DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable | New York, | $787M | 30 | 4 | 2024 | |||
| · probable | Palo Alto, | $329M | 1 | 3 | 2020 | |||
| 2026 | ||||||||
| Indianapolis, | 89 | |||||||
| 1 | ||||||||
| Minneapolis, | 52 | |||||||
Cincytech, LLC Firm · Venture · matched Cincinnati Cornerstone Capital LLC · Exempt reporting adviser Also on Independent Sponsors, Private Equity | · probable | Cincinnati, | $88.1M | 34 | 23 | 29 | 2023 | |
| Washington, | 139 | |||||||
| Tustin, | 91 | |||||||
| New Hope, | 387 | |||||||
| · candidate Lower middle market | Brighton, East Sussex, | $428M | 9 | 2 | 4 | 2023 | ||
| NEW YORK, | $635M | 1 | 2013 | |||||
Sterling Bay Capital Advisers, LLC Manager · RE funds · matched Four Corners Tavern Fund Management, LLC · Under 1b Also on Private Equity, RIA / Wealth Management | · probable | Chicago, | $586M | 12 | 7 | 2023 | ||
| DUXBURY, | $200M | 4 | 2019 | |||||
CORNERSTONE Registered adviser · RIA / Wealth · matched CORNERSTONE CAPITAL MANAGEMENT LLC · 801-45262 | EDINA, | $1.0B | 2011 | |||||
| Watertown, | 2 | |||||||
| EASTON, | $292M | 2 | 2025 | |||||
| New York, | 659 | |||||||
| · probable Lower middle market | Charlottesville, | $20B | 2 | 30 | 2023 | |||
Lower middle market | Chicago, | $64.2M | 4 | 2 | 2021 | |||
CORNERSTONE WEALTH Registered adviser · RIA / Wealth · matched CORNERSTONE WEALTH GROUP, LLC · 801-112164 | HUNTERSVILLE, | $2.5B | 30 | 2017 | ||||
CORNERSTONE Registered adviser · RIA / Wealth · matched CORNERSTONE RETIREMENT GROUP, INC. · 801-109991 | RENO, | $364M | 2017 | |||||
| MELVILLE, | $105M | 1 | 2020 | |||||
| SENECA, | $131M | 2020 | ||||||
| Draper, | 58 | |||||||
| · probable Unsized | Bellevue, | $4.0B | 3 | 12 | ||||
CORNER CYS I, LLC Fund · RIA / Wealth · CORNER CAPITAL MANAGEMENT, LLC Also on Private Equity, Venture Capital | $41.0M | 24 | 2023 | |||||
| THE WOODLANDS, | $23.7M | 2 | 2019 | |||||
| PEORIA, | $22.4M | 1 | 2018 | |||||
| Santa Barbara, | $36.0M | |||||||
| PHILADELPHIA, | $34.5M | 2012 | ||||||
| Santa Monica, | 1 | |||||||
CORNERSTONE ADVISORY Registered adviser · RIA / Wealth · matched CORNERSTONE ADVISORY, LLC · 801-68058 Also on Private Equity | HUNT VALLEY, | $2.2B | 10 | 2012 | ||||
| Springfield, | 87 | |||||||
| CHARLOTTESVILLE, | $8.9B | 2012 | ||||||
| PALO ALTO, | $1.4B | 3 | 2012 | |||||
| $8.0M | 28 | 2022 | ||||||
| DULUTH, | $2.3B | 9 | 2012 | |||||
CORNERSTONE WEALTH Registered adviser · RIA / Wealth · matched CORNERSTONE FINANCIAL PARTNERS, LLC · 801-72561 | HUNTERSVILLE, | $805M | 2011 | |||||
| ASHEVILLE, | $3.0B | 2019 | ||||||
CORNER AP, LLC Fund · RIA / Wealth · CORNER CAPITAL MANAGEMENT, LLC Also on Private Equity, Venture Capital | $4.0M | 4 | 2022 | |||||
| New York, | $4.0M | |||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| NEW YORK, | $1.1B | 2014 | ||||||
| $5.1M | 2026 | |||||||
| $8.0M | 2025 | |||||||
CORNER LEO, LLC Fund · RIA / Wealth · CORNER CAPITAL MANAGEMENT, LLC Also on Private Equity, Venture Capital | $3.8M | 5 | 2024 | |||||
| SAN ANTONIO, | $173M | 4 | 2022 | |||||
| ASHEVILLE, | $1.2B | 2012 | ||||||
| $5.0M | 2025 |
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.