DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ELLSWORTH, | $128M | 2 | 2025 | |||||
| 1 | ||||||||
BERKELEY CAPITAL PARTNERS, LLC Registered adviser · RIA / Wealth · 801-106521 Also on Independent Sponsors, Private Equity | MILTON, | $1.1B | 8 | 8 | 2015 | |||
Lower middle market | Milton, | $915M | 1 | 8 | 7 | 2023 | ||
BERKELEY PARTNERS MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-108092 Also on Real Estate Funds | OAKLAND, | $3.1B | 1 | 2016 | ||||
| BOISE, | $574M | 4 | 2012 | |||||
| Milton, | $246M | 6 | ||||||
| ATLANTA, | $125M | 2 | 2024 | |||||
Industry Capital Advisors, LLC Manager · RE funds · matched The Berkeley Funds Also on RIA / Wealth Management | · probable Unsized | San Francisco, | $106M | 8 | 2 | 2016 | ||
| SAN FRANCISCO, | $25.3M | 2026 | ||||||
| · probable Unsized | Oakland, | 3 | 5 | 2016 | ||||
| 2026 | ||||||||
Berkeley Capital Trust, Inc. Real estate fund vehicle · RE funds · Industry Capital Advisors, LLC Also on RIA / Wealth Management | $54.6M | 394 | 2012 | |||||
BERKELEY CAPITAL TRUST, INC. Fund · RIA / Wealth · INDUSTRY CAPITAL ADVISORS, LLC Also on Real Estate Funds | $21.9M | 394 | 2012 | |||||
| 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.