DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Menomonie, | 120 | |||||||
| 4 | ||||||||
| $90.0M | 1 | 1 | ||||||
| BEAVERTON, | $121M | 2021 | ||||||
| $30.9M | 2 | 2015 | ||||||
| Warsaw, | 241 | |||||||
| Minneapolis, | 75 | |||||||
| 5 | 4 | 2030 | ||||||
| 2014 | ||||||||
| LONDON, | $10B | 1 | 2012 | |||||
| · probable Lower middle market | New York, | $180M | 2 | |||||
M&i Investment Management Corp. Firm · Private equity · matched Cedar Street Advisors Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Milwaukee, | $22B | 2 | 8 | |||
CEDAR BROOK GROUP Registered adviser · RIA / Wealth · matched CEDAR BROOK FINANCIAL PARTNERS, LLC · 801-112173 Also on Allocators | CLEVELAND, | $1.7B | 2017 | |||||
| · probable Unsized | Chicago, | $4.2B | 1 | 6 | 2023 | |||
| LAKE OSWEGO, | $1.2B | 6 | 2011 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Cedar Gap Wealth Management · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| ATLANTA, | $309M | 1 | 2012 | |||||
Cedar Hill Associates, LLC Firm · Private equity · matched Cedar Hill Wealth Management Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Chicago, | $211M | 8 | ||||
Lower middle market | Dallas, | $220M | 7 | 3 | 2021 | |||
| $169M | 4 | 2023 | ||||||
CEDAR WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CEDAR WEALTH MANAGEMENT, LLC · 801-107067 | $417M | 3 | 2015 | |||||
| GREENWICH, | $122M | 1 | 2012 | |||||
Cedar Consultants III Limited Firm · Venture · matched Cedar Consultants II Limited · Exempt reporting adviser | Georgetown, | $30.6M | 3 | 4 | ||||
| SHELBURNE, | 2026 | |||||||
CEDAR COVE WEALTH PARTNERS Registered adviser · RIA / Wealth · matched SBE LLC DBA CEDAR COVE WEALTH PARTNERS · 801-133908 | BLOOMINGTON, | $455M | 10 | 2025 | ||||
| $44.1M | 2026 | |||||||
| SEATTLE, | $55.9M | 2026 | ||||||
| Seattle, | 54 | |||||||
| New York, | 481 | |||||||
| ROSWELL, | $45.3M | 2025 | ||||||
| Benton Harbor, | 175 | |||||||
| CEDAR RAPIDS, | $248M | 6 | 2022 | |||||
| 2026 | ||||||||
CEDAR STREET ASSET MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-114121 Also on Independent Sponsors | CHICAGO, | $938M | 3 | 2018 | ||||
| Roseville, | 56 | |||||||
| Philadelphia, | 74 | |||||||
| CEDAR FALLS, | $173M | 3 | 2012 | |||||
| NEW YORK, | $214M | 3 | 2012 | |||||
RED CEDAR INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched RED CEDAR INVESTMENT MANAGEMENT, LLC · 801-79728 Also on Independent Sponsors | GRAND RAPIDS, | $3.3B | 1 | 8 | 2014 | |||
| · candidate Unsized | 1 | 1 | 2020 | |||||
| · probable | New York, | $72.7M | 8 | 2 | 2024 | |||
| Hiawatha, | 96 | |||||||
| Belgium, | 3 | 92 | ||||||
| Irvine, | 78 | |||||||
| 2026 | ||||||||
| Austin, | 1 | |||||||
| East Rockaway, | 75 | |||||||
CEDAR PEAK WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CEDAR PEAK WEALTH ADVISORS LLC | $15.1M | 2026 | ||||||
| 1 | ||||||||
| Waterloo, | 132 |
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.