DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $6.9M | ||||||||
REDDING RIDGE ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-107999 · 801-107999 | NEW YORK, | $33B | 83 | 2016 | ||||
ABACUS PLANNING GROUP, INC. Registered adviser · RIA / Wealth · matched 107994 · 801-55414 Also on Independent Sponsors, Private Equity | COLUMBIA, | $2.2B | 5 | 15 | 2012 | |||
| WESTPORT, | $6.1B | 2 | 1 | 2011 | ||||
| NEW YORK, | $4.9B | 14 | 2021 | |||||
| Cambridge, | $229M | 19 | 8 | 5 | 2024 | |||
ROUNDHILL INVESTMENTS Registered adviser · RIA / Wealth · matched 300799 · 801-114971 Also on Private Equity | NEW YORK, | $9.6B | 2019 | |||||
| VANCOUVER, | $377M | 49 | 2022 | |||||
The Heising-Simons Foundation Allocator · Allocators · matched 260799587 · 100M-1B Also on Family Offices | LOS Altos, | $810M | 6 | 2024 | ||||
| LONDON, | $3.8B | 3 | 2016 | |||||
| OVERLAND PARK, | $1.1B | 6 | 2012 | |||||
KINGS PATH PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-107995 · 801-107995 Also on Allocators | SUGAR LAND, | $1.5B | 4 | 2016 | ||||
| CHICAGO, | $4.0B | 2012 | ||||||
MAIN MANAGEMENT ETF ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-110799 · 801-110799 | SAN FRANCISCO, | $2.8B | 2017 | |||||
ICON WEALTH PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-107992 · 801-107992 Also on Private Equity | HOUSTON, | $2.0B | 2016 | |||||
| LONDON, | $1.8B | 2016 | ||||||
| PORTAGE, | $561M | 1 | 2012 | |||||
| PORTLAND, | $196M | 3 | 2012 | |||||
| MOORESTOWN, | $683M | 2012 | ||||||
| ADDISON, | $422M | 2020 | ||||||
| WASHINGTON, | $154M | 2012 | ||||||
| SOUTHFIELD, | $160M | 1 | 2024 | |||||
| NEW YORK, | $103M | 1 | 2016 | |||||
| OVERLAND PARK, | $10.0M | 2026 | ||||||
| NEWPORT BEACH, | $3.4M | 2012 | ||||||
| ATLANTA, | $2.6M | 2026 | ||||||
| PLEASANT HILL, | 2014 | |||||||
Royalty finance | 3 | |||||||
| 2026 | ||||||||
| 2026 | ||||||||
| 2026 | ||||||||
CLEAR VENTURE MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 802-107997 · 802-107997 Also on Venture Capital | PALO ALTO, | 2026 | ||||||
VALEDOR PARTNERS Registered adviser · RIA / Wealth · matched 307996 · 802-118701 Also on Independent Sponsors, Private Equity | HOUSTON, | 2026 | ||||||
Srep III Colt Opco Reit, LLC Real estate fund vehicle · RE funds · matched 805-4660799931 · Stepstone Group Real Estate LP Also on RIA / Wealth Management | $64.3M | 126 | 2019 | |||||
ARES GLOBAL HIGH GRADE CLO DEBT FUND, L.P. Credit fund · Private credit · matched 805-3079969034 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $1.2B | 2021 | ||||||
CER Kinetic Co-Investment, S.C.SP. Real estate fund vehicle · RE funds · matched 805-7079926868 · The Carlyle Group Also on RIA / Wealth Management | $101M | 12 | 2021 | |||||
OTRANTO PARK CLO DAC Credit fund · Private credit · matched 805-1079965003 · BLACKSTONE IRELAND LIMITED Also on RIA / Wealth Management | $520M | 2022 | ||||||
WELLFLEET CLO 2018-2, LTD. Credit fund · Private credit · matched 805-2079911006 · BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC Also on RIA / Wealth Management | $492M | 2020 | ||||||
DRYDEN 104 CLO, LTD Credit fund · Private credit · matched 805-2404079939 · PGIM, INC. Also on RIA / Wealth Management | $492M | 2022 | ||||||
GROSVENOR OPPORTUNISTIC MULTI-STRATEGY FUND, L.P. Credit fund · Private credit · matched 805-9907999312 · GCM GROSVENOR L.P. Also on RIA / Wealth Management | $88.4M | 2018 | ||||||
ENERGY CAPITAL PARTNERS CREDIT SOLUTIONS II-A, LP Credit fund · Private credit · matched 805-2807991652 Also on Private Equity, RIA / Wealth Management | Ecp | $82.8M | 2019 | |||||
CRESCENT EUROPEAN SPECIALTY LENDING FUND II (CAYMAN) LP Credit fund · Private credit · matched 805-5300799971 · CRESCENT CAPITAL GROUP LP Also on RIA / Wealth Management | $48.9M | 2018 | ||||||
VIOLA CREDIT GL I, LIMITED PARTNERSHIP Credit fund · Private credit · matched 805-2707993737 Also on RIA / Wealth Management | $39.7M | 2016 | ||||||
AEGIS SPECIAL SITUATIONS FUND LLC - SERIES MEDTECH XII Credit fund · Private credit · matched 805-2534079931 · AEGIS CAPITAL CORP. Also on Private Equity, RIA / Wealth Management | $4.0M | 2024 | ||||||
Apollo 100 West Putnam Investor, L.P. Real estate fund vehicle · RE funds · matched 805-1000799082 · Apollo Global Real Estate Management, L.P. Also on RIA / Wealth Management | 1 | 2022 | ||||||
Virtus Real Estate Capital Institutional Qualified LP Real estate fund vehicle · RE funds · matched 805-2507992085 · Virtus Real Estate LLC Also on Private Equity, RIA / Wealth Management | 2012 | |||||||
OHA LOAN FUNDING 2012-1, LTD. Credit fund · Private credit · matched 805-1079956831 · OAK HILL ADVISORS, L.P. Also on RIA / Wealth Management | 2014 | |||||||
Venture Lending & Leasing VI, Inc. BDC · Private credit · matched 814-00799 · WESTERN TECHNOLOGY INVESTMENT (WTI) | 2015 |
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.