DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $452M | 40 | 2012 | ||||||
| $702,417 | 28 | 2012 | ||||||
IEQ CAPITAL, LLC Registered adviser · RIA / Wealth · matched 301819 · 801-115278 Also on Private Equity, Real Estate Funds | FOSTER CITY, | $57B | 195 | 2019 | ||||
| HOUSTON, | $9.1B | 9 | 53 | 2019 | ||||
| NAPERVILLE, | $31B | 27 | 2019 | |||||
WILLIAMS JONES WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 301925 · 801-116946 Also on Venture Capital | NEW YORK, | $12B | 8 | 21 | 2019 | |||
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED Registered adviser · RIA / Wealth · matched 301509 · 801-116710 | MINATO-KU, TOKYO, | $178B | 2019 | |||||
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC Registered adviser · RIA / Wealth · matched 301896 · 801-116860 | BOSTON, | $9.4B | 38 | 2019 | ||||
Langham Hall Management Sarl Manager · RE funds · matched 301378 · 1b 5b Also on Private Equity, Venture Capital | · candidate | Luxembourg, Luxembourg, Grande Duche Du Luxembourg, | $3.2B | 18 | 9 | 2024 | ||
| SAN FRANCISCO, | $37B | 2 | 2019 | |||||
| Waukegan, | $484M | 30 | 9 | 7 | 2025 | |||
| DETROIT, | $1.7B | 47 | 2022 | |||||
ATREIDES MANAGEMENT, LP Registered adviser · RIA / Wealth · matched 301152 · 801-115226 Also on Private Equity, Venture Capital | BOSTON, | $8.9B | 29 | 2019 | ||||
TSCHETTER GROUP Registered adviser · RIA / Wealth · matched 301548 · 801-115160 Also on Independent Sponsors | BELLEVUE, | $2.4B | 1 | 17 | 2019 | |||
| SAN FRANCISCO, | $7.4B | 43 | 2020 | |||||
HUNTER ASSOCIATES LLC Registered adviser · RIA / Wealth · matched 30177 · 801-42007 Also on Private Equity | PITTSBURGH, | $1.3B | 16 | 2011 | ||||
CAPITAL CREEK PARTNERS Registered adviser · RIA / Wealth · matched 301211 · 801-115166 Also on Independent Sponsors | AUSTIN, | $1.5B | 13 | 8 | 2019 | |||
CH INVESTMENT PARTNERS, LLC Registered adviser · RIA / Wealth · matched 301481 · 801-117353 Also on Private Equity | DALLAS, | $5.1B | 21 | 2019 | ||||
| NEW YORK CITY, | $8.5B | 1 | 2019 | |||||
| CHESTERFIELD, | $1.4B | 27 | 2 | 2019 | ||||
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED Registered adviser · RIA / Wealth · matched 301825 · 801-122938 | HONG KONG, HONG KONG, | $13B | 2021 | |||||
| HOUSTON, | $1.8B | 17 | 2012 | |||||
| CHARLOTTE, | $1.0B | 16 | 2019 | |||||
HILDRED CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 301293 · 801-115288 Also on Independent Sponsors, Private Equity | NEW YORK, | $3.9B | 17 | 2019 | ||||
| NEW YORK, | $3.6B | 7 | 2019 | |||||
| PALM DESERT, | $861M | 12 | 2021 | |||||
| NOVI, | $781M | 9 | 2019 | |||||
| NEW ORLEANS, | $876M | 6 | 2019 | |||||
| PHILADELPHIA, | $2.2B | 6 | 2019 | |||||
| SALT LAKE CITY, | $2.1B | 1 | 1 | 2020 | ||||
| ATLANTA, | $1.3B | 25 | 2022 | |||||
| FRANKLIN, | $288M | 22 | 2019 | |||||
| GUTHRIE CENTER, | $216M | 26 | 2019 | |||||
HUDSON VALUE PARTNERS, LLC Registered adviser · RIA / Wealth · matched 301325 · 801-115202 Also on Independent Sponsors | PALM BEACH, | $678M | 1 | 4 | 2019 | |||
| FREDERICK, | $339M | 15 | 2019 | |||||
ARDSLEY PARTNERS Registered adviser · RIA / Wealth · matched 301116 · 801-114966 Also on Family Offices | NORWALK, | $1.6B | 6 | 2019 | ||||
| SILVERDALE, | $455M | 6 | 2019 | |||||
| · probable | London, | $510M | 6 | 3 | 2024 | |||
| MIAMI, | $507M | 6 | 2021 | |||||
WEALTHSPRING CAPITAL LLC Registered adviser · RIA / Wealth · matched 301040 · 801-117460 Also on Independent Sponsors, Private Equity | WEST HARRISON, | $515M | 1 | 3 | 2019 | |||
Cardinal Student Housing I Advisor, LLC Manager · RE funds · matched 301584 Also on RIA / Wealth Management | · candidate Unsized | Denver, | $332M | 6 | 5 | 2020 | ||
INTEGRAL HEALTH ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 301987 · 801-119048 Also on Venture Capital | NEW YORK, | $1.9B | 1 | 2020 | ||||
| EDMONDS, | $575M | 4 | 2019 | |||||
| NEW YORK, | $1.4B | 3 | 2019 | |||||
COLLECTIVE FAMILY OFFICE, LLC Registered adviser · RIA / Wealth · matched 301274 · 801-115052 Also on Family Offices | YORK, | $533M | 4 | 2019 | ||||
| BARRINGTON, | $382M | 5 | 2020 | |||||
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 301715 · 801-115250 | NEW ORLEANS, | $618M | 3 | 2019 | ||||
WEBS CREEK CAPITAL MANAGEMENT LP Registered adviser · RIA / Wealth · matched 301259 · 801-123681 Also on Independent Sponsors, Private Equity | DALLAS, | $1.3B | 2 | 2022 | ||||
| KANSAS CITY, | $336M | 6 | 2019 | |||||
| HONG KONG, | $1.2B | 2 | 2019 |
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.