DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $466,028 | 35 | 2020 | ||||||
1001 Real estate fund vehicle · RE funds · First Long Island Investors, LLC Also on RIA / Wealth Management | $2.9M | 6 | 2012 | |||||
| $29,158 | 7 | 2012 | ||||||
| $265M | 2024 | |||||||
| Reston, | $222M | 2025 | ||||||
| New York, | $1.6B | 2026 | ||||||
| Tucson, | $476M | 2025 | ||||||
| Phoenix, | $101M | 2025 | ||||||
| Zionsville, | 1,299 | |||||||
| Vancouver, | $5.2M | 2024 | ||||||
| Austin, | ||||||||
10.01 HELLMAN & FRIEDMAN CAPITAL PARTNERS X, L.P. Fund · RIA / Wealth · HELLMAN & FRIEDMAN LLC Also on Private Equity | $13B | 206 | 2022 | |||||
Paris US Holdco, Inc Borrower · Private credit · matched 1001028292 Ontario Inc · Centerbridge Partners, L.P. | $562M | 4 | 8 | 2031 | ||||
AdTheorent Holding Company Inc 330 Hudson Street 13th Floor New York NY 10013 Internet Borrower · Private credit | 1 | 1 | ||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
Stone Ridge Opportunities Fund LP One Vanderbilt Ave 65th Floor New York NY 10017 Borrower · Private credit | 1 | 1 | ||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
Stone Ridge Opportunities Fund L.P. One Vanderbilt Ave Borrower · Private credit · matched 65th Floor New York NY 10017 Insurance Security Private Fund | 1 | 1 | ||||||
| $567M | 67 | 2012 | ||||||
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-81001 · 801-81001 Also on Family Offices | BOSTON, | $4.6B | 12 | 2015 | ||||
| New York, | $9.8B | 2025 | ||||||
| NEWPORT BEACH, | $397M | 11 | 2015 | |||||
| Coral Gables, | $222M | 7 | 2024 | |||||
| FOSTER CITY, | $630M | 3 | 2012 | |||||
ME-1001 FUND I, A SERIES OF GEOMETRIC CAPITAL, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $199,997 | 20 | 2024 | |||||
Prime Wellington, LLC Real estate fund vehicle · RE funds · matched 805-1001007787 · Prime Finance Advisor, L.P. Also on RIA / Wealth Management | $39.4M | 17 | 2012 | |||||
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-110015 · 801-110015 | STAMFORD, | $388M | 6 | 1 | 2017 | |||
| DUXBURY, | $511M | 2 | 2017 | |||||
| 1170 BRUSSELS, | $1.4B | 2012 | ||||||
BARD FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 110017 · 801-80696 Also on Allocators | BRANFORD, | $639M | 2014 | |||||
| WEST BARNSTABLE, | $471M | 2012 | ||||||
APPLIED FUNDAMENTAL RESEARCH, LLC Registered adviser · RIA / Wealth · matched 801-121001 · 801-121001 | CAMBRIDGE, | $143M | 2 | 2 | 2021 | |||
| WAUSAU, | $177M | 3 | 2024 | |||||
| STATEN ISLAND, | $133M | 1 | 2017 | |||||
| $895,000 | 2025 | |||||||
| SAN DIEGO, | $213M | 2017 | ||||||
| $419,500 | 2024 | |||||||
| $355,200 | 2025 | |||||||
| $284,980 | 2024 | |||||||
| $200,000 | 2024 | |||||||
| $181,000 | 2025 | |||||||
| $165,263 | 2024 | |||||||
ENERGENT, L.P. Registered adviser · RIA / Wealth · matched 801-110010 · 801-110010 Also on Private Equity | DALLAS, | $125M | 1 | 2017 | ||||
| $155,000 | 2024 | |||||||
| $154,000 | 2026 | |||||||
| $172M | 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.