DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
SII INVESTMENTS, INC. Registered adviser · RIA / Wealth · matched 2225 · 801-54935 Also on Venture Capital | APPLETON, | 2012 | ||||||
| $703,000 | 55 | 2023 | ||||||
| OAKBROOK TERRACE, | $1.1B | 17 | 2015 | |||||
BDO WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · matched 222525 · 801-108306 Also on Allocators, Private Equity | JACKSONVILLE, | $3.0B | 2016 | |||||
| MIDVALE, | $248M | 19 | 2019 | |||||
| MILL VALLEY, | $2.5B | 2015 | ||||||
AHRENS INVESTMENT PARTNERS, LLC Registered adviser · RIA / Wealth · matched 222517 · 801-101539 Also on Allocators | LAFAYETTE, | $702M | 2015 | |||||
SVRN ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 222518 · 801-121279 Also on Private Equity | AUSTIN, | $231M | 2 | 1 | 2021 | |||
| HURON, | $70.3M | 2026 | ||||||
| BAY CITY, | $27.1M | 2021 | ||||||
| $18.1M | 2026 | |||||||
| · candidate Unsized | Singapore, | 1 | 4 | 2016 | ||||
| BOZEMAN, | 2026 | |||||||
| 1 | 2022 | |||||||
| BOSTON, | $49B | 62 | 78 | 2012 | ||||
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-122258 · 801-122258 Also on Family Offices | LAKEWAY, | $590M | 40 | 2021 | ||||
| LONDON, | $3.0B | 2012 | ||||||
| PARIS, | $589M | 1 | 2011 | |||||
VESTPOINTE WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-122250 · 801-122250 Also on Independent Sponsors | SCOTTSDALE, | $166M | 4 | 2 | 2021 | |||
| BAKERSFIELD, | $171M | 2 | 2017 | |||||
| Nashville, | $133M | 1 | 2024 | |||||
| Princeton, | $123M | 2024 | ||||||
| PRINCETON, | $130M | 2021 | ||||||
The Margaret and Daniel Loeb Foundation Allocator · Allocators · matched 522251371 · 100M-1B Also on Family Offices | New York, | $167M | 2024 | |||||
| Saint Louis, | $109M | 2025 | ||||||
ACADIAN EMERGING MARKETS LOCAL DEBT FUND Credit fund · Private credit · matched 805-2225431360 · ACADIAN ASSET MANAGEMENT Also on RIA / Wealth Management | $38.2M | 2012 | ||||||
| 2026 | ||||||||
| $13.5M | 2026 | |||||||
| NEWPORT BEACH, | $13.0M | 2026 | ||||||
MIDWAY PARTNERS CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 802-122253 · 802-122253 | $9.2M | 2026 | ||||||
Altisource Asset Management Corporation Manager · RE funds · matched 802-122251 Also on RIA / Wealth Management | · candidate Unsized | Christiansted, | 1 | 6 | 2021 | |||
| $4.2M | 2026 | |||||||
| $915,782 | 2026 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
| PALO ALTO, | 2021 | |||||||
| REYKJAVIK, | 2017 | |||||||
| $65,000 | 2026 | |||||||
BRAZOS VALLEY COMPREHENSIVE FINANCIAL SERVICES, L.L.C Registered adviser · RIA / Wealth · matched 122251 | BRENHAM, | 2020 | ||||||
INFINITY INVESTMENT MANAGEMENT HOLDINGS, LLC Registered adviser · RIA / Wealth · matched 802-122259 · 802-122259 Also on Venture Capital | 2026 | |||||||
| 2026 | ||||||||
| MENLO PARK, | 2026 | |||||||
| 2016 | ||||||||
CROWN POINT CLO 5, LTD Credit fund · Private credit · matched 805-1570622225 · PRETIUM CREDIT MANAGEMENT, LLC Also on RIA / Wealth Management | $370M | 2019 | ||||||
KKR SPECIAL SITUATIONS (OFFSHORE) FUND L.P. Credit fund · Private credit · matched 805-7308832225 · KKR CREDIT ADVISORS (US) LLC Also on RIA / Wealth Management | $227M | 2013 | ||||||
Artemis Real Estate Partners Credit Opportunities Fund, L.P. Real estate fund vehicle · RE funds · matched 805-2380722251 · Artemis Real Estate Partners Also on RIA / Wealth Management | $82.5M | 2 | 2024 | |||||
Hush Co-Invest Vehicle I, L.P Real estate fund vehicle · RE funds · matched 805-1722256413 · Ares Management LLC Also on RIA / Wealth Management | $35.1M | 2 | 2017 | |||||
Beyond Loan 3 LLC Real estate fund vehicle · RE funds · matched 805-6334492225 · Beyond Global Management, LLC Also on RIA / Wealth Management | $7.3M | 19 | 2024 | |||||
Metropolitan Real Estate Partners Secondaries Fund Ii-Mlh, L.P. Real estate fund vehicle · RE funds · matched 805-8415222587 · Bentallgreenoak Strategic Capital Partners Also on RIA / Wealth Management | $23.2M | 2 | 2018 | |||||
STREAM CREDIT OPPORTUNITIES FUND, LTD Credit fund · Private credit · matched 805-1202225524 · STREAM ASSET MANAGEMENT LP Also on RIA / Wealth Management | $47.0M | 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.