DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| INDIANAPOLIS, | $334M | 2012 | ||||||
| HAUPPAUGE, | $335M | 2012 | ||||||
| ALEXANDRIA, | $32.1M | 2012 | ||||||
| Plantation, | 2,566 | |||||||
| $113M | 4 | 14 | 2029 | |||||
| ROCHESTER, | $4.0M | 2019 | ||||||
CASTLE ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched CASTLE ASSET MANAGEMENT L.L.C. | NORTH HAMPTON, | $1.2M | 2026 | |||||
| $1.1M | 2026 | |||||||
| San Francisco, | 136 | |||||||
| IRVINE, | 2026 | |||||||
| MISSION VIEJO, | 2026 | |||||||
| $131M | 97 | 2012 | ||||||
| $3.0M | 5 | 2023 | ||||||
| 1 | ||||||||
Lower middle market | New York, | $600M | 32 | 31 | 6 | 2024 | ||
Castle Island Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Hingham, | $542M | 13 | 18 | 16 | 2023 | ||
| NEW YORK, | $11B | 1 | 2016 | |||||
CASTLE ROCK ADVISORS LLC Registered adviser · RIA / Wealth · 801-130907 Also on Independent Sponsors, Family Offices | BOSTON, | $3.9B | 6 | 2024 | ||||
CASTLE CREEK CAPITAL Registered adviser · RIA / Wealth · matched CASTLE CREEK ADVISORS IV LLC · 801-72923 Also on Independent Sponsors, Private Equity | SAN DIEGO, | $1.1B | 9 | 2011 | ||||
| LA JOLLA, | $424M | 5 | 2019 | |||||
Middle market | New York, | $1.6B | 51 | 14 | 31 | 2024 | ||
| PALM BEACH GARDENS, | $117M | 5 | 2017 | |||||
Upper middle market | Minneapolis, | $26B | 1 | 37 | 80 | 2024 | ||
CASTLE CREEK STRATEGIES, LLC Registered adviser · RIA / Wealth · matched CASTLE CREEK ARBITRAGE, LLC · 801-65773 | $1.4B | 3 | 2012 | |||||
Castle Creek Launchpad Firm · Venture · matched Castle Creek Launchpad I GP LLC · Exempt reporting adviser Also on RIA / Wealth Management | Oakland, | $86.1M | 1 | 1 | 2 | |||
CASTLE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CASTLE WEALTH MANAGEMENT LLC · 801-60871 | BOYNTON BEACH, | $430M | 5 | 2012 | ||||
CASTLE WEALTH PLANNING Registered adviser · RIA / Wealth · matched CASTLE WEALTH PLANNING LLC · 801-88216 | SANTA BARBARA, | $236M | 1 | 2012 | ||||
| Westlake Village, | 845 | |||||||
| CHICAGO, | $89.5M | 1 | 2012 | |||||
| $43.1M | 2026 | |||||||
| CASTLE ROCK, | $72.1M | 1 | 2014 | |||||
| CHARLOTTESVILLE, | $1.5B | 1 | 2012 | |||||
| WALNUT CREEK, | $587M | 7 | 2017 | |||||
| Wilmington, | 283 | |||||||
| Oshkosh, | 165 | |||||||
| Sam Ramon, | 62 | |||||||
| Phoenix, | 51 | |||||||
| LAFAYETTE, | 2026 | |||||||
| · probable Unsized | New York, | $122M | 5 | 1 | 23 | |||
| Hudson, | 1 | |||||||
| TORONTO, ONTARIO, | $301M | 1 | 2021 | |||||
| MOORESVILLE, | 3 | 2026 | ||||||
CASTLE PEAK CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-74262 Also on Real Estate Funds | MINNEAPOLIS, | $79.1M | 3 | 2012 | ||||
| Friendswood, | 649 | |||||||
| · probable Unsized | New York, | $733M | 12 | 4 | 2017 | |||
Distressed credit | 3 | |||||||
| GREENWICH, | $351M | 1 | 2015 | |||||
| · probable | London, | $510M | 6 | 3 | 2024 | |||
| MENDOTA HEIGHTS, | $49.3M | 2026 | ||||||
| BRIGHTON, | $62.1M | 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.