156 wealth managers reported more private funds on their latest annual amendment, 445 in total
On annual amendments filed after 2024-12-31, 156 wealth managers reported a higher Item 5 private fund count than on the prior year's amendment, 445 funds added in total. Most: Ehrenkranz Partners L.P. 13 to 51 (2025-03-20 to 2026-03-26); Belzberg & Co. 56 to 90 (2025-03-31 to 2026-03-30); Diversifi Capital Inc 6 to 18 (2025-04-24 to 2026-04-29); Battery Global Advisors, Llc 66 to 77 (2025-03-27 to 2026-03-30); Waverly Advisors, Llc 8 to 19 (2025-04-04 to 2026-03-31); Offit Capital 113 to 123 (2025-03-27 to 2026-03-30).
After the extract ends, the only per-firm private fund signal is the count on Item 5; a rising count says the firm is adding vehicles, without naming them. The names arrive when the SEC publishes the next extract or the firm's brochure lists them.