DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | $43.7M | 11 | 4 | 2017 | ||||
| · probable | New York, | $175M | 6 | 3 | 2022 | |||
| 1 | 1 | |||||||
| Jackson, | 1,390 | |||||||
| Ontario, | 589 | |||||||
Higher Moment Capital LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Boston, | $256M | 1 | 5 | |||
| Louisville, | 380 | |||||||
| Ontario, | 325 | |||||||
| NEW YORK, | $803M | 2026 | ||||||
| LONDON, | $803M | 2025 | ||||||
| BOSTON, | $263M | 5 | 2017 | |||||
| Claremont, | $719M | 2025 | ||||||
| $117M | 2026 | |||||||
MARC C HELFRICH REGISTERED INVESTMENT ADVISOR Registered adviser · RIA / Wealth · matched HELFRICH, MARC CHRISTOPHER | VAN ALSTYNE, | $33.5M | 2026 | |||||
| Brimingham, | $18.4M | |||||||
| $30.9M | 29 | 2022 | ||||||
| $10.3M | 22 | 2022 | ||||||
| Lewisville, | 197 | |||||||
| $24.4M | 56 | 2022 | ||||||
HMC STACKS I, LLC Fund · RIA / Wealth · THREE BELL CAPITAL LLC Also on Private Equity, Venture Capital | $15.0M | 28 | 2022 | |||||
| $1.9M | 19 | 2022 | ||||||
| $8.0M | 24 | 2024 | ||||||
HMC Image, LLC Fund · Private equity · Highline Capital Management, L.P. Also on RIA / Wealth Management | $5.1M | 2022 | ||||||
| $19.8M | 2025 | |||||||
| $4.4M | 1 | 2021 | ||||||
| $1.3M | 4 | 2026 | ||||||
| 2026 | ||||||||
| Tallmadge, | 109 | |||||||
| 2 | 1 | |||||||
| Melville, | 465 | |||||||
| $35.6M | 2025 | |||||||
| $21.8M | 2026 | |||||||
| $15.8M | 2025 | |||||||
| $6.4M | 2025 | |||||||
| $3.0M | 2025 | |||||||
| $1.9M | ||||||||
| $1.6M | 2026 | |||||||
| · candidate Unsized | St. Louis, | 1 | 1 | 2015 | ||||
| National City, | 103 | |||||||
| Excelsior, | 51 | |||||||
| 2014 | ||||||||
| $142M | 20 | 2022 | ||||||
The Larry H. Miller Company Family office · Family offices · matched LHMCO · Serves the Miller family, descendants of Larry H. and Gail Miller | Sandy, | 2 | 6 | |||||
| Oakland, | 112 | |||||||
| 1 |
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.