DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Burlingame, | $172M | 10 | 5 | 2024 | ||||
Large cap | Los Angeles, | $78B | 273 | 112 | 117 | 2024 | ||
| San Francisco, | $20.8M | |||||||
| · probable | Orinda, | $18B | 2 | 115 | 6 | 2024 | ||
| · probable Unsized | Chicago, | $130B | 10 | |||||
Inverness Graham Investments, Inc. Firm · Private equity · matched Inverness Graham Green Light Management, L.P. (relying Advisor) | · probable Middle market | Wayne, | $1.3B | 40 | 28 | 42 | 2024 | |
| New York, | $3.8B | |||||||
| New York, | $3.8B | |||||||
Olympus Capital Holdings Asia LLC Firm · Private equity · matched Olympus Green Investment Management LLC (relying Adviser) | Middle market | Mount Kisco, | $1.6B | 42 | 8 | 2022 | ||
Upper middle market | Greenwich, | $8.6B | 44 | 39 | 42 | 2024 | ||
Lower middle market | Santa Monica, | $445M | 13 | 3 | 2022 | |||
| MEDIA, | $464M | 1 | 3 | 2012 | ||||
TRUE GREEN CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-123099 Also on Independent Sponsors | WESTPORT, | $876M | 7 | 2019 | ||||
| New York, | $794M | 1 | 2024 | |||||
Island Green Capital Management LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | $417M | 1 | 1 | |||||
| $835M | 3 | 13 | 30 | 2025 | ||||
| · probable Unsized | $139M | 2 | 4 | |||||
| Green Bay, | $271M | 14 | 13 | 8 | 2024 | |||
| Arlington, | $175M | 1 | 3 | |||||
Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. Plan · Allocators · Green Bay Packaging Inc. | Green Bay, | $168M | 15 | 14 | 8 | 2024 | ||
KENNON-GREEN & CO. Registered adviser · RIA / Wealth · matched KENNON-GREEN & COMPANY, LLC · 801-126091 | NEW ALBANY, | $171M | 3 | 2022 | ||||
| Fayetteville, | $2.0B | 1 | 32 | |||||
| NORTH MIAMI BEACH, | $457M | 2012 | ||||||
BGO US Real Estate LP Manager · RE funds · matched Greenoak US GP, LP (relying Advisor) · 5b 25b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $7.8B | 47 | 5 | 2024 | ||
| NEW YORK, | $177M | 6 | 2012 | |||||
MG&A WEALTH Registered adviser · RIA / Wealth · matched MEG GREEN & ASSOCIATES, INC. · 801-108236 Also on Independent Sponsors, Private Equity | PLANTATION, | $1.0B | 1 | 7 | 2016 | |||
GARY L. GREENBERG Registered adviser · RIA / Wealth · matched GREENBERG GARY LOUIS · 801-24149 Also on Family Offices | EDEN PRAIRIE, | $141M | 1 | 2012 | ||||
| · candidate | Greensboro, | $471M | 2025 | |||||
| VICTOR, | $80.3M | 2 | 2018 | |||||
Greenpoint Partners Firm · Venture · matched Greenpoint Group, LP · Registered investment adviser Also on Real Estate Funds, RIA / Wealth Management | · probable | New York, | $1.3B | 4 | 4 | 15 | 2023 | |
| Bowling Green, | $352M | 2025 | ||||||
Redding Green Capital Firm · Private equity · matched Redding Green Capital GP LLC Also on RIA / Wealth Management | · probable Lower middle market | $54.2M | 1 | 2 | ||||
| · probable Unsized | Atlanta, | $73.5M | 3 | 1 | 2017 | |||
| · candidate | Boston, | $293M | 2025 | |||||
| Greensboro, | $290M | 2024 | ||||||
| Grand Cayman, | $47.3M | 1 | 2 | 2022 | ||||
Glenn Greenbeg and Linda Vester Foundation Inc Allocator · Allocators · 100M-1B Also on Family Offices | New York, | $216M | 2025 | |||||
| Conshohocken, | $207M | 2025 | ||||||
Lower middle market | New York, | $14.7M | 2 | 6 | 2021 | |||
WILLOW CREEK FINANCIAL Registered adviser · RIA / Wealth · matched ORIN GREEN FINANCIAL, LLC · 801-108776 | SAN DIEGO, | $529M | 5 | 2016 | ||||
| NEW YORK, | $89.2M | 2012 | ||||||
| $90.0M | 2012 | |||||||
| Dallas, | $62.0M | |||||||
| TOWSON, | $6.5B | 46 | 2012 | |||||
| HOUSTON, | $50.2M | 2012 | ||||||
| Westlake Vlg, | $116M | 2024 | ||||||
| WILMINGTON, | $92.0M | 2026 | ||||||
Green Bay Advisors, LLC Firm · Venture · Exempt reporting adviser Also on Private Equity, RIA / Wealth Management | Menlo Park, | $1.3B | 19 | 11 | 2023 | |||
LGG FINANCIAL Registered adviser · RIA / Wealth · matched THE LUTS & GREENLEIGH GROUP, INC. · 801-117324 | BETHESDA, | $564M | 2 | 2019 | ||||
| ROLAND, | $76.5M | 2026 |
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.