DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $2.5M | 94 | 2023 | ||||||
| SHELTON, | 2012 | |||||||
WESTWOOD GLOBAL INVESTMENTS Registered adviser · RIA / Wealth · matched 125012 · 801-61776 Also on Independent Sponsors | PARK CITY, | $9.5B | 3 | 3 | 2012 | |||
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA Registered adviser · RIA / Wealth · matched 801-62501 · 801-62501 | PITTSBURGH, | $14B | 2012 | |||||
CWC Income Properties 5, LLC Real estate fund vehicle · RE funds · matched 021-250155 · Christopher Weil & Co Inc Also on RIA / Wealth Management | $21.7M | 108 | 2017 | |||||
PROSTATIS FINANCIAL ADVISORS GROUP Registered adviser · RIA / Wealth · matched 801-112501 · 801-112501 | HANOVER, | $605M | 15 | 2018 | ||||
| Fircrest, | $178M | 10 | 2024 | |||||
| · probable | Conshohocken, | $2.3B | 1 | 2022 | ||||
| LONDON, | $2.0B | 1 | 2012 | |||||
BC Franklin Mh, LLC Real estate fund vehicle · RE funds · matched 021-250123 · Verdeam Also on RIA / Wealth Management | $98.3M | 2 | 2019 | |||||
| FORT MYERS, | $262M | 3 | 2023 | |||||
RIDGEPOST CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-125012 · 801-125012 Also on Independent Sponsors | DALLAS, | $288M | 3 | 2022 | ||||
| MIAMI, | $189M | 2 | 2022 | |||||
| AUBURN, | $140M | 3 | 2011 | |||||
| $1.5M | 2025 | |||||||
| AUSTIN, | $172M | 2 | 2022 | |||||
| BEDMINSTER, | $121M | 3 | 2022 | |||||
WELLINGS CAPITAL Registered adviser · RIA / Wealth · matched 801-125011 · 801-125011 Also on Real Estate Funds | FOREST, | $202M | 2 | 2022 | ||||
| $514,164 | 2025 | |||||||
Lakeview Terrace Partners, LLLP Real estate fund vehicle · RE funds · matched 021-250123 · Verdeam Also on RIA / Wealth Management | $23.4M | 2 | 2016 | |||||
| NEW YORK, | $91.1M | 1 | 1 | 2023 | ||||
| OVERLAND PARK, | $96.6M | 1 | 2022 | |||||
SEER CAPITAL COMMERCIAL REAL ESTATE DEBT FUND I LTD. Credit fund · Private credit · matched 021-250137 · SEER CAPITAL MANAGEMENT LP Also on RIA / Wealth Management | $66.3M | 2016 | ||||||
CDK Multifamily I, LLC Real estate fund vehicle · RE funds · matched 021-250128 · CDK Realty Advisors, LP Also on RIA / Wealth Management | $4.8M | 10 | 2014 | |||||
| $140,636 | 2025 | |||||||
| $140M | 2023 | |||||||
CDK Strategic Partners, LLC DBA Harvest Interests Fund II, LLC Real estate fund vehicle · RE funds · matched 021-250128 · CDK Realty Advisors, LP Also on RIA / Wealth Management | $5.4M | 6 | 2016 | |||||
Green Lulav LP Real estate fund vehicle · RE funds · matched 021-250165 · Arel Capital, LP Also on RIA / Wealth Management | $3.4M | 11 | 2016 | |||||
BROWN FINANCIAL MANAGEMENT GROUP, LLC Registered adviser · RIA / Wealth · matched 282501 · 801-107128 | LATHAM, | $56.8M | 2016 | |||||
| BLOOMFIELD HILLS, | $63.6M | 2026 | ||||||
| $31.6M | 2012 | |||||||
| CHAPEL HILL, | $23.8M | 2026 | ||||||
| $21.4M | 2026 | |||||||
| $4.7M | 2026 | |||||||
| MEQUON, | 2025 | |||||||
EW ADVISER, LLC Registered adviser · RIA / Wealth · matched 802-122501 · 802-122501 Also on Private Equity | PHOENIX, | 2026 | ||||||
| RENO, | 2026 | |||||||
Abrdn European Balanced Property Fund Real estate fund vehicle · RE funds · matched 805-1802501599 · Abrdn Investments Ireland Limited Also on RIA / Wealth Management | $1.4B | 58 | 2020 | |||||
| $23.6M | 8 | 2012 | ||||||
Altair Senior Housing Fund (roc), LLC Real estate fund vehicle · RE funds · matched 021-225018 · J.P. Morgan Private Wealth Advisors LLC Also on Private Equity, RIA / Wealth Management | $133M | 231 | 2015 | |||||
Intercontinental Real Estate Investment Fund III, LLC Real estate fund vehicle · RE funds · matched 805-6250179574 · Intercontinental Real Estate Corporation Also on RIA / Wealth Management | $222M | 73 | 2012 | |||||
Total Marvel Limited Real estate fund vehicle · RE funds · matched 805-5658250182 · Phoenix Property Investors Limited Also on RIA / Wealth Management | $272M | 34 | 2012 | |||||
Gpif Cd Partners, LP Real estate fund vehicle · RE funds · matched 805-1250118501 · Crescent Real Estate LLC Also on RIA / Wealth Management | $271M | 46 | 2022 | |||||
Capman Nordic Real Estate III Fcp-Raif Real estate fund vehicle · RE funds · matched 805-8432250128 · Capman Capital Management Ltd Also on Private Equity, RIA / Wealth Management | $300M | 38 | 2021 | |||||
Blackstone Property Partners (supplemental Account) C L.P. Real estate fund vehicle · RE funds · matched 805-6457250191 · Blackstone Property Advisors L.P. Also on RIA / Wealth Management | $917M | 2 | 2017 | |||||
ARBOUR LANE CREDIT OPPORTUNITY FUND III, L.P. Credit fund · Private credit · matched 021-40352501 · ARBOUR LANE CAPITAL MANAGEMENT LP Also on Private Equity, RIA / Wealth Management | $2.6B | 2022 | ||||||
| $2.5M | 2 | 2022 | ||||||
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND IV, L.P. Credit fund · Private credit · matched 021-225016 · H.I.G. CAPITAL, LLC Also on Private Equity, RIA / Wealth Management | $845M | 2015 | ||||||
LOAN ASSET ISSUER LLC, SERIES 2020-2 Credit fund · Private credit · matched 805-8250195975 · STONE RIDGE ASSET MANAGEMENT LLC Also on RIA / Wealth Management | $803M | 2021 | ||||||
LION CREDIT OPPORTUNITY FUND PLC - CREDIT OPPORTUNITY FUND III Credit fund · Private credit · matched 805-1410125018 · M&G INVESTMENT MANAGEMENT LTD. Also on RIA / Wealth Management | $711M | 2024 |
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.