DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Philadelphia, | 81 | |||||||
Lower middle market | Memphis, | $156M | 6 | 3 | ||||
| $6.6M | 23 | 2023 | ||||||
| PLANO, | $193M | 2012 | ||||||
| $4.0M | 17 | 2023 | ||||||
| $1.6M | 14 | 2023 | ||||||
| $1.6M | 7 | 2023 | ||||||
| Bethesda, | $1.1M | 2025 | ||||||
| $32.8M | 21 | 2023 | ||||||
IEQ CAPITAL, LLC Registered adviser · RIA / Wealth · matched 301819 · 801-115278 Also on Private Equity, Real Estate Funds | FOSTER CITY, | $57B | 195 | 2019 | ||||
Nicola Global Real Estate Fund Real estate fund vehicle · RE funds · matched 805-1819102428 · Nicola Wealth Management Ltd. Also on RIA / Wealth Management | $137M | 3,200 | 2020 | |||||
| $63.8M | 33 | 2018 | ||||||
AB CARVAL INVESTORS, LP Registered adviser · RIA / Wealth · matched 141819 · 801-71932 Also on Private Credit, Real Estate Funds | MINNEAPOLIS, | $18B | 64 | 2012 | ||||
FIRST SENTIER INVESTORS (IRELAND) LIMITED Registered adviser · RIA / Wealth · matched 801-118194 · 801-118194 Also on Private Equity | DUBLIN 2, | $28B | 4 | 2020 | ||||
| $8.6M | 16 | 2019 | ||||||
Ascent Capital Fund II LLC Real estate fund vehicle · RE funds · matched 021-181947 · Coldstream Wealth Management Also on RIA / Wealth Management | $30.0M | 123 | 2015 | |||||
| FREMONT, | $1.0B | 17 | 2015 | |||||
ATHORA LUX INVEST MULTI-CREDIT STRATEGY Credit fund · Private credit · matched 805-1819093866 · APOLLO CAPITAL MANAGEMENT, L.P. Also on Private Equity, RIA / Wealth Management | $590M | 2019 | ||||||
INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC Registered adviser · RIA / Wealth · matched 801-118192 · 801-118192 Also on Private Credit | NEW YORK, | $1.1B | 3 | 2020 | ||||
ISOMETRY CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-118198 · 801-118198 Also on Independent Sponsors, Private Equity | NEW YORK, | $1.0B | 4 | 2020 | ||||
Aberdeen Real Estate Partners III, L.P. Real estate fund vehicle · RE funds · matched 021-181970 · Abrdn Inc. Also on RIA / Wealth Management | $24.5M | 12 | 2015 | |||||
| TAMPA, | $418M | 1 | 2020 | |||||
Ascent Capital Fund II LLC Real estate fund vehicle · RE funds · matched 021-181947 · Coldstream Wealth Management Also on RIA / Wealth Management | $11.2M | 31 | 2012 | |||||
| BOISE, | $227M | 4 | 2022 | |||||
ORBIMED ROYALTY OPPORTUNITIES II, LP Credit fund · Private credit · matched 805-1819901255 · ORBIMED ADVISORS LLC Also on RIA / Wealth Management | $210M | 2015 | ||||||
| Phoenix, | $143M | 1 | 2024 | |||||
COMPREHENSIVE PERSONAL FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched 118192 · 801-61885 | LONE TREE, | $287M | 2012 | |||||
| CHICAGO, | $188M | 1 | 2024 | |||||
| MEXICO CITY, | $89.9M | 2020 | ||||||
| HONG KONG, | $50.0M | 2025 | ||||||
| PHILADELPHIA, | $13.1M | 1 | 2020 | |||||
| 6 | 2023 | |||||||
CVC CREDIT PARTNERS, LLC Credit provider · Private credit · matched 1741819 · CLO_MANAGER, DIRECT_LENDER, DISTRESSED_CREDIT, OPPORTUNISTIC_CREDIT, PRIVATE_CREDIT_FUND Also on RIA / Wealth Management | NEW YORK, | 92 | ||||||
| 2 | 2023 | |||||||
| WASHINGTON, | 1 | 2012 | ||||||
| 1 | 2022 | |||||||
Virtua Avondale Hotel Holdings Opportunity Fund Real estate fund vehicle · RE funds · matched 805-1819010255 · Virtua Capital Management, LLC Also on RIA / Wealth Management | 2019 | |||||||
FOREDECK CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 802-118193 · 802-118193 Also on Private Equity | GUAYNABO, | 2024 | ||||||
| RICHMOND, | 2026 | |||||||
| WORTHINGTON, | 2024 | |||||||
UMBONO COMMODITY FUND MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 802-118190 · 802-118190 | THE WOODLANDS, | 2024 | ||||||
BEAR CREEK DEBT WAREHOUSE, LLC - VDW Credit fund · Private credit · matched 805-1819118350 · BEAR CREEK ASSET MANAGEMENT, LLC Also on RIA / Wealth Management | $45,000 | 2018 | ||||||
Alpha Asia Macro Trends Fund III Real estate fund vehicle · RE funds · matched 805-9181991152 · Keppel Fund Management Limited Also on RIA / Wealth Management | $2.6B | 12 | 2017 | |||||
GTI 10 Investments Acquisition Company Limited Real estate fund vehicle · RE funds · matched 805-2181968403 · Global Forest Partners LP Also on RIA / Wealth Management | $484M | 46 | 2013 | |||||
| $32.7M | ||||||||
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, BLENDED OPPORTUNISTIC EMERGING MARKETS DEBT PORTFOLIO Credit fund · Private credit · matched 805-8181958476 · WELLINGTON MANAGEMENT COMPANY LLP Also on RIA / Wealth Management | $1.6B | 2015 | ||||||
West Street Real Estate Secondary Partners, L.P. Real estate fund vehicle · RE funds · matched 805-3318190554 · Goldman, Sachs & Co. Also on RIA / Wealth Management | $217M | 5 | 2022 | |||||
Madison International Prime Property Investors Series II, LP Real estate fund vehicle · RE funds · matched 805-2181930657 · Madison International Realty Holdings, LLC Also on RIA / Wealth Management | $200M | 2 | 2021 | |||||
TIAA CLO II LTD (CLO II) Credit fund · Private credit · matched 805-5001819945 · TEACHERS ADVISORS, LLC Also on RIA / Wealth Management | $450M | 2017 | ||||||
FALCON CREDIT FUND, L.P. Credit fund · Private credit · matched 805-7275181906 · HPS INVESTMENT PARTNERS, LLC Also on Private Equity, RIA / Wealth Management | $311M | 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.