DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $265M | ||||||||
| Seattle, | 73 | |||||||
| $6.8M | 6 | 2012 | ||||||
| $1.8B | ||||||||
| MALVERN, | $2656B | 2025 | ||||||
WELLTH ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-130037 · 801-130037 Also on Allocators | $27B | 74 | 2024 | |||||
RAYMOND JAMES INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched 801-100356 · 801-100356 Also on Private Equity | ST PETERSBURG, | $17B | 2 | 30 | 2015 | |||
| CELEBRATION, | $4.4B | 88 | 2014 | |||||
| TAMPA, | $1.6B | 140 | 2011 | |||||
| BARANGAROO, NSW, | $53B | 2011 | ||||||
| MANCHESTER, | $2.8B | 16 | 12 | 2012 | ||||
NORTHWESTERN MUTUAL CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-74003 · 801-74003 Also on Private Credit, Private Equity | MILWAUKEE, | $36B | 8 | 2012 | ||||
TRAJAN WEALTH, L.L.C. Registered adviser · RIA / Wealth · matched 801-100392 · 801-100392 Also on Independent Sponsors, Private Equity | SCOTTSDALE, | $2.6B | 44 | 2015 | ||||
| DALLAS, | $8.0B | 19 | 2014 | |||||
| CHAGRIN FALLS, | $7.6B | 18 | 2014 | |||||
Greenoaks | $22.7M | 4 | 2015 | |||||
LEAD EDGE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-100349 · 801-100349 | NEW YORK, | $6.8B | 14 | 2015 | ||||
| JUPITER, | $1.8B | 17 | 2017 | |||||
| GREEN BAY, | $2.9B | 8 | 2012 | |||||
| ZURICH, | $8.7B | 1 | 2012 | |||||
K5 GLOBAL TECHNOLOGY FUND, LP - SERIES 003 Fund · RIA / Wealth · K5 GLOBAL ADVISOR LLC Also on Venture Capital | $16.2M | 3 | 2021 | |||||
| NEW YORK, | $4.3B | 15 | 2011 | |||||
| NEW YORK, | $4.2B | 5 | 2023 | |||||
| NEW YORK, | $4.2B | 27 | 2019 | |||||
| NEW YORK, | $3.6B | 20 | 2015 | |||||
| SAN MATEO, | $322M | 82 | 2012 | |||||
| BOSTON, | $8.2B | 2012 | ||||||
RESOLUTE PARTNERS GROUP Registered adviser · RIA / Wealth · matched 300326 · 801-114830 Also on Independent Sponsors | SAN FRANCISCO, | $1.9B | 1 | 5 | 2019 | |||
| FREMONT, | $1.0B | 17 | 2015 | |||||
| HONG KONG, | $5.9B | 3 | 2018 | |||||
ALLIANZ GLOBAL INVESTORS U.S. LLC Registered adviser · RIA / Wealth · matched 149003 · 801-69803 Also on Private Credit, Private Equity | NEW YORK, | $5.0B | 1 | 2011 | ||||
EMERALD LAKE CAPITAL MANAGEMENT, L.P. Registered adviser · RIA / Wealth · matched 300395 · 801-114785 Also on Independent Sponsors, Private Equity | SANTA MONICA, | $3.1B | 15 | 2019 | ||||
SANTA BARBARA ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-65003 · 801-65003 | LOS ANGELES, | $7.5B | 2012 | |||||
RADCLIFF MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-110037 · 801-110037 Also on Independent Sponsors | NEW YORK, | $2.9B | 14 | 2017 | ||||
| DALLAS, | $1.3B | 8 | 2012 | |||||
| NEW YORK, | $3.5B | 9 | 2017 | |||||
LIZ Claiborne & Art Ortenberg Foundation Allocator · Allocators · matched 133200329 · 100M-1B Also on Family Offices | New York, | $260M | 16 | 7 | 3 | 2024 | ||
ARROYO ENERGY INVESTMENT PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-100371 · 801-100371 Also on Independent Sponsors, Private Equity | SPRING, | $2.3B | 12 | 2015 | ||||
SAX SERIES WEI23M-003, A SERIES OF SAX CAPITAL SERIES FUND II, LP Fund · RIA / Wealth · SAX CAPITAL LLC Also on Private Equity, Venture Capital | 71 | 2019 | ||||||
CI BRIGHTWORTH PRIVATE WEALTH Registered adviser · RIA / Wealth · matched 801-57003 · 801-57003 Also on Private Equity | ATLANTA, | $5.4B | 2012 | |||||
| SCOTTSDALE, | $743M | 13 | 2017 | |||||
| Short Hills, | $1.6B | 3 | 2024 | |||||
VEERY CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-114003 · 801-114003 Also on Allocators | WEST CHESTER, | $971M | 7 | 2018 | ||||
| MILWAUKEE, | $1.4B | 4 | 2012 | |||||
| NEW YORK, | $6.3B | 2020 | ||||||
| New York, | $10B | 2025 | ||||||
| PLYMOUTH, | $4.3B | 2021 | ||||||
| DRAPER, | $2.1B | 7 | 2015 | |||||
| WEST HARTFORD, | $1.0B | 5 | 2012 | |||||
CAVU CONSUMER PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-120003 · 801-120003 Also on Venture Capital | NEW YORK, | $1.5B | 16 | 2020 |
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.