DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $191,747 | 8 | 2012 | |||||
| NEW YORK, | $37B | 39 | 347 | 2018 | |||
EXODUSPOINT CAPITAL MANAGEMENT, LP Registered adviser · RIA / Wealth · matched 294156 · 801-112901 Also on Private Equity | NEW YORK, | $159B | 6 | 2018 | |||
INCOME RESEARCH + MANAGEMENT Registered adviser · RIA / Wealth · matched 801-29482 · 801-29482 Also on Independent Sponsors, Private Credit | BOSTON, | $131B | 15 | 2011 | |||
| CHARLOTTE, | $8.1B | 22 | 2012 | ||||
| DENVER, | $13B | 4 | 2018 | ||||
| SAN RAFAEL, | $11B | 4 | 2018 | ||||
| MILWAUKEE, | $1.9B | 14 | 2012 | ||||
BRAVE WARRIOR ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-29459 · 801-29459 Also on Private Credit | NEW YORK, | $5.6B | 4 | 4 | 2012 | ||
| DOWNERS GROVE, | $2.0B | 5 | 2012 | ||||
| STAMFORD, | $1.1B | 23 | 2018 | ||||
| ROCHESTER, | $2.4B | 11 | 2012 | ||||
| GREENWICH, | $3.7B | 12 | 2018 | ||||
| CHICAGO, | $3.2B | 3 | 2018 | ||||
KORE PRIVATE WEALTH, LLC Registered adviser · RIA / Wealth · matched 294547 · 801-113082 Also on Private Equity | NEW YORK, | $5.1B | 2018 | ||||
| NEW YORK, | $1.8B | 2021 | |||||
| MIAMI, | $3.9B | 2018 | |||||
| DENVER, | $1.5B | 13 | 2019 | ||||
| NEW YORK, | $1.7B | 7 | 2018 | ||||
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 294006 · 801-119153 | NEW YORK, | $1.5B | 8 | 2020 | |||
FALCONS I, LLC Registered adviser · RIA / Wealth · matched 294460 · 801-112950 Also on Real Estate Funds | ATLANTA, | $2.7B | 2018 | ||||
| BOCA RATON, | $2.5B | 2018 | |||||
D. E. SHAW RENEWABLE INVESTMENTS, L.L.C. Registered adviser · RIA / Wealth · matched 294601 · 801-122881 Also on Private Equity | NEW YORK, | $972M | 12 | 2021 | |||
IRONSHORE FINANCIAL Registered adviser · RIA / Wealth · matched 294053 · 801-112863 Also on Allocators | $1.4B | 1 | 2018 | ||||
| LOS ANGELES, | $932M | 10 | 2020 | ||||
| ANN ARBOR, | $380M | 5 | 2020 | ||||
| MINNEAPOLIS, | $361M | 5 | 2018 | ||||
QP GLOBAL FAMILY OFFICES, LLC Registered adviser · RIA / Wealth · matched 294879 · 801-112913 Also on Family Offices, Private Equity | GREENWICH, | $1.0B | 2018 | ||||
| ABILENE, | $498M | 3 | 2018 | ||||
| HUNT VALLEY, | $412M | 3 | 2018 | ||||
CUSTOS FAMILY OFFICE LLC Registered adviser · RIA / Wealth · matched 294025 · 801-117243 Also on Family Offices | $347M | 3 | 2018 | ||||
| $647M | 1 | 2018 | |||||
DEUTERIUM CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 294051 · 801-112932 Also on Family Offices | CLEARWATER, | $604M | 2 | 2018 | |||
| NAPLES, | $1.2B | 2 | 2012 | ||||
ARCHEAN CAPITAL PARTNERS II, L.L.C. Registered adviser · RIA / Wealth · matched 294346 · 801-114040 Also on Independent Sponsors, Private Equity | NEWTOWN SQUARE, | $528M | 2 | 2018 | |||
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 294019 · 801-112813 Also on Allocators | SANTA ROSA, | $553M | 2018 | ||||
| CHARLESTON, | $274M | 2 | 2021 | ||||
| DEWITT, | $328M | 3 | 2012 | ||||
| COVINGTON, | $366M | 2 | 2012 | ||||
| $528M | 2018 | ||||||
| BENTONVILLE, | $169M | 3 | 2024 | ||||
| PITTSBURGH, | $133M | 6 | 2026 | ||||
| $155M | 1 | 2018 | |||||
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 294016 · 801-112861 | BALA CYNWYD, | $61.2M | 3 | 2018 | |||
| · candidate Unsized | Atlanta, | $110M | 1 | 2 | 2018 | ||
| VADUZ, VADUZ, | $146M | 2018 | |||||
| NEW YORK, | $92.5M | 3 | 2019 | ||||
PRINCETON INVESTMENT MANAGEMENT COMPANY Registered adviser · RIA / Wealth · matched 801-29455 · 801-29455 | $112M | 1 | 2012 | ||||
| HOUSTON, | $239M | 2011 | |||||
| MIDLAND, | $120M | 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.