DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Upper middle market | Los Angeles, | $5.9B | 72 | 11 | 10 | 2024 | ||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| $9.9M | 2026 | |||||||
| New York, | 89 | |||||||
| Loveland, | 1 | |||||||
| FRANKLIN, | $546M | 7 | 2016 | |||||
| Orlando, | 60 | |||||||
| · probable | New Orleans, | $837M | 5 | 18 | 2020 | |||
| Charleston, | 54 | |||||||
Patriot Financial Manager, L.P. Firm · Private equity · matched Patriot Freedom Advisors, LLC (relying Adviser) | Middle market | Radnor, | $1.0B | 85 | 7 | 14 | 2023 | |
| CINCINNATI, | $443M | 3 | 2012 | |||||
| GREENWICH, | $443M | 12 | 2012 | |||||
| Lake Charles, | 1 | |||||||
| WATERFORD, | $213M | 6 | 2012 | |||||
| SNOQUALMIE, | $182M | 3 | 2021 | |||||
| BRADENTON, | $157M | 5 | 2025 | |||||
| ORLEANS, | $172M | 1 | 2012 | |||||
| GREENVILLE, | $175M | 1 | 2026 | |||||
| BINGHAM FARMS, | $203M | 2011 | ||||||
SHERMAN PORTFOLIOS Registered adviser · RIA / Wealth · matched TRUE FREEDOM INVESTING, LLC · 801-126397 | COEUR D'ALENE, | $1.6B | 2 | 2022 | ||||
| · candidate Lower middle market | New York, | $1.1B | 30 | 15 | 23 | 2024 | ||
| Selbyville, | $116M | 2025 | ||||||
| Salisbury, | 58 | |||||||
FINANCIAL FREEDOM CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched FINANCIAL FREEDOM CAPITAL MANAGEMENT LLP | $77.4M | 2026 | ||||||
| Bal Harbour, | $30.7M | 1 | ||||||
| Washington, | $650M | 1 | 2024 | |||||
| $65.2M | 2026 | |||||||
Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan Plan · Allocators · Joint Board of Administration C/o Benesys | Troy, | $97.3M | 9 | 3 | 2 | 2024 | ||
| GUAYNABO, | $881M | 6 | 2017 | |||||
| · probable Lower middle market | Austin, | $10.6M | 1 | 1 | ||||
| Kansas City, | 1 | |||||||
| $20.4M | 2026 | |||||||
| $17.0M | 2026 | |||||||
FREED ADVISORS Registered adviser · RIA / Wealth · matched SUSAN FREED & ASSOCIATES, INC. · 801-31518 | CHEVY CHASE, | $319M | 2012 | |||||
| 2026 | ||||||||
| WICHITA, | $14.1M | 2026 | ||||||
| 1 | 1 | |||||||
FREEDOM ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT · 801-132831 | SPOKANE, | $142M | 1 | 2025 | ||||
| $8.1M | 2026 | |||||||
| New York, | $3.4B | 94 | 2024 | |||||
| OVERLAND PARK, | $182M | 9 | 2015 | |||||
J. F. LEHMAN INVESTMENT ADVISORY SERVICES Registered adviser · RIA / Wealth · matched LEHMAN, JOHN FREEMAN · 801-62447 | MIDLAND, | $66.6M | 2011 | |||||
FREESTONE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-69073 Also on Private Credit | SEATTLE, | $15B | 14 | 62 | 2011 | |||
| BOISE, | $585M | 3 | 2024 | |||||
| Sonoma, | 75 | |||||||
| New York, | ||||||||
| HOUSTON, | $615M | 5 | 2011 | |||||
| PASADENA, | 2022 | |||||||
| RICHARDSON, | $324,837 | 2026 | ||||||
New Freedom Bor Non-Unif Employees Pension Plan Allocator · Allocators · matched NEW FREEDOM BOR NON-UNIF EMP PENSION PLAN · <100M | $498,729 | 2022 |
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.