DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Bryn Mawr, | 61 | |||||||
| Indianapolis, | $895M | 45 | 12 | 7 | 2024 | |||
| SAN Francisco, | $520M | 2024 | ||||||
| $30.6M | 163 | 2019 | ||||||
Patria Capital Partners LLP Firm · Private equity · matched SL Capital Esf I General Partner Limited Partnership Also on RIA / Wealth Management | · probable Middle market | Edinburgh, | $3.9B | 23 | 3 | 2017 | ||
| $30.8M | 45 | 2021 | ||||||
| $130M | 1 | 2012 | ||||||
| 2015 | ||||||||
ROYA POURKALBASI ESFAHANI Person · RIA / Wealth · matched Roya PourkalbasiEsfahani · STRATEGIC ADVISERS LLC | 2015 | |||||||
| 1994 | ||||||||
| $15,677 | 19 | 2021 | ||||||
| $85.3M | 18 | 2012 | ||||||
Venture Investors LLC Firm · Venture · matched Viesf V Advisors Group LLC · Exempt reporting adviser Also on RIA / Wealth Management | Madison, | $216M | 9 | 14 | 16 | 2025 | ||
| Coden, | 91 | |||||||
| $19.4M | 29 | 2012 | ||||||
| SAN Francisco, | $398M | 3 | 2 | 1 | 2025 | |||
| 2009 | ||||||||
| New York, | $112M | |||||||
| CHAPPAQUA, | $30.3M | 2 | 2026 | |||||
| WELLINGTON, | $42.7M | 2026 | ||||||
| DUNWOODY, | $13.7M | 2026 | ||||||
| ALEXANDRIA, | 2026 | |||||||
| Rockville, | 136 | |||||||
| Seattle, | 1 | |||||||
| 2004 | ||||||||
Corient | 2008 | |||||||
| 1986 | ||||||||
SUSAN BERESFORD SHIELDS Person · RIA / Wealth · matched SUSAN BERESFORD · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1991 | |||||||
| 2012 | ||||||||
| 2001 | ||||||||
| 2015 | ||||||||
Corient | 2014 | |||||||
| 2013 | ||||||||
| 2012 | ||||||||
| 1990 | ||||||||
| 2015 | ||||||||
| 2000 | ||||||||
| 2006 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2010 | ||||||||
| 2010 | ||||||||
| 1997 | ||||||||
| 2015 | ||||||||
| 2008 | ||||||||
| 1989 | ||||||||
| 2007 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2015 |
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.