DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $259M | 1 | 2012 | ||||||
| MISSION VIEJO, | $2.1B | 21 | 2012 | |||||
AWM INVESTMENT COMPANY INC Registered adviser · RIA / Wealth · matched 801-40415 · 801-40415 Also on Venture Capital | NEW YORK, | $1.3B | 8 | 2012 | ||||
| THE HAGUE, | $2.5B | 2012 | ||||||
Cement Masons Local No. 886/404 Pension Plan Plan · Allocators · Cement Masons Local No. 886/404 Pension Plan Board of Trustees | Canfield, | $160M | 6 | 2 | 2 | 2025 | ||
| AUSTIN, | $380M | 2012 | ||||||
| SIMSBURY, | $192M | 2011 | ||||||
| CARPINTERIA, | $94.9M | 2012 | ||||||
ALLIANCEBERNSTEIN GLOBAL DERIVATIVES CORPORATION Registered adviser · RIA / Wealth · matched 801-40414 · 801-40414 | NEW YORK, | 2012 | ||||||
| 2012 | ||||||||
| Wilmington, | 1 | |||||||
| BOSTON, | 2012 | |||||||
| 1 | 2023 | |||||||
Carlyle Realty Partners Ix Real estate fund vehicle · RE funds · matched 021-404334 · The Carlyle Group Also on RIA / Wealth Management | $4.4B | 345 | 2022 | |||||
BRANDES INVESTMENT PARTNERS, LP Registered adviser · RIA / Wealth · matched 105404 · 801-24896 Also on Independent Sponsors | LA JOLLA, | $41B | 18 | 24 | 2012 | |||
| ANN ARBOR, | $6.1B | 477 | 2012 | |||||
THE BALDWIN GROUP WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-120404 · 801-120404 Also on Allocators | TAMPA, | $27B | 47 | 2021 | ||||
| NEW YORK, | $167B | 2012 | ||||||
Capman Residential Fund Fcp-Raif Real estate fund vehicle · RE funds · matched 021-404818 · Cmrf Advisors Oy | $1.1B | 22 | 2023 | |||||
| Denver, | $635M | 66 | 15 | 22 | 2025 | |||
ARES SENIOR DIRECT LENDING MASTER FUND II DESIGNATED ACTIVITY COMPANY Credit fund · Private credit · matched 021-40401501 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $11B | 2021 | ||||||
AJ Nashville Phase III Opportunity Fund LLC Real estate fund vehicle · RE funds · matched 021-404282 · AJ Capital Management LLC Also on RIA / Wealth Management | $171M | 164 | 2022 | |||||
| NEW YORK, | $18B | 73 | 2012 | |||||
NXT CAPITAL INVESTMENT ADVISERS, LLC Registered adviser · RIA / Wealth · matched 801-74046 · 801-74046 | CHICAGO, | $6.6B | 16 | 4 | 2012 | |||
Capman Residential Fund Fcp-Raif Real estate fund vehicle · RE funds · matched 021-404818 · Capman Capital Management Ltd | $812M | 16 | 2022 | |||||
| MONTCLAIR, | $2.9B | 54 | 2014 | |||||
Mount Elbert Capital Partners Fund 1, LP Real estate fund vehicle · RE funds · matched 805-4045660280 · Mount Elbert Edgecore Platform Manager, LLC Also on RIA / Wealth Management | $372M | 29 | 2018 | |||||
| $64.4M | 2 | 2022 | ||||||
| Denver, | $366M | 38 | 7 | 8 | 2024 | |||
Real Estate Capital Asia Partners V L.P. Real estate fund vehicle · RE funds · matched 805-4048548882 · SC Capital Partners Pte. Ltd. Also on RIA / Wealth Management | $277M | 21 | 2018 | |||||
3G CAPITAL PARTNERS LP Registered adviser · RIA / Wealth · matched 801-74040 · 801-74040 Also on Independent Sponsors, Private Equity | NEW YORK, | $16B | 5 | 2012 | ||||
Sterling Consumer Logistics Properties I, L.P. Real estate fund vehicle · RE funds · matched 021-404013 · Sterling Investment Management Also on RIA / Wealth Management | $281M | 18 | 2022 | |||||
| TROY, | $871M | 54 | 2018 | |||||
| $40.5M | 2 | 2024 | ||||||
DISCOVERY CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-74047 · 801-74047 Also on Independent Sponsors, Private Equity | SOUTH NORWALK, | $6.7B | 15 | 2012 | ||||
TRIVEST INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-74049 · 801-74049 Also on Independent Sponsors, Private Equity | CORAL GABLES, | $6.0B | 19 | 2012 | ||||
| $27.7M | 2 | 2022 | ||||||
| WAUKESHA, | $1.9B | 16 | 2012 | |||||
GOLDENTREE DISTRESSED FUND IV (CAYMAN) LP Credit fund · Private credit · matched 021-404855 · GOLDENTREE ASSET MANAGEMENT LP Also on RIA / Wealth Management | $2.3B | 2021 | ||||||
ARES SENIOR DIRECT LENDING PARALLEL FUND (U) II, L.P. Credit fund · Private credit · matched 021-40401503 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | $2.3B | 2021 | ||||||
| LOS ANGELES, | $1.9B | 8 | 2012 | |||||
| ATLANTA, | $6.9B | 3 | 2012 | |||||
Anaheim Hotel Investment LLC Real estate fund vehicle · RE funds · matched 805-4040298649 · Firstpathway Partners LLC Also on Private Equity, RIA / Wealth Management | $46.0M | 93 | 2016 | |||||
Slate Advisory Service (US) LLC Manager · RE funds · matched 310404 · 1b 5b Also on Private Equity, RIA / Wealth Management | · probable | Chicago, | $2.3B | 4 | 5 | 2023 | ||
WHITAKER-MYERS WEALTH MANAGERS, LTD. Registered adviser · RIA / Wealth · matched 801-118404 · 801-118404 | MANSFIELD, | $851M | 17 | 2020 | ||||
| Mckinney, | $20B | 2025 | ||||||
Conservation Equity Fund I, L.P. Real estate fund vehicle · RE funds · matched 021-404720 · Conservation Equity Management, LP Also on RIA / Wealth Management | $80.1M | 45 | 2021 | |||||
SENTRY ADVISORS, LLC Registered adviser · RIA / Wealth · matched 174042 · 801-80730 Also on Private Equity | SAN FRANCISCO, | $2.4B | 4 | 2014 | ||||
TD Equity Fund 7, LP Real estate fund vehicle · RE funds · matched 021-404332 · Taylor Derrick Capital, L.L.C. Also on RIA / Wealth Management | $40.4M | 83 | 2022 | |||||
CALERA CAPITAL ADVISORS, LP Registered adviser · RIA / Wealth · matched 801-74041 · 801-74041 Also on Independent Sponsors, Private Equity | SAN FRANCISCO, | $3.1B | 15 | 2012 |
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.