DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | New York, | $14B | 5 | 56 | 2021 | |||
| EAST DUNDEE, | $87.1M | 2026 | ||||||
| 2 | 3 | 2029 | ||||||
| 2 | ||||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Assured Concepts Group Ltd Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
Middle market | New York, | $1.6B | 8 | 18 | 2023 | |||
| Hamilton Bermuda, | $8.5B | 2025 | ||||||
| Franklin, | 335 | |||||||
| Gurnee, | 80 | |||||||
| Salinas, | 61 | |||||||
| Philadelphia, | 96 | |||||||
CFG RETIREMENT Registered adviser · RIA / Wealth · matched ASSURED RETIREMENT FINANCIAL GROUP, INC. · 801-129292 | EDINA, | $241M | 3 | 2023 | ||||
| $45.2M | 1 | 2012 | ||||||
| Rome, | 327 | |||||||
| Reston, | 86 | |||||||
| Las Vegas, | 50 | |||||||
| Napa, | 162 | |||||||
| $401,075 | 2026 | |||||||
| San Jose, | 176 | |||||||
| Orlando, | 129 | |||||||
Assured Transportation Services, Inc. DBA Thrift Trucking, Inc. Company · Sponsors · General freight trucking | Bartonville, | 62 | ||||||
ASSUREDPARTNERS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched ASSUREDPARTNERS INVESTMENT ADVISORS, LLC · 801-117771 Also on Allocators | TAMPA, | $3.9B | 33 | 2020 | ||||
| 2 | 1 | |||||||
| $69.5M | 5 | 1 | 2028 | |||||
| 1 | 1 | 2027 | ||||||
| 1 | 1 | 2027 | ||||||
| 2 | 17 | |||||||
| $14.3M | 2 | 1 | 2030 | |||||
Assured Investment Management Clo Warehouse Fund II (US) L.P. Fund · Private equity · Sound Point Capital Management, LP Also on Private Credit, RIA / Wealth Management | $300M | 2023 | ||||||
| West Des Moines, | 246 | |||||||
ASSUREDPARTNERS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched ASSUREDPARTNERS FINANCIAL SERVICES, LLC · 801-117771 | LAKE MARY, | 2019 | ||||||
| $89.6M | 2021 | |||||||
| 1 | 2 | 2031 | ||||||
Assuredim Gls Fund Pv L.P. Fund · Private equity · Sound Point Luna LLC Also on RIA / Wealth Management | $356M | 2021 | ||||||
| 1 | 1 | 2031 | ||||||
| Phoenix, | 1 | |||||||
| 2022 | ||||||||
| 1 |
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.