DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $7.4M | 1 | 2012 | ||||||
| 3 | 2012 | |||||||
| Boulder, | 55 | |||||||
| Albuquerque, | 90 | |||||||
| PALM DESERT, | $1.2B | 2012 | ||||||
M FINANCIAL INVESTMENT ADVISERS INC Registered adviser · RIA / Wealth · matched 801-50553 · 801-50553 | PORTLAND, | $1.0B | 2012 | |||||
| Mobile, | $71.7M | 9 | 3 | 3 | 2025 | |||
| · probable | Orinda, | $19.2M | 65 | 9 | 2015 | |||
| LONE TREE, | $721M | 2012 | ||||||
| $120M | 1 | 2012 | ||||||
| CHARLOTTESVILLE, | $550M | 2012 | ||||||
| Chicago, | $10.3M | |||||||
| NEW YORK, | $299M | 2012 | ||||||
| LOS ANGELES, | $249M | 2012 | ||||||
Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund Plan · Allocators · Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | South Charleston, | $453M | 2 | 1 | 2024 | |||
| $1.8M | 1 | 2012 | ||||||
| $768,245 | 1 | 2012 | ||||||
| $424,868 | 1 | 2012 | ||||||
| 1 | 1 | |||||||
| BROOKFIELD, | $8.1B | 98 | 2012 | |||||
| $116M | 2 | 2012 | ||||||
| · probable | Los Angeles, | $8.9B | 28 | 17 | 2024 | |||
III CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched 801-60505 · 801-60505 Also on Private Credit, Real Estate Funds | BOCA RATON, | $88B | 8 | 2012 | ||||
| NORTH PALM BEACH, | $3.3B | 27 | 23 | 2012 | ||||
| HARRISBURG, | $12B | 24 | 2012 | |||||
SEGALL BRYANT & HAMILL Registered adviser · RIA / Wealth · matched 106505 · 801-47232 Also on Independent Sponsors, Private Equity | CHICAGO, | $23B | 5 | 2 | 2012 | |||
| HERMITAGE, | $4.7B | 33 | 2012 | |||||
| NEW YORK, | $486M | 1 | 2018 | |||||
PACIFIC LIFE FUND ADVISORS LLC Registered adviser · RIA / Wealth · matched 801-15057 · 801-15057 Also on Independent Sponsors, Private Equity | NEWPORT BEACH, | $43B | 1 | 2011 | ||||
| CHICAGO, | $42B | 1 | 2012 | |||||
| EDINBURGH, | $53B | 2017 | ||||||
| San Francisco, | $4.3B | 8 | 11 | 2023 | ||||
| FORT LAUDERDALE, | $3.6B | 18 | 2018 | |||||
| CHICAGO, | $38B | 2012 | ||||||
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. Registered adviser · RIA / Wealth · matched 150522 · 801-70264 | NEW YORK, | $11B | 8 | 2012 | ||||
| MILWAUKEE, | $1.9B | 20 | 2012 | |||||
| OLD GREENWICH, | $19B | 2012 | ||||||
AGW CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched 150570 · 801-70256 Also on Independent Sponsors, Venture Capital | TAMPA, | $1.7B | 1 | 14 | 2012 | |||
| BOSTON, | $3.3B | 9 | 2011 | |||||
SILVER ROCK FINANCIAL LP Registered adviser · RIA / Wealth · matched 801-107505 · 801-107505 Also on Private Credit | LOS ANGELES, | $5.4B | 15 | 2016 | ||||
The University Financing Foundation Inc Allocator · Allocators · matched 581505902 · 100M-1B Also on Family Offices | Atlanta, | $513M | 16 | 6 | 7 | 2024 | ||
| NEW YORK, | $3.4B | 8 | 2017 | |||||
| MELVILLE, | $2.1B | 12 | 2019 | |||||
| AKRON, | $2.5B | 9 | 2021 | |||||
| Ithaca, | $20B | 2025 | ||||||
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 150529 · 801-70712 | NEW YORK, | $1.2B | 12 | 2012 | ||||
CAPITAL INVESTMENT SERVICES OF AMERICA INC Registered adviser · RIA / Wealth · matched 801-15052 · 801-15052 | MILWAUKEE, | $1.3B | 9 | 2011 | ||||
ZUCKERMAN INVESTMENT GROUP Registered adviser · RIA / Wealth · matched 801-65050 · 801-65050 Also on Independent Sponsors, Private Equity | CHICAGO, | $2.2B | 4 | 2012 | ||||
| SHELTON, | $930M | 11 | 2012 | |||||
| NEW YORK, | $7.1B | 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.