DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| Napa, | 112 | |||||||
| Solon, | 2 | 2 | ||||||
| CHARLOTTE, | $331M | 19 | 2019 | |||||
| $207M | 2 | 2018 | ||||||
| $70.0M | 2026 | |||||||
| OMAHA, | $312M | 2012 | ||||||
| $3.2M | 2013 | |||||||
| MIAMI, | $23.8M | 2026 | ||||||
PARAMETRIC PORTFOLIO ASSOCIATES Registered adviser · RIA / Wealth · matched PARAMETRIC PORTFOLIO ASSOCIATES LLC · 801-60485 | SEATTLE, | $685B | 12 | 7 | 2012 | |||
| OMAHA, | $65B | 199 | 2011 | |||||
| MALVERN, | $2656B | 2025 | ||||||
| · probable Upper middle market | Darien, | $42B | 122 | 10 | 2024 | |||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| NEW YORK, | $140B | 1 | 2011 | |||||
| PORTLAND, | $35B | 6 | 2014 | |||||
SEI Investments Management Corp Firm · Private equity · matched SEI Fixed Income Portfolio Management | · probable Unsized | Oaks, | $195B | 10 | 7 | 2023 | ||
Middle market | San Antonio, | $151B | 16 | 4 | 2024 | |||
Cerberus Capital Management, L.P. Firm · Private equity · matched Portfolio Consulting and Advisory Company, LLC (relying Adviser) | · probable Lower middle market | New York, | $88B | 2 | 19 | 105 | 2024 | |
ENVESTNET PORTFOLIO SOLUTIONS, INC. Registered adviser · RIA / Wealth · 801-43579 Also on Private Equity | BERWYN, | $17B | 3 | 2011 | ||||
| · probable Lower middle market | West Conshohocken, | $34B | 2 | 65 | 3 | 2025 | ||
| WOODBURY, | $1.6B | 66 | 2012 | |||||
| · candidate Unsized | Charlotte, | $44B | 40 | 7 | 2022 | |||
| BONITA SPRINGS, | $780M | 83 | 2018 | |||||
| · probable Unsized | Seattle, | $4.8B | 1 | 9 | ||||
| LAKE MARY, | $3.0B | 1 | 9 | 2014 | ||||
Greystar Investment Group, LLC Manager · RE funds · matched Greystar Portfolio Investors, LLC (relying Adviser) · 5b 25b | · candidate | Charleston, | $16B | 33 | 11 | 2024 | ||
360 One Portfolio Managers Limited Firm · Private equity · matched Iifl Wealth Portfolio Managers Limited Also on RIA / Wealth Management | · probable Unsized | Mumbai, | $3.7B | 4 | 4 | 2021 | ||
| OMAHA, | $14B | 2012 | ||||||
AMERICAN PORTFOLIOS ADVISORS, INC Registered adviser · RIA / Wealth · matched AMERICAN PORTFOLIOS ADVISORS. INC · 801-61065 Also on Allocators | HOLBROOK, | $13B | 2012 | |||||
| Bala Cynwyd, | $6.7B | 1 | ||||||
ORG PORTFOLIO MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-62718 Also on Independent Sponsors, Real Estate Funds | BEACHWOOD, | $6.4B | 5 | 2012 | ||||
| ROCHESTER, | $1.3B | 18 | 2012 | |||||
DIVERSIFIED PORTFOLIOS, INC. Registered adviser · RIA / Wealth · matched DIVERSIFIED PORTFOLIOS INC · 801-56371 | BLOOMFIELD HILLS, | $1.9B | 10 | 2012 | ||||
| STAMFORD, | $6.0B | 6 | 2012 | |||||
Bridgepoint Advisers Limited Firm · Private equity · matched Bridgepoint Portfolio Services Sas (relying Era) Also on Allocators, RIA / Wealth Management | Upper middle market | London, | $9.7B | 72 | 5 | 2024 | ||
| SAN MATEO, | $6.3B | 2011 | ||||||
| WHITE PLAINS, | $2.6B | 1 | 1 | 2013 | ||||
| NEW YORK, | $978M | 9 | 2020 | |||||
| COEUR D'ALENE, | $1.6B | 2 | 2022 | |||||
RIVERSIDE PORTFOLIO MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-70392 Also on Private Credit | MIAMI, | $1.1B | 32 | 2012 | ||||
| NEW YORK, | $2.7B | 2012 | ||||||
| ORANGE VILLAGE, | $773M | 6 | 2012 | |||||
| DENVER, | $536M | 5 | 3 | 2012 | ||||
| SOUTHLAKE, | $531M | 9 | 2012 | |||||
| TAMPA, | $277M | 16 | 2012 | |||||
HG Vora Capital Management, LLC Firm · Private equity · matched Downriver (GP) LLC - Segregated Portfolio C Also on RIA / Wealth Management | · probable Unsized | New York, | $9.4B | 3 | 25 | 2022 | ||
| MONTVALE, | $1.0B | 3 | 2012 | |||||
| WAYZATA, | $1.1B | 3 | 2012 | |||||
| TEL AVIV, | $2.7B | 2012 |
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.