DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $218M | ||||||||
AMERIPRISE FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · matched 6363 · 801-28543 Also on Independent Sponsors, Private Equity | MINNEAPOLIS, | $660B | 13,078 | 2011 | ||||
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-63930 · 801-63930 Also on Private Equity | FAIRFIELD, | $139B | 3,941 | 2011 | ||||
| NEW YORK, | $38B | 1,672 | 2012 | |||||
| LOS ANGELES, | $459B | 682 | 2012 | |||||
FIFTH THIRD SECURITIES, INC. Registered adviser · RIA / Wealth · matched 801-63623 · 801-63623 Also on Private Equity | CINCINNATI, | $11B | 1,004 | 2011 | ||||
| SMITHFIELD, | $348B | 21 | 2012 | |||||
| CHICAGO, | $12B | 17 | 97 | 2012 | ||||
GENERAL ATLANTIC SERVICE COMPANY, L.P. Registered adviser · RIA / Wealth · matched 801-63864 · 801-63864 | NEW YORK, | $125B | 334 | 2012 | ||||
| BOSTON, | $226B | 40 | 2011 | |||||
| FT. LAUDERDALE, | $6.3B | 257 | 2012 | |||||
1919 INVESTMENT COUNSEL, LLC Registered adviser · RIA / Wealth · matched 801-63656 · 801-63656 Also on Family Offices, Private Equity | BALTIMORE, | $26B | 30 | 2011 | ||||
| LOS ANGELES, | $98B | 34 | 2012 | |||||
NUMERIC INVESTORS LLC Registered adviser · RIA / Wealth · matched 801-63276 · 801-63276 Also on Private Credit | BOSTON, | $94B | 25 | 2012 | ||||
WEDBUSH SECURITIES INC. Registered adviser · RIA / Wealth · matched 801-6358 · 801-6358 Also on Private Equity, Venture Capital | PASADENA, | $5.7B | 220 | 2012 | ||||
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. Registered adviser · RIA / Wealth · matched 801-63980 · 801-63980 | NEW YORK, | $80B | 45 | 2011 | ||||
SIMON QUICK ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-63357 · 801-63357 Also on Independent Sponsors, Private Equity | MORRISTOWN, | $9.0B | 5 | 40 | 2012 | |||
| BROOKFIELD, | $8.1B | 98 | 2012 | |||||
ARVEST WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched 801-63738 · 801-63738 Also on Private Equity | LOWELL, | $3.4B | 205 | 2012 | ||||
| NORTH LITTLE ROCK, | $4.8B | 109 | 2012 | |||||
| NEW YORK, | $22B | 51 | 2012 | |||||
| MARINA DEL REY, | $49B | 4 | 2012 | |||||
| LONDON, | $39B | 8 | 2012 | |||||
PERSHING SQUARE CAPITAL MANAGEMENT, L.P. Registered adviser · RIA / Wealth · matched 801-63688 · 801-63688 | NEW YORK, | $25B | 4 | 1 | 2012 | |||
J. SAFRA ASSET MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched 801-63032 · 801-63032 Also on Independent Sponsors, Private Equity | NEW YORK CITY, | $6.3B | 7 | 9 | 2011 | |||
| SAN FRANCISCO, | $5.1B | 34 | 2012 | |||||
| Washington, | $1.7B | 15 | 6 | 5 | 2024 | |||
| ATLANTA, | $4.2B | 38 | 2012 | |||||
RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-63261 · 801-63261 Also on Allocators | CHICAGO, | $3.5B | 47 | 2012 | ||||
EPOCH INVESTMENT PARTNERS, INC. Registered adviser · RIA / Wealth · matched 801-63118 · 801-63118 Also on Independent Sponsors | NEW YORK, | $30B | 1 | 1 | 2012 | |||
| AUSTIN, | $2.3B | 53 | 2012 | |||||
VONTOBEL SWISS FINANCIAL ADVISERS Registered adviser · RIA / Wealth · matched 801-63660 · 801-63660 Also on Private Equity | ZURICH, | $12B | 5 | 2012 | ||||
| HAMILTON, | $13B | 27 | 2012 | |||||
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC Registered adviser · RIA / Wealth · matched 801-63857 · 801-63857 | NEW YORK, | $36B | 1 | 2012 | ||||
| WILTON, | $12B | 5 | 2012 | |||||
| LONDON, | $25B | 1 | 2011 | |||||
Metal Trades Branch Local 638 Pension Fund Plan · Allocators · Metal Trades Branch Local 638 Pension Fund | Long Island City, | $1.0B | 18 | 7 | 7 | 2025 | ||
Pipefitters Local 636 Defined Benefit Pension Fund Plan · Allocators · Pipefitters Local No 636 Defined Benefit Pension Fund | Troy, | $489M | 19 | 9 | 6 | 2024 | ||
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED Registered adviser · RIA / Wealth · matched 801-63516 · 801-63516 Also on Private Credit | LONDON, | $31B | 2012 | |||||
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-63830 · 801-63830 | WELLESLEY, | $5.1B | 12 | 2012 | ||||
| NEW YORK, | $11B | 12 | 2012 | |||||
Plumbers & Pipefitters Local Unions 502 & 633 Pens Plan · Allocators · Joint Board of Trustees Plumbers & Pipefitters Local Unions | Troy, | $623M | 18 | 6 | 5 | 2025 | ||
| NEW YORK, | $8.8B | 21 | 2012 | |||||
| NEW YORK, | $3.5B | 11 | 2011 | |||||
| $2.0B | 23 | 2012 | ||||||
FHN FINANCIAL MAIN STREET ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-63805 · 801-63805 | LAS VEGAS, | $21B | 2012 | |||||
| FORT WAYNE, | $2.6B | 15 | 2011 | |||||
| BUFFALO, | $2.4B | 13 | 2012 | |||||
| LAKE OSWEGO, | $2.2B | 16 | 2012 | |||||
OMNICAP GROUP LLC Registered adviser · RIA / Wealth · matched 801-63715 · 801-63715 Also on Private Equity | EL SEGUNDO, | $6.5B | 4 | 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.