DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Laurel, | 645 | |||||||
ELDRED ROCK PARTNERS, LLC Registered adviser · RIA / Wealth · 801-128420 Also on Independent Sponsors, Private Equity | SAN ANTONIO, | $644M | 1 | 2 | 2021 | |||
MERKLE RETIREMENT PLANNING Registered adviser · RIA / Wealth · matched ELITE RETIREMENT PLANNING, LLC · 801-118564 | GRIMES, | $569M | 14 | 2020 | ||||
| SOUTH JORDAN, | $37.8M | 2026 | ||||||
| UTICA, | $712,288 | 2026 | ||||||
| NEW YORK`, | 2026 | |||||||
| 1 | ||||||||
| Dublin, | 540 | |||||||
| Bay Village, | 1 | |||||||
| Long Beach, | 53 | |||||||
| Westfield, | 81 | |||||||
| Miami, | ||||||||
| Miami, | ||||||||
General Atlantic Service Company, L.P. Firm · Private equity · matched General Atlantic Cerpi Manager S. de R.L. de C.V. | Large cap | New York, | $97B | 30 | 221 | 268 | 2024 | |
TPG Capital Advisors, LLC Firm · Private equity · matched TPG Qinghua (chongqing) Equity Management Partnership Enterprise (L.P.) (relying Adviser) | Large cap | Fort Worth, | $112B | 19 | 84 | 6 | 2024 | |
| FORT MILL, | $25B | 3,121 | 2024 | |||||
| $135M | 122 | 5 | 29 | 2023 | ||||
ANDREW JAMES VAN ERP Person · RIA / Wealth · matched ANDREW JAMES VANERP · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1995 | |||||||
| 2012 | ||||||||
| 1998 | ||||||||
| 2015 | ||||||||
| 2007 | ||||||||
| 2011 | ||||||||
| 2012 | ||||||||
| 1984 | ||||||||
| 2016 | ||||||||
| · probable | Menlo Park, | $36B | 55 | 10 | 2024 | |||
| Boston, | $168M | 49 | 8 | 8 | 2025 | |||
Upper middle market | Chicago, | $15B | 2 | 45 | 2021 | |||
| Algona, | 71 | |||||||
| · probable Middle market | Fort Lauderdale, | $7.2B | 16 | 61 | 2024 | |||
| · probable Middle market | New York, | $2.0B | 2 | 32 | 2017 | |||
| · probable Middle market | New York, | $12B | 8 | 59 | 2019 | |||
Enterprise Investors Firm · Private equity · matched Polish Enterprise Investors VII LP (relying Adviser) | Middle market | New York, | $1.6B | 18 | 10 | 2024 | ||
COUNTERPOINT FUNDS Registered adviser · RIA / Wealth · matched COUNTERPOINT MUTUAL FUNDS, LLC · 801-80197 | SAN DIEGO, | $3.2B | 5 | 2014 | ||||
AEA ENTERPRISE PARTNERS MANAGEMENT LP Registered adviser · RIA / Wealth · 801-63692 Also on Independent Sponsors, Private Equity | NEW YORK, | $3.5B | 5 | 2012 | ||||
Hewlett Packard Enterprise Co Pension Plans Allocator · Allocators · matched Hewlett Packard Enterprise Co · 10B-100B | Spring, | $12B | 2025 | |||||
Counterpart Ventures Firm · Venture · matched Counterpart Management Company, LLC · Exempt reporting adviser | $112M | 2 | 2 | 10 | ||||
| Irving, | $12B | 2025 | ||||||
| NEEDHAM, | $732M | 9 | 2012 | |||||
| · candidate | New York, | $317M | 31 | 3 | 2024 | |||
RIVERPOINT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC · 801-78487 | CHICAGO, | $906M | 4 | 2013 | ||||
| TULSA, | $588M | 10 | 2023 | |||||
AVIDIAN WEALTH SOLUTIONS Registered adviser · RIA / Wealth · matched AVIDIAN WEALTH ENTERPRISES, LLC · 801-64386 | HOUSTON, | $4.8B | 7 | 43 | 2012 | |||
Phoenix Property Investors Limited Manager · RE funds · matched Ruihua Feng Tai Enterprise Management Consulting (shanghai) Co., Ltd. (relying Adviser) | · candidate Unsized | Hong Kong, | $4.3B | 15 | 6 | 2019 | ||
| · probable Lower middle market | Grand Cayman, | $486M | 1 | 5 | ||||
| SACRAMENTO, | $561M | 5 | 2017 | |||||
| NEW YORK, | $390M | 8 | 2021 | |||||
Public Service Enterprise Group Inc Pension Plans Allocator · Allocators · matched Public Service Enterprise Group Inc · 1B-10B | Newark, | $4.7B | 2025 | |||||
Riverpark Capital Management LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $299M | 3 | 4 | 2023 |
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.