DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SANTA FE, | $182M | 3 | 2017 | |||||
| $11.5M | 2026 | |||||||
Middle market | London, | $1.4B | 20 | 24 | 34 | 2024 | ||
| TAMPA, | $16B | 317 | 2011 | |||||
Brookfield Asset Management Pic US, LLC Manager · RE funds · matched Brookfield Real Estate Financial Partners LLC (relying Adviser) · Over 25b | · probable | New York, | $58B | 255 | 8 | 2024 | ||
| DAVENPORT, | $3.7B | 188 | 2011 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
Napier Park Global Capital (US) LP Firm · Private equity · matched Napier Park Financial Partners Fund II GP LLC | · probable Middle market | New York, | $12B | 8 | 59 | 2019 | ||
| MCMURRAY, | $7.8B | 45 | 2021 | |||||
ROOT FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched ROOT FINANCIAL PARTNERS, LLC · 801-125945 Also on Private Equity | AUSTIN, | $2.1B | 63 | 2022 | ||||
GRYPHON FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched GRYPHON FINANCIAL PARTNERS, LLC · 801-110583 | COLUMBUS, | $2.4B | 16 | 2017 | ||||
| NEEDHAM, | $3.8B | 16 | 2022 | |||||
| WINTER PARK, | $4.0B | 11 | 2021 | |||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Meridian Financial Partners Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| OVERLAND PARK, | $1.5B | 16 | 2011 | |||||
| · probable Unsized | London, | $2.3B | 4 | 5 | ||||
| · candidate Middle market | Arlington, | $6.8B | 30 | 3 | 2024 | |||
| CHICAGO, | $4.1B | 14 | 2013 | |||||
CATALYST FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched CATALYST FINANCIAL PARTNERS LLC · 801-114398 | BOSTON, | $1.7B | 11 | 2018 | ||||
| VENICE, | $1.9B | 10 | 2022 | |||||
MIDWEST FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. · 801-80667 | ST. CLOUD, | $1.5B | 9 | 2014 | ||||
VERUS FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched VERUS FINANCIAL PARTNERS, INC. · 801-41983 | RICHMOND, | $1.2B | 12 | 2012 | ||||
| · probable Lower middle market | Cleveland, | $1.3B | 1 | 8 | 2024 | |||
| WINCHESTER, | $1.4B | 8 | 2015 | |||||
| DANIEL ISLAND, | $749M | 16 | 2020 | |||||
| OVERLAND PARK, | $1.1B | 9 | 2017 | |||||
| SAN DIEGO, | $1.4B | 7 | 2023 | |||||
| BLOOMINGTON, | $853M | 9 | 2014 | |||||
CLEARVIEW FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched CLEARVIEW FINANCIAL PARTNERS, LLC · 801-114244 | RADNOR, | $1.1B | 6 | 2016 | ||||
| ORANGE, | $912M | 8 | 2017 | |||||
| NEEDHAM, | $3.0B | 2011 | ||||||
| PITTSBURGH, | $407M | 18 | 2024 | |||||
| · probable Lower middle market | Huntsville, | $2.9B | 6 | |||||
Middle market | Radnor, | $1.0B | 85 | 7 | 14 | 2023 | ||
VANTAGE FINANCIAL PARTNERS, LLC Registered adviser · RIA / Wealth · 801-122083 Also on Independent Sponsors | ELM GROVE, | $1.0B | 10 | 2021 | ||||
| WARRENTON, | $628M | 5 | 2016 | |||||
| SALT LAKE CITY, | $559M | 5 | 2014 | |||||
| LEXINGTON, | $460M | 6 | 2019 | |||||
| MADISON, | $557M | 4 | 2011 | |||||
| $321M | 6 | 2012 | ||||||
| NAPERVILLE, | $293M | 6 | 2012 | |||||
| SINGAPORE, | $1.3B | 1 | 2015 | |||||
| LOUISVILLE, | $349M | 7 | 2023 | |||||
| PONTE VEDRA, | $1.5B | 2012 | ||||||
TRACTION FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched TRACTION FINANCIAL PARTNERS, LLC · 801-121892 | ENCAMPMENT, | $288M | 7 | 2021 | ||||
Strategic Blueprint, LLC Family office · Family offices · matched Prehmus Financial Partners Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
| PRINCETON, | $1.3B | 2013 | ||||||
| BETHESDA, | $682M | 1 | 2018 | |||||
| KINGWOOD, | $460M | 3 | 2020 | |||||
| TUCSON, | $1.2B | 2018 |
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.