DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
THE CAPITAL GROUP Registered adviser · RIA / Wealth · matched THE CAPITAL GROUP INVESTMENT ADVISORS INC · 801-69517 | CRANSTON, | $58.5M | 1 | 2012 | ||||
| 1 | 2024 | |||||||
Siris Capital Group, LLC Firm · Private equity · matched Siris Capital Group III, L.P. (relying Adviser) | · probable Upper middle market | New York, | $7.3B | 86 | 16 | 37 | 2021 | |
B Capital Group Firm · Venture · matched B Capital Group Management, L.P. · Exempt reporting adviser Also on Allocators | Manhattan Beach, | $8.2B | 33 | 19 | 95 | 2023 | ||
Starwood Capital Group Management, L.L.C. Firm · Private equity · matched Starwood Capital Group Global, L.L.C. (relying Adviser) | · candidate Middle market | Miami Beach, | $68B | 11 | 15 | 40 | 2024 | |
Upper middle market | Houston, | $20B | 38 | 54 | 9 | 2024 | ||
Large cap | Santa Monica, | $63B | 16 | 89 | 7 | 2024 | ||
Middle market | New York, | $3.6B | 44 | 42 | 59 | 2020 | ||
Upper middle market | Los Angeles, | $5.5B | 49 | 21 | 25 | 2024 | ||
Middle market | Greenwich, | $1.2B | 116 | 28 | 16 | 2024 | ||
| · probable Middle market | Toronto, | $3.6B | 29 | 7 | 10 | 2016 | ||
| · probable Large cap | San Francisco, | $84B | 5 | 216 | 7 | 2024 | ||
| · probable Upper middle market | Los Angeles, | $43B | 42 | 103 | 2022 | |||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
| · probable Middle market | Newark, | $1015B | 25 | 9 | 2026 | |||
Aurora Management Partners LLC Firm · Private equity · matched Aurora Capital Group LLC (relying Advisor) Also on Allocators, RIA / Wealth Management | Middle market | Los Angeles, | $4.2B | 24 | 25 | 20 | 2016 | |
Middle market | Atlanta, | $1.5B | 16 | 19 | 19 | 2024 | ||
Lower middle market | Walnut Creek, | $883M | 25 | 4 | 24 | 2022 | ||
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Registered adviser · RIA / Wealth · 801-121267 Also on Independent Sponsors | LOS ANGELES, | $43B | 1 | 105 | 2021 | |||
| New York, | $181M | 41 | 8 | 16 | 2021 | |||
| · candidate Middle market | Wayne, | $3.4B | 21 | 27 | 25 | 2024 | ||
Opus Capital Group LLC Firm · Venture · matched Opus Capital Group, L.L.C. · Exempt reporting adviser Also on RIA / Wealth Management | Burlingame, | $232M | 20 | 13 | 16 | |||
| · probable Upper middle market | New York, | $30B | 41 | 4 | 2024 | |||
Lumos Capital Group LLC Firm · Venture · matched Lumos Capital Group, LLC · Registered investment adviser | · probable | New York, | $244M | 14 | 4 | 15 | 2021 | |
Mariner Investment Group, LLC Firm · Private equity · matched Galton Capital Group, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | Harrison, | $126B | 3 | 5 | |||
Quid Capital Group Holdings, LLC Firm · Venture · matched Troy Capital Group Holdings, LLC · Registered investment adviser | · probable | Santa Monica, | $7.8B | 44 | 6 | 2024 | ||
| · probable Unsized | Chicago, | $130B | 10 | |||||
Upper middle market | George Town, Grand Cayman, | $15B | 7 | 6 | 2022 | |||
ADVANCED CAPITAL GROUP Registered adviser · RIA / Wealth · matched ADVANCED CAPITAL GROUP, INC. · 801-65944 Also on Allocators | MINNEAPOLIS, | $30B | 4 | 2012 | ||||
| · probable | Dallas, | $804M | 4 | 10 | 28 | 2020 | ||
| · probable Middle market | San Francisco, | $4.9B | 95 | 4 | 2024 | |||
| · probable | San Francisco, | $5.7B | 26 | 5 | 2022 | |||
| · probable Unsized | New York, | $6.3B | 2 | 10 | 2026 | |||
Abacus Capital Group LLC Firm · Private equity · matched Abacus Capital Group, LLC Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | New York, | $5.4B | 58 | 6 | 7 | 2021 | |
| · probable Lower middle market | New York, | $5.2B | 7 | 5 | 2024 | |||
| · probable Lower middle market | Atlanta, | $6.4B | 1 | 6 | 2018 | |||
Regatta Capital Group, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | El Segundo, | $1.6B | 4 | 15 | 2024 | ||
| GRAND ISLAND, | $1.5B | 2 | 22 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Forte Capital Group Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| Pembroke, | $47B | 2025 | ||||||
Eastern Advisors Capital Group, LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | New York, | $1.7B | 14 | 4 | 2015 | ||
| · probable Lower middle market | New York, | $7.5B | 12 | 5 | 2024 | |||
| · probable | Houston, | $626M | 5 | 18 | 2022 | |||
C-Iii Investment Management LLC Manager · RE funds · matched Island Capital Group LLC (relying Adviser) · 1b 5b Also on Private Credit, RIA / Wealth Management | · candidate | New York, | $2.9B | 19 | 14 | 2017 | ||
| · probable | New York, | $2.3B | 10 | 3 | 2023 | |||
| RED BANK, | $1.3B | 1 | 10 | 2011 | ||||
Fvlcrum Partners, LLC Firm · Venture · matched Fvlcrum Funds Capital Group · Registered investment adviser | · probable | Rockville, | $298M | 8 | 3 | 5 | 2021 | |
Lubert-Adler Management Company, L.P. Manager · RE funds · matched Lubert-Adler Urban Neighborhood Capital Group, LLC (relyng Adviser) · 1b 5b Also on Private Credit, RIA / Wealth Management | · probable | Philadelphia, | $2.8B | 36 | 6 | 2024 | ||
Middle market | Brentwood, | $1.1B | 27 | 6 | 26 | 2020 | ||
| · probable Middle market | New York, | $1.1B | 39 | 16 | 3 | 2021 |
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.