DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Sanctuary Advisors, LLC Firm · Venture · matched Chadwick Bay Investments · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| AURORA, | $90.0M | 2019 | ||||||
ROC INVESTMENTS, LLC Registered adviser · RIA / Wealth · matched CHARACTER BASED INVESTING, LLC · 801-123336 | $6.5M | 2021 | ||||||
| Danbury, | $108M | 10 | 4 | 1 | 2024 | |||
| Idaho Falls, | 75 | |||||||
| 105 | 2025 | |||||||
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. Plan · Allocators · Connecticut Business & Industry Association. Inc. | Hartford, | $36.6M | 25 | 13 | 1 | 2025 | ||
| 92 | 2025 | |||||||
| Ennis, | 118 | |||||||
| $1.9M | 3 | 1 | 2027 | |||||
| 1 | 2023 | |||||||
| 4 | 2023 | |||||||
CBIZ INVESTMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-108996 Also on Allocators | CLEVELAND, | $13B | 91 | 2017 | ||||
| Sugar Land, | 605 | |||||||
Cbiz Retirement Plan Advisory Services Investment consultant · Allocators · matched Cbiz Retirement Plan Services Also on RIA / Wealth Management | · candidate | Cleveland, | $8.9M | 29 | 2023 | |||
| $93.8M | 79 | 2012 | ||||||
| 1 | 1 | 2027 | ||||||
| 4 | 2023 | |||||||
| 1 | 2024 | |||||||
| 1 | 2023 | |||||||
| $9.9M | 15 | 2012 | ||||||
ANGELLIST-CBIT-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $2.1M | 26 | 2016 | |||||
| 1 | 2023 | |||||||
| $2.7M | ||||||||
| Herndon, | 469 | |||||||
| 2 | 2022 | |||||||
| 21 | 2023 | |||||||
| 1 | 2023 | |||||||
CBIS GLOBAL FUNDS PLC WORLD EQUITY FUND (USD) Fund · RIA / Wealth · CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | $497M | 33 | 2018 | |||||
| $330M | 33 | 2013 | ||||||
CBIS GLOBAL FUNDS EUROPEAN EQUITY FUND Fund · RIA / Wealth · CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | $118M | 26 | 2013 | |||||
CBIS GLOBAL FUNDS GLOBAL EQUITY FUND Fund · RIA / Wealth · CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | $89.0M | 34 | 2013 | |||||
CBIS GLOBAL FUNDS EUROPEAN SHORT-TERM GOVERNMENT BOND FUND Fund · RIA / Wealth · CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | $60.9M | 20 | 2013 | |||||
CBIS GLOBAL FUNDS WORLD EQUITY FUND Fund · RIA / Wealth · CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | $48.2M | 10 | 2015 | |||||
CBIM GLOBAL PRIVATE OPPORTUNITIES FUND SPC LTD. Fund · RIA / Wealth · CROSS BORDER INVESTMENT MANAGEMENT LLC | $85.1M | 4 | 2019 | |||||
CBIM GLOBAL DEBT OPPORTUNITY FUND LTD Fund · RIA / Wealth · CROSS BORDER INVESTMENT MANAGEMENT LLC Also on Private Credit | $129,973 | 2 | 2019 | |||||
| 1 | ||||||||
Collin Mcbirney Person · Venture · Managing Member And Chief Compliance Officer, Topline Capital Management, LLC |
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.