DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
ARK Invest Firm · Venture · matched ARK Investment Management LLC · Registered investment adviser Also on RIA / Wealth Management | · probable | St. Petersburg, | $16B | 4 | 9 | 3 | 2025 | |
| · probable | New York, | $144M | 1 | 5 | ||||
| New York, | 6 | 4 | ||||||
| MIAMI BEACH, | $6.2B | 12 | 2012 | |||||
| ADDISON, | $16B | 2012 | ||||||
TRUEMARK INVESTMENTS Registered adviser · RIA / Wealth · matched TRUEMARK INVESTMENTS, LLC · 801-117961 | CHICAGO, | $1.4B | 2 | 2019 | ||||
| COLUMBUS, | $1.0B | 3 | 2012 | |||||
| RIDGELAND, | $2.6B | 2012 | ||||||
| CHICAGO, | $329M | 3 | 2012 | |||||
| WILMINGTON, | $233M | 6 | 2011 | |||||
| MILWAUKEE, | $306M | 22 | 2012 | |||||
| GREENWICH, | $1.5B | 2012 | ||||||
VISTAMARK INVESTMENTS Registered adviser · RIA / Wealth · matched VISTAMARK INVESTMENTS LLC · 801-136204 | HINSDALE, | $322M | 4 | 2026 | ||||
| NEW YORK, | $434M | 1 | 2012 | |||||
| · probable Lower middle market | New York, | $128M | 1 | 3 | 2022 | |||
WHITEBARK INVESTORS Registered adviser · RIA / Wealth · matched WHITEBARK INVESTORS LP · 801-130640 Also on Independent Sponsors, Private Equity | INCLINE VILLAGE, | $292M | 3 | 2024 | ||||
| · candidate | Toronto, Ontario, | $615M | 1 | 9 | 2020 | |||
| WEST PALM BEACH, | $125M | 1 | 2024 | |||||
| Dallas, | $47.1M | 12 | ||||||
| · probable Lower middle market | Columbus, | $32.0M | 1 | 3 | ||||
| BARRIE, ONTARIO, | $93.5M | 2011 | ||||||
| TULSA, | $87.6M | 2026 | ||||||
| · probable Unsized | Morristown, | $7.5M | 2 | 5 | ||||
BARREL PARK INVESTMENTS Registered adviser · RIA / Wealth · matched BARREL PARK INVESTMENTS, LLC · 801-111893 | BROOKLYN, | $23.0M | 2017 | |||||
| GROSSE POINTE FARMS, | $25.9M | 2026 | ||||||
| $16.1M | 2026 | |||||||
| AUSTIN, | $6.0M | 2013 | ||||||
| · candidate Unsized | Chicago, | 1 | 3 | 2018 | ||||
| 1 | 2022 | |||||||
| 2017 | ||||||||
| 2026 | ||||||||
| STAMFORD, | 2026 | |||||||
| 2026 | ||||||||
WATERMARK ALTERNATIVE INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched WATERMARK INVESTMENT ADVISORS, LLC · 801-70763 | NEW YORK, | $25.0M | 2012 | |||||
| NEW YORK, | $2.5B | 195 | 316 | 21 | 2026 | |||
| Summit, | 1 | |||||||
| $7.1B | 38 | 2012 | ||||||
| $4.7M | 1 | 2012 | ||||||
| 3 | 2012 | |||||||
| 3 | 2012 | |||||||
| 2 | 2012 | |||||||
| 2 | 2012 | |||||||
| 1 | 2012 | |||||||
Evergreen Park Investment Fund, L.P. Fund · Allocators Also on Private Equity, RIA / Wealth Management | $4.8B | 1 | 1 | 2021 | ||||
STEAMBOAT PARK INVESTMENTS, LLC Fund · RIA / Wealth · GENERAL ATLANTIC SERVICE COMPANY, L.P. Also on Private Equity | $436M | 12 | 2015 | |||||
| $25.4M | 398 | 2012 | ||||||
| 4 | 3 | 2027 | ||||||
| 1 | ||||||||
| $148M | 17 | 2021 | ||||||
| $44.3M | 102 | 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.