DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Argosy Real Estate Partners IV, L.P. Real estate fund vehicle · RE funds · matched 021-277309 · Argosy Capital Also on RIA / Wealth Management | $149M | 205 | 2017 | |||||
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. Registered adviser · RIA / Wealth · matched 801-72773 · 801-72773 | MIAMI, | $2.3B | 47 | 2012 | ||||
Argosy Real Estate Partners Iv-Ms, L.P. Real estate fund vehicle · RE funds · matched 021-277307 · Argosy Capital Also on RIA / Wealth Management | $90.1M | 133 | 2017 | |||||
Bell Institutional Fund VI, L.P. Real estate fund vehicle · RE funds · matched 021-277374 · Bell Partners Also on RIA / Wealth Management | $666M | 14 | 2024 | |||||
| PLYMOUTH, | $3.8B | 3 | 2012 | |||||
| MERRIAM, | $2.1B | 5 | 2012 | |||||
Richard K Lubin Family Foundation Allocator · Allocators · matched 222773808 · 100M-1B Also on Family Offices | Boston, | $223M | 14 | 2 | 2 | 2024 | ||
| SHELBYVILLE, | $1.2B | 10 | 2023 | |||||
DUANE PARK CREDIT MASTER FUND LP Credit fund · Private credit · matched 021-277360 · DUANE PARK CAPITAL MANAGEMENT LP Also on RIA / Wealth Management | $1.0B | 2017 | ||||||
| HOLLADAY, | $268M | 29 | 4 | 2023 | ||||
CWC ADVISORS, LLC Registered adviser · RIA / Wealth · matched 127739 · 801-62369 Also on Real Estate Funds | LAKE OSWEGO, | $445M | 1 | 5 | 2012 | |||
Argosy Real Estate Partners Parallel IV, L.P. Real estate fund vehicle · RE funds · matched 021-277315 · Argosy Capital Also on RIA / Wealth Management | $12.9M | 54 | 2017 | |||||
| NEW YORK, | $937M | 3 | 2012 | |||||
FINANCIAL INDEPENDENCE ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-127735 · 801-127735 | JACKSONVILLE, | $190M | 9 | 2023 | ||||
| CHARLOTTE, | $562M | 2 | 2014 | |||||
| FLORENCE, | $186M | 5 | 2026 | |||||
WILSHIRE QUINN CAPITAL, INC. Registered adviser · RIA / Wealth · matched 801-127734 · 801-127734 Also on Independent Sponsors | SAN DIEGO, | $188M | 1 | 1 | 2023 | |||
BRIGHT PATH SPORTS PARTNERS, LLC Registered adviser · RIA / Wealth · matched 327730 · 801-132874 Also on Independent Sponsors | CLEVELAND, | $195M | 2 | 2025 | ||||
VAN Beuren Charitable Foundation Inc Allocator · Allocators · matched 222773769 · 100M-1B Also on Family Offices | Newport, | $378M | 2024 | |||||
| LONDON, | $35.0M | 2018 | ||||||
| PEWAUKEE, | $35.4M | 2026 | ||||||
| 23 | 2025 | |||||||
| $4.3M | 2025 | |||||||
BC TEXAS DEBT WAREHOUSE, LLC - COLUMBIA GREENS Credit fund · Private credit · matched 021-277330 · BEAR CREEK ASSET MANAGEMENT, LLC Also on RIA / Wealth Management | $1.5M | 2017 | ||||||
| 1 | 2022 | |||||||
| QUINCY, | $10,715 | 2025 | ||||||
| SANTA BARBARA, | 2012 | |||||||
| NAPERVILLE, | 2022 | |||||||
| SEVILLA, | 2023 | |||||||
| LAFAYETTE, | 2026 | |||||||
| NEWPORT BEACH, | 2023 | |||||||
FAB CO-CREATION VENTURES Registered adviser · RIA / Wealth · matched 802-127733 · 802-127733 Also on Venture Capital | 2025 | |||||||
| 2026 | ||||||||
LUMERITY CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 802-127731 · 802-127731 Also on Independent Sponsors, Private Equity | SUNNY ISLES BEACH, | 2026 | ||||||
MGT INVESTMENTS, LLC Registered adviser · RIA / Wealth · matched 802-122773 · 802-122773 Also on Venture Capital | 2026 | |||||||
Aero Credit Opportunities Fund III, LP Real estate fund vehicle · RE funds · matched 805-9692773023 · The Palisades Group, LLC Also on RIA / Wealth Management | $103M | 10 | 2022 | |||||
ABACUS PRIVATE CREDIT L.P. Credit fund · Private credit · matched 805-8333422773 · AKSIA LLC Also on RIA / Wealth Management | $796M | 2021 | ||||||
SOUND POINT EURO CLO III FUNDING DESIGNATED ACTIVITY COMPANY Credit fund · Private credit · matched 805-2277390040 · SOUND POINT CLO C-MOA, LLC Also on RIA / Wealth Management | $433M | 2021 | ||||||
Husa T16 Eg H, LP Real estate fund vehicle · RE funds · matched 021-327735 · Henley USA, LLC Also on RIA / Wealth Management | $35.0M | 15 | 2019 | |||||
DRYDEN 42 SENIOR LOAN FUND Credit fund · Private credit · matched 805-1832773007 · PGIM, INC. Also on RIA / Wealth Management | $377M | 2016 | ||||||
PC Able Sma 1, LP Real estate fund vehicle · RE funds · matched 805-6127735689 · Pender Capital Management, LLC Also on RIA / Wealth Management | $50.0M | 2 | 2020 | |||||
AERO CREDIT OPPORTUNITIES FUND III, LP Credit fund · Private credit · matched 805-9692773023 · THE PALISADES GROUP, LLC Also on RIA / Wealth Management | $103M | 2022 | ||||||
Cypress Real Estate Income Fund 2012, L.P. Real estate fund vehicle · RE funds · matched 805-5257862773 · Cresset Asset Management, LLC Also on RIA / Wealth Management | $1.8M | 56 | 2012 | |||||
OHA CREDIT ORIGINATION VEHICLE I, L.P. Credit fund · Private credit · matched 805-8927734635 · OAK HILL ADVISORS, L.P. Also on RIA / Wealth Management | $47.0M | 2019 | ||||||
MCA Income LLC Real estate fund vehicle · RE funds · matched 805-3927735865 · Midtown Investment Advisors LLC Also on RIA / Wealth Management | $4.5M | 4 | 2021 | |||||
Vest Pocket Real estate fund vehicle · RE funds · matched 805-4303227739 · Seavest Family Office Also on RIA / Wealth Management | $876,150 | 5 | 2012 | |||||
Equitymultiple 10 LLC Real estate fund vehicle · RE funds · matched 805-5759527738 · EM Advisor Also on RIA / Wealth Management | $553,400 | 2021 | ||||||
BLACKSTONE CREDIT LIQUIDITY PARTNERS (CAYMAN) L.P. Credit fund · Private credit · matched 805-5791827733 · BLACKSTONE ASSET BASED FINANCE ADVISORS LP Also on Private Equity, RIA / Wealth Management | 2013 | |||||||
CRESCENT SPECIAL SITUATIONS FUND (LEGACY V), L.P. Credit fund · Private credit · matched 805-4227730555 · CRESCENT CAPITAL GROUP LP Also on Private Equity, RIA / Wealth Management | 2015 |
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.