DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $5.8M | 83 | 2012 | ||||||
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-62577 · 801-62577 | INDIANAPOLIS, | $776M | 8 | 2012 | ||||
| BELLEVUE, | $394M | 2 | 2012 | |||||
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-62575 · 801-62575 | EASTON, | $481M | 2012 | |||||
| NEW YORK, | $166M | 2012 | ||||||
| LONDON, | 2012 | |||||||
Derby Copeland Capital Opportunistic Credit Fund, LP Real estate fund vehicle · RE funds · matched 805-6257723311 · Derby Copeland Capital Also on RIA / Wealth Management | $151M | 13 | 2022 | |||||
ASCENDANT CAPITAL PARTNERS LP Registered adviser · RIA / Wealth · matched 306257 · 801-121941 Also on Real Estate Funds, Venture Capital | LOS ANGELES, | $1.9B | 22 | 2021 | ||||
MACQUARIE FUNDS MANAGEMENT HONG KONG LIMITED Registered adviser · RIA / Wealth · matched 801-76257 · 801-76257 Also on Private Equity | CENTRAL, | $3.2B | 2012 | |||||
| $1.3B | 8 | 2019 | ||||||
OCP CLO 2021-22, LTD Credit fund · Private credit · matched 805-6257090188 · ONEX CREDIT PARTNERS, LLC Also on RIA / Wealth Management | $532M | 2022 | ||||||
| LOS Angeles, | $1.5B | 1 | 2024 | |||||
| SPOKANE VALLEY, | $374M | 4 | 2018 | |||||
| DENVER, | $490M | 6 | 2012 | |||||
Iron Point Real Estate Partners III - Te (h), L.P. Real estate fund vehicle · RE funds · matched 805-6257812319 · Iron Point Partners, LLC Also on RIA / Wealth Management | $24.1M | 10 | 2015 | |||||
NIGHTINGALE OPPORTUNISTIC, LP Credit fund · Private credit · matched 805-6257617227 Also on RIA / Wealth Management | $194M | 2024 | ||||||
PALM LANE CREDIT OPPORTUNITIES FUND (CAYMAN), LTD. Credit fund · Private credit · matched 805-6257042929 · JPMORGAN FUNDS LIMITED Also on RIA / Wealth Management | $172M | 2012 | ||||||
DERBY COPELAND CAPITAL OPPORTUNISTIC CREDIT FUND, LP Credit fund · Private credit · matched 805-6257723311 · DERBY COPELAND CAPITAL Also on RIA / Wealth Management | $151M | 2022 | ||||||
SAN FRANCISCO SENTRY INVESTMENT GROUP Registered adviser · RIA / Wealth · matched 106257 · 801-44325 Also on Private Equity | SAN FRANCISCO, | $302M | 2012 | |||||
FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES Registered adviser · RIA / Wealth · matched 801-56257 · 801-56257 | $160M | 1 | 2012 | |||||
| Westchester, | $318M | 2025 | ||||||
RH Fund Viii, LLC Real estate fund vehicle · RE funds · matched 805-6257336644 · RED Hills Holdings, LLC Also on RIA / Wealth Management | $435,296 | 23 | 2018 | |||||
| 10 | 2023 | |||||||
| 1 | 2024 | |||||||
ONE SOURCE HEALTH & WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched 801-96257 · 801-96257 | 2015 | |||||||
| 2026 | ||||||||
Tdef 5 Mhoz, LP Real estate fund vehicle · RE funds · matched 805-1693266257 · Taylor Derrick Capital, L.L.C. Also on RIA / Wealth Management | $21.4M | 80 | 2019 | |||||
Stoneshield Southern European Real Estate II Real estate fund vehicle · RE funds · matched 805-4062578297 · Fundrock Management Company S.A. | $632M | 2022 | ||||||
Prime/scrc, L.P. Real estate fund vehicle · RE funds · matched 805-2362576832 · Prime Finance Advisor, L.P. Also on RIA / Wealth Management | $44.6M | 23 | 2012 | |||||
Mercer Global Real Estate Select L.P. Real estate fund vehicle · RE funds · matched 805-7625770794 · Mercer Alternatives Advisers (US) Ag Also on RIA / Wealth Management | $60.3M | 6 | 2012 | |||||
KKR REAL ESTATE CREDIT OPPORTUNITY PARTNERS II L.P. Credit fund · Private credit · matched 805-1964625708 · KOHLBERG KRAVIS ROBERTS & CO. L.P. Also on Private Equity, RIA / Wealth Management | $493M | 2020 | ||||||
ANCHORAGE CAPITAL CLO 16, LTD. Credit fund · Private credit · matched 805-3625749936 · ANCHORAGE CAPITAL ADVISORS, L.P. Also on RIA / Wealth Management | $431M | 2020 | ||||||
CEDAR FUNDING XI CLO, LTD Credit fund · Private credit · matched 805-2480662574 · AEGON ASSET MANAGEMENT US Also on RIA / Wealth Management | $387M | 2020 | ||||||
Equitymultiple 100 LLC Real estate fund vehicle · RE funds · matched 021-362574 · EM Advisor Also on RIA / Wealth Management | $954,000 | 76 | 2021 | |||||
RGI Co-Invest 2 L.P. Real estate fund vehicle · RE funds · matched 805-2332362572 · Alpine Grove Partners LLP Also on RIA / Wealth Management | $3.4M | 6 | 2012 | |||||
GRAMERCY DISTRESSED OPPORTUNITY ONSHORE FUND LLC Credit fund · Private credit · matched 805-8631625759 · GRAMERCY FUNDS MANAGEMENT LLC Also on RIA / Wealth Management | $20.5M | 2012 | ||||||
CS Harleysville Investors, LP Real estate fund vehicle · RE funds · matched 805-2625744111 · Capital Solutions Also on RIA / Wealth Management | $187,000 | 29 | 2016 | |||||
ICAPITAL PRIVATE CREDIT ACCESS FUND II-A (U.S.), L.P. Credit fund · Private credit · matched 805-4625798960 · ICAPITAL ADVISORS, LLC Also on Private Equity, RIA / Wealth Management | $10.6M | 2019 | ||||||
Third Lake Op Spac Fund I, LP Real estate fund vehicle · RE funds · matched 021-406257 · Third Lake Partners, LLC Also on RIA / Wealth Management | 7 | 2021 | ||||||
201 Folsom Investor Exempt Feeder, L.P. Real estate fund vehicle · RE funds · matched 805-7116257277 · Tishman Speyer Properties, L.P. Also on RIA / Wealth Management | $52,339 | 1 | 2012 | |||||
LCM RCCS MEZZANINE PARTNERS LP Credit fund · Private credit · matched 805-9222362579 · LATTICEWORK CAPITAL MANAGEMENT LLC Also on Private Equity, RIA / Wealth Management | 2021 | |||||||
| 448 | 5 | 159 | ||||||
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.