DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Upper middle market | Los Angeles, | $5.5B | 49 | 21 | 25 | 2024 | ||
Middle market | Greenwich, | $1.2B | 116 | 28 | 16 | 2024 | ||
Aurora Management Partners LLC Firm · Private equity · matched Aurora Capital Group LLC (relying Advisor) Also on Allocators, RIA / Wealth Management | Middle market | Los Angeles, | $4.2B | 24 | 25 | 20 | 2016 | |
Middle market | Atlanta, | $1.5B | 16 | 19 | 19 | 2024 | ||
| · candidate Middle market | Wayne, | $3.4B | 21 | 27 | 25 | 2024 | ||
WEALTHSPIRE ADVISORS Registered adviser · RIA / Wealth · matched ACG ADVISORY SERVICES, LLC · 801-39127 Also on Allocators | MIDLOTHIAN, | $518M | 2012 | |||||
ADVANCED CAPITAL GROUP Registered adviser · RIA / Wealth · matched ADVANCED CAPITAL GROUP, INC. · 801-65944 Also on Allocators | MINNEAPOLIS, | $30B | 4 | 2012 | ||||
| · probable Unsized | New York, | $6.3B | 2 | 10 | 2026 | |||
Abacus Capital Group LLC Firm · Private equity · matched Abacus Capital Group, LLC Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | New York, | $5.4B | 58 | 6 | 7 | 2021 | |
| GRAND ISLAND, | $1.5B | 2 | 22 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Assured Concepts Group Ltd Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| Pembroke, | $47B | 2025 | ||||||
| · probable Lower middle market | New York, | $7.5B | 12 | 5 | 2024 | |||
ASSET CONSULTING GROUP, LLC Registered adviser · RIA / Wealth · 801-39372 Also on Allocators, Private Equity | CLAYTON, | $1.1B | 19 | 2012 | ||||
| · probable Lower middle market | New York, | $6.3B | 1 | 2 | 42 | 2020 | ||
Lower middle market | New York, | $965M | 32 | 2 | 2024 | |||
| · probable Unsized | New York, | $4.8B | 5 | 5 | ||||
Aventail Capital Group, LP Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.8B | 1 | 4 | |||
ACI CAPITAL GROUP Registered adviser · RIA / Wealth · matched ACI CAPITAL GROUP, LLC · 801-72597 Also on Real Estate Funds | NEW YORK, | $3.7B | 1 | 2011 | ||||
| · probable Unsized | New York City, | $1.6B | 4 | 5 | ||||
Alidade Capital, LLC Manager · RE funds · matched Alidade Capital GP, LLC (relying Adviser) · Under 1b Also on RIA / Wealth Management | · probable | Bloomfield Hills, | $600M | 5 | 5 | 2021 | ||
Altum Capital Management, LLC Firm · Private equity · matched Altum Capital GP, LLC (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | New York, | $744M | 1 | 5 | 2018 | ||
| THIBODAUX, | $192M | 2 | 2018 | |||||
| BURLINGAME, | $235M | 1 | 2025 | |||||
| BOISE, | $60.9M | 3 | 2014 | |||||
| Greenwood Village, | $79.4M | |||||||
| $121M | 15 | 2024 | ||||||
| ALAMEDA, | $23.2M | 2012 | ||||||
Basic Capital LLC Firm · Venture · matched ALI Capital GP LLC (relying Adviser) · Exempt reporting adviser | · probable | San Francisco, | $11.4M | 2 | 3 | 2018 | ||
| ATLANTA, | $9.0M | 2026 | ||||||
| 3 | 2023 | |||||||
| EL SEGUNDO, | 3 | 2012 | ||||||
| 1 | 2024 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
| MANHATTAN BEACH, | 1 | 2012 | ||||||
| LAS VEGAS, | 2026 | |||||||
| FORT LAUDERDALE, | 2026 | |||||||
| 2021 | ||||||||
| DALLAS, | 2026 | |||||||
| TAOS, | 2026 | |||||||
| 2026 | ||||||||
| MIAMI, | 2026 | |||||||
| 1 | ||||||||
| ATLANTA, | $1.2B | 2011 | ||||||
| Sunrise, | 90 | |||||||
| Miami, | 1 | |||||||
| Gainesville, | 73 | |||||||
| LAS VEGAS, | 2026 |
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.