DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Sanctuary Advisors, LLC Firm · Venture · matched Wolfrum Capital Management Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
Alexandria Capital Firm · Private equity · matched Capital Management Group, LLC Also on RIA / Wealth Management | · probable Unsized | Arlington, | $1.3B | 2 | 5 | 2015 | ||
| WASHINGTON, | $161M | 2012 | ||||||
| ST. CHARLES, | $44.8M | 2 | 2012 | |||||
Middle market | New York, | $3.2B | 27 | 6 | 26 | 2024 | ||
| KANSAS CITY, | $7.1B | 41 | 22 | 2020 | ||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| · probable Lower middle market | New York, | $43B | 7 | 6 | 2020 | |||
| PHILADELPHIA, | $36B | 1 | 2012 | |||||
DEEP BLUE INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC · 801-60690 | TAMPA, | $18B | 7 | 2012 | ||||
| LOS ANGELES, | $2.6B | 3 | 2020 | |||||
Lower middle market | New York, | $659M | 9 | 4 | 2023 | |||
| DENVER, | $734M | 3 | 2016 | |||||
| · probable Unsized | Summit, | $390M | 5 | 2 | 2015 | |||
CMG CAPITAL MANAGEMENT GROUP, INC. Registered adviser · RIA / Wealth · 801-43455 Also on Private Equity | MALVERN, | $257M | 2 | 2 | 2011 | |||
| MILFORD, | $254M | 4 | 2019 | |||||
| $351M | 2 | 2011 | ||||||
| NAPLES, | $351M | 1 | 2014 | |||||
| DURHAM, | $370M | 2012 | ||||||
| UNIONTOWN, | $182M | 2012 | ||||||
Forte Capital Management, L.L.C. Firm · Venture · matched Forte Capital Management Group L.L.C. · Exempt reporting adviser | Atlanta, | $59.0M | 7 | 6 | 2026 | |||
| · probable Lower middle market | $11.1M | 1 | 1 | 4 | ||||
ANCHOR CAPITAL Registered adviser · RIA / Wealth · matched ANCHOR CAPITAL MANAGEMENT GROUP, INC. · 801-61643 | ALISO VIEJO, | $191M | 2 | 2012 | ||||
| WILMINGTON, | $75.5M | 2026 | ||||||
| MARCO ISLAND, | $35.0M | 1 | 2012 | |||||
| VIRGINIA BEACH, | $30.2M | 2012 | ||||||
| $31.5M | 2026 | |||||||
CENTARA CAPITAL MANAGEMENT GROUP, INC. Registered adviser · RIA / Wealth · 801-63752 Also on Real Estate Funds | SAN DIEGO, | $7.9M | 2011 | |||||
| HERMOSA BEACH, | $5.7M | 2026 | ||||||
HAVEN CAPITAL Registered adviser · RIA / Wealth · matched HAVEN CAPITAL MANAGEMENT GROUP, LLC · 801-78567 | ATLANTA, | $35.0M | 2013 | |||||
| $3.2M | 2012 | |||||||
| · probable | New York, | 3 | 2024 | |||||
Royalty finance | 5 | |||||||
| IRVING, | $50,000 | 1 | 2012 | |||||
| DENVER, | 2020 | |||||||
DDJ CAPITAL MANAGEMENT GROUP TRUST - HIGH YIELD INVESTMENT FUND Fund · RIA / Wealth · POLEN CAPITAL CREDIT, LLC | $326M | 4 | 2014 | |||||
DDJ CAPITAL MANAGEMENT GROUP TRUST - DDJ CUSTOM HIGH YIELD FUND 2017 Fund · RIA / Wealth · POLEN CAPITAL CREDIT, LLC | $208M | 2 | 2018 | |||||
| $25.6M | 5 | 13 | ||||||
| 3 | 1 | 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.