DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Denver, | 111 | |||||||
| New York, | $1.1B | 101 | 36 | 7 | 2026 | |||
| HAUPPAUGE, | $203M | 5 | 2012 | |||||
| · probable Middle market | Dallas, | $1.6B | 6 | 19 | 25 | 2024 | ||
Upper middle market | Grand Cayman, | $5.4B | 3 | 7 | 2022 | |||
| PARIS, | $13B | 3 | 2012 | |||||
COMPREHENSIVE FINANCIAL MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-73689 Also on Private Equity | LOS GATOS, | $19B | 2012 | |||||
| TAMPA, | $894M | 45 | 2011 | |||||
Colony Capital, LLC Manager · RE funds · matched Colony Financial Manager, LLC Also on RIA / Wealth Management | · candidate Unsized | Santa Monica, | $9.4B | 9 | 6 | 2015 | ||
Middle market | Singapore, | $1.5B | 11 | 5 | 2023 | |||
| · probable | Chicago, | $473M | 3 | 26 | 2021 | |||
CHEQUERS FINANCIAL MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-107158 Also on Family Offices | SAN FRANCISCO, | $1.3B | 10 | 2015 | ||||
Lower middle market | The Hague, | $781M | 33 | 2 | 8 | |||
| BOULDER, | $2.0B | 2012 | ||||||
| · probable Lower middle market | London, | $419M | 4 | 12 | 2023 | |||
CURBSTONE FINANCIAL MANAGEMENT CORP. Registered adviser · RIA / Wealth · matched CURBSTONE FINANCIAL MANAGEMENT CORPORATION · 801-67354 | MANCHESTER, | $412M | 6 | 2012 | ||||
| · probable | London, | $392M | 3 | 4 | 2022 | |||
| BOSTON, | $356M | 1 | 3 | 2022 | ||||
| Wilsonville, | 85 | |||||||
Carpenter Fund Management Company, LLC Firm · Private equity Also on Allocators, RIA / Wealth Management | · probable Unsized | Irvine, | $73.8M | 3 | 11 | |||
Carpenter Fund Manager GP, LLC Firm · Private equity · matched Carpenter Fund Management Company, LLC Also on RIA / Wealth Management | · probable Unsized | Irvine, | $409M | 8 | ||||
| BURLINGTON, | $167M | 4 | 2024 | |||||
| Atlanta, | $97.2M | 5 | 1 | 2026 | ||||
| DENVER, | $337M | 2012 | ||||||
COTE FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched COTE FINANCIAL MANAGEMENT, LLC · 801-130714 | $151M | 2 | 2012 | |||||
| $157M | 1 | 2012 | ||||||
| CHICAGO, | $302M | 1 | 2012 | |||||
| MILL VALLEY, | $146M | 5 | 2012 | |||||
| JOHNSTOWN, | $253M | 2012 | ||||||
| · probable Lower middle market | New York, | $426M | 3 | 2 | 2020 | |||
| $98.0M | 2 | 2012 | ||||||
| KULA, | $137M | 2018 | ||||||
| KULA, | $137M | 2020 | ||||||
Cintrifuse Capital Firm · Private equity · matched Cintrifuse Fund Management, LLC Also on RIA / Wealth Management, Venture Capital | Lower middle market | Cincinnati, | $173M | 13 | 6 | 2 | 2024 | |
CANTY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CANTY FINANCIAL MANAGEMENT, INC. · 801-68026 | BALLSTON SPA, | $254M | 3 | 2011 | ||||
| KANSAS CITY, | $52.4M | 2012 | ||||||
| Shreveport, | $60.0M | |||||||
| · candidate | Tampa, | $20.1M | 2 | 3 | 2017 | |||
| SAN DIEGO, | $35.0M | 1 | 2012 | |||||
| $73.9M | 2026 | |||||||
CLARITY FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched CLARITY FINANCIAL MANAGEMENT CORP. · 801-119835 | $50.9M | 2020 | ||||||
| $31.2M | 1 | |||||||
| $47.6M | 2024 | |||||||
| $41.5M | 2026 | |||||||
CORNERSTONE FINANCIAL Registered adviser · RIA / Wealth · matched CORNERSTONE FINANCIAL MANAGEMENT, LLC · 801-135811 | ATLANTA, | $118M | 3 | 2026 | ||||
| $33.2M | 2026 | |||||||
| SEATTLE, | $9.0M | 1 | 2021 | |||||
| $26.2M | 2026 | |||||||
CASTANEDA FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched CASTANEDA FINANCIAL MANAGEMENT LLC | $18.1M | 2026 | ||||||
| IRVINE, | $7.4M | 2026 |
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.