DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Middle market | Chicago, | $1.7B | 33 | 9 | 23 | 2024 | ||
Evolution Equity Partners Firm · Venture · matched Evolution Equity Partners LLC · Exempt reporting adviser Also on RIA / Wealth Management | New York, | $1.5B | 4 | 6 | 30 | 2023 | ||
Lower middle market | Philadelphia, | $360M | 1 | 5 | 5 | 2020 | ||
EDGEHILL ENDOWMENT PARTNERS Registered adviser · RIA / Wealth · matched EDGEHILL ENDOWMENT PARTNERS LLC · 801-80041 | NEW HAVEN, | $2.2B | 2014 | |||||
Lower middle market | Santa Monica, | $190M | 3 | 3 | 12 | |||
| · probable Lower middle market | Boston, | $101M | 7 | 1 | 6 | |||
| New York, | $100M | 2 | ||||||
CWC Advisors, LLC Manager · RE funds · matched Equity Enhancement Partners (e2p) · Under 1b Also on RIA / Wealth Management | · candidate | Lake Oswego, | $39.8M | 2 | 7 | 2013 | ||
| SEVEN FIELDS, | 2026 | |||||||
| 1 | ||||||||
| Rochester, | 80 | |||||||
| 3 | 1 | |||||||
| $60.0M | 17 | 2023 | ||||||
| Houston, | 118 | |||||||
| $25.0M | 3 | 2023 | ||||||
| 2023 | ||||||||
EEP Gas Partners, L.P. Fund · Private equity · CF Private Equity, Inc. Also on RIA / Wealth Management | $412,377 | 2013 | ||||||
Levine Leichtman Capital Partners, LLC Firm · Private equity · matched Llcp Deep Value II GP, LLC ("relying Advisor") | · probable Upper middle market | Beverly Hills, | $9.6B | 8 | 65 | 10 | 2024 | |
Deepwater Asset Management, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Minneapolis, | $567M | 7 | 4 | 11 | 2023 | |
| 2023 | ||||||||
| TAMPA, | $18B | 7 | 2012 | |||||
Napier Park Global Capital (US) LP Firm · Private equity · matched Napier Park Deep Value Fund III GP LLC | · probable Middle market | New York, | $12B | 8 | 59 | 2019 | ||
| CHICAGO, | $4.1B | 14 | 2013 | |||||
| GREENWICH, | $8.4B | 2 | 2021 | |||||
| · candidate | Blackrock, Co. Dublin, | $1.5B | 6 | |||||
| · probable | Orlando, | $300M | 2 | 8 | 3 | 2024 | ||
| NEW YORK, | $4.6B | 1 | 2017 | |||||
| Provo, | 1 | |||||||
CASTLEKEEP INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CASTLEKEEP INVESTMENT ADVISORS LLC · 801-60338 Also on Private Equity | WESTPORT, | $921M | 3 | 2012 | ||||
| GREENWICH, | $2.6B | 2014 | ||||||
| · probable Lower middle market | Port Louis, | $444M | 2 | 5 | ||||
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT Registered adviser · RIA / Wealth · matched TEEPLE WEALTH MANAGEMENT, LLC · 801-124740 | BROWNSBURG, | $287M | 12 | 2022 | ||||
| STAMFORD, | $938M | 1 | 2017 | |||||
| Charleston, | $4.0B | 10 | 12 | |||||
| Phoenix, | $1.4B | 2025 | ||||||
Deep Journey Protocol Ventures Firm · Venture · matched Deep Journey Protocol Ventures Ltd. · Exempt reporting adviser | · candidate | $321M | 6 | |||||
| CHICAGO, | $547M | 1 | 2012 | |||||
| $170M | 2 | 2023 | ||||||
DEEP FIELD ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-119157 Also on Private Equity, Real Estate Funds | BEVERLY HILLS, | $154M | 2 | 2020 | ||||
| · probable | $6.1M | 2 | 3 | 3 | 2025 | |||
| OAKVILLE, ONTARIO, | $116M | 1 | 1 | 2025 | ||||
| MENLO PARK, | $44.7M | 2 | 2013 | |||||
| New York, | $40.0M | |||||||
| ORANGE, | $71.2M | 2026 | ||||||
| NORTHBROOK, | $55.4M | 2026 | ||||||
| HARRISON, | $45.8M | 2026 | ||||||
Lower middle market | San Jose, | $8.3M | 2 | 1 | ||||
| $35.4M | 2024 | |||||||
SP ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched PANDYA, SANDEEP MADHAVLAL · 801-60660 | CUPERTINO, | $1.4B | 1 | 2012 | ||||
| $23.8M | 2026 |
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.