DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $176M | 115 | 2021 | |||||
| $279M | 3 | 2018 | |||||
| DOWNERS GROVE, | $4.8B | 114 | 2021 | ||||
Valstone Opportunity Fund VI Aiv-I, LLC Real estate fund vehicle · RE funds · matched 021-258325 · Valstone Partners VI Also on RIA / Wealth Management | $251M | 28 | 2019 | ||||
Valstone Healthcare Properties Fund, L.P. Real estate fund vehicle · RE funds · matched 021-258338 · Valstone Partners VI Also on RIA / Wealth Management | $331M | 14 | 2019 | ||||
| CONCORD, | $1.4B | 29 | 2016 | ||||
| WAYNE, | $640M | 8 | 2012 | ||||
QUANTITATIVE INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-72583 · 801-72583 | CHARLOTTESVILLE, | $1.7B | 2 | 2012 | |||
| NEW YORK, | $1.7B | 2 | 2012 | ||||
| JACKSON, | $388M | 6 | 2022 | ||||
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) Registered adviser · RIA / Wealth · matched 801-125833 · 801-125833 | LOS ANGELES, | $224M | 1 | 4 | 2022 | ||
| $296M | 2 | 2012 | |||||
| DARIEN, | $550M | 2025 | |||||
| OKEECHOBEE, | $55.4M | 6 | 2018 | ||||
| FT MYERS, | $60.3M | 2011 | |||||
NAM SPECIAL SITUATIONS FUND I QP, LLC (LYFT SERIES III) Credit fund · Private credit · matched 021-258326 · B. RILEY WEALTH ADVISORS, INC. Also on Private Equity, RIA / Wealth Management | $24.9M | 2016 | |||||
Trez US #2 Master Partnership LP Real estate fund vehicle · RE funds · matched 021-258379 · Trez Capital Fund Management Limited Partnership Also on RIA / Wealth Management | $226,581 | 37 | 2023 | ||||
NAM SPECIAL SITUATIONS FUND I QP, LLC (LYFT SERIES I) Credit fund · Private credit · matched 021-258326 · B. RILEY WEALTH ADVISORS, INC. Also on Private Equity, RIA / Wealth Management | $20.2M | 2016 | |||||
| $19.3M | 1 | 2023 | |||||
Valstone Opportunity Fund VI, LLC Real estate fund vehicle · RE funds · matched 021-258338 · Valstone Partners VI Also on RIA / Wealth Management | 28 | 2019 | |||||
NAM SPECIAL SITUATIONS FUND I QP, LLC (LYFT SERIES II) Credit fund · Private credit · matched 021-258326 · B. RILEY WEALTH ADVISORS, INC. Also on Private Equity, RIA / Wealth Management | $17.0M | 2016 | |||||
| Northridge, | $34.0M | 2026 | |||||
BIG Horn Re 1, LP Real estate fund vehicle · RE funds · matched 021-258301 · Miller Investment Management, LP Also on RIA / Wealth Management | $152,281 | 10 | 2012 | ||||
| DALLAS, | $8.5M | 2026 | |||||
| $6.0M | 2026 | ||||||
| $1.4M | 2026 | ||||||
| NEW YORK, | 2023 | ||||||
Noble Capital Reit Fund I, LP Real estate fund vehicle · RE funds · matched 021-258372 · Noble Capital Fund Management PE, LLC Also on RIA / Wealth Management | 2019 | ||||||
BLACKHORN VENTURES MANAGEMENT II, LLC Registered adviser · RIA / Wealth · matched 325836 · 802-128144 Also on Venture Capital | DENVER, | 2026 | |||||
| FRISCO, | 2026 | ||||||
FIRST SPARK VENTURES, LLC Registered adviser · RIA / Wealth · matched 802-125830 · 802-125830 Also on Venture Capital | MENLO PARK, | 2026 | |||||
FPV MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 802-125839 · 802-125839 Also on Venture Capital | JACKSON, | 2026 | |||||
