DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Upper middle market | Summit, | $22B | 1 | 64 | 9 | 2024 | ||
| $250M | 4 | 4 | 3 | |||||
| Avon, | 110 | |||||||
| · probable | Palo Alto, | $2.9B | 80 | 12 | 24 | 2024 | ||
Emerging Capital Partners Firm · Private equity · matched Emerging Capital Patners Also on RIA / Wealth Management | Lower middle market | Washington, | $1.3B | 19 | 4 | 2021 | ||
ECP Investment Advisors LLC Manager · RE funds · Under 1b Also on Private Equity, RIA / Wealth Management | · probable | Dallas, | $161M | 9 | 4 | 2023 | ||
| · probable | Independence, | $572M | 29 | 2 | 10 | 2014 | ||
| · probable Middle market | New York, | $1.9B | 2 | 16 | 15 | 2024 | ||
Electron Capital Partners, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $3.1B | 15 | ||||
| · candidate | Newtown Square, | $1.8B | 17 | 5 | 2024 | |||
| Salt Lake City, | $4.2B | 5 | 1 | 2023 | ||||
| · probable Unsized | New Orleans, | $969M | 3 | 8 | ||||
| LOS ANGELES, | $5.0B | 1 | 2012 | |||||
Epacria Capital Partners, LLC Family office · Family offices · matched - Epacria Capital Partners, LLC · Clay family | Boulder, | $129M | 5 | 2 | ||||
Edge Advisors, LLC Firm · Private equity · matched Edge Capital Partners Also on RIA / Wealth Management | · probable Unsized | Atlanta, | $3.5B | 8 | ||||
| Washington, | $1.0B | 6 | ||||||
EPFC CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched EPFC CAPITAL PARTNERS, LLC · 801-121957 Also on Venture Capital | NEW YORK, | $2.0B | 2021 | |||||
| · probable Unsized | Aventura, | $237M | 12 | 3 | 2022 | |||
| · probable Unsized | Washington, | $568M | 2 | |||||
| VIRGINIA BEACH, | 2026 | |||||||
| DENVER, | $897M | 2012 | ||||||
| NEW YORK, | $401M | 2 | 2012 | |||||
| · probable Lower middle market | Summit, | $115M | 6 | 4 | 7 | 2024 | ||
Lower middle market | Chicago, | $62.4M | 23 | 3 | 18 | 2018 | ||
| West Newton, | $390M | |||||||
| $254M | 3 | 3 | 2 | 2014 | ||||
| $193M | 1 | 2021 | ||||||
| NEW YORK, | $194M | 1 | 2012 | |||||
| · probable | Toronto, | $33.9M | 9 | 1 | 2022 | |||
Lower middle market | Toronto, | $64.2M | 5 | 5 | 2017 | |||
EPISTEME CAPITAL Registered adviser · RIA / Wealth · matched EPISTEME CAPITAL PARTNERS (UK), LLP · 801-79635 | LONDON, | $276M | 8 | 2014 | ||||
Lower middle market | Washington, | $69.1M | 2 | 2 | 2024 | |||
| · probable | Bethesda, | $12.1M | 2 | |||||
| London, | $2.4M | 7 | 24 | 2018 | ||||
| · probable Unsized | Washington, | $331,085 | 2 | 4 | ||||
| $10.2M | 2026 | |||||||
| · probable Unsized | Toronto, | 2 | ||||||
| $170,000 | 2026 | |||||||
| PALO ALTO, | $139,463 | 2026 | ||||||
Direct lender | New Orleans, | |||||||
| Summit, | $1.6B | |||||||
| 4 | ||||||||
| Summit, | ||||||||
| Summit, | ||||||||
| Summit, | ||||||||
| Virginia Beach, | $286M | 1 | ||||||
| $1.3B | 94 | 2015 | ||||||
Ecp | $297M | 107 | 2022 | |||||
Ecp | $879M | 26 | 2023 |
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.