DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| North Tustin, | 53 | |||||||
Focus Partners Wealth, LLC Family office · Family offices · matched D. K. Brede Investment Management Company, a Focus Partners Wealth Company | St. Louis, | $182B | 5 | 26 | 8 | |||
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY Registered adviser · RIA / Wealth · 801-127246 | TAMPA, | $339M | 14 | 2022 | ||||
Blanchard Machinery Company, a South Carolina Corporation Company · Sponsors · Machinery equipment wholesale | West Columbia, | 888 | ||||||
Sequoia Beverage Company, a Limited Partnership DBA Bueno Beverage Co Company · Sponsors · Beer wine wholesale | Visalia, | 124 | ||||||
Suburban Manufacturing Company, a Division of Airxcel, Inc. Company · Sponsors · Machinery manufacturing | Dayton, | 75 | ||||||
Aitheras Aviation Group, LLC Borrower · Private credit · matched a Florida Liimited Liability Company & A | 1 | 1 | ||||||
International Woodland Company A/S and IWC Investment Partners A/S Investment consultant · Allocators | 2025 | |||||||
BDCM INTERMEDIATE COMPANY A LTD. Fund · RIA / Wealth · BLACK DIAMOND CAPITAL MANAGEMENT Also on Private Credit | 37 | 2013 | ||||||
SANTA MONICA INVESTMENT COMPANY, A SERIES OF KINGS COUNTY VENTURES, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $5,000 | 15 | 2018 | |||||
| BOSTON, | $20B | 5 | 2011 | |||||
| PORTLAND, | $2.7B | 13 | 2013 | |||||
| NEW YORK, | $950M | 4 | 4 | 2011 | ||||
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan Plan · Allocators · First Citizens Bank & Trust Company | Raleigh, | $1.1B | 19 | 10 | 5 | 2024 | ||
Trafelet Brokaw Capital Management, L.P. Firm · Private equity · matched Trafelet & Company Advisors, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | New York, | $380M | 1 | 2 | 2015 | ||
| JACKSONVILLE, | $90.8M | 2015 | ||||||
CRAVENS & COMPANY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CRAVENS & COMPANY ADVISORS, LLC · 801-112875 | COOKEVILLE, | $311M | 3 | 2012 | ||||
PHILLIPS & COMPANY Registered adviser · RIA / Wealth · matched PHILLIPS AND COMPANY ADVISORS, LLC · 801- | PORTLAND, | $754M | 2011 | |||||
The Northwestern Mutual Life Insurance Company Agents Retirement Plan Plan · Allocators · Northwestern Mutual Life INS.CO. | Milwaukee, | $2.1B | 2024 | |||||
| DECATUR, | $7.0M | 2024 | ||||||
Pension Plan for Salaried Employees of Timber Products Company & Affiliates Plan · Allocators · Timber Products Co Ltd Partnership | Springfield, | $62,829 | 23 | 13 | 3 | 2023 | ||
Pension Plan for Certain Hourly Employees of Paulo Products Company and Affiliates Plan · Allocators · Paulo Products Company | ST. Louis, | 9 | 5 | 1 | 2023 | |||
| New Haven, | 724 | |||||||
| Kinston, | 614 | |||||||
Retirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics Group Plan · Allocators · Sargent Manufacturing Company Assa Abloy, Inc. | NEW Haven, | $72.3M | 2024 | |||||
| Alexandria, | 325 | |||||||
| Natchitoches, | 304 | |||||||
| New Haven, | 186 | |||||||
| Fenton, | 211 | |||||||
| Springfield, | 120 | |||||||
| Elk Grove Village, | 117 | |||||||
| Muskegon, | 101 | |||||||
| Texarkana, | 68 | |||||||
| $93.0M | 1 | 1 | ||||||
Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated Plan · Allocators · The Oklahoma Publishing Company | Oklahoma City, | 2024 | ||||||
Jervis B. Webb Company and Affiliates Retirement Income Plan Plan · Allocators · Jervis B. Webb Company | Novi, | $74,376 | 2022 | |||||
| $22.7M | 1 | 2 | 2027 | |||||
| $15.2M | 5 | 2 | 2029 | |||||
| 1 | 1 | |||||||
ALLSTATE FINANCE COMPANY AGENCY LOANS, LLC Fund · RIA / Wealth · ALLSTATE INVESTMENT MANAGEMENT COMPANY Also on Private Credit | $76.7M | 13 | 2017 | |||||
| 1 | ||||||||
| 1 | ||||||||
| $4.3M | 19 | 2012 | ||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 |
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.