MARKD VC LLC Registered adviser · RIA / Wealth · matched 802-125832 · 802-125832 Also on Venture Capital | BOULDER, | 2026 | |||||
| 2026 | |||||||
KEUKA PARK CLO, LTD. Credit fund · Private credit · matched 805-2583779100 · BLACKSTONE LIQUID CREDIT STRATEGIES LLC Also on RIA / Wealth Management | 2014 | ||||||
MP SECURITIZED CREDIT ASP FUND Credit fund · Private credit · matched 021-258310 · ICAPITAL ADVISORS, LLC Also on RIA / Wealth Management | 2023 | ||||||
Milestone Real Estate Investors IV, LP Real estate fund vehicle · RE funds · matched 021-302583 · The Milestone Real Estate Group, LP Also on RIA / Wealth Management | $637M | 136 | 2017 | ||||
Metropolitan Real Estate Partners Global VI, L.P. Real estate fund vehicle · RE funds · matched 805-6258391185 · Bentallgreenoak Strategic Capital Partners Also on RIA / Wealth Management | $12.8M | 15 | 2013 | ||||
NUVEEN CLO OPPORTUNITIES FUND, LP Credit fund · Private credit · matched 805-4258385072 · NUVEEN ASSET MANAGEMENT, LLC Also on RIA / Wealth Management | $165M | 2023 | |||||
FLOATING RATE LOAN FUND Credit fund · Private credit · matched 805-2258338960 · GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL Also on RIA / Wealth Management | $64.4M | 2012 | |||||
Platform I Qozb - Student Housing II, LLC. Real estate fund vehicle · RE funds · matched 021-362583 · Platform Investments, LLC Also on RIA / Wealth Management | $4.1M | 7 | 2021 | ||||
Gpwm Real Estate Fund I, LLC Real estate fund vehicle · RE funds · matched 805-5925830753 · Gpwm Fund Manager, LLC Also on RIA / Wealth Management | $6.0M | 3 | 2020 | ||||
HFS Verdae Sc Lots, LP Real estate fund vehicle · RE funds · matched 805-1688258338 · Howard Financial Services, Ltd. Also on RIA / Wealth Management | $5,630 | 36 | 2015 | ||||
WESTGATE DELAWARE BASIN ROYALTY PARTNERS, LP Credit fund · Private credit · matched 805-6929125837 Also on Private Equity, RIA / Wealth Management | $22.6M | 2017 | |||||
OCA SA MEZZANINE II SEGREGATED PORTFOLIO Credit fund · Private credit · matched 805-1625836289 · OFFIT CAPITAL Also on Private Equity, RIA / Wealth Management | $4.6M | 2014 | |||||
Canyon Psr LLC Real estate fund vehicle · RE funds · matched 805-3332583382 · Canyon Partners Real Estate LLC Also on RIA / Wealth Management | $924,000 | 2 | 2012 | ||||
CVC CREDIT PARTNERS GLOBAL SPECIAL SITUATIONS FUND-A, L.P. Credit fund · Private credit · matched 805-7042583463 · CVC CREDIT PARTNERS, LLC Also on RIA / Wealth Management | $3.0M | 2016 | |||||
AMMC CLO 19, LIMITED Credit fund · Private credit · matched 805-5463258341 · AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") Also on RIA / Wealth Management | $654,000 | 2017 | |||||
MCF MEZZANINE FUND I LLC Credit fund · Private credit · matched 805-3922583704 · APOGEM CAPITAL LLC Also on Private Equity, RIA / Wealth Management | $447,000 | 2016 | |||||
MCCUTCHEN GROUP INVESTMENT FUND SERIES LLC 2009 OPPORTUNISTIC PORTFOLIO Credit fund · Private credit · matched 021-212583 · MCCUTCHEN GROUP LLC Also on Private Equity, RIA / Wealth Management | $379,704 | 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.