low Commission | 63d ago |