DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $1.2B | 45 | 2014 | ||||||
J W KORTH & COMPANY Registered adviser · RIA / Wealth · matched 26455 · 801-85185 Also on Independent Sponsors, Venture Capital | LANSING, | $229M | 1 | 7 | 2015 | |||
| · candidate | Dallas, | $1.2B | 2025 | |||||
Atrius Health Equity Foundation Inc Allocator · Allocators · matched 264517944 · 100M-1B Also on Family Offices | Boston, | $147M | 2025 | |||||
| Palo Alto, | $109M | 2024 | ||||||
| 3 | 2022 | |||||||
| 2 | 2022 | |||||||
TCI Real Estate Partners Fund II LP Real estate fund vehicle · RE funds · matched 021-264586 · TCI Fund Management Limited Also on RIA / Wealth Management | $1.9B | 59 | 2017 | |||||
Kildare European Partners II, L.P. Real estate fund vehicle · RE funds · matched 021-264594 · Kildare Partners US, LLC Also on RIA / Wealth Management | $1.1B | 64 | 2017 | |||||
Srategic Property Fund Asia Scsp Real estate fund vehicle · RE funds · matched 021-264509 · Jpmorgan Funds Limited Also on RIA / Wealth Management | $879M | 56 | 2019 | |||||
Srategic Property Fund Asia Scsp Real estate fund vehicle · RE funds · matched 021-264509 · Jpmorgan Funds Limited Also on RIA / Wealth Management | $830M | 34 | 2018 | |||||
Apollo European Principal Finance Fund IV (lux Master Euro B2), Scsp Real estate fund vehicle · RE funds · matched 805-2645524533 · Apollo Global Real Estate Management, L.P. Also on RIA / Wealth Management | $804M | 2 | 2022 | |||||
| $19.2M | 3 | 2013 | ||||||
| SYDNEY , NSW, | $5.7B | 2022 | ||||||
| ATHENS, | $572M | 3 | 2012 | |||||
ARROW CREDIT OPPORTUNITIES SCSP, SICAV-RAIF Credit fund · Private credit · matched 805-2645979455 Also on RIA / Wealth Management | $434M | 2020 | ||||||
BALBOA BAY LOAN FUNDING 2023-1 LTD Credit fund · Private credit · matched 805-2645500367 · PACIFIC INVESTMENT MANAGEMENT COMPANY LLC Also on RIA / Wealth Management | $409M | 2023 | ||||||
| CINCINNATI, | $682M | 11 | 2021 | |||||
GALAXY XVI CLO LTD Credit fund · Private credit · matched 805-2645468900 · HERON VIEW PARTNERS LLC Also on RIA / Wealth Management | $392M | 2014 | ||||||
| CONSHOHOCKEN, | $1.5B | 2022 | ||||||
CWS Saf Ix Qi, LLC Real estate fund vehicle · RE funds · matched 805-2645423891 · CWS Capital Partners LLC Also on RIA / Wealth Management | $8.6M | 61 | 2017 | |||||
DANSKE EUROPEAN LOAN FUND I Credit fund · Private credit · matched 805-2645178249 Also on RIA / Wealth Management | $353M | 2020 | ||||||
SUGAR MAPLE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-126457 · 801-126457 | SISTER BAY, | $292M | 1 | 3 | 2022 | |||
| BOUNTIFUL, | $912M | 2022 | ||||||
MP CLO III, LTD. Credit fund · Private credit · matched 805-2645715675 · INVESTCORP CREDIT MANAGEMENT US LLC Also on RIA / Wealth Management | $240M | 2013 | ||||||
SHELTER HAVEN CAPITAL MANAGEMENT, L.P. Registered adviser · RIA / Wealth · matched 801-112645 · 801-112645 | SUMMIT, | $622M | 1 | 2018 | ||||
Screaming Comet Foundation Allocator · Allocators · matched 200512645 · 100M-1B Also on Family Offices | Miami Beach, | $159M | 3 | 1 | 1 | 2024 | ||
| CHICAGO, | $432M | 2012 | ||||||
| HOUSTON, | $438M | 2012 | ||||||
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-126453 · 801-126453 | ROSWELL, | $295M | 2022 | |||||
| · candidate | Atlanta, | $29.4M | 3 | 13 | 2024 | |||
| SANTA BARBARA, | $105M | 2012 | ||||||
| Philadelphia, | $111M | 2025 | ||||||
| $70.0M | 2026 | |||||||
| ROSWELL, | $38.8M | 2012 | ||||||
| NEW YORK, | $26.4M | 1 | 2012 | |||||
| Boston, | $12.4M | 2025 | ||||||
| $5.2M | 2025 | |||||||
| SEATTLE, | $377,728 | 2021 | ||||||
| 1 | 2023 | |||||||
| BERKELEY, | 2026 | |||||||
| 2025 | ||||||||
SOLAR EQUITY PARTNERS LLC Registered adviser · RIA / Wealth · matched 326457 · 802-128855 Also on Private Equity | 2025 | |||||||
| HUNTSVILLE, | 2026 | |||||||
| CULVER CITY, | 2026 | |||||||
ARES EUROPEAN CREDIT INVESTMENTS I (C), L.P. Credit fund · Private credit · matched 021-326451 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $1.9B | 2019 | ||||||
ARES EUROPEAN CREDIT STRATEGIES FUND X (T), L.P. Credit fund · Private credit · matched 021-326450 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $1.2B | 2019 | ||||||
JEFFERIES DIRECT LENDING FUND II LP Credit fund · Private credit · matched 805-4727264557 · JEFFERIES FINANCE LLC Also on Private Equity, RIA / Wealth Management | $853M | 2023 | ||||||
Metwest Real Estate Fund I, LLC Real estate fund vehicle · RE funds · matched 805-2855682645 · Metwest Realty Advisors, LLC Also on RIA / Wealth Management | $10.8M | 31 | 2012 | |||||
BDCM STRATEGIC CAPITAL FUND I, L.P. Credit fund · Private credit · matched 805-6426459130 · BLACK DIAMOND CAPITAL MANAGEMENT Also on Private Equity, RIA / Wealth Management | $259M | 2017 |
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.