DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Claremont, | 739 | |||||||
CT Investment Management Co., LLC Manager · RE funds · Under 1b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $175M | 4 | 7 | 2006 | ||
| $23.8M | 4 | 1 | 2028 | |||||
CAPTRUST FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched CT FINANCIAL ADVISORS, LLC · 801-72986 | CHADDS FORD, | $199M | 1 | 2011 | ||||
| MAUMEE, | 2023 | |||||||
| Laurel, | 179 | |||||||
| $186M | 1 | 2017 | ||||||
Material Impact Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Boston, | $775M | 31 | 4 | 6 | 2022 | ||
Rethink Capital Partners, LLC Firm · Venture · matched Rethink Impact Management, LLC · Registered investment adviser | · probable | White Plains, | $2.2B | 32 | 15 | 5 | 2024 | |
Portfolio Advisors LLC Firm · Private equity · matched Asia Select Management Limited (relying Advisor) | · probable Upper middle market | Darien, | $42B | 122 | 10 | 2024 | ||
Savanna Investment Management LLC Firm · Venture · matched Savanna Project Management, LLC (relying Adviser) · Registered investment adviser | · probable | New York, | $541M | 9 | 34 | |||
| Palo Alto, | $974M | 1 | 4 | 2 | 2018 | |||
Prospect Management Co. II, LLC Firm · Venture · matched Prospect Management Co. III, L.L.C. · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Palo Alto, | $10.2M | 23 | 4 | 4 | ||
| · probable | Washington, | $262M | 5 | 5 | 2025 | |||
| CHESTNUT HILL, | $1.2B | 1 | 2015 | |||||
Assembly Ventures Select Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Detroit, | $15.3M | 1 | |||||
| NEW YORK, | $13.2M | 2012 | ||||||
| · probable | 1 | |||||||
| SAN FRANCISCO, | 2026 | |||||||
| THE WOODLANDS, | 2026 | |||||||
Refract Ventures Firm · Venture · matched Refract Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | $9.6M | 11 | 2026 | |||||
| Missoula, | 3,816 | |||||||
| Bloomington, | 518 | |||||||
| Burr Ridge, | 464 | |||||||
| Chicago, | 247 | |||||||
| Washington, | 142 | |||||||
| Bethlehem, | 101 | |||||||
| Kaysville, | 116 | |||||||
| Miami, | 99 | |||||||
| Bowie, | 96 | |||||||
| Denver, | 79 | |||||||
| Tyler, | 79 | |||||||
| Cary, | 79 | |||||||
| Dallas, | 52 | |||||||
| Blue Bell, | 58 | |||||||
| Atlanta, | 72 | |||||||
| Birmingham, | 71 | |||||||
| Springboro, | 71 | |||||||
| Mauldin, | 53 | |||||||
| Philadelphia, | 53 | |||||||
| Boston, | 62 | |||||||
| Bethlehem, | ||||||||
| 2 | 1 | |||||||
| 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.