DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
GLOBAL RETIREMENT PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-80074 · 801-80074 Also on Allocators | SAN RAFAEL, | $170B | 486 | 2014 | |||
| ATLANTA, | $15B | 355 | 2014 | ||||
| WEST CHESTER, | $8.3B | 176 | 2014 | ||||
| CELEBRATION, | $4.4B | 88 | 2014 | ||||
| NEW YORK, | $8.0B | 42 | 2012 | ||||
JPMORGAN FUNDS LIMITED Registered adviser · RIA / Wealth · matched 801-80071 · 801-80071 Also on Private Credit, Real Estate Funds | LONDON, | $72B | 2 | 2014 | |||
| FAIRFIELD, | $2.3B | 49 | 2014 | ||||
BOOTHBAY FUND MANAGEMENT Registered adviser · RIA / Wealth · matched 801-80018 · 801-80018 Also on Private Equity, Venture Capital | NEW YORK, | $18B | 4 | 2014 | |||
| DALLAS, | $8.0B | 19 | 2014 | ||||
| LONDON, | $10B | 7 | 2014 | ||||
| CHAGRIN FALLS, | $7.6B | 18 | 2014 | ||||
| NEW YORK, | $4.1B | 14 | 2014 | ||||
FORESITE CAPITAL Registered adviser · RIA / Wealth · matched 801-80017 · 801-80017 Also on Private Equity, Venture Capital | WEST HOLLYWOOD, | $3.2B | 9 | 2014 | |||
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-80025 · 801-80025 Also on Venture Capital | NEW YORK, | $5.2B | 2 | 2014 | |||
| Glen Allen, | $59B | 2025 | |||||
PILLAR CAPITAL MANAGEMENT LIMITED Registered adviser · RIA / Wealth · matched 801-80008 · 801-80008 Also on Venture Capital | HAMILTON, | $3.2B | 4 | 2014 | |||
| CAMPBELL, | $1.7B | 23 | 2014 | ||||
FUNDRISE ADVISORS, LLC Registered adviser · RIA / Wealth · matched 801-80060 · 801-80060 Also on Real Estate Funds | WASHINGTON, | $3.5B | 2014 | ||||
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC Registered adviser · RIA / Wealth · matched 801-80056 · 801-80056 | RYE, | $528M | 10 | 2014 | |||
| BLOOMINGTON, | $1.3B | 19 | 2014 | ||||
| ORLANDO, | $475M | 13 | 2014 | ||||
| ZEPHYR COVE, | $653M | 7 | 2011 | ||||
| SAO PAULO, | $1.2B | 6 | 2014 | ||||
BREEDS HILL CAPITAL LLC Registered adviser · RIA / Wealth · matched 801-80098 · 801-80098 Also on Private Equity | BOSTON, | $2.2B | 2014 | ||||
| BELLEAIR BEACH, | $3.0B | 2014 | |||||
COLCHIS CAPITAL MANAGEMENT, L.P. Registered adviser · RIA / Wealth · matched 801-80049 · 801-80049 Also on Real Estate Funds, Venture Capital | $1.3B | 2 | 2014 | ||||
| NEW HAVEN, | $2.2B | 2014 | |||||
800 Hoyt, LLC Real estate fund vehicle · RE funds · Northstar Commercial Partners Also on RIA / Wealth Management | $34.0M | 40 | 2018 | ||||
| $34.0M | 40 | 2018 | |||||
CLEARLINE CAPITAL LP Registered adviser · RIA / Wealth · matched 801-80053 · 801-80053 Also on Venture Capital | NEW YORK, | $1.4B | 1 | 2014 | |||
Atlantic Creek Investment Management, LLC Manager · RE funds · matched 801-80057 · Under 1b Also on RIA / Wealth Management, Venture Capital | · candidate | New York, | $520M | 2 | 5 | 2022 | |
| BLOOMINGTON, | $643M | 9 | 2014 | ||||
| SAN LUIS OBISPO, | $480M | 4 | 2014 | ||||
| NEW YORK, | $824M | 3 | 2014 | ||||
LWM ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · matched 801-80096 · 801-80096 Also on Allocators | PLANTATION, | $1.1B | 2014 | ||||
| CINCINNATI, | $425M | 2 | 2014 | ||||
UNIVERSITY VENTURES Registered adviser · RIA / Wealth · matched 801-80035 · 801-80035 Also on Independent Sponsors, Venture Capital | NEW YORK, | $363M | 10 | 2014 | |||
| SOUTHLAKE, | $290M | 3 | 2014 | ||||
| WINSTON-SALEM, | $239M | 4 | 2012 | ||||
Sellwood Investment Partners LLC Investment consultant · Allocators · matched 800827237 Also on RIA / Wealth Management | · probable | Portland, | $2.1B | 2 | 2023 | ||
| NEW YORK, | $426M | 2 | 2014 | ||||
| WASHINGTON, | $247M | 1 | 1 | 2014 | |||
| GARDEN CITY, | $197M | 3 | 2014 | ||||
| EAST HANOVER, | $19.8M | 6 | 2022 | ||||
NEXXUS HOLDINGS ADVISORS LLC Registered adviser · RIA / Wealth · matched 801-80020 · 801-80020 Also on Independent Sponsors, Private Equity | SANTA BARBARA, | $246M | 3 | 2014 | |||
FOCUS 401 (K) GROUP, LLC Registered adviser · RIA / Wealth · matched 801-80065 · 801-80065 Also on Allocators | ADDISON, | $170M | 2 | 2014 | |||
| OVERLAND PARK, | $282M | 2014 | |||||
EC MANAGEMENT SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-80051 · 801-80051 Also on Independent Sponsors, Private Equity | AUSTIN, | $264M | 3 | 2014 | |||
VETERI PLACE CORPORATION Registered adviser · RIA / Wealth · matched 801-80005 · 801-80005 Also on Venture Capital | PARSIPPANY, | $151M | 6 | 2014 |
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.