DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| FARMINGTON, | $1.0B | 40 | 2015 | ||||
AAM Registered adviser · RIA / Wealth · matched ASSET ALLOCATION & MANAGEMENT COMPANY, LLC · 801-60075 Also on Real Estate Funds | CHICAGO, | $27B | 2012 | ||||
| WALNUT CREEK, | $155M | 2012 | |||||
| · candidate Unsized | Charlotte, | $44B | 40 | 7 | 2022 | ||
| NEW YORK, | $8.9B | 2012 | |||||
| ST LOUIS, | $84.0M | 1 | 2012 | ||||
| FRANKFORT, | $5.3M | 2 | 2019 | ||||
| $170M | 31,571 | 2024 | |||||
| 1 | |||||||
| 1 | |||||||
| 2025 | |||||||
| $1.1B | 155 | 2020 | |||||
GMO REAL RETURN ASSET ALLOCATION FUND, L.P. Fund · RIA / Wealth · GRANTHAM MAYO VAN OTTERLOO & CO LLC | $1.3B | 23 | 2012 | ||||
ALTAIR GLOBAL ASSET ALLOCATION FUND, LLC Fund · RIA / Wealth · J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | $179M | 173 | 2013 | ||||
| $452M | 117 | 2024 | |||||
NB CROSSROADS FUND XVIII - ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $153M | 291 | 2012 | ||||
NB CROSSROADS FUND XVIII - INSTITUTIONAL ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $337M | 76 | 2012 | ||||
| $129M | 76 | 2012 | |||||
RQSI GLOBAL ASSET ALLOCATION MASTER FUND, LTD. Fund · RIA / Wealth · RAMSEY QUANTITATIVE SYSTEMS, INC. | $283M | 22 | 2015 | ||||
STRAGETIC MULTI-ASSET ALLOCATION PORTFOLIO - N Fund · RIA / Wealth · NATIONWIDE ASSET MANAGEMENT, LLC | $1.1B | 1 | 2017 | ||||
| $411M | 6 | 2012 | |||||
| $234M | 3 | 2015 | |||||
| $106M | 14 | 2013 | |||||
PEONY GLOBAL CORE ASSET ALLOCATION STRATEGIES LTD. Fund · RIA / Wealth · PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | $308M | 1 | 2021 | ||||
| $71.2M | 9 | 2014 | |||||
AQR GLOBAL ASSET ALLOCATION MASTER ACCOUNT II, L.P. Fund · RIA / Wealth · AQR CAPITAL MANAGEMENT, LLC | $46.6M | 13 | 2019 | ||||
| $62.5M | 6 | 2014 | |||||
NB CROSSROADS FUND XVIII - B ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $16.1M | 57 | 2012 | ||||
NB CROSSROADS FUND XVIII - C ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $123M | 3 | 2012 | ||||
| $50.0M | 10 | 2018 | |||||
| $136M | 1 | 2018 | |||||
NB CROSSROADS FUND XVIII - PLAN ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $64.9M | 5 | 2012 | ||||
BARING INVESTMENT SERIES, LLC: BARING GLOBAL DYNAMIC ASSET ALLOCATION FUND Fund · RIA / Wealth · BARING INTERNATIONAL INVESTMENT LTD | $36.0M | 6 | 2012 | ||||
| $42.1M | 5 | 2024 | |||||
| $31.8M | 4 | 2014 | |||||
NB CROSSROADS FUND XVIII - A ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $59.4M | 2 | 2012 | ||||
| $21.5M | 6 | 2016 | |||||
INVESCO INSTITUTIONAL TRUST GLOBAL ASSET ALLOCATION STRATEGY FUND Fund · RIA / Wealth · INVESCO ADVISERS, INC. | $25.7M | 2 | 2014 | ||||
NB CROSSROADS FUND XVIII - E ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $29.0M | 4 | 2012 | ||||
| $1.0M | 160 | 2012 | |||||
| $15.1M | 4 | 2012 | |||||
Demarche | $7.9M | 7 | 2012 | ||||
CROSSROADS 1997 ASSET ALLOCATION I, L.P. Fund · RIA / Wealth · LEHMAN BROTHERS PRIVATE FUND ADVISERS, LP Also on Private Equity | $5.5M | 10 | 2012 | ||||
| $8.3M | 7 | 2012 | |||||
| $7.4M | 7 | 2016 | |||||
POLARIS GROUP TRUST--STRATEGIC ASSET ALLOCATION FUND Fund · RIA / Wealth · POLARIS INVESTMENT PARTNERS, INC | $3.1M | 11 | 2012 | ||||
NB CROSSROADS FUND XVIII - D ASSET ALLOCATION LP Fund · RIA / Wealth · NB ALTERNATIVES ADVISERS LLC Also on Private Equity | $19.7M | 2 | 2012 | ||||
FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD. Fund · RIA / Wealth · FUNDAMENTAL GLOBAL INVESTORS, LLC | $2.1M | 13 | 2015 | ||||
| $2.5M | 10 | 2012 | |||||
| $570,118 | 22 | 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.