DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $533M | 35 | 2012 | ||||||
| $1.9M | 68 | 2012 | ||||||
| SAN FRANCISCO, | $16B | 327 | 2019 | |||||
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan Plan · Allocators · Board of Trustees, Locals 302 & 612 of the Iuoe - | Seattle, | $3.3B | 34 | 12 | 10 | 2024 | ||
HIGHLAND ASSOCIATES INC Registered adviser · RIA / Wealth · matched 801-30248 · 801-30248 Also on Allocators, Independent Sponsors | BIRMINGHAM, | $21B | 4 | 2 | 2012 | |||
| SUMMIT, | $2.3B | 2 | 2019 | |||||
| BATON ROUGE, | $819M | 7 | 2019 | |||||
PICKERING ENERGY PARTNERS LP Registered adviser · RIA / Wealth · matched 302116 · 801-116833 Also on Independent Sponsors, Private Equity | HOUSTON, | $1.7B | 10 | 2019 | ||||
| ATLANTA, | $579M | 10 | 2019 | |||||
| INDIAN WELLS, | $532M | 5 | 2020 | |||||
Direct lender | NEW YORK, | $184M | 1 | 34 | ||||
| LONDON, | $2.3B | 2019 | ||||||
| COS COB, | $1.1B | 1 | 2019 | |||||
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · matched 302098 · 801-116803 | LAWRENCEVILLE, | $207M | 7 | 2019 | ||||
| JENKINTOWN, | $234M | 4 | 2019 | |||||
| AUSTIN, | $296M | 2 | 2020 | |||||
| MYRTLE BEACH, | $281M | 4 | 2024 | |||||
| RALEIGH, | $742M | 2019 | ||||||
| PEACHTREE CORNERS, | $354M | 1 | 2019 | |||||
MARKLE FINANCIAL LLC Registered adviser · RIA / Wealth · matched 302088 · 801-116686 Also on Venture Capital | LARAMIE, | $141M | 1 | 3 | 2019 | |||
| $318M | 1 | 2019 | ||||||
| VIENNA, | $527M | 2 | 2019 | |||||
| WESTLAKE, | $407M | 1 | 2012 | |||||
| WINCHESTER, | $307M | 2019 | ||||||
AG TWIN BROOK MANAGER, LLC Registered adviser · RIA / Wealth · matched 302056 · 801-116743 Also on Private Equity | NEW YORK, | $297M | 1 | 2019 | ||||
| $140M | 2 | 2023 | ||||||
| TINLEY PARK, | $142M | 2 | 2024 | |||||
| MUMBAI, MAHARASHTRA, | $337M | 2019 | ||||||
| $281M | 2 | 2026 | ||||||
| $114M | 3 | 2025 | ||||||
LESTE FINANCIAL SERVICES GESTAO DE RECURSOS LTDA. Registered adviser · RIA / Wealth · matched 302025 · 801-117209 | MIAMI, | $291M | 2019 | |||||
| NEW YORK, | $124M | 1 | 2019 | |||||
| RALEIGH, | $122M | 1 | 2026 | |||||
LESTE ADMINISTRACAO DE RECURSOS LTDA. Registered adviser · RIA / Wealth · matched 302024 · 801-117208 | MIAMI, | $88.0M | 2019 | |||||
| ROCKFORD, | $99.7M | 2012 | ||||||
| $77.4M | 2026 | |||||||
| INCLINE VILLAGE, | $35.8M | 1 | 2019 | |||||
| WALLINGFORD, | $63.2M | 2026 | ||||||
| SALT LAKE CITY, | $50.0M | 2026 | ||||||
| $40.3M | 2026 | |||||||
| $37.1M | 2023 | |||||||
| CARROLLTON, | $35.7M | 2026 | ||||||
| MEMPHIS, | $32.1M | 2026 | ||||||
| NORTHVILLE, | $32.0M | 2026 | ||||||
| SOUTHLAKE, | $25.2M | 2026 | ||||||
| $21.1M | 2026 | |||||||
| SEATTLE, | $17.2M | 2026 | ||||||
| $14.6M | 2026 | |||||||
| $3.3M | 1 | 2020 | ||||||
| $1.9M | 2025 |
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.