DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| LEAWOOD, | $636M | 8 | 2023 | |||||
| $2.8M | 5 | 2012 | ||||||
| Portland, | $28.7M | 13 | 7 | 2022 | ||||
HARRIS | OAKMARK Registered adviser · RIA / Wealth · matched 801-50333 · 801-50333 Also on Family Offices | CHICAGO, | $109B | 2 | 4 | 2012 | |||
| BOSTON, | $94B | 1 | 2012 | |||||
| INDIANAPOLIS, | $2.3B | 11 | 2012 | |||||
| NEW YORK, | $2.3B | 2012 | ||||||
| $589M | 4 | 2012 | ||||||
| $1.7B | 1 | 2012 | ||||||
STERLING INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-50373 · 801-50373 | TUCSON, | $409M | 4 | 2012 | ||||
| ATLANTA, | $1.1B | 2012 | ||||||
| GREENSBORO, | $236M | 2012 | ||||||
SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP Registered adviser · RIA / Wealth · matched 801-50346 · 801-50346 | CLINTON, | $172M | 2012 | |||||
| $159M | 2012 | |||||||
| EL PASO, | $28.0M | 2 | 2012 | |||||
| $6.9M | 3 | 2021 | ||||||
503-9 12 St Jv LLC Real estate fund vehicle · RE funds · Greenbrook Management, LLC Also on RIA / Wealth Management | $6.9M | 3 | 2021 | |||||
| $6.0M | 3 | 2023 | ||||||
| $4.3M | 1 | 2021 | ||||||
| $5.5M | 25 | 2023 | ||||||
503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND II, LP Fund · RIA / Wealth · 503 CAPITAL PARTNERS, LLC Also on Private Credit | $101M | 83 | 2022 | |||||
503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND III, LP Fund · RIA / Wealth · 503 CAPITAL PARTNERS, LLC Also on Private Credit | $74.9M | 135 | 2024 | |||||
503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND I, LP Fund · RIA / Wealth · 503 CAPITAL PARTNERS, LLC Also on Private Credit | $25.5M | 114 | 2019 | |||||
503 CAPITAL PARTNERS DIRECT MUNICIPAL OPPORTUNITIES FUND, LP Fund · RIA / Wealth · 503 CAPITAL PARTNERS, LLC | $13.1M | 214 | 2017 | |||||
Bpea Real Estate Fund II LP Real estate fund vehicle · RE funds · matched 805-5036036467 · EQT Exeter Advisors Asia Pacific Pte. Ltd. Also on RIA / Wealth Management | $627M | 109 | 2024 | |||||
503 CAPITAL PARTNERS EDUCATION OPPORTUNITIES FUND, LP Fund · RIA / Wealth · 503 CAPITAL PARTNERS, LLC Also on Private Equity | $18.9M | 28 | 2021 | |||||
DSF Multi-Family Real Estate Fund III, LP Real estate fund vehicle · RE funds · matched 805-5035515614 · DSF Advisors, LLC Also on RIA / Wealth Management | $250M | 93 | 2016 | |||||
| TORONTO, ONTARIO, | $19B | 5 | 1 | 2012 | ||||
JEN IV LP Real estate fund vehicle · RE funds · matched 805-5035972922 · JEN Management Also on RIA / Wealth Management | $141M | 90 | 2013 | |||||
PENTEGRA INVESTORS, INC. Registered adviser · RIA / Wealth · matched 111503 · 801-36893 Also on Allocators, Independent Sponsors | SHELTON, | $5.6B | 1 | 6 | 2012 | |||
ONE QUEEN CAPITAL INC. Registered adviser · RIA / Wealth · matched 801-125032 · 801-125032 Also on Private Equity | TORONTO, ONTARIO, | $16B | 5 | 2022 | ||||
| CONSHOHOCKEN, | $1.6B | 17 | 2013 | |||||
| SAN Francisco, | $403M | 16 | 2 | 1 | 2024 | |||
DECLARATION MANAGEMENT & RESEARCH LLC Registered adviser · RIA / Wealth · matched 801-35030 · 801-35030 | BOSTON, | $4.7B | 8 | 2011 | ||||
| BROSSARD, QUEBEC, | $12B | 2023 | ||||||
CLASS VI FAMILY OFFICE, LLC Registered adviser · RIA / Wealth · matched 285035 · 801-111938 Also on Family Offices | DENVER, | $1.5B | 8 | 2016 | ||||
| SAN FRANCISCO, | $1.6B | 54 | 2012 | |||||
| MILWAUKEE, | $1.9B | 5 | 2012 | |||||
| LEONARDTOWN, | $1.9B | 4 | 2012 | |||||
Kislak Family Foundation Inc Allocator · Allocators · matched 650350930 · 100M-1B Also on Family Offices | Miami Lakes, | $177M | 16 | 3 | 3 | 2024 | ||
| NEW YORK, | $6.6B | 1 | 2011 | |||||
| · candidate | New York, | $341M | 16 | 9 | 2021 | |||
FRONTENAC Registered adviser · RIA / Wealth · matched 801-73503 · 801-73503 Also on Independent Sponsors, Private Equity | CHICAGO, | $2.0B | 10 | 2012 | ||||
| CARMEL, | $685M | 3 | 4 | 2011 | ||||
| MAITLAND, | $2.5B | 1 | 2012 | |||||
| Golden, | $109M | 18 | 15 | 3 | 2024 | |||
Mutual of America Life Insurance Co Investment consultant · Allocators · matched 743503 Also on RIA / Wealth Management | · candidate | $434M | 19 | 2025 | ||||
DIH Woodcreek, LLC Real estate fund vehicle · RE funds · matched 805-5039736171 · Dome Equities, LLC Also on RIA / Wealth Management | $33.5M | 44 | 2013 | |||||
PREISZ FINANCIAL Registered adviser · RIA / Wealth · matched 801-115031 · 801-115031 Also on Allocators | PORTLAND, | $702M | 9 | 2019 | ||||
| BRAINTREE, | $930M | 5 | 2023 |
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.