DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
EAGLE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched EAGLE WEALTH STRATEGIES, LLC · 801-127242 | MULLICA HILL, | $654M | 9 | 2022 | ||||
| FOREST PARK, | $39.3M | 2026 | ||||||
| $30.5M | 2026 | |||||||
| $30.1M | 2024 | |||||||
| WESTLAKE VILLAGE, | $23.9M | 2026 | ||||||
| HONOLULU, | 2026 | |||||||
| 1 | ||||||||
Newspring Capital Firm · Private equity · matched Newspring Mezzanine Capital Mangement III, LLC (relying Adviser) | Middle market | Radnor, | $3.1B | 56 | 30 | 79 | 2024 | |
| Radnor, | $286M | 43 | 2023 | |||||
| New York, | $55B | 2025 | ||||||
| Fort Worth, | $100M | 53 | 1 | 1 | 2024 | |||
| MEMPHIS, | $2.2B | 1 | 7 | 2011 | ||||
| NEWTOWN SQUARE, | $2.4B | 6 | 2012 | |||||
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-52871 Also on Independent Sponsors | SAN FRANCISCO, | $6.6B | 2 | 2012 | ||||
| NORTHFIELD, | $1.0B | 15 | 2012 | |||||
Lower middle market | Dallas, | $1.1B | 7 | 3 | 2019 | |||
| BOSTON, | $1.8B | 9 | 2012 | |||||
Shrewsbury River Capital LP Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Red Bank, | $958M | 4 | ||||
| LONDON, | $2.3B | 3 | 2011 | |||||
Niam Ab Manager · RE funds · matched Newsec Asset Management Ab · 5b 25b Also on RIA / Wealth Management | · probable | Stockholm, | $5.7B | 8 | 8 | 2023 | ||
| Germantown, | $108M | 12 | 2024 | |||||
| LITTLE ROCK, | $181M | 33 | 2023 | |||||
| BROWNSBURG, | $287M | 12 | 2022 | |||||
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-132626 Also on Private Equity | FLORHAM PARK, | $162M | 16 | 2017 | ||||
| HONOLULU, | $269M | 4 | 2012 | |||||
| DANVILLE, | $543M | 1 | 2012 | |||||
| BROOKLYN, | $240M | 3 | 2013 | |||||
| CALHOUN, | $159M | 6 | 2018 | |||||
Lower middle market | Doral, | $79.0M | 19 | 9 | 2024 | |||
WISNIEWSKI WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched WISNIEWSKI WEALTH MANAGEMENT LLC · 801-120675 | DALLAS, | $266M | 2 | 2021 | ||||
| New York, | $1.1B | 2025 | ||||||
| $1.1B | 2024 | |||||||
| New York, | $873M | 2026 | ||||||
| HUNT VALLEY, | $397M | 2012 | ||||||
| · probable Lower middle market | Luxembourg, | $43.2M | 1 | 1 | 23 | |||
| Washington, | $160M | 29 | 12 | 9 | 2024 | |||
| MENLO PARK, | $304M | 2012 | ||||||
| · probable Lower middle market | Dallas, | $33.1M | 13 | 5 | 5 | |||
| GRAND RAPIDS, | $136M | 2012 | ||||||
| Reston, | $222M | 2025 | ||||||
| Denver, | $79.0M | 1 | ||||||
| HATTIESBURG, | $100M | 1 | 2026 | |||||
| $174M | 2024 | |||||||
NEWSHOLME FINANCIAL GROUP, INC. Registered adviser · RIA / Wealth · matched NEWSHOLME FINANCIAL GROUP, INC · 801-62279 | YORKTOWN HTS, | $59.9M | 2012 | |||||
| KEENE, | $85.8M | 2012 | ||||||
FERGUSON, ANDREWS INVESTMENT ADVISERS, INC Registered adviser · RIA / Wealth · matched FERGUSON ANDREWS INVESTMENT ADVISERS INC · 801-41562 | CHARLOTTESVILLE, | $47.9M | 1 | 2012 | ||||
MFP STRATEGIES Registered adviser · RIA / Wealth · matched MOLEWSKI FINANCIAL SOLUTIONS LLC · 801-57622 | BETHLEHEM, | $4.3B | 2012 | |||||
| CORONADO, | $32.2M | 1 | 2012 | |||||
| COLORADO SPRINGS, | $57.5M | 2026 | ||||||
| Richmond, | $89.8M | 27 | 12 | 1 | 2025 |
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.