DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $26.8M | 6 | 2012 | ||||||
| $100.0M | ||||||||
Tcv Firm · Venture · matched TCV Management 2004, L.L.C. (relying Adviser) · Registered investment adviser | · candidate | Menlo Park, | $20B | 1 | 43 | 87 | 2024 | |
| LOS ANGELES, | $43B | 22 | 318 | 2015 | ||||
STEWARD PARTNERS INVESTMENT ADVISORY, LLC Registered adviser · RIA / Wealth · matched 283004 · 801-107426 | STAMFORD, | $37B | 473 | 2016 | ||||
BTG PACTUAL ASSET MANAGEMENT US , LLC Registered adviser · RIA / Wealth · matched 801-71004 · 801-71004 | NEW YORK, | $30B | 35 | 64 | 2011 | |||
| $2.3B | ||||||||
SILVERCREST ASSET MANAGEMENT GROUP LLC Registered adviser · RIA / Wealth · matched 801-61004 · 801-61004 Also on Private Equity | NEW YORK, | $28B | 12 | 35 | 2012 | |||
MFS INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched 110045 · 801-17352 Also on Private Credit | BOSTON, | $514B | 2011 | |||||
| NEW YORK, | $92B | 16 | 1 | 2011 | ||||
APPLETON PARTNERS, INC. Registered adviser · RIA / Wealth · matched 110049 · 801-29384 Also on Private Equity | BOSTON, | $13B | 31 | 2012 | ||||
Patria Capital Partners LLP Firm · Private equity · matched ESP 2004 General Partner Limited Partnership Also on RIA / Wealth Management | · probable Middle market | Edinburgh, | $3.9B | 23 | 3 | 2017 | ||
| KENTWOOD, | $2.9B | 121 | 2012 | |||||
| MENLO PARK, | $36B | 27 | 2022 | |||||
SPECTRUM ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 300463 · 801-30405 Also on Independent Sponsors | STAMFORD, | $18B | 1 | 4 | 2019 | |||
| $149M | ||||||||
Pitango Venture Capital Firm · Venture · matched Pitango Ventures International 2004 Ltd. · Exempt reporting adviser Also on Allocators, Private Equity | · probable | Road Town, Tortola, | $1.3B | 1 | 27 | 5 | 2019 | |
| · probable | Road Town, Tortola, | $138M | 1 | 5 | 2021 | |||
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. Registered adviser · RIA / Wealth · matched 290043 · 801-111963 | KANSAS CITY, | $2.3B | 64 | 2017 | ||||
| $11.0M | 29 | 2023 | ||||||
WEALTHPLAN INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-120004 · 801-120004 Also on Independent Sponsors | OMAHA, | $2.2B | 2 | 29 | 2020 | |||
| SAN FRANCISCO, | $12B | 42 | 2015 | |||||
| DALLAS, | $12B | 27 | 2015 | |||||
| SHERIDAN, | $5.5B | 9 | 2012 | |||||
| NEW YORK, | $7.6B | 36 | 2015 | |||||
| NEW YORK, | $26B | 2015 | ||||||
| SAN FRANCISCO, | $8.1B | 2 | 2015 | |||||
| SANTA MONICA, | $7.3B | 17 | 2012 | |||||
| REDMOND, | $2.1B | 18 | 2014 | |||||
| New Brunswick, | $37B | 2025 | ||||||
| PORTLAND, | $1.6B | 1 | 10 | 2011 | ||||
| Woodside, | $527M | 14 | 10 | 4 | 2024 | |||
| Pasadena, | $396M | 16 | 8 | 5 | 2025 | |||
| NORTHFIELD, | $1.7B | 12 | 2012 | |||||
PERCHERON CAPITAL Registered adviser · RIA / Wealth · matched 312004 · 801-120395 Also on Independent Sponsors, Private Equity | SAN FRANCISCO, | $5.1B | 2021 | |||||
STRATEGY ASSET MANAGERS L.L.C. Registered adviser · RIA / Wealth · matched 801-60049 · 801-60049 Also on Venture Capital | PASADENA, | $930M | 2 | 11 | 2012 | |||
| NEW YORK, | $3.0B | 2015 | ||||||
| Oakland, | $18B | 2025 | ||||||
| HOUSTON, | $2.2B | 12 | 1 | 2015 | ||||
| ORLANDO, | $552M | 30 | 2019 | |||||
| SANDUSKY, | $1.2B | 12 | 2017 | |||||
| ALPHARETTA, | $6.7B | 2014 | ||||||
| $727,006 | 64 | 2012 | ||||||
CLOCKTOWER GROUP, L.P. Registered adviser · RIA / Wealth · matched 801-100402 · 801-100402 Also on Venture Capital, Family Offices | SANTA MONICA, | $2.3B | 18 | 2012 | ||||
| Chicago, | $188M | 2025 | ||||||
| LYNNFIELD, | $1.0B | 11 | 2015 | |||||
GREYSTONE BRIDGE LENDING FUND MANAGER LLC Registered adviser · RIA / Wealth · matched 801-110004 · 801-110004 Also on Private Credit, Real Estate Funds | NEW YORK, | $4.4B | 2 | 2016 | ||||
ARMISTICE CAPITAL LLC Registered adviser · RIA / Wealth · matched 801-100464 · 801-100464 Also on Venture Capital | NEW YORK, | $4.7B | 1 | 2015 | ||||
| $781,175 | 51 | 2023 | ||||||
| $1.1M | 42 | 2023 |
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.