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Investment Management

Creating a Target List of Investment Management Firms

To screen for Investment Firms including Hedge Funds and Family Offices on Capital IQ, go to Screening > Companies > Investment/Advisory Firms box. Choose the type of investment firm you are seeking from the list, add it to the Selected Items box, then click Add Criteria.


Go to Funds under Data on the left menu in PitchBook to screen for Hedge Funds and closed/open funds

screenshot of PitchBook Funds Screener in the left menu

Private Company Resource

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