DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $275M | ||||||||
SIGMA INVESTMENT MANAGEMENT COMPANY Registered adviser · RIA / Wealth · matched 801-42418 · 801-42418 | PORTLAND, | 2012 | ||||||
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-24241 · 801-24241 Also on Private Equity | LOS ANGELES, | $39B | 36 | 2012 | ||||
ANTARES CLO 2017-2, LTD. Credit fund · Private credit · matched 805-4241820165 · ANTARES CAPITAL ADVISERS LLC Also on RIA / Wealth Management | $1.4B | 2018 | ||||||
| · probable | Austin, | $1.0B | 19 | 2 | 2024 | |||
| $322M | 4 | 2012 | ||||||
| Irving, | $1.4B | 2025 | ||||||
| FT Mitchell, | $878M | 2024 | ||||||
HILDENE LEVERAGED CREDIT MASTER FUND, LTD. Credit fund · Private credit · matched 805-4241593507 · HILDENE LEVERAGED CREDIT Also on RIA / Wealth Management | $94.8M | 2014 | ||||||
Usaa Educational Foundation Allocator · Allocators · matched 742411017 · 100M-1B Also on Family Offices | SAN Antonio, | $115M | 1 | 2024 | ||||
RIDGEWOOD CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 142411 · 801-67448 Also on Venture Capital | MONTVALE, | $64.7M | 15 | 2012 | ||||
Gilead Sciences Foundation Allocator · Allocators · matched 201042419 · 100M-1B Also on Family Offices | Foster City, | $162M | 2024 | |||||
Domani Wealth, LLC Investment consultant · Allocators · matched 472424156 Also on RIA / Wealth Management | · candidate | Lancaster, | $113M | |||||
| CORONADO, | $32.2M | 1 | 2012 | |||||
| NEW YORK, | $20.0M | 2 | 2012 | |||||
| $26.0M | 1 | 2026 | ||||||
| 1 | 2024 | |||||||
| 2026 | ||||||||
Sharpvue Real Estate Fund 2016, LP Real estate fund vehicle · RE funds · matched 805-1934241003 · Sharpvue Capital, LLC Also on RIA / Wealth Management | $7.1M | 100 | 2016 | |||||
ROCKFORD TOWER CLO 2022-3, LTD. Credit fund · Private credit · matched 805-9942419362 · KING STREET CAPITAL MANAGEMENT, L.P. Also on RIA / Wealth Management | $391M | 2023 | ||||||
B Capital Watermark 2023 Qp, LP Real estate fund vehicle · RE funds · matched 805-8871424100 · Bernardo Wealth Planning, LLC Also on RIA / Wealth Management | $9.7M | 60 | 2023 | |||||
ROUND HILL MUSIC ROYALTY FUND III PLUS LP Credit fund · Private credit · matched 805-8064241500 · ROUND HILL MUSIC LP Also on Private Equity, RIA / Wealth Management | $119M | 2022 | ||||||
Perennial Real Estate Fund, Limited Partnership Real estate fund vehicle · RE funds · matched 021-94241 · Perennial Capital Advisors, LLC Also on RIA / Wealth Management | $2.4M | 47 | 2012 | |||||
Adar Ridgeport I, LLC Real estate fund vehicle · RE funds · matched 805-9198704241 · Elion Partners, LLC Also on RIA / Wealth Management | $7.3M | 9 | 2016 | |||||
PPI Ascent (nv) LLC Real estate fund vehicle · RE funds · matched 805-2942413928 · PSC Manager LLC Also on RIA / Wealth Management | $23.3M | 2 | 2023 | |||||
OCONNOR OPPORTUNISTIC STRATEGIES LIMITED Credit fund · Private credit · matched 021-142415 · UBS OCONNOR LLC Also on RIA / Wealth Management | $56.1M | 2012 | ||||||
| $48.3M | 2019 | |||||||
P-O SENIOR LOAN OPPORTUNITY FUND, LP Credit fund · Private credit · matched 021-374241 · ONEX CREDIT PARTNERS, LLC Also on RIA / Wealth Management | $16.8M | 2020 | ||||||
MONACHIL CREDIT PARTNERS MASTER FUND I LP Credit fund · Private credit · matched 805-4743424142 · MONACHIL CAPITAL PARTNERS LP Also on Private Equity, RIA / Wealth Management | $3.0M | 2022 | ||||||
CREDIT-COMV Credit fund · Private credit · matched 805-5829314241 · CYPRESS INVESTMENT MANAGEMENT, LLC Also on Private Equity, RIA / Wealth Management | $2.3M | 2024 | ||||||
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.