DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $299M | ||||||||
| MILWAUKEE, | $10B | 72 | 2012 | |||||
| SAN FRANCISCO, | $10B | 4 | 2012 | |||||
| ALBANY, | $617M | 4 | 2012 | |||||
COMPASS EFFICIENT MODEL PORTFOLIOS, LLC Registered adviser · RIA / Wealth · matched 125568 · 801-61868 | BRENTWOOD, | $1.6B | 2012 | |||||
| GLASTONBURY, | $362M | 3 | 2012 | |||||
| NORTH PALM BEACH, | $230M | 6 | 2012 | |||||
| BERKELEY, | $747M | 2011 | ||||||
| $289M | 3 | 2012 | ||||||
| PITTSFORD, | $226M | 3 | 2016 | |||||
| MARIETTA, | $377M | 2012 | ||||||
| MACON, | $384M | 2012 | ||||||
| FARMINGDALE, | $135M | 3 | 2014 | |||||
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. Registered adviser · RIA / Wealth · matched 125584 · 801-130193 | OLD TAPPAN, | $169M | 2 | 2012 | ||||
| MYSTIC, | $151M | 2 | 2021 | |||||
| BOSTON, | $161M | 1 | 2012 | |||||
| $110M | 2026 | |||||||
| $73.9M | 2026 | |||||||
| PORT ST. JOE, | $72.7M | 2026 | ||||||
| ROCKY HILL, | $42.5M | 2012 | ||||||
| NAPLES, | $46.5M | 2012 | ||||||
| ATLANTA, | $41.5M | 2026 | ||||||
| CANANDAIGUA, | $25.5M | 2015 | ||||||
| $32.3M | 2026 | |||||||
| ROCHESTER, | $21.8M | 2026 | ||||||
| EDEN PRAIRIE, | $17.6M | 2025 | ||||||
| $11.9M | 2026 | |||||||
| BROOKLYN, | 2026 | |||||||
| HAUPPAGE, | 2026 | |||||||
| GRAND RAPIDS, | 2026 | |||||||
| 2026 | ||||||||
| 2026 | ||||||||
| 1 | 1 | 2027 | ||||||
ASHMORE INVESTMENT MANAGEMENT LTD Registered adviser · RIA / Wealth · matched 112551 · 801-55109 Also on Private Credit | LONDON, | $41B | 13 | 2012 | ||||
AVALON INVESTMENT & ADVISORY Registered adviser · RIA / Wealth · matched 112556 · 801-60244 Also on Private Equity | HOUSTON, | $7.3B | 19 | 2011 | ||||
| NOVI, | $1.6B | 9 | 2021 | |||||
KINGSWAY CAPITAL PARTNERS LIMITED Registered adviser · RIA / Wealth · matched 801-112550 · 801-112550 Also on Private Equity, Venture Capital | LONDON, | $2.9B | 18 | 2018 | ||||
| BOSTON, | $2.9B | 2 | 2021 | |||||
CAIN INTERNATIONAL ADVISERS LIMITED Registered adviser · RIA / Wealth · matched 801-112553 · 801-112553 Also on Private Equity | LONDON, | $2.8B | 1 | 2018 | ||||
| Canada, | $6.2B | 2025 | ||||||
| NEW YORK, | $1.8B | 1 | 2018 | |||||
| NAPA, | $331M | 4 | 2012 | |||||
Apollo Domestic Emerging Markets (delaware Parallel) Fund, L.P. Real estate fund vehicle · RE funds · matched 021-125577 · Ares Real Estate Management Holdings, LLC Also on RIA / Wealth Management | $64.2M | 4 | 2012 | |||||
| RALEIGH, | $308M | 5 | 2021 | |||||
ARES INFRASTRUCTURE DEBT FUND VI (USD L) LP Credit fund · Private credit · matched 805-1255199501 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $225M | 2024 | ||||||
HAVERDINK FINANCIAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-112557 · 801-112557 | PORTAGE, | $220M | 2 | 2012 | ||||
| Elkhart, | $502M | 2025 | ||||||
| NEW YORK, | $80.2M | 1 | 1 | 2012 | ||||
| $174M | 2018 | |||||||
NORTH COUNTRY INVESTMENT ADVISERS, INC. Registered adviser · RIA / Wealth · matched 112554 · 801-58290 | GLENS FALLS, | $125M | 2012 |
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.