DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $5.3M | 1 | 2012 | ||||||
AQR CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-55543 · 801-55543 Also on Private Credit, Venture Capital | GREENWICH, | $312B | 304 | 1 | 2012 | |||
| AKRON, | $10B | 292 | 2011 | |||||
| DALLAS, | $2.5B | 164 | 2011 | |||||
| CARMEL, | $4.5B | 23 | 2012 | |||||
| DALLAS, | $12B | 24 | 2012 | |||||
UBS FUND ADVISOR, L.L.C. Registered adviser · RIA / Wealth · matched 801-55537 · 801-55537 Also on Private Equity, Real Estate Funds | NEW YORK, | $7.0B | 40 | 2012 | ||||
| LOUISVILLE, | $6.2B | 4 | 2012 | |||||
TD AMERITRADE INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-55501 · 801-55501 | OMAHA, | $16B | 2011 | |||||
PATRIOT INVESTMENT MANAGEMENT GROUP INC Registered adviser · RIA / Wealth · matched 801-55500 · 801-55500 | KNOXVILLE, | $1.9B | 14 | 2012 | ||||
HENDERSON INVESTMENT MANAGEMENT LTD. Registered adviser · RIA / Wealth · matched 801-55577 · 801-55577 | LONDON, | $12B | 2012 | |||||
| NEW CANAAN, | $1.1B | 12 | 2012 | |||||
| BRENTWOOD, | $2.2B | 4 | 2012 | |||||
| Saint Paul, | $181M | 1 | 2024 | |||||
| PONTE VEDRA BEACH, | $626M | 9 | 2012 | |||||
| ATLANTA, | $1.1B | 2011 | ||||||
| MILWAUKEE, | $1.0B | 2012 | ||||||
FILBRANDT INVESTMENT ADVISERS INCORPORATED Registered adviser · RIA / Wealth · matched 801-55558 · 801-55558 | MIDDLETON, | $891M | 2012 | |||||
PACIFIC WEST FINANCIAL CONSULTANTS INC Registered adviser · RIA / Wealth · matched 801-55508 · 801-55508 | RENTON, | $891M | 2012 | |||||
| MINNETONKA, | $594M | 2012 | ||||||
| THE WOODLANDS, | $413M | 2012 | ||||||
LANCASTER POLLARD INVESTMENT ADVISORY GROUP Registered adviser · RIA / Wealth · matched 801-55556 · 801-55556 | COLUMBUS, | $169M | 2012 | |||||
A. MILLER INVESTMENT ADVISORS, L.P. Registered adviser · RIA / Wealth · matched 801-55519 · 801-55519 | HOUSTON, | $60.3M | 1 | 2012 | ||||
| ROCKVILLE, | $31.2M | 2012 | ||||||
| Statesville, | 2024 | |||||||
| STUART, | $272,500 | 2012 | ||||||
WATERSHED INVESTMENT CONSULTANTS INC Registered adviser · RIA / Wealth · matched 801-55503 · 801-55503 | GREENWOOD VILLAGE, | 2012 | ||||||
| BOSTON, | $1370B | 16,954 | 2011 | |||||
| ST PAUL, | 2012 | |||||||
| OTTAWA, ONT, | 2012 | |||||||
NUVEEN ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 155584 · 801-71957 Also on Private Credit, Private Equity | CHICAGO, | $280B | 28 | 255 | 2011 | |||
| · probable | $44B | 187 | 2025 | |||||
CONCURRENT INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-126555 · 801-126555 | TAMPA, | $16B | 280 | 2022 | ||||
| 1 | 1 | |||||||
| NEW YORK, | $92B | 16 | 1 | 2011 | ||||
Invictus Opportunity Fund II, L.P. Real estate fund vehicle · RE funds · matched 805-5553464366 · Invictus Capital Partners Also on RIA / Wealth Management | $1.0B | 61 | 2019 | |||||
AMERICAN BEACON ADVISORS, INC. Registered adviser · RIA / Wealth · matched 105552 · 801-29198 Also on Private Equity | IRVING, | $60B | 16 | 2012 | ||||
III TERM CREDIT HUB FUND LTD. Credit fund · Private credit · matched 805-5557393840 · III CAPITAL MANAGEMENT Also on RIA / Wealth Management | $27B | 2012 | ||||||
| MILWAUKEE, | $10B | 72 | 2012 | |||||
OPPENHEIMER ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched 105559 · 801-31427 Also on Independent Sponsors, Private Equity | NEW YORK, | $21B | 5 | 2012 | ||||
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE LIMITED Registered adviser · RIA / Wealth · matched 281555 · 801-114176 Also on Private Equity, Real Estate Funds | SINGAPORE, | $21B | 27 | 2018 | ||||
The Frederick a Deluca Foundation Inc Allocator · Allocators · matched 650755554 · 100M-1B Also on Family Offices | Pompano Beach, | $797M | 27 | 11 | 8 | 2024 | ||
| · probable | Philadelphia, | $2.8B | 36 | 6 | 2024 | |||
| NEW YORK, | $42B | 1 | 2012 | |||||
| NEW YORK, | $13B | 18 | 2012 | |||||
WEISS ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched 155564 · 801-73590 Also on Family Offices | BOSTON, | $16B | 2 | 2012 | ||||
ADP STRATEGIC PLAN SERVICES, LLC Registered adviser · RIA / Wealth · matched 286555 · 801-109013 Also on Allocators | ROSELAND, | $32B | 2017 | |||||
| ARLINGTON, | $5.4B | 34 | 2012 | |||||
Cayetano Development, LLC Manager · RE funds · matched 801-121555 · Under 1b Also on RIA / Wealth Management, Venture Capital | Austin, | $527M | 61 | 5 | 2024 | |||
FORMIDABLE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 167555 · 801-77975 Also on Private Equity | CINCINNATI, | $903M | 1 | 15 | 2013 |
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.