DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $1.1M | 66 | 2012 | |||||
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Registered adviser · RIA / Wealth · matched 312837 · 801-121267 Also on Independent Sponsors | LOS ANGELES, | $43B | 1 | 105 | 2021 | ||
| MUMBAI, MAHARASHTRA, | $117B | 2021 | |||||
KERA CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched 312875 · 801-120454 Also on Independent Sponsors | SAN JOSE, | $1.4B | 8 | 12 | 2021 | ||
FIFTH DOWN CAP LLC Registered adviser · RIA / Wealth · matched 312861 · 801-120623 Also on Venture Capital | $1.9B | 60 | 2021 | ||||
CGI Investment Management LLC Manager · RE funds · matched 312879 · Under 1b Also on RIA / Wealth Management | · candidate | Coral Gables, | $849M | 2 | 3 | 2024 | |
| KNOXVILLE, | $606M | 5 | 2022 | ||||
| ST. LOUIS, | $388M | 12 | 2022 | ||||
DENALI GROWTH PARTNERS Registered adviser · RIA / Wealth · matched 312887 · 801-120525 Also on Independent Sponsors, Private Equity | BOSTON, | $831M | 7 | 2021 | |||
PARAGON PRIVATE WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 312817 · 801-120682 | LEXINGTON, | $458M | 4 | 2021 | |||
| CORINTH, | $371M | 4 | 2021 | ||||
| NEW YORK, | $1.1B | 1 | 2021 | ||||
| MONTREAL, QUEBEC, | $952M | 1 | 2021 | ||||
| LITTLETON, | $651M | 2021 | |||||
| $450M | 2021 | ||||||
| SAN DIEGO, | $140M | 3 | 2021 | ||||
| $128M | 1 | 2021 | |||||
| TORONTO, ONTARIO, | $157M | 2021 | |||||
| CHANDLER, | $88.7M | 2026 | |||||
| OLNEY, | $54.4M | 2026 | |||||
| RANCHO SANTA MARGARITA, | $52.0M | 2026 | |||||
| JACKSON, | $19.8M | 2026 | |||||
| $19.7M | 2026 | ||||||
| ATLANTA, | $12.7M | 2021 | |||||
| YUMA, | $9.1M | 2026 | |||||
| $7.9M | 2026 | ||||||
| $345,000 | 1 | 2021 | |||||
| · candidate Unsized | Orlando, | 1 | 3 | 2021 | |||
| NORTH MIAMI, | $7,500 | 2021 | |||||
| VANCOUVER, | 2021 | ||||||
| SALT LAKE CITY, | 2021 | ||||||
| 2021 | |||||||
| EDINA, | 2021 | ||||||
| LOS ANGELES, | 2021 | ||||||
| $100,000 | 2025 | ||||||
BANANA CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 312842 · 802-127723 Also on Venture Capital | 2026 | ||||||
| SACRAMENTO, | 2025 | ||||||
| 2026 | |||||||
| 2025 | |||||||
HAYMAKER VENTURES LLC Registered adviser · RIA / Wealth · matched 312862 · 802-127838 Also on Venture Capital | 2026 | ||||||
| 2026 | |||||||
| GREENWICH, | 2026 | ||||||
| 2026 | |||||||
OUP MANAGEMENT CO., LLC Registered adviser · RIA / Wealth · matched 312857 · 802-120707 Also on Venture Capital | BALA CYNWYD, | 2026 | |||||
SEMINAL EDUCATIONAL INVESTMENTS, LLC Registered adviser · RIA / Wealth · matched 312854 · 802-120677 Also on Private Equity | WAYNE, | 2026 | |||||
| SEATTLE, | 2021 | ||||||
SWIFT VENTURES Registered adviser · RIA / Wealth · matched 312847 · 802-120605 Also on Venture Capital | LAFAYETTE, | 2026 | |||||
| NEW YORK, | $12B | 3 | 2012 | ||||
| ORLAND PARK, | $830M | 10 | 2012 | ||||
VENTURE 31 CLO, LIMITED Credit fund · Private credit · matched 805-3128449527 · MJX ASSET MANAGEMENT LLC Also on RIA / Wealth Management | $742M | 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.