DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| New York, | 159 | ||||||
| $19.5M | |||||||
III CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched 801-60505 · 801-60505 Also on Private Credit, Real Estate Funds | BOCA RATON, | $88B | 8 | 2012 | |||
| BOSTON, | $130B | 2011 | |||||
| TORONTO, ONTARIO, | $19B | 5 | 1 | 2012 | |||
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-60512 · 801-60512 | LOS ANGELES, | $37B | 2 | 2012 | |||
WELCH & FORBES LLC Registered adviser · RIA / Wealth · matched 801-60532 · 801-60532 Also on Independent Sponsors, Private Equity | BOSTON, | $9.9B | 2 | 5 | 2012 | ||
| BOSTON, | $11B | 24 | 2012 | ||||
| PORTLAND, | $3.2B | 23 | 2012 | ||||
MCMORGAN & COMPANY LLC Registered adviser · RIA / Wealth · matched 801-60509 · 801-60509 Also on Venture Capital, Private Equity | SAN FRANCISCO, | $7.6B | 1 | 2011 | |||
| DENVER, | $2.9B | 1 | 3 | 2011 | |||
| MEMPHIS, | $1.6B | 7 | 2012 | ||||
III ASSOCIATES Registered adviser · RIA / Wealth · matched 801-60506 · 801-60506 Also on Private Credit | BOCA RATON, | $3.3B | 5 | 2012 | |||
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Registered adviser · RIA / Wealth · matched 801-60513 · 801-60513 | BOSTON, | $2.8B | 1 | 2012 | |||
BLACKSTONE MANAGEMENT PARTNERS IV L.L.C. Registered adviser · RIA / Wealth · matched 801-60568 · 801-60568 Also on Private Equity | NEW YORK, | $2.1B | 2 | 2011 | |||
| CORPUS CHRISTI, | $630M | 5 | 2012 | ||||
ASHFORD ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-60563 · 801-60563 Also on Family Offices | PITTSFORD, | $943M | 2 | 2012 | |||
| · probable Unsized | Birmingham, | $272M | 7 | 6 | 2019 | ||
| SCOTTSDALE, | $2.1B | 2012 | |||||
PARK STREET CAPITAL ADVISERS, L.L.C. Registered adviser · RIA / Wealth · matched 801-60582 · 801-60582 Also on Venture Capital | $506M | 7 | 2011 | ||||
| BASALT, | $272M | 3 | 2012 | ||||
| DENVER, | $269M | 2 | 2012 | ||||
| DOYLESTOWN, | $205M | 3 | 2012 | ||||
| WILTON, | $325M | 4 | 2012 | ||||
| TEXARKANA, | $214M | 2 | 2012 | ||||
| PHOENIX, | $440M | 2012 | |||||
BURNHAM & DELLS ADVISORS Registered adviser · RIA / Wealth · matched 801-60510 · 801-60510 Also on Allocators | GRAND RAPIDS, | $386M | 2012 | ||||
| NEW YORK, | $561M | 2012 | |||||
| SAN DIEGO, | $405M | 2012 | |||||
| ROCKY MOUNT, | $283M | 2012 | |||||
| SCOTTSDALE, | $274M | 2012 | |||||
WESTON CAPITAL ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-60595 · 801-60595 | WEST PALM BEACH, | $219M | 5 | 2012 | |||
| $245M | 2012 | ||||||
| WHITE PLAINS, | $111M | 1 | 2012 | ||||
| SAN FRANCISCO, | $176M | 2012 | |||||
POPE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-60556 · 801-60556 Also on Private Equity | MEMPHIS, | $115M | 2012 | ||||
| $60.0M | 2 | 2011 | |||||
PEPPERTREE PARTNERS Registered adviser · RIA / Wealth · matched 801-60525 · 801-60525 Also on Private Equity | BEACHWOOD, | $64.1M | 1 | 2012 | |||
WILLIAMS INVESTMENT MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-60545 · 801-60545 | $71.5M | 2012 | |||||
| $24.8M | 3 | 2012 | |||||
| BAYTOWN, | $51.9M | 2012 | |||||
| CHICAGO, | $38.0M | 2012 | |||||
| WINSTON-SALEM, | $40.9M | 2011 | |||||
CPA GROUP INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-60572 · 801-60572 | PANAMA CITY, | $41.0M | 2026 | ||||
| CLINTON, | $19.6M | 2026 | |||||
| $8.0M | 2012 | ||||||
| LONDON, | $7.7M | 2012 | |||||
MMC SECURITIES LLC Registered adviser · RIA / Wealth · matched 801-60515 · 801-60515 Also on Allocators, Private Equity | NEW YORK, | 2012 | |||||
| CHICAGO, | 2011 | ||||||
| LOS ANGELES, | 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.