DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $22.0M | 76 | 2024 | ||||||
| $167M | 7 | 2019 | ||||||
CALLAN Registered adviser · RIA / Wealth · matched 801-9219 · 801-9219 Also on Allocators, Family Offices | SAN FRANCISCO, | $42B | 2012 | |||||
| New York, | 1 | |||||||
| Atlanta, | $16B | 2025 | ||||||
| Charlotte, | $14B | 2025 | ||||||
| PORTSMOUTH, | $1.3B | 12 | 2015 | |||||
| · probable | New York, | $1.2B | 8 | 6 | 2024 | |||
| $255M | 2024 | |||||||
| PEWAUKEE, | $642M | 6 | 2012 | |||||
| · probable | $13B | 2 | 2025 | |||||
| CHICAGO, | $389M | 12 | 2015 | |||||
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-92175 · 801-92175 | LAKE FOREST, | $573M | 4 | 2012 | ||||
Michael and Noemi Neidorff Family Foundation Allocator · Allocators · matched 921373749 · 100M-1B Also on Family Offices | Birmingham, | $189M | 28 | 2024 | ||||
| · candidate | Los Angeles, | $524M | 2 | 5 | 2021 | |||
| SAN ANTONIO, | $555M | 3 | 2015 | |||||
| Allentown, | $3.0B | 2025 | ||||||
Valley Forge Investment Consultants, Inc. Investment consultant · Allocators · matched 920655 Also on RIA / Wealth Management | · probable | Audubon, | $2.5B | |||||
| Erie, | $1.1B | 2025 | ||||||
| Amarillo, | $413M | 2025 | ||||||
| GARDEN CITY, | $276M | 2015 | ||||||
| Pittsburgh, | $321M | 2025 | ||||||
Fund for Science and Technology Allocator · Allocators · matched 922010769 · 1B-10B Also on Family Offices | Seattle, | $3.1B | 2025 | |||||
922 Ventures Firm · Venture · matched 922 Ventures Management LLC · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Houston, | $94.2M | 28 | 2025 | |||
| Burlington, | $324M | 2025 | ||||||
| BLOOMINGTON, | $153M | 2012 | ||||||
Marina Kellen French Foundation Inc Allocator · Allocators · matched 922711044 · 100M-1B Also on Family Offices | New York, | $541M | 1 | 2024 | ||||
| · candidate | Berkeley, | $1.3B | 2024 | |||||
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-92168 · 801-92168 | JACKSONVILLE, | $90.8M | 2015 | |||||
| Dallas, | $71.0M | 2025 | ||||||
| Wilmington, | $195M | 2 | 2024 | |||||
| New York, | $839M | 2025 | ||||||
| CALABASAS, | $111M | 2015 | ||||||
| Huntsville, | $64.3M | 2025 | ||||||
Dover Chemical Corp.pension Plan for Ees Represented by Teamsters Local 92 Plan · Allocators · Dover Chemical Corporation | Dover, | $19.0M | 3 | 3 | 1 | 2024 | ||
West Virginia First Foundation Inc Allocator · Allocators · matched 924018392 · 100M-1B Also on Family Offices | Bridgeport, | $304M | 2025 | |||||
| New York, | $195M | 2024 | ||||||
Bissell Ballantyne Legacy Fdn Allocator · Allocators · matched 922863751 · 100M-1B Also on Family Offices | Charlotte, | $183M | 2024 | |||||
| Saint Louis, | $139M | 2024 | ||||||
| Denver, | $16.1M | 2025 | ||||||
| · candidate | Miami, | $107M | 2024 | |||||
| · probable Unsized | New York, | 11 | 3 | 2024 | ||||
| Chicago, | 255 | |||||||
| 38 | 2025 | |||||||
Hartford Investment Management Company Manager · RE funds · matched 922439 Also on Private Credit, RIA / Wealth Management | · candidate Unsized | Hartford, | 9 | 2024 | ||||
| 24 | 2025 | |||||||
| 19 | 2025 | |||||||
| BLUE ASH, | $1.0B | 2017 | ||||||
ALLSTATE INVESTMENT MANAGEMENT COMPANY Credit provider · Private credit · matched 924192 Also on RIA / Wealth Management | Clo manager | CHICAGO, | 19 | |||||
| West Jordan, | 2 | 2 |
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.