DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $52.0M | ||||||||
| FORT MILL, | $819B | 23,319 | 2011 | |||||
| NEW YORK, | $185B | 4 | 42 | 2011 | ||||
LIGHTHOUSE INVESTMENT PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-64978 · 801-64978 Also on Private Credit | PALM BEACH GARDENS, | $87B | 141 | 3 | 2012 | |||
JPMORGAN ASSET MANAGEMENT (UK) LIMITED Registered adviser · RIA / Wealth · matched 801-64725 · 801-64725 | LONDON, | $484B | 14 | 2011 | ||||
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-64265 · 801-64265 Also on Allocators | NEWPORT BEACH, | $38B | 95 | 2012 | ||||
UNITED CAPITAL FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched 801-64376 · 801-64376 Also on Private Equity | IRVING, | $25B | 164 | 2011 | ||||
| CHARLOTTE, | $69B | 33 | 2012 | |||||
| NEW YORK, | $3.8B | 8 | 376 | 2012 | ||||
WELLS FARGO INVESTMENT INSTITUTE, INC. Registered adviser · RIA / Wealth · matched 801-64191 · 801-64191 | CHARLOTTE, | $43B | 50 | 2012 | ||||
BLACKSTONE MANAGEMENT PARTNERS L.L.C. Registered adviser · RIA / Wealth · matched 801-64755 · 801-64755 | NEW YORK, | $146B | 36 | 2011 | ||||
| MINNEAPOLIS, | $48B | 23 | 2012 | |||||
| BETHESDA, | $85B | 10 | 2012 | |||||
| RICHMOND, | $10B | 121 | 2012 | |||||
MYCIO WEALTH PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-64053 · 801-64053 Also on Independent Sponsors, Private Equity | PHILADELPHIA, | $16B | 5 | 32 | 2012 | |||
MAGNETAR FINANCIAL LLC Registered adviser · RIA / Wealth · matched 801-64602 · 801-64602 Also on Private Equity, Venture Capital | EVANSTON, | $32B | 58 | 1 | 2012 | |||
B. RILEY WEALTH ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-64837 · 801-64837 Also on Private Equity | MEMPHIS, | $4.2B | 167 | 2011 | ||||
| BOSTON, | $42B | 87 | 2012 | |||||
| HOUSTON, | $4.8B | 7 | 43 | 2012 | ||||
| LIVERPOOL, | $135B | 2012 | ||||||
Gtis Partners Manager · RE funds · matched Gtis 643 Asca GP LLC (relying Adviser) · 1b 5b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $1.3B | 45 | 12 | 2024 | ||
| DENVER, | $5.2B | 40 | 8 | 2012 | ||||
D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. Registered adviser · RIA / Wealth · matched 801-64222 · 801-64222 | NEW YORK, | $33B | 17 | 2012 | ||||
HERITAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched 801-64803 · 801-64803 Also on Independent Sponsors | RICHMOND, | $4.9B | 9 | 15 | 2012 | |||
| LANSING, | $5.3B | 41 | 2011 | |||||
POLAR CAPITAL Registered adviser · RIA / Wealth · matched 801-64644 · 801-64644 Also on Private Credit | LONDON, | $43B | 4 | 2012 | ||||
SANDS CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-64820 · 801-64820 Also on Independent Sponsors | ARLINGTON, | $44B | 2 | 2012 | ||||
| MONTREAL, QUEBEC, | $19B | 7 | 1 | 2011 | ||||
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC Registered adviser · RIA / Wealth · matched 801-64675 · 801-64675 | LITTLE ROCK, | $9.5B | 11 | 2011 | ||||
| NEW YORK, | $14B | 35 | 2012 | |||||
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-64812 · 801-64812 Also on Private Equity | BOSTON, | $4.2B | 21 | 2012 | ||||
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan Plan · Allocators · B of T Ibew Local 640 & Az Chapter Neca Db Pension Plan | Phoenix, | $229M | 29 | 12 | 11 | 2024 | ||
| MCLEAN, | $2.8B | 22 | 2012 | |||||
| TORONTO, ONT., | $36B | 2012 | ||||||
| CARMEL, | $1.0B | 78 | 2011 | |||||
| BOSTON, | $8.4B | 4 | 2 | 2012 | ||||
| CLEVELAND, | $1.3B | 4 | 23 | 2012 | ||||
MCKINLEY CARTER WEALTH SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-64584 · 801-64584 | WHEELING, | $2.3B | 25 | 2011 | ||||
ALLEN CAPITAL GROUP, LLC Registered adviser · RIA / Wealth · matched 801-64514 · 801-64514 Also on Real Estate Funds | GRAND ISLAND, | $1.5B | 2 | 22 | 2012 | |||
| MONTREAL, QUEBEC, | $29B | 2012 | ||||||
| NEW YORK, | $7.6B | 16 | 2012 | |||||
| NEWARK, | $26B | 2012 | ||||||
| NEW YORK, | $5.5B | 47 | 2012 | |||||
| PHOENIX, | $16B | 2011 | ||||||
MULTNOMAH GROUP, INC. Registered adviser · RIA / Wealth · matched 801-64554 · 801-64554 Also on Allocators | PORTLAND, | $2.7B | 15 | 2012 | ||||
GRESHAM INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-64039 · 801-64039 Also on Real Estate Funds | NEW YORK, | $8.6B | 9 | 2011 | ||||
| ST. PETERSBURG, | $5.6B | 5 | 2012 | |||||
| GREENWICH, | $14B | 3 | 2012 | |||||
EDELMAN FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-64567 · 801-64567 Also on Allocators | FAIRFAX, | $22B | 2012 | |||||
Blackstone Real Estate Advisors Europe L.P. Manager · RE funds · matched 801-64538 · 1b 5b Also on RIA / Wealth Management | · probable | New York, | $3.6B | 7 | 5 | 2015 |
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.