DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $985M | 44 | 2024 | ||||||
| $314M | 10 | 2019 | ||||||
| Kirkland, | $78B | 118 | 15 | 11 | 2024 | |||
Blackrock Financial Management, Inc Investment consultant · Allocators · matched 917129 · OCIO provider | · probable | New York, | $913B | 6 | 2024 | |||
| Anchorage, | $845M | 149 | 50 | 19 | 2024 | |||
| · probable | London, | $145B | ||||||
Verus Advisory, Inc. Investment consultant · Allocators · matched 911320111 · OCIO provider Also on RIA / Wealth Management | · probable | $15B | 56 | 2025 | ||||
Ufcw Union Local 919 & Contributing Employers' Food Pension Fund Plan · Allocators · Ufcw Union Local 919 & Contributing Empl Pension | Farmington, | $470M | 21 | 7 | 7 | 2024 | ||
Marguerite Casey Foundation Allocator · Allocators · matched 912062197 · 100M-1B Also on Family Offices | Seattle, | $877M | 75 | 33 | 20 | 2024 | ||
M&I INVESTMENT MANAGEMENT CORP. Registered adviser · RIA / Wealth · matched 801-9118 · 801-9118 Also on Private Equity, Real Estate Funds | MILWAUKEE, | $22B | 7 | 2012 | ||||
Casey Family Programs Allocator · Allocators · matched 910793881 · 1B-10B Also on Independent Sponsors, Family Offices | Seattle, | $2.7B | 27 | 4 | 4 | 2024 | ||
METIS GLOBAL PARTNERS, LLC Registered adviser · RIA / Wealth · matched 801-91173 · 801-91173 Also on Independent Sponsors | SAN DIEGO, | $5.7B | 13 | 2015 | ||||
| Tampa, | $183M | 77 | 44 | 28 | 2024 | |||
| Williston Park, | $206M | 16 | 4 | 4 | 2025 | |||
| BINGHAMTON, | $568M | 16 | 2015 | |||||
| LUTHERVILLE, | $1.0B | 7 | 2012 | |||||
| NEW YORK, | $1.5B | 4 | 2012 | |||||
| Seattle, | $426M | 32 | 6 | 5 | 2024 | |||
CONTRAVISORY INVESTMENT MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-9168 · 801-9168 | NORWELL, | $702M | 2 | 5 | 2012 | |||
| LOS Angeles, | $107M | 43 | 11 | 5 | 2025 | |||
| · candidate | Hartford, | $2.7B | 2 | 2023 | ||||
| Smithfield, | $1.6B | 2025 | ||||||
| GROTON, | $354M | 4 | 2015 | |||||
| Kenosha, | $1.2B | 2025 | ||||||
| Beaverton, | $4.5B | 1 | 2024 | |||||
| EXETER, | $247M | 4 | 2015 | |||||
| Raleigh, | $1.4B | 2025 | ||||||
| LA JOLLA, | $261M | 3 | 2012 | |||||
| Cleveland, | $790M | 2025 | ||||||
| Kingsport, | $1.3B | 2025 | ||||||
| Cayce, | $607M | 2025 | ||||||
| Seattle, | $124M | 12 | 3 | 4 | 2025 | |||
| Bellevue, | $185M | 8 | 1 | 1 | 2024 | |||
| Hartsville, | $320M | 2025 | ||||||
| SAN DIEGO, | $291M | 2012 | ||||||
| $14.1M | 2026 | |||||||
| Charlotte, | $475M | 2025 | ||||||
| Atlanta, | $316M | 2025 | ||||||
| Orrville, | $155M | 2026 | ||||||
| Hicksville, | $272M | 2025 | ||||||
| Pasco, | $178M | 4 | 2024 | |||||
| ST. Louis, | $304M | 2025 | ||||||
| Seattle, | $240M | 3 | 2024 | |||||
| Seattle, | $1.4B | 2024 | ||||||
| Seattle, | $111M | 4 | 2024 | |||||
JAMES F. MAINO, REGISTERED INVESTMENT COUNSELLOR, INC. Registered adviser · RIA / Wealth · matched 801-9166 · 801-9166 | AVILA BEACH, | $102M | 2011 | |||||
| Walla Walla, | $1.2B | 2025 | ||||||
| Spokane, | $1.2B | 2025 | ||||||
| Seattle, | $1.0B | 2025 | ||||||
Retirement Consulting Group Inc Investment consultant · Allocators · matched 911769299 Also on RIA / Wealth Management | · candidate | $337M | 2 | 2022 |
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.