DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
CROSS FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched CROSS FINANCIAL ADVISORS, LLC · 801-110589 | PORTLAND, | $482M | 11 | 2017 | ||||
| SAN ANTONIO, | $56.5M | 2012 | ||||||
| FRANKLIN, | $46.0M | 2012 | ||||||
| $31.5M | 2026 | |||||||
| Bangor, | 1,342 | |||||||
| Greensboro, | 763 | |||||||
| 1 | 4 | |||||||
Cross Creek Advisors, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Salt Lake City, | $1.3B | 22 | 17 | 21 | 2023 | |
Cross Culture Ventures Firm · Venture · matched Cross Culture Ventures Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Los Angeles, | $26.4M | 188 | 1 | 9 | 2015 | ||
Wasatch Advisors LP Firm · Venture · matched Cross Creek Capital, GP, L.P. ("relying Adviser") · Registered investment adviser | · candidate | Salt Lake City, | $27B | 1 | 8 | 2023 | ||
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 | ||
| · probable | New York, | $226M | 3 | 4 | 14 | 2024 | ||
| · probable | New York, | $803M | 8 | 2 | 2024 | |||
| NEW YORK, | $222M | 7 | 2018 | |||||
Southern Cross Group Management, L.P. Firm · Private equity · matched Southern Cross Group Also on Allocators, RIA / Wealth Management | Middle market | Santiago, | $1.4B | 35 | 7 | 11 | 2022 | |
| DARIEN, | $453M | 2018 | ||||||
| WILTON, | $135M | 2 | 2016 | |||||
Stifel, Nicolaus & Company, Incorporated Firm · Venture · matched Washington Crossing Advisors · Registered investment adviser | · probable | St Louis, | $198B | 1 | 13 | 2022 | ||
CROSS OCEAN PARTNERS MANAGEMENT LP Registered adviser · RIA / Wealth · 801-108492 Also on Private Equity | GREENWICH, | $7.0B | 18 | 2016 | ||||
| · probable | $41.5M | 2 | 2 | |||||
| ALBUQUERQUE, | $188M | 9 | 2019 | |||||
CANDACE SHIRA ASSOCIATES, LLC Registered adviser · RIA / Wealth · matched CROSS STAFF INVESTMENTS INC. · 801-77488 | PITTSFORD, | $443M | 3 | 2012 | ||||
| Van Nuys, | 3 | |||||||
CC Pictures Fund Advisors, LLC Firm · Private equity · matched Cross Creek Pictures, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | Houma, | $5.5M | 9 | 3 | 2016 | ||
CROSS LEDGE INVESTMENTS Registered adviser · RIA / Wealth · matched CROSS LEDGE INVESTMENTS LLC · 801-79775 | PHILADELPHIA, | $29.7M | 2 | 2014 | ||||
| BOSTON, | $33B | 2012 | ||||||
| · probable Lower middle market | Great Neck, | $146M | 5 | 4 | 2022 | |||
Crosslink Capital, Inc. Firm · Venture · matched Crosslink Capital Management, LLC · Registered investment adviser Also on RIA / Wealth Management | · probable | Menlo Park, | $3.9B | 6 | 33 | 29 | 2024 | |
Lower middle market | Herzliya, | $864M | 13 | 49 | 2023 | |||
TCG CROSSOVER MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-120001 Also on Independent Sponsors | PALO ALTO, | $5.1B | 3 | 2020 | ||||
| MORRISTOWN, | $2.0B | 4 | 2016 | |||||
DUNHILL FINANCIAL, LLC Registered adviser · RIA / Wealth · matched CROSS BORDER PLANNING, LLC · 801-77111 | BRUSSELS, | $56.4M | 2012 | |||||
| Audubon, | 168 | |||||||
Southern Cross Management Firm · Private equity · matched Southern Cross Group Also on RIA / Wealth Management | · probable Unsized | Santiago, | $1.2B | 4 | ||||
| · probable Lower middle market | Houma, | $75.3M | 1 | 4 | ||||
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust Plan · Allocators · Blue Cross Blue Shield of Massachusetts, Inc. | Boston, | $867M | 25 | 9 | 5 | 2024 | ||
| Far Rockaway, | 596 | |||||||
| Westerville, | 268 | |||||||
Crossbeam Venture Partners Firm · Venture · matched Crossbeam Venture Partners LLC · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $508M | 1 | 19 | 7 | 2025 | |
Arcadia Investment Partners Firm · Private equity · matched Arcadia Cross Lake III General Partner LP | Middle market | New York, | $1.2B | 105 | 5 | 2024 | ||
| Baltimore, | 55 | |||||||
CROSS SOUND MANAGEMENT LLC Credit provider · Private credit · DISTRESSED_CREDIT, OPPORTUNISTIC_CREDIT | 3 | |||||||
| Overland Park, | 143 | |||||||
| Worcester, | $1.8B | 2025 | ||||||
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. Plan · Allocators · Blue Cross and Blue Shield of Arizona, Inc. | Phoenix, | $228M | 21 | 8 | 5 | 2024 | ||
Blue Cross and Blue Shield of Florida Foundation Inc Allocator · Allocators · 100M-1B Also on Family Offices | Jacksonville, | $450M | 1 | 2024 | ||||
| Philadelphia, | $131M | 3 | 1 | 1 | 2024 | |||
| Edina, | 54 | |||||||
Blue Cross and Blue Shield of Alabama Retirement Plan Plan · Allocators · Blue Cross and Blue Shield of Alabama | Birmingham, | $712M | 9 | 6 | 3 | 2024 | ||
| 2009 |
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.