DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $2.8M | |||||||
Hamilton Family Charitable Trust Allocator · Allocators · matched 821671948 · 100M-1B Also on Family Offices | Wayne, | $307M | 2024 | ||||
| CENTURY CITY, | $40.0M | 2015 | |||||
V&S INVESTMENT CO., LTD Registered adviser · RIA / Wealth · matched 802-82167 · 802-82167 Also on Venture Capital | SEOUL, | 2018 | |||||
PEDDOCK CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched 148216 · 801-69611 Also on Family Offices | BRAINTREE, | $836M | 5 | 2012 | |||
| LOS ANGELES, | $1.5B | 8 | 2012 | ||||
| RALEIGH, | $480M | 3 | 2012 | ||||
LOYOLA ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-78216 · 801-78216 Also on Independent Sponsors | CORAL GABLES, | $240M | 1 | 3 | 2013 | ||
| SANTA BARBARA, | $236M | 1 | 2012 | ||||
| FRAMINGHAM, | $142M | 3 | 2012 | ||||
LAKE TAHOE WEALTH MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-108216 · 801-108216 Also on Allocators | FOLSOM, | $302M | 2016 | ||||
| $295M | 2025 | ||||||
| HAMPTON, | $136M | 2015 | |||||
| BLOOMINGTON, | $76.8M | 1 | 2020 | ||||
| MIDLAND, | $72.7M | 2026 | |||||
| LAKE FOREST, | $4.5M | 1 | 2023 | ||||
| $861,600 | 2026 | ||||||
| 1 | 2022 | ||||||
| 1 | 2022 | ||||||
| 1 | |||||||
| 2026 | |||||||
West Street European Logistics Partners, Slp Real estate fund vehicle · RE funds · matched 805-3109182163 · Goldman, Sachs & Co. Also on RIA / Wealth Management | $228M | 128 | 2023 | ||||
Blue Vista Real Estate Partners IV (te), L.P. Real estate fund vehicle · RE funds · matched 805-1582164893 · Blue Vista Capital, LLC Also on RIA / Wealth Management | $25.6M | 66 | 2024 | ||||
GOLUB CAPITAL PARTNERS CLO 61(M) Credit fund · Private credit · matched 805-3369821641 · GC OPAL ADVISORS LLC Also on RIA / Wealth Management | $715M | 2023 | |||||
CVC CREDIT PARTNERS GLOBAL CLO MANAGEMENT III PCC ACTING IN RESPECT OF CVC CREDIT PARTNERS GLOBAL CLO MANAGEMENT III GLOBAL CELL Credit fund · Private credit · matched 805-1782165137 · CVC CREDIT PARTNERS, LLC Also on RIA / Wealth Management | $538M | 2023 | |||||
STEELE CREEK CLO 2016-1, LTD. Credit fund · Private credit · matched 805-6682164625 · STEELE CREEK INVESTMENT MANAGEMENT LLC Also on RIA / Wealth Management | $279M | 2016 | |||||
KLA a Markets LLC Real estate fund vehicle · RE funds · matched 805-1782166140 · Klaff Realty, LP Also on RIA / Wealth Management | $957,558 | 73 | 2015 | ||||
EMERSON PLACE CLO, LTD Credit fund · Private credit · matched 805-3624821628 · NEWSTAR CAPITAL LLC Also on RIA / Wealth Management | $86.7M | 2016 | |||||
The Meadows Phoenix, LLC Real estate fund vehicle · RE funds · matched 805-3821663607 · Private Asset Management Inc Also on RIA / Wealth Management | $2.9M | 42 | 2012 | ||||
Hmpf Equity GP Real estate fund vehicle · RE funds · matched 805-1492821668 · Howard Financial Services, Ltd. Also on RIA / Wealth Management | $51,877 | 155 | 2012 | ||||
Cherokee Investment Partners III Parallel Fund, L.P. Real estate fund vehicle · RE funds · matched 805-9975382161 · Cherokee Investment Partners, LLC Also on RIA / Wealth Management | $8.6M | 6 | 2012 | ||||
Gpwm Qof I, LLC Real estate fund vehicle · RE funds · matched 805-8637821637 · Gpwm Qof Manager, LLC Also on RIA / Wealth Management | $16.0M | 1 | 2020 | ||||
Txmf Cjv II, LLC Real estate fund vehicle · RE funds · matched 805-1798216439 · CMR Capital Management, LLC Also on RIA / Wealth Management | $7.1M | 2 | 2021 | ||||
CLEAR HAVEN INVESTMENT FUND, LP - CLEAR HAVEN CREDIT OPPORTUNITIES FUND I SERIES Credit fund · Private credit · matched 805-2665821675 · CLEAR HAVEN CAPITAL MANAGEMENT, LLC Also on RIA / Wealth Management | $15.6M | 2020 | |||||
NEUBERGER BERMAN EURO OPPORTUNISTIC BOND FUND Credit fund · Private credit · matched 805-4562821648 · NEUBERGER BERMAN ASSET MANAGEMENT IRELAND LIMITED Also on RIA / Wealth Management | $10.2M | 2019 | |||||
APOLLO OFFSHORE STRUCTURED CREDIT RECOVERY FUND II LTD. Credit fund · Private credit · matched 805-7821695060 · APOLLO CAPITAL MANAGEMENT, L.P. Also on RIA / Wealth Management | $9.1M | 2013 | |||||
Rref-Sg Co-Investment, LP Real estate fund vehicle · RE funds · matched 805-9515821647 · Rialto Capital Management, LLC Also on RIA / Wealth Management | $1.2M | 2 | 2014 | ||||
LUMINUS CREDIT OPPORTUNITIES I, L.P. Credit fund · Private credit · matched 805-5982165410 · LS POWER EQUITY ADVISORS, LLC Also on Private Equity, RIA / Wealth Management | $5.5M | 2012 | |||||
BLC SECURED CREDIT PARTNERS LLC (SERIES 13-1) Credit fund · Private credit · matched 805-4966398216 · MAN GLOBAL PRIVATE MARKETS (USA) INC. Also on RIA / Wealth Management | $166,255 | 2016 | |||||
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, SELECT OPPORTUNISTIC INTERNATIONAL GROWTH PORTFOLIO Credit fund · Private credit · matched 805-9982162608 · WELLINGTON MANAGEMENT COMPANY LLP Also on RIA / Wealth Management | 2013 | ||||||
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.