DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $2.5M | 7 | 2012 | ||||||
| · candidate Unsized | Hong Kong, | $4.3B | 15 | 6 | 2019 | |||
ROTHSCHILD WEALTH LLC Registered adviser · RIA / Wealth · matched 162442 · 801-74818 Also on Venture Capital, Private Equity | OAKBROOK, | $1.7B | 2 | 31 | 2012 | |||
| NAPLES, | $8.1B | 2 | 2012 | |||||
| NEW YORK, | $4.1B | 14 | 2014 | |||||
POLLEN STREET CAPITAL (US) LLC Registered adviser · RIA / Wealth · matched 162428 · 801-77475 Also on Private Equity | AUSTIN, | $1.0B | 2012 | |||||
MANGROVE EQUITY PARTNERS Registered adviser · RIA / Wealth · matched 162429 · 801-79531 Also on Independent Sponsors, Private Equity | TAMPA, | $468M | 7 | 2014 | ||||
| CHARLOTTESVILLE, | $988M | 2012 | ||||||
| NEW YORK, | $827M | 1 | 2012 | |||||
| GREENWICH, | $361M | 3 | 2014 | |||||
Rockefeller Group Investment Management Corp. Manager · RE funds · matched 162407 Also on RIA / Wealth Management | · probable Unsized | New York, | $106M | 1 | 5 | 2018 | ||
SABRE FUND MANAGEMENT LIMITED Registered adviser · RIA / Wealth · matched 162494 · 801-113726 Also on Venture Capital | LONDON, | $100M | 1 | 2018 | ||||
RIVO ALTO CAPITAL FUNDING LLC Registered adviser · RIA / Wealth · matched 162400 · 801-110765 Also on Venture Capital | NORTH MIAMI BEACH, | $27.6M | 4 | 2017 | ||||
TRITON PACIFIC ADVISER, LLC Registered adviser · RIA / Wealth · matched 162406 · 801-76862 Also on Private Equity, Venture Capital | LOS ANGELES, | $21.6M | 5 | 2012 | ||||
| GLEN ELLYN, | $66.4M | 2026 | ||||||
| NEW YORK, | $31.5M | 2012 | ||||||
| AURORA, | 2012 | |||||||
| 4 | 2021 | |||||||
| NEW YORK, | 2012 | |||||||
| TUCSON, | 2012 | |||||||
| SEATTLE, | 2013 | |||||||
CCP EQUITY PARTNERS, LLC Credit provider · Private credit · matched 162435 Also on Private Equity, RIA / Wealth Management | HARTFORD, | 1 | ||||||
| GREENWICH, | 2023 | |||||||
| SAN MATEO, | 2026 | |||||||
DFJ GROWTH Registered adviser · RIA / Wealth · matched 162463 · 802-75173 Also on Allocators, Venture Capital | SAN MATEO, | 2026 | ||||||
DRAPER FISHER JURVETSON Registered adviser · RIA / Wealth · matched 162461 · 802-75167 Also on Allocators, Venture Capital | SAN MATEO, | 2026 | ||||||
LONG RIVER CAPITAL MANAGEMENT II LLC Registered adviser · RIA / Wealth · matched 162448 · 802-75866 Also on Venture Capital | BOSTON, | 2026 | ||||||
OAK MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched 162441 · 802-76266 Also on Allocators, Venture Capital | WILTON, | 2026 | ||||||
| FT. WORTH, | 2026 | |||||||
| Baton Rouge, | ||||||||
| Dallas, | ||||||||
| $104M | 38 | 2012 | ||||||
William T Grant Foundation Inc Allocator · Allocators · matched 131624021 · 100M-1B Also on Family Offices | New York, | $420M | 49 | 13 | 6 | 2024 | ||
| CHICAGO, | $4.8B | 11 | 2017 | |||||
| WEST CHESTER, | $2.8B | 8 | 2016 | |||||
| SAN Antonio, | $443M | 9 | 4 | 3 | 2024 | |||
FINANCIAL INSIGHTS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched 801-21624 · 801-21624 | TACOMA, | $747M | 8 | 2012 | ||||
| SAN Francisco, | $287M | 5 | 1 | 1 | 2024 | |||
| New York, | $4.1B | 2025 | ||||||
| CINCINNATI, | $605M | 3 | 2021 | |||||
| New York, | $1.8B | 2025 | ||||||
| New York, | $1.1B | 2025 | ||||||
| NEW York, | $828M | 2025 | ||||||
| COLUMBIA, | $283M | 2012 | ||||||
| HIGHLANDS RANCH, | $237M | 2012 | ||||||
STONE HARBOR GLOBAL FUNDS PLC - STONE HARBOR EMERGING MARKETS DEBT BLEND PORTFOLIO Credit fund · Private credit · matched 021-162483 · VIRTUS FIXED INCOME ADVISERS, LLC Also on RIA / Wealth Management | $86.1M | 2012 | ||||||
| MIAMI, | $123M | 2021 | ||||||
| SAN JOSE, | $46.3M | 2 | 2021 | |||||
Blackstone Retail Principal Transaction Partners L.P. Real estate fund vehicle · RE funds · matched 021-162460 · Blackstone Real Estate Advisors L.P. Also on RIA / Wealth Management | $134,757 | 26 | 2014 | |||||
| 40 | 2025 |
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.