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806 entities4665 msName contains “Kate”


KATE CAPITAL LLC Registered adviser · RIA / Wealth · 801-131461	WESTPORT,	$207M		1		2024
KATE CAPITAL GROUP Registered adviser · RIA / Wealth · matched KATE CAPITAL GROUP LLC	WESTLAKE VILLAGE,	$22.9M				2026
KATE GLOBAL LP Fund · RIA / Wealth · KATE CAPITAL LLC		$14.5M			2	2024
Kate Company · Venture					1
Kate Ranalli LLC Investment consultant · Allocators					1	2022
Kate Farms, Inc. Company · Sponsors · Food manufacturing	Waltham,				299
Kate Wong Person · RIA / Wealth · matched KATE NOHELANI LEFFINGWELL · EDWARD JONES						2015
Kate Cook Person · Venture · Partner, August Equity LLP Also on Private Equity
KATE MBONU Person · RIA / Wealth · matched KATE NGOZI EZE · STRATEGIC ADVISERS LLC						2009
Kate Grace Person · RIA / Wealth · SANKALA GROUP LLC						2014
Kate Meyer Person · RIA / Wealth · matched Kate Michelle Hinson · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED						2016
Kate Smith Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC						2016
Kate B Reynolds Charitable Trust Allocator · Allocators · 100M-1B Also on Family Offices	Winston Salem,	$655M				2025
Kate Wright Person · RIA / Wealth · matched KATE CODDINGTON · ADVICE AND PLANNING SERVICES						2013
Kate Palmer Person · RIA / Wealth · matched KATE ALENE STEPHENSON · MORGAN STANLEY						2011
Kate Cressy Person · RIA / Wealth · AMERIPRISE FINANCIAL SERVICES, LLC						2013
Kate E Ryan Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED						2015
KATE REIDEL Person · RIA / Wealth · STRATEGIC ADVISERS LLC						2012
KATE CURCIO Person · RIA / Wealth · RBC CAPITAL MARKETS, LLC						2014
KATE ELISHA Person · RIA / Wealth · WILLIAM BLAIR & COMPANY L.L.C.						2016
Kate Therapeutics Inc. Company · Venture · matched Kate Therapeutics, Inc. · Form D equity offering	San Diego,		3
Kate Jonynas Person · RIA / Wealth · FOCUS PARTNERS WEALTH, LLC						2008
KATE TASTROM Person · RIA / Wealth · matched KATE TONETTI · OSAIC WEALTH, INC.						2011
Kate Brunori Person · RIA / Wealth · PCM ENCORE, LLC						2011
KATE E KRAUS Person · RIA / Wealth · matched KATE EWING · MORGAN STANLEY						2005
Kate E Rives Person · RIA / Wealth · MORGAN STANLEY						2015
Kate Gamache Person · RIA / Wealth · UBS FINANCIAL SERVICES INC.						2001
KATE KRAUSER Person · RIA / Wealth · WELLS FARGO ADVISORS						2016
KATE REHBERG Person · RIA / Wealth · CWM, LLC						2015
Kate S McKee Person · RIA / Wealth · matched KATE TAYLOR SIMONDS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED						2007
KATE S.G. FIELD Person · RIA / Wealth · matched Kate Susan Johnson · STRATEGIC ADVISERS LLC						2015
KATE T GRAHAM Person · RIA / Wealth · matched KATE TYLER FRAIZE · CARLSON INVESTMENTS						2000
Kate Marmion Charitable Foundation Allocator · Allocators · 100M-1B Also on Family Offices	SAN Antonio,	$663M				2025
KATE P JUELFS Person · RIA / Wealth · matched KATE PATRICIA LARSON · FOSTER GROUP, INC.						2006
Kate Driscoll Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC						2016
Kate Van Krey Person · RIA / Wealth · matched Kate Bemis · EDWARD JONES						2013
KATE K. HERSHEY Person · RIA / Wealth · matched KATE MARIE KOVACH · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC						2002
KATE D MORSTAD Person · RIA / Wealth · KESTRA ADVISORY SERVICES, LLC						2009
KATE L CASSALA Person · RIA / Wealth · matched KATE LESLIE PIERCE · UBS FINANCIAL SERVICES INC.						2007
KATE P SWEENEY Person · RIA / Wealth · MORGAN STANLEY						1984
KATE CLEVELAND Person · RIA / Wealth · VALIC FINANCIAL ADVISORS, INC.						2016
Kate Halickman Person · RIA / Wealth · UBS FINANCIAL SERVICES INC.						2014
KATE MARIN KING Person · RIA / Wealth · matched KATE MARIN FOX · CENTAURUS FINANCIAL, INC.						2003
Kate A Davidson Person · RIA / Wealth · matched KATE ANNA SILVERSTEIN · T. ROWE PRICE ASSOCIATES, INC.						2013
KATE P HOLLOWAY Person · RIA / Wealth · matched KATE P WIEGAND · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED						2007
Kate Anna Poole Person · RIA / Wealth · NATURAL INVESTMENTS						2015
Kate Somerville Person · RIA / Wealth · EDWARD JONES						2015
Kate A Mastalerz Person · RIA / Wealth · NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST						2014
KATE MA MARTINEZ Person · RIA / Wealth · matched KATE QIMAN MA · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED						1997
KATE VLASOVSKAYA Person · RIA / Wealth · LEUCADIA ASSET MANAGEMENT LLC						2012

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Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.