DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| APPLETON, | $1.3B | 2014 | ||||||
Large cap | Miami, | $57B | 404 | 98 | 265 | 2024 | ||
| · probable Large cap | New York, | $61B | 90 | 72 | 271 | 2024 | ||
| ST. LOUIS, | $671B | 14,697 | 2011 | |||||
| ROCKVILLE, | $1.7B | 2 | 2012 | |||||
Upper middle market | San Francisco, | $9.0B | 77 | 31 | 158 | 2024 | ||
Platinum Equity Advisors, LLC Firm · Private equity · matched Platinum Equity Advisors International Pte. Ltd. (relying Advisor) | Large cap | Beverly Hills, | $48B | 36 | 187 | 24 | 2024 | |
OEP Capital Advisors, L.P. Firm · Private equity · matched OEP Capital Advisors Brasil Consultoria de Investimentos Ltda Relying Adviser | Upper middle market | New York, | $11B | 148 | 37 | 20 | 2024 | |
Orbimed Advisors LLC Firm · Private equity · matched Orbimed Advisors India Private Limited (relying Adviser) - India | · probable Middle market | New York, | $18B | 210 | 6 | 11 | 2025 | |
ADVISORS ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-62731 Also on Independent Sponsors | MONUMENT, | $2.2B | 1 | 125 | 2012 | |||
| RIDGEWOOD, | $12B | 59 | 2012 | |||||
| · probable Upper middle market | Boca Raton, | $6.6B | 112 | 19 | 42 | 2024 | ||
| LUBBOCK, | $142M | 2 | 2024 | |||||
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC Registered adviser · RIA / Wealth · 801-69815 Also on Venture Capital | SAINT PETERSBURG, | $390B | 6,694 | 2011 | ||||
Upper middle market | New York, | $7.7B | 261 | 39 | 71 | 2024 | ||
| · probable Upper middle market | New York, | $21B | 88 | 52 | 123 | 2024 | ||
| · probable Middle market | Los Angeles, | $4.3B | 87 | 23 | 89 | 2023 | ||
| MCLEAN, | $321M | 5 | 2012 | |||||
Large cap | Fort Worth, | $112B | 19 | 84 | 6 | 2024 | ||
WELLS FARGO ADVISORS Registered adviser · RIA / Wealth · matched WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 801-57434 | ST. LOUIS, | $252B | 4,134 | 2011 | ||||
| · probable Upper middle market | Stamford, | $8.3B | 54 | 14 | 37 | 2024 | ||
Large cap | Dallas, | $71B | 26 | 94 | 60 | 2024 | ||
DIMENSIONAL FUND ADVISORS LP Registered adviser · RIA / Wealth · 801-16283 Also on Independent Sponsors | AUSTIN, | $1020B | 5 | 254 | 2012 | |||
Canaan Partners Firm · Venture · matched Canaan Israel Advisors Ltd. · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Stamford, | $5.6B | 151 | 41 | 62 | 2024 | ||
Avoro Capital Advisors LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | New York, | $14B | 54 | 3 | 20 | 2021 | |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-63930 Also on Private Equity | FAIRFIELD, | $139B | 3,941 | 2011 | ||||
Upper middle market | New York, | $19B | 168 | 15 | 14 | 2021 | ||
| · probable Middle market | Cincinnati, | $79B | 10 | 46 | 15 | 2024 | ||
| · probable Middle market | Minneapolis, | $4.2B | 54 | 12 | 50 | 2023 | ||
Valor Equity Partners Firm · Venture · matched Valor Equity Advisors L.P. (relying Adviser) · Registered investment adviser | · probable | Chicago, | $59B | 54 | 5 | 24 | 2024 | |
Lead Edge Capital Management, LLC Firm · Private equity · matched Lepo V Advisors, LLC (relying Adviser) | · probable Middle market | New York, | $4.8B | 100 | 35 | 88 | 2023 | |
Upper middle market | Chicago, | $6.1B | 179 | 28 | 79 | 2023 | ||
| LUBBOCK, | $61.0M | 2012 | ||||||
HIGHTOWER ADVISORS, LLC Registered adviser · RIA / Wealth · 801-69625 Also on Independent Sponsors, Private Equity | CHICAGO, | $199B | 1,043 | 2012 | ||||
| WHEATON, | $309B | 1 | 608 | 2012 | ||||
Upper middle market | Scottsdale, | $33B | 33 | 32 | 36 | 2024 | ||
Upper middle market | Denver, | $23B | 105 | 105 | 18 | 2024 | ||
Balance Point Capital Advisors, LLC Firm · Private equity · matched Balance Point Capital Ct Advisors, LLC (relying Adviser) | Middle market | Westport, | $2.0B | 84 | 7 | 28 | 2024 | |
Runa Capital Advisors Firm · Venture · matched Runa Capital Advisors Limited · Exempt reporting adviser Also on RIA / Wealth Management | Hamilton, | $935M | 92 | 7 | 62 | 2022 | ||
Upper middle market | London, | $7.7B | 72 | 11 | 3 | 2022 | ||
| NEW YORK, | $42B | 4,624 | 2011 | |||||
| SAN FRANCISCO, | $4282B | 8 | 2012 | |||||
| LA CROSSE, | $820M | 12 | 2012 | |||||
Angellist Advisors Firm · Venture · matched Angellist Advisors, LLC · Exempt reporting adviser Also on RIA / Wealth Management | San Francisco, | $13B | 3 | 19,352 | 6 | 2025 | ||
| · probable Middle market | West Palm Beach, | $4.8B | 13 | 9 | 105 | 2024 | ||
Middle market | New York, | $3.2B | 31 | 18 | 36 | 2024 | ||
| DENVER, | $84B | 750 | 2012 | |||||
| JERSEY CITY, | $995B | 26 | 2011 | |||||
| ST. LOUIS, | $344B | 3 | 82 | 2012 |
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.