DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $798M | ||||||||
| $15.2M | 40 | 2012 | ||||||
| MCLEAN, | $953M | 67 | 108 | 8 | 2025 | |||
| DES MOINES, | $428B | 10 | 123 | 2012 | ||||
| · probable | $487B | 109 | 2025 | |||||
| MALVERN, | $8436B | 2025 | ||||||
| BUFFALO, | $77.4M | 26 | 47 | 2026 | ||||
| CHICAGO, | $248B | 43 | 2012 | |||||
Tishman Speyer Properties, L.P. Manager · RE funds · matched 1002394 · 5b 25b Also on RIA / Wealth Management, Venture Capital | · candidate | New York, | $9.1B | 148 | 7 | 2024 | ||
CBIZ INVESTMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · matched 286002 · 801-108996 Also on Allocators | CLEVELAND, | $13B | 91 | 2017 | ||||
| $443M | ||||||||
WE FAMILY OFFICES Registered adviser · RIA / Wealth · matched 801-60025 · 801-60025 Also on Family Offices, Private Equity | CORAL GABLES, | $18B | 27 | 2012 | ||||
| NEW YORK, | $12B | 32 | 2012 | |||||
SANTANDER ASSET MANAGEMENT SA SGIIC Registered adviser · RIA / Wealth · matched 801-68002 · 801-68002 | MADRID, | $160B | 2012 | |||||
CV ADVISORS LLC Registered adviser · RIA / Wealth · matched 801-77002 · 801-77002 Also on Independent Sponsors, Private Equity | AVENTURA, | $15B | 14 | 4 | 2012 | |||
Stockbridge Capital Group, LLC Manager · RE funds · matched 149002 · 5b 25b Also on RIA / Wealth Management | · probable | San Francisco, | $5.7B | 26 | 5 | 2022 | ||
SAGE MOUNTAIN ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-114002 · 801-114002 Also on Venture Capital, Private Equity | ATLANTA, | $4.3B | 3 | 21 | 2018 | |||
| FAIRFIELD, | $2.3B | 49 | 2014 | |||||
| MERIDIAN, | $1.3B | 76 | 2019 | |||||
SAND HILL GLOBAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-58002 · 801-58002 Also on Private Equity | PALO ALTO, | $4.4B | 19 | 2011 | ||||
AVESTAR CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-110020 · 801-110020 Also on Independent Sponsors, Private Equity | NEW YORK, | $2.1B | 4 | 13 | 2017 | |||
| DUBLIN, | $2.9B | 19 | 2012 | |||||
THE ENERGY & MINERALS GROUP LP Registered adviser · RIA / Wealth · matched 801-135002 · 801-135002 Also on Independent Sponsors, Private Equity | HOUSTON, | $12B | 33 | 2026 | ||||
OFI GLOBAL INSTITUTIONAL, INC. Registered adviser · RIA / Wealth · matched 801-60027 · 801-60027 Also on Private Credit | NEW YORK, | $11B | 7 | 2012 | ||||
Fauquier Health Foundation Allocator · Allocators · matched 300219424 · 100M-1B Also on Family Offices | Warrenton, | $302M | 24 | 2025 | ||||
| ENGLEWOOD, | $612M | 55 | 2015 | |||||
LOTUS INFRASTRUCTURE PARTNERS, LP Registered adviser · RIA / Wealth · matched 801-127002 · 801-127002 Also on Independent Sponsors, Private Equity | GREENWICH, | $6.2B | 21 | 2022 | ||||
FAIRFIELD REALTY ADVISORS LLC Registered adviser · RIA / Wealth · matched 801-115002 · 801-115002 Also on Real Estate Funds, Private Equity | SAN DIEGO, | $6.2B | 10 | 2019 | ||||
| Colorado Spgs, | $761M | 11 | 2025 | |||||
| $41.8M | ||||||||
| $3.4M | 32 | 2023 | ||||||
LLR WALNUT, L.P. Registered adviser · RIA / Wealth · matched 300267 · 801-114765 Also on Allocators, Private Equity | PHILADELPHIA, | $4.4B | 14 | 2019 | ||||
Chan Zuckerberg Initiative Foundation Allocator · Allocators · matched 455002209 · 1B-10B Also on Family Offices | Palo Alto, | $7.5B | 1 | 2024 | ||||
| MORTON, | $800M | 23 | 2019 | |||||
| · probable | New York, | $42.6M | 8 | |||||
| RICHMOND, | $1.5B | 9 | 2019 | |||||
| HOUSTON, | $7.5B | 1 | 2019 | |||||
| NASHVILLE, | $2.0B | 5 | 2012 | |||||
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-80025 · 801-80025 Also on Venture Capital | NEW YORK, | $5.2B | 2 | 2014 | ||||
DRIVE CAPITAL LLC Registered adviser · RIA / Wealth · matched 169002 · 801-136492 Also on Venture Capital | COLUMBUS, | $4.4B | 21 | 2026 | ||||
FUND 002 A SERIES OF NIYA PARTNERS INVESTMENTS, LLC Fund · RIA / Wealth · NIYA PARTNERS INC. Also on Venture Capital | $5.4M | 9 | 2024 | |||||
| LOS Angeles, | $14B | 2025 | ||||||
| $44.5M | 2025 | |||||||
| NAPERVILLE, | $6.2B | 2011 | ||||||
| $314,231 | 46 | 2012 | ||||||
Tennessee Health Foundation Inc Allocator · Allocators · matched 200298456 · 100M-1B Also on Family Offices | Chattanooga, | $282M | 11 | 2024 | ||||
| DALLAS, | $1.9B | 5 | 1 | 2020 | ||||
FOSTER DYKEMA CABOT & PARTNERS, LLC Registered adviser · RIA / Wealth · matched 300282 · 801-114693 Also on Independent Sponsors, Private Equity | WALTHAM, | $2.2B | 8 | 2019 | ||||
S & CO., INC. Registered adviser · RIA / Wealth · matched 110026 · 801-33273 Also on Independent Sponsors, Private Equity | BOSTON, | $2.5B | 6 | 2012 | ||||
The Applebaum Foundation Inc Allocator · Allocators · matched 591002714 · 100M-1B Also on Family Offices | New York, | $211M | 13 | 1 | 1 | 2024 |
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.