DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 2 | ||||||
| Naperville, | 118 | |||||||
Captrust | 1997 | |||||||
| 1984 | ||||||||
| 2016 | ||||||||
Advent International, L.P. Firm · Private equity · matched Advent Aregentina S.R.L. (relying Adviser) | · probable Large cap | Boston, | $87B | 1 | 250 | 9 | 2024 | |
Swan & Legend Firm · Venture · matched Swan & Legend Advisors, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Leesburg, | $180M | 22 | 9 | 17 | 2021 | ||
Legend Capital Firm · Venture · matched Legend Capital Management Limited · Registered investment adviser Also on RIA / Wealth Management | Beijing, | $250M | 3 | 8 | 11 | 2022 | ||
| Redondo Beach, | $88.8M | 3 | 3 | 25 | 2022 | |||
REGENTATLANTIC Registered adviser · RIA / Wealth · matched REGENTATLANTIC CAPITAL, LLC · 801-17301 Also on Allocators | MORRISTOWN, | $6.2B | 2012 | |||||
| 4 | ||||||||
| LOS ANGELES, | $1.8B | 5 | 2020 | |||||
| ATLANTA, | $786M | 9 | 2019 | |||||
| RAMSEY, | $643M | 7 | 2012 | |||||
| PALM BEACH GARDENS, | $1.9B | 2011 | ||||||
| FRESNO, | $1.1B | 2012 | ||||||
| PITTSBURGH, | $390M | 3 | 2012 | |||||
| HARRISONBURG, | $375M | 4 | 2017 | |||||
| LONDON, | $1.2B | 1 | 2024 | |||||
| HONOLULU, | $364M | 1 | 2 | 2021 | ||||
| $201M | 6 | 1 | 2022 | |||||
| HOUSTON, | $244M | 2 | 2012 | |||||
| LOUISVILLE, | $478M | 2012 | ||||||
| IRVINE, | $433M | 2016 | ||||||
REGENT WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched REGENT WEALTH MANAGEMENT GROUP, INC. · 801-60412 | WOODBRIDGE, | $263M | 2012 | |||||
| TULSA, | $68.7M | 4 | 2012 | |||||
| · probable Lower middle market | Draper, | $1.3B | 3 | 1 | 2021 | |||
Regen Ventures Management Pty Ltd Firm · Venture · matched Regen Ventures · Exempt reporting adviser Also on RIA / Wealth Management | Byron Bay, New South Wales, | $41.4M | 6 | 1 | 2024 | |||
| New York, | $25.0M | 1 | 6 | 2019 | ||||
| Carmel, | $113M | |||||||
CAREGEN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CAREGEN WEALTH MANAGEMENT LLC · 801-137047 | SAN MATEO, | $110M | 1 | 2026 | ||||
| Indianapolis, | $190M | 2025 | ||||||
| SALT LAKE CITY, | $58.1M | 3 | 2016 | |||||
| BERWYN, | $1.1B | 6 | 2023 | |||||
IVY Asset Management LLC Firm · Private equity · matched Regency Asset Management LLC Also on Private Credit, RIA / Wealth Management | · probable Unsized | Uniondale, | $206M | 1 | 4 | |||
| Carmel, | $42.6M | |||||||
| CHARLOTTE, | $71.0M | 2026 | ||||||
| $35.0M | 2026 | |||||||
| Carmel, | $13.3M | |||||||
| Greenwich, | $7.9M | |||||||
| $12.2M | 2026 | |||||||
| NEW YORK, | $11.0M | 2011 | ||||||
| Augusta, | $99.4M | 9 | 3 | 3 | 2024 | |||
| 2012 | ||||||||
| CENTERVILLE, | 2020 | |||||||
| DAYTON, | 2026 | |||||||
| NEW YORK, | 2026 | |||||||
| 2026 | ||||||||
Harvard Apparatus Regenerative Technology, Inc. Pension Plans Allocator · Allocators · matched Harvard Apparatus Regenerative Technology, Inc. | Holliston, | |||||||
| Minneapolis, | 2,584 |
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.