DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $73.0M | 7 | 2024 | ||||||
11.2 Capital Firm · Venture · matched 11.2 Capital Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Las Vegas, | $440M | 1 | 5 | 2 | 2023 | ||
| GREENWOOD VILLAGE, | $195B | 1,944 | 2012 | |||||
PLANTE MORAN FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched 112158 · 801-44058 Also on Family Offices, Private Equity | SOUTHFIELD, | $25B | 131 | 2012 | ||||
| TAMPA, | $8.2B | 494 | 2012 | |||||
GOLDENTREE ASSET MANAGEMENT LP Registered adviser · RIA / Wealth · matched 112753 · 801-58286 Also on Private Credit | NEW YORK, | $70B | 73 | 1 | 2012 | |||
FIDELITY PERSONAL AND WORKPLACE ADVISORS Registered adviser · RIA / Wealth · matched 801-112027 · 801-112027 | BOSTON, | $819B | 2017 | |||||
APOLLON WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-112350 · 801-112350 Also on Private Credit, Private Equity | MOUNT PLEASANT, | $12B | 144 | 2017 | ||||
STATE STREET GLOBAL ADVISORS LIMITED Registered adviser · RIA / Wealth · matched 112861 · 801-66610 Also on Private Equity | LONDON, | $424B | 2012 | |||||
| RIDGEWOOD, | $12B | 59 | 2012 | |||||
SIGNATUREFD, LLC Registered adviser · RIA / Wealth · matched 112758 · 801-60393 Also on Independent Sponsors, Private Equity | ATLANTA, | $9.7B | 2 | 49 | 2012 | |||
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-112118 · 801-112118 | WILMINGTON, | $67B | 162 | 2017 | ||||
HBKS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched 112139 · 801-60424 Also on Private Equity | ERIE, | $7.7B | 73 | 2011 | ||||
EXODUSPOINT CAPITAL MANAGEMENT, LP Registered adviser · RIA / Wealth · matched 801-112901 · 801-112901 Also on Private Equity | NEW YORK, | $159B | 6 | 2018 | ||||
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-112207 · 801-112207 | BOCA RATON, | $61B | 59 | 2017 | ||||
ASHMORE INVESTMENT MANAGEMENT LTD Registered adviser · RIA / Wealth · matched 112551 · 801-55109 Also on Private Credit | LONDON, | $41B | 13 | 2012 | ||||
| NEW YORK, | $140B | 4 | 2018 | |||||
| EDINBURGH, | $67B | 1 | 2011 | |||||
Bain Capital Real Estate, LP Manager · RE funds · matched 801-112317 · 5b 25b Also on RIA / Wealth Management | · candidate | Boston, | $9.4B | 19 | 15 | 2024 | ||
| BOSTON, | $23B | 6 | 2012 | |||||
SHENKMAN CAPITAL MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 112192 · 801-25180 Also on Private Credit | NEW YORK, | $35B | 14 | 2012 | ||||
ELLINGTON MANAGEMENT GROUP, L.L.C. Registered adviser · RIA / Wealth · matched 112493 · 801-56399 Also on Private Credit, Real Estate Funds | OLD GREENWICH, | $21B | 29 | 2012 | ||||
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. Registered adviser · RIA / Wealth · matched 112084 · 801-57914 Also on Independent Sponsors, Private Equity | CHICAGO, | $6.9B | 18 | 6 | 2012 | |||
| NEW YORK, | $55B | 1 | 2012 | |||||
IMA ADVISORY SERVICES, INC. Registered adviser · RIA / Wealth · matched 112091 · 801-79108 Also on Allocators | DENVER, | $3.9B | 45 | 2014 | ||||
BARTLETT & CO. WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-112635 · 801-112635 Also on Private Equity | CINCINNATI, | $10B | 32 | 2018 | ||||
| RICHMOND, | $10.0B | 12 | 2012 | |||||
| AUBURN, | $4.5B | 80 | 2018 | |||||
| ROCK ISLAND, | $640M | 210 | 2015 | |||||
Cook Street Consulting, Inc Investment consultant · Allocators · matched 112829 · OCIO provider Also on RIA / Wealth Management | · probable | $7.1B | 16 | 2024 | ||||
| NEW YORK, | $47B | 2012 | ||||||
| WOODBURY, | $1.6B | 66 | 2012 | |||||
HARDMAN JOHNSTON GLOBAL ADVISORS LLC Registered adviser · RIA / Wealth · matched 112500 · 801-23854 Also on Independent Sponsors | STAMFORD, | $8.8B | 8 | 2 | 2012 | |||
| DALLAS, | $36B | 2012 | ||||||
QUINBROOK INFRASTRUCTURE PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-112447 · 801-112447 Also on Independent Sponsors | NEW YORK, | $9.0B | 20 | 3 | 2018 | |||
MORA CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 112221 · 801-57604 Also on Independent Sponsors, Private Equity | MIAMI, | $1.9B | 1 | 31 | 2011 | |||
ATLANTA CONSULTING GROUP ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-112054 · 801-112054 Also on Allocators | ATLANTA, | $15B | 8 | 2017 | ||||
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC Registered adviser · RIA / Wealth · matched 801-112009 · 801-112009 Also on Allocators | CARMEL, | $6.2B | 25 | 2017 | ||||
CVC SECONDARY PARTNERS (U.S.), LLC Registered adviser · RIA / Wealth · matched 801-112163 · 801-112163 Also on Independent Sponsors | NEW YORK, | $22B | 22 | 2017 | ||||
| NEW YORK, | $43B | 2011 | ||||||
DIGITAL BRIDGE ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-112767 · 801-112767 Also on Independent Sponsors, Private Equity | BOCA RATON, | $15B | 45 | 2018 | ||||
SONA ASSET MANAGEMENT (US) LLC Registered adviser · RIA / Wealth · matched 801-112410 · 801-112410 Also on Private Credit | NEW YORK, | $33B | 5 | 2018 | ||||
AVALON INVESTMENT & ADVISORY Registered adviser · RIA / Wealth · matched 112556 · 801-60244 Also on Private Equity | HOUSTON, | $7.3B | 19 | 2011 | ||||
INNOVIA WEALTH, LLC Registered adviser · RIA / Wealth · matched 801-112177 · 801-112177 Also on Independent Sponsors, Private Equity | GRAND RAPIDS, | $3.3B | 2 | 18 | 2017 | |||
NOKIA INVESTMENT MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched 112801 · 801-56438 | MURRAY HILL, | $30B | 2012 | |||||
TEAM HEWINS, LLC Registered adviser · RIA / Wealth · matched 801-112939 · 801-112939 Also on Private Equity | FOSTER CITY, | $4.0B | 23 | 2018 | ||||
Invesco Real Estate Management S.A R.L. Manager · RE funds · matched 801-112251 · 5b 25b Also on RIA / Wealth Management | · candidate | Luxembourg, | $6.0B | 10 | 5 | 2023 | ||
| ABILENE, | $4.1B | 10 | 2012 | |||||
H&H INTERNATIONAL INVESTMENT, LLC Registered adviser · RIA / Wealth · matched 801-112873 · 801-112873 | PALO ALTO, | $25B | 1 | 2018 | ||||
REDDING RIDGE ASSET MANAGEMENT (UK) LLP Registered adviser · RIA / Wealth · matched 801-112575 · 801-112575 Also on Private Credit | LONDON, | $13B | 29 | 2018 |
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.