DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $3,159 | 99 | 2012 | ||||||
| EDINBURGH, | $67B | 1 | 2011 | |||||
SIGNALFIRE Registered adviser · RIA / Wealth · matched 194512 · 801-119339 Also on Allocators, Venture Capital | SAN FRANCISCO, | $4.5B | 52 | 2020 | ||||
| SAN JUAN, | $1.2B | 23 | 9 | 2021 | ||||
| ROCKPORT, | $1.8B | 4 | 2012 | |||||
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched 194515 · 801-96330 | BAR HARBOR, | $467M | 10 | 2015 | ||||
| PLYMOUTH, | $893M | 3 | 2012 | |||||
INTERCAROLINA FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 19475 · 801-121339 | GREENSBORO, | $85.4M | 12 | 2020 | ||||
| GREENWOOD VILLAGE, | $886M | 2012 | ||||||
| Stamford, | $731M | 2025 | ||||||
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund Plan · Allocators · Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | North Brunswick, | $124M | 4 | 2 | 2 | 2025 | ||
Sheet Metal Workers Local 194 Industrial Pension Fund Plan · Allocators · Sheet Metal Workers Lo 194 Industrial Pension Fund | Wayne, | $3.9M | 30 | 11 | 2 | 2024 | ||
| Summit, | $572M | 2025 | ||||||
| · probable | New York, | $44.6M | 1 | 4 | 2024 | |||
| $6.9M | 2022 | |||||||
| BOZEMAN, | $25.8M | 2026 | ||||||
| $20.2M | 2026 | |||||||
| SANTA FE, | $18.7M | 2026 | ||||||
| · probable | 1 | |||||||
| NEW YORK, | $987M | 99 | 103 | 20 | 2026 | |||
ROBERTS & RYAN INVESTMENTS INC. Registered adviser · RIA / Wealth · matched 19456 · 801-113965 Also on Independent Sponsors, Private Equity | NEW YORK, | 2018 | ||||||
| 2015 | ||||||||
Willow Tree Capital Corp BDC · Private credit · matched 1944831 · WILLOW TREE CAPITAL CORP ADVISORS LLC | NEW YORK, | $921M | 61 | 140 | 9 | 2026 | ||
| Beachwood, | 2025 | |||||||
Private credit fund | IRVINE, | 1 | ||||||
| NEW YORK, | 1 | |||||||
| MAHWAH, | $27.7M | 2017 | ||||||
| Dover, | ||||||||
| NEW YORK, | $310B | 3,840 | 2011 | |||||
| MIAMI, | $165B | 658 | 2022 | |||||
Molpus Woodlands Fund IV, LP Real estate fund vehicle · RE funds · matched 021-194585 · The Molpus Woodlands Group, LLC Also on RIA / Wealth Management | $406M | 5,051 | 2014 | |||||
Landmark Real Estate Partners Viii, L.P. Real estate fund vehicle · RE funds · matched 805-1943167882 · Ares Management LLC Also on RIA / Wealth Management | $3.7B | 172 | 2023 | |||||
| 3 | 2 | |||||||
Orion European Real Estate Fund IV, Cv Real estate fund vehicle · RE funds · matched 805-1944501418 · Orion Capital Managers LLP Also on RIA / Wealth Management | $2.0B | 106 | 2013 | |||||
| NEW YORK, | $116B | 237 | 2 | 2012 | ||||
Investcorp US Institutional Private Credit Fund BDC · Private credit · matched 1948565 · CM INVESTMENT PARTNERS, LLC | NEW YORK, | $221M | 29 | 2023 | ||||
NORTHROCK PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-78194 · 801-78194 Also on Independent Sponsors, Private Equity | MINNEAPOLIS, | $12B | 91 | 2013 | ||||
| BOSTON, | $53B | 3 | 8 | 2012 | ||||
| LAS VEGAS, | $6.3B | 131 | 2014 | |||||
Southwest Value Partners Fund Xvi, LP Real estate fund vehicle · RE funds · matched 021-194838 · Southwest Value Partners Also on RIA / Wealth Management | $272M | 196 | 2013 | |||||
GE ASSET MANAGEMENT INCORPORATED Registered adviser · RIA / Wealth · matched 801-31947 · 801-31947 Also on Private Equity, Real Estate Funds | STAMFORD, | $110B | 8 | 2012 | ||||
| $132M | 2 | 2016 | ||||||
SCHRODERS CAPITAL MANAGEMENT (US) INC. Registered adviser · RIA / Wealth · matched 145194 · 801-69112 Also on Independent Sponsors, Private Equity | NEW YORK, | $35B | 66 | 2012 | ||||
GTI 10 Institutional Investors Company Limited Real estate fund vehicle · RE funds · matched 021-194852 · Global Forest Partners LP Also on RIA / Wealth Management | $484M | 44 | 2013 | |||||
| $343M | 1 | 2015 | ||||||
| 1 | ||||||||
| IRVINE, | $2.9B | 64 | 2012 | |||||
GARCIA HAMILTON & ASSOCIATES LP Registered adviser · RIA / Wealth · matched 801-56194 · 801-56194 Also on Independent Sponsors | HOUSTON, | $25B | 1 | 3 | 2012 | |||
| CHAPEL HILL, | $11B | 102 | 2012 | |||||
| AUSTIN, | $1.4B | 141 | 2022 |
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.