DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Marlborough, | 144 | |||||||
| Marlborough, | 1 | |||||||
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-63930 Also on Private Equity | FAIRFIELD, | $139B | 3,941 | 2011 | ||||
| SAN JUAN, | 2020 | |||||||
| · probable Unsized | Boston, | $282B | 36 | 31 | 2023 | |||
| 2009 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
Corient | 2015 | |||||||
| 2010 | ||||||||
| 2010 | ||||||||
| 2006 | ||||||||
| 2014 | ||||||||
| Greenwich, | 1 | |||||||
| Santa Ana, | 87 | |||||||
| BOSTON, | $8.2B | 2012 | ||||||
| MANHATTAN BEACH, | $3.6B | 1 | 2012 | |||||
| TUCSON, | $646M | 5 | 2017 | |||||
| OMAHA, | $694M | 4 | 2012 | |||||
| PHOENIX, | $481M | 5 | 2012 | |||||
| · probable Lower middle market | Newtown Square, | $332M | 2 | 9 | 2023 | |||
CAMBRIDGE FINANCIAL SERVICES INC Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, INC. · 801-29605 | GREENWICH, | $2.7B | 2012 | |||||
| O'FALLON, | $458M | 4 | 2012 | |||||
| BOSTON, | $1.3B | 1 | 2017 | |||||
| GREENWICH, | $2.2B | 2012 | ||||||
| COLUMBUS, | $331M | 3 | 2012 | |||||
| $8.5M | 2022 | |||||||
| $1.8B | 2024 | |||||||
CAMBRIDGE RETIREMENT PARTNERS Registered adviser · RIA / Wealth · matched CAMBRIDGE WEALTH ADVISORS, LLC · 801-125703 Also on Allocators | $237M | 2 | 2022 | |||||
Lower middle market | Cambridge, Cambs, | $278M | 38 | 2 | ||||
CAMBRIDGE CAPE COD ADVISORS, LLC Registered adviser · RIA / Wealth · 801-113572 Also on Venture Capital | SANDWICH, | $195M | 1 | 2018 | ||||
| BLOOMFIELD HILLS, | $320M | 2012 | ||||||
| ATLANTA, | $238M | 2013 | ||||||
| SARASOTA, | $116M | 2 | 2025 | |||||
| Livermore, | $28.6M | 6 | 3 | 2011 | ||||
CAMBRIAN ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-124871 Also on Venture Capital | MILL VALLEY, | $122M | 2 | 2022 | ||||
Cambria County Employees Retirement System Allocator · Allocators · matched CAMBRIA CO EMPLOYEES RETIREMENT SYSTEM · 100M-1B | $222M | 2023 | ||||||
| WELLESLEY HILLS, | $62.4M | 4 | 2012 | |||||
| SAN FRANCISCO, | $86.7M | 1 | 2012 | |||||
| $3.4M | 2022 | |||||||
G&R AMBRI FUND, LP Fund · RIA / Wealth · GOEHRING & ROZENCWAJG ASSOCIATES, LLC Also on Venture Capital | $5.0M | 8 | 2022 | |||||
| WILLIAMSVILLE, | $46.5M | 1 | 2018 | |||||
| LONDON, | $83.5M | 2012 | ||||||
| CAMBRIDGE, | $31.8M | 1 | 2021 | |||||
CAMBRIDGE ADVISORS Registered adviser · RIA / Wealth · matched CAMBRIDGE FINANCIAL SERVICES, LTD · 801-30978 | RICHMOND, | $45.0M | 2012 | |||||
| $2.1M | 2022 | |||||||
Ambridge Bor Non-Unif Employees Pension Plan Allocator · Allocators · matched AMBRIDGE BOR NON-UNIF EMP PENSION PLAN · <100M | $1.5M | 2022 | ||||||
| SALT LAKE CITY, | $11.1M | 2017 | ||||||
| CONCORD, | $10.0M | 1 | 2012 | |||||
| JACKSON, | $14.0M | 1 | 2018 |
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.