DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Chicago, | 96 | |||||||
| Largo, | 94 | |||||||
| Hamden, | 52 | |||||||
Middle market | San Antonio, | $151B | 16 | 4 | 2024 | |||
| WILMINGTON, | $2.8B | 1 | 30 | 2024 | ||||
| MILWAUKEE, | $1.9B | 6 | 2012 | |||||
| WILMINGTON, | $1.6B | 1 | 2018 | |||||
| TOWN AND COUNTRY, | $586M | 4 | 2011 | |||||
DIVERSIFIED FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. · 801-79902 | NORWELL, | $339M | 4 | 2014 | ||||
CARLYLE LIQUID MARKET SOLUTIONS Registered adviser · RIA / Wealth · matched DIVERSIFIED GLOBAL ASSET MANAGEMENT CORPORATION · 801-66469 | TORONTO, | $6.3B | 9 | 2012 | ||||
Lower middle market | Brentwood, | $132M | 3 | 3 | ||||
| 2020 | ||||||||
| BOULDER, | $126M | 2011 | ||||||
| NORWELL, | $115M | 2011 | ||||||
ADVISOR.INVESTMENTS Registered adviser · RIA / Wealth · matched DIVERSIFIED INVESTMENT STRATEGIES, LLC · 801-67260 | BATON ROUGE, | $199M | 1 | 3 | 2012 | |||
| SCOTTS VALLEY, | $48.2M | 2012 | ||||||
| BIRMINGHAM, | $55.0M | 2025 | ||||||
DIVERSIFIED CAPITAL GROUP Registered adviser · RIA / Wealth · matched DIVERSIFIED CAPITAL MANAGEMENT, LLC · 801-68231 | $36.8M | 2026 | ||||||
| DURHAM, | $29.3M | 2026 | ||||||
| $20.4M | 2026 | |||||||
| 1 | 2024 | |||||||
| $315,000 | 2015 | |||||||
| BURBANK, | 2026 | |||||||
| SADDLE BROOK, | 2026 | |||||||
| Portland, | 301 | |||||||
| Greenville, | 182 | |||||||
| Harahan, | 126 | |||||||
| Bedford, | 148 | |||||||
| Riverside, | 66 | |||||||
| Chicago, | 77 | |||||||
| Lockport, | 1 | |||||||
| $69.0M | 4 | 3 | 2029 | |||||
| 4 | 7 | 2027 | ||||||
DIVERSIFIED INTERNATIONAL PARTNERS (EQUITY), L.P. Fund · RIA / Wealth · TRANSWESTERN INVESTMENTS Also on Real Estate Funds | $14.8M | 92 | 2017 | |||||
Diversified International Partners (equity), L.P. Real estate fund vehicle · RE funds · Transwestern Investment Management, LLC Also on RIA / Wealth Management | $14.8M | 92 | 2017 | |||||
DIVERSIFIED INTERNATIONAL PARTNERS (DEBT), L.P. Fund · RIA / Wealth · TRANSWESTERN INVESTMENTS Also on Private Credit, Real Estate Funds | $9.9M | 92 | 2017 | |||||
Diversified International Partners (debt), L.P. Real estate fund vehicle · RE funds · Transwestern Investment Management, LLC Also on RIA / Wealth Management | $9.9M | 92 | 2017 | |||||
| 2 | 2 | 2024 | ||||||
| $26.0M | 10 | 2012 | ||||||
| $49.4M | 1 | 2020 | ||||||
DIVERSIFIED PRIVATE EQUITY FUND LP Fund · RIA / Wealth · HERITAGE WEALTH MANAGEMENT, INC. Also on Private Equity | $1.4M | 11 | 2024 | |||||
| 3 | 1 | |||||||
| 3 | 2 |
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.