DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Manchester, | 2 | 1 | ||||||
| CHICAGO, | $4.5B | 4 | 2013 | |||||
R.H. Bluestein & Co LLC Firm · Private equity · matched R H Bluestein & Co Also on RIA / Wealth Management | · probable Lower middle market | Birmingham, | $224M | 1 | 4 | |||
Lower middle market | Sioux Falls, | $130M | 16 | 24 | 4 | 2022 | ||
Bluecross Blueshield of South Carolina Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Columbia, | $396M | 2025 | |||||
The Putnam Advisory Company, LLC Firm · Private equity · matched Bluescale Capital Also on RIA / Wealth Management | · probable Unsized | Boston, | $41B | 1 | 7 | |||
Pension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLC Plan · Allocators · Bluescope Coated Products, LLC | Kansas City, | $12.7M | 12 | 4 | 1 | 2024 | ||
| EAST NORRITON, | $506M | 4 | 2016 | |||||
| NEW BERN, | $1.0B | 10 | 2012 | |||||
| MINNETONKA, | $1.1B | 18 | 2022 | |||||
| AUSTIN, | $5.4B | 46 | 2011 | |||||
Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee Plan · Allocators · Bluecross Blueshield of Tennessee | Chattanooga, | $72.6M | 1 | 1 | 2022 | |||
| Delta, | 737 | |||||||
Lower middle market | Dallas, | $834M | 73 | 5 | 11 | 2019 | ||
| $13.5M | 5 | 2023 | ||||||
| MCLEAN, | $28.9M | 2026 | ||||||
| Colorado Springs, | 127 | |||||||
| Alexandria, | 222 | |||||||
BLUESTEM ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-73150 Also on Independent Sponsors | CHARLOTTESVILLE, | $1.3B | 1 | 2012 | ||||
| Chicago, | $45.0M | 28 | 1 | 8 | 2022 | |||
| Lakeville, | 85 | |||||||
| · probable Lower middle market | New York, | $301M | 14 | 1 | 16 | 2023 | ||
| Hebron, | 443 | |||||||
| CLEVELAND, | $190M | 2 | 2025 | |||||
| $15,380 | 1 | 2023 | ||||||
BLUESHIFT ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BLUESHIFT ASSET MANAGEMENT, LLC · 801-112122 | RED BANK, | $694M | 1 | 2017 | ||||
| SAVOY, | $358M | 7 | 2019 | |||||
| $69.1M | 4 | 2 | 2029 | |||||
| $15,379 | 1 | 2023 | ||||||
| $15,380 | 1 | 2023 | ||||||
| $15,380 | 1 | 2023 | ||||||
| · probable Lower middle market | Mclean, | $308M | 36 | 6 | 18 | 2023 | ||
| $15,380 | 1 | 2023 | ||||||
| KEENE, | $273M | 2 | 2012 | |||||
| WAYNE, | $390M | 1 | 1 | 2013 | ||||
| LAKE MARY, | $134M | 2 | 2025 | |||||
BLUESTONE® FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched BLUESTONE FINANCIAL ADVISORS, LLC · 801-124948 | BETHESDA, | $207M | 2 | 2022 | ||||
| Lincoln, | 204 | |||||||
| 1996 | ||||||||
| 1998 | ||||||||
Corient | 2004 | |||||||
| 1991 | ||||||||
Corient | 1984 | |||||||
| 2014 | ||||||||
| 1982 | ||||||||
| 2013 | ||||||||
| 2013 | ||||||||
| 1988 | ||||||||
Mariner | 2016 |
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.