DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $2.8M | ||||||||
| NEW YORK, | $8.1B | 423 | 608 | 61 | 2026 | |||
| PHILADELPHIA, | $13B | 225 | 337 | 41 | 2026 | |||
| CHARLOTTE, | $2.2B | 347 | 759 | 39 | 2026 | |||
| SAN MATEO, | $5.1B | 218 | 363 | 32 | 2026 | |||
| HOUSTON, | $3.3B | 221 | 448 | 18 | 2026 | |||
PENNANTPARK INVESTMENT CORP BDC · Private credit · matched 814-00736 · PENNANTPARK INVESTMENT ADVISERS, LLC | NEW YORK, | $2.5B | 195 | 316 | 21 | 2026 | ||
| LOS ANGLES, | $2.7B | 171 | 342 | 19 | 2026 | |||
SARATOGA INVESTMENT CORP. BDC · Private credit · matched 814-00732 · SARATOGA INVESTMENT ADVISORS, LLC | NEW YORK, | $3.4B | 109 | 180 | 3 | 2026 | ||
| NEW YORK, | $2.3B | 86 | 107 | 10 | 2026 | |||
BlackRock Capital Investment Corp BDC · Private credit · matched 814-00712 · BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | NEW YORK, | $3.0B | 130 | 2023 | ||||
BCP Investment Corp BDC · Private credit · matched 814-00735 · SIERRA CREST INVESTMENT MANAGEMENT LLC | NEW YORK, | $486M | 149 | 195 | 10 | 2026 | ||
GLADSTONE INVESTMENT CORPORATION\DE BDC · Private credit · matched 814-00704 · Gladstone Management Corporation | MCLEAN, | $1.1B | 29 | 59 | 2026 | |||
GLOBAL RETIREMENT PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-80074 · 801-80074 Also on Allocators | SAN RAFAEL, | $170B | 486 | 2014 | ||||
| LOS ANGELES, | $459B | 682 | 2012 | |||||
| ATLANTA, | $15B | 355 | 2014 | |||||
Freedom Together Foundation Allocator · Allocators · matched 900747216 · 1B-10B Also on Family Offices | New York, | $3.4B | 94 | 2024 | ||||
The Bollard Group LLC Firm · Venture · matched Spinnaker Capital 2007 GP LLC (relying Adviser) · Registered investment adviser | · probable | Boston, | $6.7B | 102 | 4 | 2024 | ||
Tishman Speyer Properties, L.P. Manager · RE funds · matched 160079 · 5b 25b Also on RIA / Wealth Management, Venture Capital | · candidate | New York, | $9.1B | 148 | 7 | 2024 | ||
PICTET ASSET MANAGEMENT SA Registered adviser · RIA / Wealth · matched 140074 · 801-66760 Also on Private Credit | GENEVA, | $331B | 2012 | |||||
AEGIS CAPITAL CORP. Registered adviser · RIA / Wealth · matched 15007 · 801-71386 Also on Independent Sponsors, Private Equity | NEW YORK, | $1.8B | 32 | 99 | 2012 | |||
| $14.5M | 72 | 2023 | ||||||
| NEW YORK, | $4.8B | 78 | 2022 | |||||
JPMORGAN FUNDS LIMITED Registered adviser · RIA / Wealth · matched 801-80071 · 801-80071 Also on Private Credit, Real Estate Funds | LONDON, | $72B | 2 | 2014 | ||||
| Radnor, | $139B | 2025 | ||||||
| CHIYODA-KU, TOKYO, | $48B | 2012 | ||||||
CENTERSQUARE INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 290078 · 801-111965 Also on Private Credit, Real Estate Funds | CONSHOHOCKEN, | $14B | 19 | 2017 | ||||
| Tel Aviv, | $120M | 3 | 2 | |||||
| $87.8M | ||||||||
VONTOBEL ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 105007 · 801-21953 Also on Independent Sponsors | NEW YORK, | $20B | 1 | 2012 | ||||
| CHICAGO, | $27B | 2012 | ||||||
| HINSDALE, | $4.1B | 11 | 2020 | |||||
Greenoaks | $8.7M | 9 | 2015 | |||||
| LITTLE ROCK, | $1.9B | 16 | 2020 | |||||
IRONWOOD INVESTMENT COUNSEL, LLC Registered adviser · RIA / Wealth · matched 801-60073 · 801-60073 Also on Family Offices | SCOTTSDALE, | $1.8B | 13 | 2012 | ||||
Stancorp Investment Advisers, Inc. Investment consultant · Allocators · matched 1120079 · OCIO provider Also on RIA / Wealth Management | · probable | Portland, | $30B | |||||
HUNTER ASSOCIATES LLC Registered adviser · RIA / Wealth · matched 801-42007 · 801-42007 Also on Private Equity | PITTSBURGH, | $1.3B | 16 | 2011 | ||||
SILVER ROCK CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched 318007 · 801-134970 Also on Independent Sponsors, Private Equity | NEW YORK, | $6.8B | 18 | 2025 | ||||
Cayetano Development, LLC Manager · RE funds · matched 290076 · Under 1b Also on RIA / Wealth Management, Venture Capital | Austin, | $527M | 61 | 5 | 2024 | |||
| NORTH ANDOVER, | $24.7M | 5 | 16 | 2026 | ||||
ROUNDHILL INVESTMENTS Registered adviser · RIA / Wealth · matched 300799 · 801-114971 Also on Private Equity | NEW YORK, | $9.6B | 2019 | |||||
| LOS ANGELES, | $3.4B | 15 | 2020 | |||||
Pivotal Philanthropies Momentum Foundation Allocator · Allocators · matched 934400793 · 100M-1B Also on Family Offices | Redmond, | $963M | 6 | 2024 | ||||
GYL Financial Synergies Investment consultant · Allocators · matched 900751149 Also on RIA / Wealth Management | · probable | $2.5B | 5 | 2023 | ||||
Robert I Schattner Foundation Inc Allocator · Allocators · matched 521800778 · 100M-1B Also on Family Offices | Rockville, | $184M | 20 | 5 | 4 | 2024 | ||
TCG CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched 298007 · 801-113853 Also on Independent Sponsors, Private Equity | PLAYA VISTA, | $2.6B | 13 | 2018 | ||||
WHITEHAVEN ASSET MANAGEMENT, LP Registered adviser · RIA / Wealth · matched 801-108007 · 801-108007 Also on Private Credit | GREENWICH, | $4.2B | 2 | 2015 | ||||
| PALM BEACH, | $2.7B | 26 | 2025 | |||||
| NEW YORK, | $2.9B | 8 | 2011 | |||||
| WILTON, | $907M | 9 | 2017 |
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.