DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $1.6B | 137 | 2012 | ||||||
CETERA ADVISORS LLC Registered adviser · RIA / Wealth · matched 10299 · 801-33020 Also on Allocators, Private Equity | GREENWOOD VILLAGE, | $22B | 2012 | |||||
| RESTON, | $3.6B | 37 | 2012 | |||||
| · probable | London, | $6.9B | 9 | 2 | 2023 | |||
J.P. MORGAN INSTITUTIONAL INVESTMENTS Registered adviser · RIA / Wealth · matched 102920 · 801-64031 Also on Private Equity, Real Estate Funds | NEW YORK, | $14B | 2011 | |||||
Virginia B Toulmin Charitable Foundation III 20-102080246164 Allocator · Allocators · 100M-1B Also on Family Offices | Cresskill, | $136M | 3 | 2024 | ||||
| SANTA CLARA, | $1.2B | 2012 | ||||||
Joint Pension Fund of Local Union No 102 Plan · Allocators · Joint Pension Fund of Local Union No 102 Ibew Board of Trustees | Parsippany, | $718M | 9 | 3 | 3 | 2024 | ||
Plumbers and Steamfitters Local 102 Pension Plan Plan · Allocators · Plumbers & Steamfitters Local Union No. 102 | Knoxville, | $105M | 18 | 7 | 4 | 2025 | ||
| Milwaukee, | $2.8B | 2025 | ||||||
| WYOMISSING, | $234M | 3 | 2015 | |||||
| Providence, | $1.5B | 2025 | ||||||
| SAN FRANCISCO, | $608M | 2012 | ||||||
| Omaha, | $484M | 2025 | ||||||
| Medford, | $654M | 2025 | ||||||
| 2 | 1 | |||||||
| Richmond, | $175M | 2026 | ||||||
| Houston, | $163M | 2025 | ||||||
| New York, | $133M | 2026 | ||||||
| Souderton, | $62.4M | 2025 | ||||||
| $9.7M | 2 | 2015 | ||||||
Pekin Hardy Strauss, Inc. Manager · RE funds · matched 1020317 Also on Private Equity, RIA / Wealth Management | · probable Unsized | Chicago, | 1 | 6 | 2015 | |||
Teamsters Local 102 Pension Fund Plan · Allocators · Board of Trustees Teamsters Local 102 Pension Fund | Cherry Hill, | $19.7M | 2025 | |||||
HARBOURVEST PARTNERS, LLC Credit provider · Private credit · matched 1026873 · DIRECT_LENDER, DISTRESSED_CREDIT, MEZZANINE_LENDER, OPPORTUNISTIC_CREDIT, PRIVATE_CREDIT_FUND | BOSTON, | 19 | ||||||
| OAKLAND, | 2026 | |||||||
| Owings Mills, | ||||||||
PZENA INVESTMENT MANAGEMENT LLC Credit provider · Private credit · matched 1027796 Also on RIA / Wealth Management | NEW YORK, | 1 | ||||||
| 2021 | ||||||||
| Oklahoma City, | 2025 | |||||||
| $20.3M | 6 | 4 | 2032 | |||||
| ST. LOUIS, | $252B | 4,134 | 2011 | |||||
| 3 | 6 | |||||||
Brookfield Opportunity Zone Partners Reit LLC Real estate fund vehicle · RE funds · matched 805-1024215677 · Brookfield Asset Management Pic US, LLC Also on RIA / Wealth Management | $1.0B | 1,073 | 2020 | |||||
Blackrock Financial Management, Inc Investment consultant · Allocators · matched 980510248 · OCIO provider | · probable | New York, | $913B | 6 | 2024 | |||
| $87.9M | 106 | 2023 | ||||||
| $49.4M | 102 | 2023 | ||||||
STANCORP INVESTMENT ADVISERS, INC. Registered adviser · RIA / Wealth · matched 110228 · 801-57811 Also on Allocators | PORTLAND, | $35B | 76 | 2012 | ||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| $49.9M | 24 | 2022 | ||||||
Waterton Residential Property Venture Xiv, L.P. Real estate fund vehicle · RE funds · matched 805-1023044586 · Waterton Investment Adviser, L.L.C. Also on RIA / Wealth Management | $1.1B | 40 | 2022 | |||||
| $400M | 2022 | |||||||
| $105M | 2 | 2012 | ||||||
| EDINBURGH, | $144B | 2012 | ||||||
| MADISON, | $14B | 20 | 2012 | |||||
| CHICAGO, | $10.0B | 26 | 3 | 2012 | ||||
| NEW YORK, | $29B | 34 | 2017 | |||||
| ATLANTA, | $9.1B | 22 | 2012 | |||||
BLACKROCK ALTERNATIVES MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-110250 · 801-110250 Also on Independent Sponsors, Private Equity | NEW YORK, | $18B | 82 | 2017 | ||||
| 2 | 2 |
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.