DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | San Francisco, | $881M | 10 | 20 | 2024 | |||
FIFTH ERA PARTNERS LP Registered adviser · RIA / Wealth · 801-133989 Also on Private Equity, Venture Capital | $184M | 27 | 2025 | |||||
| $14.1M | 78 | 2012 | ||||||
ERA Global Technologies Firm · Venture · matched ERA Global Technologies LLC · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $260M | 18 | 2 | |||
| $78.8M | 1 | 3 | 2022 | |||||
| $112,000 | 2025 | |||||||
| $106,000 | 2025 | |||||||
| $100,000 | 2025 | |||||||
| $671,250 | 2026 | |||||||
| $34.2M | 2026 | |||||||
ERA FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched ERA FINANCIAL ADVISORS LLC · 801-134093 | COVINA, | 2025 | ||||||
| $78.8M | 37 | 2022 | ||||||
| 5 | ||||||||
Middle market | Austin, | $1.6B | 5 | 4 | 2024 | |||
| PEPPER PIKE, | $452M | 6 | 3 | 2020 | ||||
| BROOKLYN, | $244M | 1 | 2012 | |||||
| San Francisco, | 172 | |||||||
| Alpharetta, | 1 | |||||||
| Alpharetta, | 1 | |||||||
| $35.9M | 1 | 1 | 2028 | |||||
| $587M | 251 | 2023 | ||||||
| $1.3B | 37 | 2012 | ||||||
FORMENTERA PARTNERS FUND I, LP Fund · RIA / Wealth · FORMENTERA PARTNERS LP Also on Private Equity, Venture Capital | $344M | 93 | 2021 | |||||
| 1 | 1 | 2028 | ||||||
| $395M | 20 | 2020 | ||||||
Solera Partners, L.P. Fund · Private equity · Solera Capital Also on Allocators, RIA / Wealth Management | $405M | 1 | ||||||
| $617M | ||||||||
| $39.6M | 10 | 2016 | ||||||
| $33.2M | 5 | 2024 | ||||||
| $5.4M | 61 | 2022 | ||||||
WESTWOOD FORMENTERA PARTNERS FUND II, LLC Fund · RIA / Wealth · WESTWOOD WEALTH MANAGEMENT Also on Private Equity | $7.6M | 19 | 2024 | |||||
| $16.9M | ||||||||
| 1 | ||||||||
| $357,138 | 2025 | |||||||
| $357,143 | 2025 | |||||||
| $65,274 | 2019 | |||||||
| · candidate | 2 | |||||||
| 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.