DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $13.9M | ||||||||
| NEW YORK, | $100B | 1,033 | 2018 | |||||
| · candidate | La Jolla, | $14B | 76 | 11 | 2024 | |||
| CHICAGO, | $109B | 2 | 4 | 2012 | ||||
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 290336 · 801-112118 | WILMINGTON, | $67B | 162 | 2017 | ||||
| GREENWICH, | $68B | 59 | 2012 | |||||
| TORONTO, ONTARIO, | $195B | 2 | 2012 | |||||
| SEATTLE, | $81B | 3 | 2011 | |||||
| LOS ANGELES, | $41B | 5 | 1 | 2012 | ||||
| NAPLES, | $17B | 11 | 2012 | |||||
Greenoaks | $9.2M | 60 | 2017 | |||||
CAPITOL SECURITIES MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-41033 · 801-41033 | GLEN ALLEN, | $2.2B | 96 | 2012 | ||||
| PASADENA, | $4.5B | 17 | 2011 | |||||
| BERWYN, | $13B | 1 | 1 | 2014 | ||||
| SAN MATEO, | $30B | 2012 | ||||||
Griffith R Harsh IV and Margaret Cwhitman Charitable Foundation Allocator · Allocators · matched 208033091 · 100M-1B | New York, | $199M | 51 | 17 | 12 | 2024 | ||
CHICAGO PACIFIC FOUNDERS Registered adviser · RIA / Wealth · matched 801-80330 · 801-80330 Also on Independent Sponsors, Private Equity | CHICAGO, | $7.1B | 32 | 2014 | ||||
| COVINGTON, | $1.6B | 25 | 2012 | |||||
| LINCOLN, | $3.0B | 14 | 2011 | |||||
| MUMBAI, | $21B | 2014 | ||||||
| NEW YORK, | $5.9B | 10 | 2012 | |||||
Mack Real Estate Credit Strategies, L.P. Manager · RE funds · matched 801-78033 · 1b 5b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $1.4B | 11 | 7 | 2024 | ||
| NEW YORK, | $4.2B | 27 | 2019 | |||||
| Pasadena, | $396M | 16 | 8 | 10 | 2025 | |||
MADISON CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched 160334 · 801-73760 Also on Independent Sponsors, Private Equity | CHICAGO, | $4.8B | 13 | 2012 | ||||
| NEW YORK, | $3.3B | 17 | 2012 | |||||
| EVANSTON, | $4.5B | 6 | 2012 | |||||
| $942M | 1 | 9 | 2017 | |||||
| LAKE OSWEGO, | $1.2B | 6 | 2011 | |||||
| NEW YORK, | $2.7B | 7 | 2012 | |||||
| NEW YORK, | $4.5B | 2 | 2021 | |||||
| BOISE, | $844M | 8 | 2012 | |||||
TRACE CAPITAL MANAGEMENT LP Registered adviser · RIA / Wealth · matched 801-126033 · 801-126033 Also on Private Equity | HOUSTON, | $1.7B | 4 | 1 | 2022 | |||
| MAITLAND, | $2.5B | 1 | 2012 | |||||
| COLUMBUS, | $631M | 14 | 2024 | |||||
LAMCO ADVISORY SERVICES INC. Registered adviser · RIA / Wealth · matched 801-40331 · 801-40331 Also on Allocators | LAKE MARY, | $3.5B | 2011 | |||||
| LOUISVILLE, | $496M | 10 | 2011 | |||||
| WESTPORT, | $921M | 3 | 2012 | |||||
| LOS ALTOS, | $1.0B | 2 | 2012 | |||||
| DALLAS, | $1.4B | 2 | 2022 | |||||
CH-0331 FUND I AL VEHICLE, A SERIES OF KUBE OPPORTUNITIES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $86,934 | 40 | 2024 | |||||
| PURCHASE, | $419M | 3 | 3 | 2014 | ||||
| DENVER, | $476M | 6 | 2014 | |||||
WM PARTNERS, LP Registered adviser · RIA / Wealth · matched 801-100337 · 801-100337 Also on Independent Sponsors, Private Equity | AVENTURA, | $1.0B | 9 | 2015 | ||||
| MIAMI, | $648M | 1 | 2 | 2012 | ||||
SH-0330 FUND I, A SERIES OF COELIUS FUNDS, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $172,903 | 29 | 2024 | |||||
TA-0330 FUND I, A SERIES OF 3 ALPHA POWER SOLUTIONS I, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $900,000 | 13 | 2024 | |||||
| RADNOR, | $1.4B | 1 | 2012 | |||||
BO-0330 FUND I, A SERIES OF SPACECADET VENTURES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $192,525 | 23 | 2024 | |||||
THE ESTATE PLANNERS GROUP Registered adviser · RIA / Wealth · matched 801-110033 · 801-110033 Also on Private Equity | YARDLEY, | $422M | 6 | 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.