DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $400,000 | 19 | 2023 | ||||||
BELZBERG & CO. Registered adviser · RIA / Wealth · matched 801-122124 · 801-122124 Also on Independent Sponsors, Private Equity | NEW YORK, | $2.3B | 6 | 2021 | ||||
PIN Oak Real Estate Development Fund II Master, LP Real estate fund vehicle · RE funds · matched 805-2212527757 · PIN Oak Investment Advisors Inc Also on RIA / Wealth Management | $66.8M | 132 | 2017 | |||||
| HARRISON, | $1.4B | 13 | 2021 | |||||
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC Registered adviser · RIA / Wealth · matched 801-122126 · 801-122126 Also on Independent Sponsors, Private Equity | MANHATTAN BEACH, | $3.0B | 15 | 2020 | ||||
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 122212 · 801-62577 | INDIANAPOLIS, | $776M | 8 | 2012 | ||||
| FORT WORTH, | $1.4B | 9 | 2021 | |||||
| · probable | Conshohocken, | $2.3B | 1 | 2022 | ||||
| ST LOUIS, | $515M | 4 | 2012 | |||||
| TORONTO, ONTARIO, | $135M | 10 | 2022 | |||||
| LIMA, | $209M | 2 | 2021 | |||||
Equitymultiple 98 LLC Real estate fund vehicle · RE funds · matched 805-2212276260 · EM Advisor Also on RIA / Wealth Management | $2.0M | 99 | 2021 | |||||
| MOBILE, | $160M | 1 | 2012 | |||||
Miller Family Automobile Foundation Allocator · Allocators · matched 822127670 · 100M-1B Also on Family Offices | Sandy, | $203M | 1 | 2024 | ||||
BEN and Catherine Ivy Foundation Allocator · Allocators · matched 273322123 · 100M-1B Also on Family Offices | Scottsdale, | $315M | 2025 | |||||
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-132212 · 801-132212 | BENTONVILLE, | $151M | 1 | 2025 | ||||
DREXEL HAMILTON INVESTMENT PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-72212 · 801-72212 | NEW YORK, | $217M | 2012 | |||||
EQUITYBEE 22-22127, A SERIES OF EQUITYBEE CFUND MASTER LLC Fund · RIA / Wealth · EQUITYBEE ADVISORS, LLC Also on Private Equity | $58,999 | 1 | 2024 | |||||
NORTHSTAR FINANCIAL MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-122129 · 801-122129 | MOSCOW, | $119M | 2021 | |||||
| $100M | 2021 | |||||||
Andrew and Julie Klingenstein Family Fund Inc Allocator · Allocators · matched 522126870 · 100M-1B Also on Family Offices | New York, | $106M | 2025 | |||||
| 2026 | ||||||||
| Souderton, | $62.4M | 2025 | ||||||
| SOUTHBURY, | $6.5M | 2 | 2017 | |||||
| $18.0M | 2026 | |||||||
| ZEPHYR COVE, | $3.5M | 2026 | ||||||
| · probable Unsized | Studio City, | 1 | 4 | 2024 | ||||
| HOUSTON, | 2021 | |||||||
| $323,032 | 2026 | |||||||
| 2021 | ||||||||
| $104,167 | 2026 | |||||||
EJF SPECIALTY FINANCE OPPORTUNITIES OFFSHORE FUND, LP Credit fund · Private credit · matched 805-2212016817 · EJF CAPITAL LP Also on Private Equity, RIA / Wealth Management | $206,634 | 2013 | ||||||
| 2026 | ||||||||
| 2026 | ||||||||
| 2022 | ||||||||
OPEN SOURCE INVESTMENT MANAGER, LLC Registered adviser · RIA / Wealth · matched 322128 · 802-126338 Also on Venture Capital | AUSTIN, | 2026 | ||||||
PRIVATE OPPORTUNISTIC ASSETS II - OPPORTUNISTIC, LP Credit fund · Private credit · matched 805-2212320508 · SCS CAPITAL MANAGEMENT LLC Also on Private Equity, RIA / Wealth Management | 2023 | |||||||
WP GLOBAL MEZZANINE CAPITAL STRATEGY L.P. Credit fund · Private credit · matched 805-2212004705 · WP GLOBAL PARTNERS LLC Also on Private Equity, RIA / Wealth Management | 2012 | |||||||
| 471 | 22 | 127 | ||||||
Fortis Capital Real Estate Fund, LLC Real estate fund vehicle · RE funds · matched 021-502212 · Fortis Advisors, LLC Also on RIA / Wealth Management | $114M | 100 | 2015 | |||||
Hearthstone Housing Partners III, LLC Real estate fund vehicle · RE funds · matched 805-7836222123 · Hearthstone Inc., a California Corporation Also on RIA / Wealth Management | $459M | 2 | 2012 | |||||
Arden Real Estate Partners II, LP Real estate fund vehicle · RE funds · matched 805-5221258073 · Arden Fund Management, LLC Also on Private Equity, RIA / Wealth Management | $30.9M | 99 | 2014 | |||||
WP IV Industrial Sidecar, LP Real estate fund vehicle · RE funds · matched 021-422121 · Whitman/peterson, LLC Also on RIA / Wealth Management | $104M | 23 | 2022 | |||||
STAR MOUNTAIN STRATEGIC CREDIT INCOME FUND IV, LP Credit fund · Private credit · matched 021-422122 · STAR MOUNTAIN FUND MANAGEMENT, LLC Also on Private Equity, RIA / Wealth Management | $1.1B | 2022 | ||||||
BENEFIT STREET PARTNERS CLO VIII, LTD. Credit fund · Private credit · matched 805-1221236804 · BENEFIT STREET PARTNERS L.L.C. Also on RIA / Wealth Management | $492M | 2016 | ||||||
MONROE CAPITAL MML CLO XIV, LTD. Credit fund · Private credit · matched 805-7922124330 · MONROE CAPITAL MANAGEMENT ADVISORS LLC Also on RIA / Wealth Management | $491M | 2022 | ||||||
APOLLO STRUCTURED CREDIT RECOVERY FUND IV LP Credit fund · Private credit · matched 805-4422124461 · APOLLO CAPITAL MANAGEMENT, L.P. Also on Private Equity, RIA / Wealth Management | $434M | 2018 | ||||||
CARLYLE US CLO 2022-B, LTD. Credit fund · Private credit · matched 805-5221215133 · THE CARLYLE GROUP Also on RIA / Wealth Management | $176M | 2023 | ||||||
BRIDGEPOINT CREDIT PS SMA SCSP Credit fund · Private credit · matched 805-5902212395 · BRIDGEPOINT LLC Also on Private Equity, RIA / Wealth Management | $92.8M | 2024 | ||||||
W&d Balanced Real Estate Fund I, LP Real estate fund vehicle · RE funds · matched 805-1602212577 · Walker & Dunlop Fund Management LLC Also on RIA / Wealth Management | $25.1M | 3 | 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.