DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| MARCO ISLAND, | $300M | 2020 | ||||||
| · probable Lower middle market | Dallas, | $585M | 37 | 7 | 44 | 2023 | ||
Citadel Advisors LLC Firm · Private equity · matched Citadel Investment Consulting (shenzhen) Company Limited (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | Miami, | $397B | 1 | 7 | 2021 | ||
| PEPPER PIKE, | $7.5B | 37 | 2012 | |||||
| ATLANTA, | $9.1B | 22 | 2012 | |||||
CLEARBROOK INVESTMENT CONSULTING LLC Registered adviser · RIA / Wealth · 801-56832 Also on Family Offices | NEW YORK, | $14B | 1 | 2012 | ||||
| RICHMOND HILL, ONTARIO, | $44B | 2025 | ||||||
| Fenton, | 683 | |||||||
| DENVER, | $1.4B | 5 | 2023 | |||||
| RALEIGH, | $1.0B | 4 | 2012 | |||||
| CHARLOTTESVILLE, | $510M | 5 | 2011 | |||||
CUTLER INVESTMENT GROUP Registered adviser · RIA / Wealth · matched CUTLER INVESTMENT COUNSEL, LLC · 801-62469 | JACKSONVILLE, | $1.5B | 21 | 2012 | ||||
| TORONTO ONTARIO, | $1.4B | 2011 | ||||||
CAROLINAS INVESTMENT CONSULTING LLC Registered adviser · RIA / Wealth · 801-60158 Also on Private Equity | CHARLOTTE, | $1.5B | 2012 | |||||
BOK Financial Advisors Firm · Private equity · matched Csbt Investment Center Also on RIA / Wealth Management | · probable Unsized | Tulsa, | $738M | 2 | 10 | |||
| IRVINE, | $398M | 2012 | ||||||
| DENVER, | $334M | 2012 | ||||||
| RIDGEFIELD, | $129M | 2 | 2011 | |||||
| ATLANTA, | $199M | 2011 | ||||||
| Washington, | $125M | |||||||
| Washington, | $116M | |||||||
| Washington, | $100M | |||||||
| Washington, | $115M | |||||||
CALVERT INVESTMENT COUNSEL Registered adviser · RIA / Wealth · matched CALVERT INVESTMENT COUNSEL, LLC · 801-64324 | HUNT VALLEY, | $123M | 2012 | |||||
| Washington, | $88.6M | |||||||
| BALTIMORE, | $130M | 2015 | ||||||
| OMAHA, | $105M | 2012 | ||||||
| MEDFORD, | $91.9M | 2012 | ||||||
| HINSDALE, | $37.5M | 1 | 2012 | |||||
| STOW, | $36.7M | 2026 | ||||||
| Washington, | $9.3M | |||||||
| $13.2M | 2026 | |||||||
AB Carval Investors, LP Manager · RE funds · matched Carval Investors Consulting (shanghai) Ltd. (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | Minneapolis, | 2 | 7 | 2014 | |||
| Washington, | ||||||||
| 1 | 2023 | |||||||
| 2021 | ||||||||
| 2026 | ||||||||
| 2023 | ||||||||
| Dallas, | ||||||||
| ROCKVILLE, | $659M | 1 | 2017 | |||||
| Seattle, | $184M | 23 | 8 | 5 | 2024 | |||
| $246M | 205 | 2023 | ||||||
| $213M | 168 | 2017 | ||||||
| $127M | 85 | 2012 | ||||||
| $13.2M | 80 | 2012 | ||||||
| Cambridge, | 338 | |||||||
Lower middle market | Paris, | $464M | 6 | 5 | 2021 | |||
| $53.8M | ||||||||
| NEW YORK, | $1.9B | 112 | 190 | 17 | 2026 | |||
| $41.8M | 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.