DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Hunt Valley, | 128 | |||||||
| Houston, | 343 | |||||||
| Chantilly, | 184 | |||||||
| 1991 | ||||||||
| 1995 | ||||||||
| 2009 | ||||||||
| Kansas City, | $3.0B | 66 | 25 | 15 | 2024 | |||
| · candidate Unsized | New York, | $73B | 1 | 66 | 2016 | |||
| Chandler, | 3,295 | |||||||
Lower middle market | New York, | $1.7B | 56 | 18 | 56 | 2023 | ||
| 2006 | ||||||||
| 2009 | ||||||||
| 2026 | ||||||||
| Portland, | $226M | 9 | 5 | 4 | 2024 | |||
MARION WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MARION WEALTH MANAGEMENT, LLC · 801-122279 | MONROEVILLE, | $543M | 5 | 2021 | ||||
Eversource Wealth Advisors, LLC Firm · Private equity · matched Clarion Wealth Management Partners Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $2.7B | 1 | 8 | 2022 | ||
| 2016 | ||||||||
CLARION WEALTH MANAGEMENT PARTNERS Registered adviser · RIA / Wealth · matched CLARION WEALTH MANAGEMENT PARTNERS, LLC · 801-131858 | FAIRFAX, | $395M | 4 | 2024 | ||||
| MOUNTAIN BROOK, | $188M | 1 | 3 | 2023 | ||||
| Kansas City, | $651M | 2024 | ||||||
| Glendale, | $248M | 45 | 18 | 2 | 2024 | |||
| AUBURN, | $134M | 1 | 2024 | |||||
| Reno, | $159M | |||||||
Marion County Police Retirement Plan Allocator · Allocators · matched MARION CO POLICE RET PLAN · 100M-1B | $284M | 2024 | ||||||
Marion County Sheriffs Department Personnel Retirement and Disability Plan Allocator · Allocators · matched MARION COUNTY LAW ENFORCEMENT PERSONNEL RETIREMENT & DISABILITY · 100M-1B | $203M | 2024 | ||||||
Chauncey and Marion Deering Mccormick Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Chicago, | $117M | 2025 | |||||
| Longmont, | $112M | 2024 | ||||||
| $65.0M | 1 | 2012 | ||||||
CLARION CALL CAPITAL Registered adviser · RIA / Wealth · matched CLARION CALL CAPITAL LLC · 801-131476 | NEW YORK, | $66.5M | 2024 | |||||
| Denver, | $11.5M | |||||||
| SANTA MONICA, | $25.0M | 2012 | ||||||
| CANTON, | $13.0M | 2026 | ||||||
| $10.8M | 2022 | |||||||
| CARY, | $4.0M | 2012 | ||||||
| $5.4M | 2022 | |||||||
| $2.2M | 2022 | |||||||
| SEDONA, | $1.2M | 2026 | ||||||
| New York, | ||||||||
| New York, | ||||||||
| New York, | ||||||||
| 1 | 2022 | |||||||
| 1 | 2025 | |||||||
| CORAL GABLES, | 2025 | |||||||
| 2023 | ||||||||
| $199,292 | 2022 | |||||||
| SAN FRANCISCO, | 2026 | |||||||
| 2026 | ||||||||
| San Bruno, | $34.0M | 2 | 8 | |||||
Marion Township Non-Unif Employees Pension Plan Allocator · Allocators · matched MARION TWP NON-UNIF EMP PENSION PLAN · <100M | $67,272 | 2024 |
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.