DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
| Winnetka, | $25.1M | 2 | ||||||
RE-ENVISION WEALTH Registered adviser · RIA / Wealth · matched GRID 202 LLC · 801-123745 Also on Private Equity, Real Estate Funds | NEW YORK, | $137M | 4 | 2022 | ||||
| Palo Alto, | 1 | 1 | ||||||
| · probable Upper middle market | New Canaan, | $9.5B | 8 | 31 | 15 | 2023 | ||
National Grid USA Companies Final Average Pay Pension Plan Plan · Allocators · National Grid USA Service Company, Inc. | Brooklyn, | $2.1B | 24 | 9 | 3 | 2025 | ||
| Oakland, | 436 | |||||||
Gridline Firm · Venture · matched Gridline Advisors, LLC · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Atlanta, | $332M | 36 | 3 | 2026 | ||
| 1 | ||||||||
| San Ramon, | 405 | |||||||
| $183M | 4 | 3 | 2030 | |||||
| Hilton, | 1 | |||||||
| · probable Lower middle market | Cupertino, | $33.7M | 1 | 2 | ||||
| $21.0M | 65 | 2015 | ||||||
| WEXFORD, | $286M | 2 | 2020 | |||||
| Folsom, | 51 | |||||||
| $33.8M | 60 | 2015 | ||||||
| $15.2M | 51 | 2015 | ||||||
| Birmingham, | 217 | |||||||
| Bothell, | 825 | |||||||
| Bessemer, | 494 | |||||||
| $500,100 | 3 | 2023 | ||||||
GRIDLEY ASSOCIATES INC Registered adviser · RIA / Wealth · matched GRIDLEY ASSOCIATES INC. · 801-67933 | SAN FRANCISCO, | $46.5M | 1 | 2011 | ||||
| Bloomington, | 301 | |||||||
| Menlo Park, | 51 | |||||||
| Reston, | 275 | |||||||
| $15.7M | 21 | 2017 | ||||||
Audax Credit BDC Borrower · Private credit · matched NON-AFFILIATE INVESTMENTS Utilities: Electric Power Grid Components | $397M | 6 | 1 | 2026 | ||||
| Summit, | 52 | |||||||
| Clearwater, | 131 | |||||||
| $95,000 | 3 | 2022 | ||||||
| Portland, | 2 | 1 | ||||||
Grid - Ivy City LLC Real estate fund vehicle · RE funds · Re-Envision Wealth Also on RIA / Wealth Management | $95,000 | 3 | 2022 | |||||
| Alamo, | 51 | |||||||
| Portland, | 1 | |||||||
| Albuquerque, | 1 | |||||||
| Fairfield, | 1 | |||||||
| San Ramon, | 1 | |||||||
| $17.6M | ||||||||
| San Francisco, | 1 | |||||||
| 2009 | ||||||||
| 2011 | ||||||||
FREDERICK GRIDLEY PHILLIPS Person · RIA / Wealth · matched FREDERICK GRIDLEY PHILIPS · MORGAN STANLEY | 1987 | |||||||
| 2009 | ||||||||
| 1985 | ||||||||
| 1982 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| 1 | 2024 | |||||||
| $3.2M | 1 | 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.