DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Grafton, | 53 | |||||||
| MIAMI, | $196M | 2 | 2026 | |||||
| $10.7M | 2026 | |||||||
| $2.8M | 2026 | |||||||
| Whitmore Lake, | 131 | |||||||
| $9.2M | 3 | 1 | 2030 | |||||
| 1 | 2023 | |||||||
Balance Point Capital Advisors, LLC Firm · Private equity · matched Balance Point Capital Ct Advisors, LLC (relying Adviser) | Middle market | Westport, | $2.0B | 84 | 7 | 28 | 2024 | |
| WORTHINGTON, | $387M | 9 | 2025 | |||||
| NAPERVILLE, | $908M | 2011 | ||||||
| Minneapolis, | $8.3B | 68 | 23 | 7 | 2024 | |||
| 2023 | ||||||||
| $880M | 1 | |||||||
| SAN FRANCISCO, | $11.6M | 1 | 2024 | |||||
| Houston, | 107 | |||||||
| $38.0M | 2026 | |||||||
| DES Moines, | $1.5B | 36 | 14 | 1 | 2024 | |||
| Lenexa, | 113 | |||||||
Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan Plan · Allocators · Gibson, Dunn & Crutcher LLP | LOS Angeles, | $344M | 35 | 14 | 6 | 2024 | ||
| Philadelphia, | $2.9B | 12 | 5 | 3 | 2024 | |||
Nebraska State Employees' Retirement Cash Balance Fund Allocator · Allocators · matched NE STATE EMPLOYEES' RETIREMENT CASH BALANCE FUND · 1B-10B | $2.3B | 2024 | ||||||
| Cleveland, | $799M | 23 | 8 | 3 | 2025 | |||
| NEW York, | $103M | 56 | 21 | 1 | 2024 | |||
Capital One Financial Corporation Cash Balance Pension Plan Plan · Allocators · Capital One Financial Corporation | Mclean, | $247M | 28 | 11 | 2 | 2024 | ||
Kansas City Life Insurance Company Cash Balance Pension Plan Plan · Allocators · Kansas City Life Insurance Company | Kansas City, | $144M | 27 | 12 | 4 | 2024 | ||
| Bakersfield, | $355M | 25 | 10 | 1 | 2024 | |||
Nebraska County Employees' Retirement Cash Balance Fund Allocator · Allocators · matched NE COUNTY EMPLOYEES' RETIREMENT CASH BALANCE FUND · 100M-1B | $764M | 2024 | ||||||
| 1 | ||||||||
| Columbus, | $743M | 12 | 4 | 3 | 2024 | |||
| Walnut Creek, | $822M | 10 | 4 | 2 | 2024 | |||
| Chicago, | $136M | 26 | 9 | 3 | 2024 | |||
| Baltimore, | 93 | |||||||
| BELLEVUE, | $311M | 2012 | ||||||
| Sioux Falls, | 1 | |||||||
| Stockton, | 306 | |||||||
| ATLANTA, | $251M | 2012 | ||||||
Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan Plan · Allocators · The Ogilvy Group, LLC | NEW York, | $171M | 18 | 7 | 3 | 2024 | ||
| $457M | 2023 | |||||||
| Richmond, | $89.8M | 27 | 12 | 1 | 2025 | |||
Employees' Cash Balance Plan of Atlantic Health System, Inc. Plan · Allocators · Atlantic Health System | Morristown, | $965M | 6 | 2 | 2 | 2024 | ||
The Hanover Insurance Group Cash Balance Pension Plan Plan · Allocators · The Hanover Insurance Company | Worcester, | $340M | 15 | 5 | 1 | 2024 | ||
| DES Moines, | $11.6M | 64 | 20 | 2 | 2025 | |||
| Houston, | $726M | 6 | 3 | 1 | 2025 | |||
| Reading, | $668M | 6 | 3 | 2 | 2024 | |||
UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan Plan · Allocators · UR Medicine Home Care, Certified Services, Inc. | Webster, | $6.4M | 40 | 21 | 7 | 2024 | ||
| Columbus, | $908M | 4 | 2 | 2 | 2023 | |||
| Stockton, | 371 | |||||||
| Palo Alto, | $83.4M | 22 | 8 | 1 | 2024 | |||
| Westport, | $226M | 255 | 2025 | |||||
| Westport, | $281M | 136 | 2020 |
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.