DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | Chicago, | $53B | 3 | 28 | 2019 | |||
| Buffalo, | 166 | |||||||
Lower middle market | El Segundo, | $274M | 52 | 9 | 48 | 2024 | ||
| $133M | 2026 | |||||||
| $76.1M | 2026 | |||||||
CRESCENT FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched CLEMSON-EPS ADVISORS, LLC · 801-114128 | SENECA, | $193M | 2012 | |||||
| · candidate Unsized | San Francisco, | $140,568 | 3 | 5 | 2019 | |||
Middle market | New York, | $3.7B | 62 | 13 | 89 | 2024 | ||
| San Francisco, | 52 | |||||||
| 2004 | ||||||||
| 1999 | ||||||||
Farther | 1998 | |||||||
| 1985 | ||||||||
| 2005 | ||||||||
| 1997 | ||||||||
| 2015 | ||||||||
| 1985 | ||||||||
| 2014 | ||||||||
Rafael Ceara Almodovar Person · RIA / Wealth · matched RAFAEL CEARA · ALLSTATE FINANCIAL ADVISORS, LLC | 2015 | |||||||
| 2007 | ||||||||
| 2007 | ||||||||
| 2012 | ||||||||
| 2014 | ||||||||
| 2006 | ||||||||
| 1996 | ||||||||
| 2007 | ||||||||
| 2006 | ||||||||
| 2015 | ||||||||
| · probable Lower middle market | New York, | $7.9B | 8 | 1 | 8 | 2024 | ||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
| · probable Middle market | New York, | $2.6B | 15 | 37 | 2024 | |||
| · probable Middle market | Santa Monica, | $1.9B | 18 | 17 | 2023 | |||
| 2013 | ||||||||
| SANTA MONICA, | $3.9B | 12 | 2012 | |||||
Cross Ocean Adviser LLP Firm · Private equity · matched Cross Ocean Partners Also on Private Credit, RIA / Wealth Management | · probable Unsized | London, | $4.2B | 2 | 97 | 2022 | ||
CROSS OCEAN PARTNERS MANAGEMENT LP Registered adviser · RIA / Wealth · 801-108492 Also on Private Equity | GREENWICH, | $7.0B | 18 | 2016 | ||||
Sanctuary Advisors, LLC Firm · Venture · matched Aceal Wealth DBA Southern Oak · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| · probable Middle market | Hong Kong, | $1.5B | 6 | 4 | 2023 | |||
Southocean Capital Partners, LLC Manager · RE funds · matched Southocean Real Estate Manager, LLC (relying Adviser) · Under 1b | Ft. Lauderdale, | $617M | 20 | 9 | 2024 | |||
| · probable Unsized | Chicago, | $2.5B | 35 | 18 | ||||
| · probable Lower middle market | Valletta,Valletta, | $800M | 2 | 9 | 2020 | |||
INTEROCEAN CAPITAL Registered adviser · RIA / Wealth · matched INTEROCEAN CAPITAL GROUP, LLC · 801-119431 Also on Allocators, Private Equity | NASHVILLE, | $5.8B | 2020 | |||||
| · probable Unsized | Valletta,Valletta, | $1.4B | 5 | |||||
| · probable Unsized | Ft. Lauderdale, | $362M | 3 | 8 | 2017 | |||
| Saint Louis, | $136M | 11 | 2024 | |||||
| WEST PALM BEACH, | $619M | 5 | 2012 | |||||
Oceaniq Capital, LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Redwood City, | $334M | 11 | 2 | 2023 | ||
Lower middle market | Hong Kong, | $397M | 3 | 4 | 2021 | |||
| MANHATTAN BEACH, | $560M | 6 | 2026 | |||||
| $761M | 1 | 1 | 2013 |
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.