DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SANTA CLARA, | 2024 | |||||||
| 2 | 3 | |||||||
| BRENTWOOD, | $248M | 2016 | ||||||
| GREENWICH, | $119M | 2012 | ||||||
| $22.7M | 2026 | |||||||
| 2024 | ||||||||
| 1 | ||||||||
Middle market | Boston, | $3.1B | 5 | 51 | 2021 | |||
| OYSTER BAY, | $455M | 5 | 2021 | |||||
| NEW YORK, | $1.1B | 2016 | ||||||
| HERMOSA BEACH, | $93.8M | 1 | 1 | 2012 | ||||
| HOUSTON, | $98.3M | 2 | 2016 | |||||
| HOUSTON, | $190M | 3 | 2011 | |||||
| AMERICAN FORK, | $5.1M | 2026 | ||||||
| $99.0M | 2026 | |||||||
Covenant Firm · Private equity · matched Covenant Multi-Family Offices, LLC Also on Allocators, RIA / Wealth Management | · probable Lower middle market | San Antonio, | $2.1B | 1 | 6 | |||
| Edgewood, | 84 | |||||||
Lower middle market | Darien, | $990M | 10 | 16 | 2024 | |||
Sandy Cove Advisors, LLC Family office · Family offices · matched Sandy Cove Advisors Also on RIA / Wealth Management | Hingham, | $685M | 12 | |||||
Lower middle market | Jersey City, | $958M | 5 | 2 | 5 | 2024 | ||
Lower middle market | San Francisco, | $452M | 16 | 16 | 6 | 2024 | ||
ELLIOTT COVE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched ELLIOTT COVE CAPITAL MANAGEMENT LLC · 801-63436 | SEATTLE, | $348M | 12 | 2012 | ||||
Resilient Floor Covering Pension Fund Plan · Allocators · BOT of Resilient Floor Covering Pension Fund | Dublin, | $418M | 32 | 11 | 5 | 2024 | ||
CEDAR COVE WEALTH PARTNERS Registered adviser · RIA / Wealth · matched SBE LLC DBA CEDAR COVE WEALTH PARTNERS · 801-133908 | BLOOMINGTON, | $455M | 10 | 2025 | ||||
| OLD GREENWICH, | $128M | 1 | 2025 | |||||
| $15.0M | 1 | 1 | ||||||
HIDDEN COVE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HIDDEN COVE WEALTH MANAGEMENT, LLC · 801-123527 | BAINBRIDGE ISLAND, | $404M | 7 | 2022 | ||||
Lower middle market | New York, | $1.7B | 19 | 5 | 2024 | |||
| PALOS VERDES ESTATES, | $311M | 3 | 2012 | |||||
Acres Manager · RE funds · matched Coconut Cove Reo, LLC · 1b 5b Also on Private Credit, RIA / Wealth Management | Uniondale, | $1.3B | 2 | 7 | 2020 | |||
| · probable Lower middle market | San Francisco, | $98.3M | 6 | 3 | 2021 | |||
| ATLANTA, | $107M | 6 | 2016 | |||||
MAIDEN COVE CAPITAL Registered adviser · RIA / Wealth · matched MAIDEN COVE CAPITAL, LLC · 801-130421 | YARMOUTH, | $154M | 3 | 2024 | ||||
| $183M | 2 | 2023 | ||||||
| LONDON, | $365M | 1 | 2026 | |||||
| HOUSTON, | $291M | 2017 | ||||||
| $145M | 2 | 2024 | ||||||
| $292M | 2023 | |||||||
| Tampa, | 370 | |||||||
| CUMBERLAND FORESIDE, | $185M | 2019 | ||||||
CRYSTAL COVE ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched CRYSTAL COVE ASSET MANAGEMENT, LLC · 801-135864 | NEWPORT BEACH, | $135M | 2 | 2026 | ||||
WRIGHT COVE CAPITAL Registered adviser · RIA / Wealth · matched WRIGHT COVE CAPITAL, LLC · 801-132151 | PORTLAND, | $121M | 2 | 2025 | ||||
| $135M | 1 | 2024 | ||||||
| · probable Lower middle market | $53.4M | 1 | 2 | |||||
| NEW YORK, | $170M | 2012 | ||||||
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees Plan · Allocators · The Metropolitan Museum of Art | NEW York, | $240M | 11 | 5 | 1 | 2025 | ||
| Phoenix, | 455 | |||||||
Southern California Floor Covering Pension Trust Fund Plan · Allocators · Board of Trustees, Southern California Floor Covering | Covina, | $109M | 11 | 4 | 4 | 2024 | ||
| NEW YORK, | $25.6M | 4 | 2012 | |||||
CAPITAL COVE FINANCIAL Registered adviser · RIA / Wealth · matched CAPITAL COVE BANCORP LLC · 801-72018 | RANCHO CUCAMONGA, | $62.0M | 2012 |
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.