DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | $221M | 2 | ||||||
| New York, | $253M | 192 | 2024 | |||||
| LOS ANGELES, | $59.0M | 1 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS VII U.S. WEALTH MANAGEMENT PARTNERS LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $1.0B | 1,116 | 2020 | |||||
NORTH HAVEN CAPITAL PARTNERS VI-A LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $581M | 260 | 2015 | |||||
NORTH HAVEN CAPITAL PARTNERS VI U.S. WEALTH MANAGEMENT PARTNERS-B LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $187M | 615 | 2016 | |||||
NORTH HAVEN CAPITAL PARTNERS VII NON-U.S. WEALTH MANAGEMENT PARTNERS LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $346M | 180 | 2020 | |||||
NORTH HAVEN CAPITAL PARTNERS VII-A LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $1.2B | 24 | 2020 | |||||
NORTH HAVEN CAPITAL PARTNERS VI U.S. WEALTH MANAGEMENT PARTNERS-A LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $243M | 147 | 2016 | |||||
NORTH HAVEN CAPITAL PARTNERS VII LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $553M | 36 | 2020 | |||||
NORTH HAVEN CAPITAL PARTNERS CV LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $103M | 145 | 2022 | |||||
NORTH HAVEN CAPITAL PARTNERS CV-A LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $225M | 47 | 2022 | |||||
NORTH HAVEN CAPITAL PARTNERS VI LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $266M | 13 | 2015 | |||||
NORTH HAVEN CAPITAL PARTNERS V CORE INVESTORS L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $5.1M | 196 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS VII SCSP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $107M | 4 | 2022 | |||||
NORTH HAVEN CAPITAL PARTNERS V OFFSHORE INVESTORS L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $4.0M | 56 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V CAYMAN L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $7.9M | 23 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V PRIVATE INVESTORS L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $3.5M | 39 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V SC ENERGY AND NATURAL RESOURCES CO-INVESTMENT LP Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $10.9M | 2 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $5.3M | 5 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V SHARI'A COMPLIANT L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $3.0M | 8 | 2012 | |||||
NORTH HAVEN CAPITAL PARTNERS V ADVISORY COUNCIL INVESTORS L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $1.6M | 5 | 2012 | |||||
HAVEN GLOBAL PARTNERS, LLC Registered adviser · RIA / Wealth · 801-120377 Also on Independent Sponsors | ATLANTA, | $1.4B | 1 | 1 | 2017 | |||
| ORLANDO, | $428M | 6 | 2023 | |||||
NORTH HAVEN CAPITAL PARTNERS V OFFSHORE ADVISORY COUNCIL INVESTORS L.P. Fund · RIA / Wealth · MS CAPITAL PARTNERS ADVISER INC. Also on Private Equity | $67,398 | 2 | 2012 | |||||
| Palo Alto, | $51.0M | 1 | 2 | 2 | 2022 | |||
HAVEN CAPITAL GROUP Registered adviser · RIA / Wealth · matched HAVEN CAPITAL GROUP, INC. · 801-130171 | WESTLAKE VILLAGE, | $144M | 1 | 2012 | ||||
| GREENWICH, | $107M | 2018 | ||||||
| AUSTIN, | $108M | 2026 | ||||||
HAVEN CAPITAL Registered adviser · RIA / Wealth · matched HAVEN CAPITAL MANAGEMENT GROUP, LLC · 801-78567 | ATLANTA, | $35.0M | 2013 | |||||
| GREENWICH, | $16.4M | 2021 | ||||||
| CHARLOTTE, | $5.4M | 1 | 1 | 2025 | ||||
| VIRGINIA BEACH, | $7.6M | 2026 | ||||||
Belpointe Asset Management LLC Manager · RE funds · matched Haven Financial Advisors, LLC Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| Pontiac, | 103 | |||||||
| · probable Middle market | London, | $1.2B | 38 | 17 | 28 | 2023 | ||
Broadhaven Capital Partners GP I, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Chicago, | $105M | 1 | 4 | |||
KEYHAVEN CAPITAL PARTNERS IV L.P. Fund · RIA / Wealth · KEYHAVEN CAPITAL PARTNERS LIMITED Also on Private Equity | $114M | 19 | 2016 | |||||
| $44.9M | 33 | 2012 | ||||||
KEYHAVEN CAPITAL PARTNERS II, L.P. Fund · RIA / Wealth · KEYHAVEN CAPITAL PARTNERS LIMITED Also on Private Equity | $30.6M | 37 | 2012 | |||||
KEYHAVEN CAPITAL PARTNERS III A L.P. Fund · RIA / Wealth · KEYHAVEN CAPITAL PARTNERS LIMITED Also on Private Equity | $52.6M | 18 | 2022 | |||||
Keyhaven Capital Partners III L.P. Fund · Private equity · Keyhaven Capital Partners Limited Also on RIA / Wealth Management | $411M | |||||||
KEYHAVEN CAPITAL PARTNERS III B, L.P. Fund · RIA / Wealth · KEYHAVEN CAPITAL PARTNERS LIMITED Also on Private Equity | $196M | 2 | 2012 | |||||
BROADHAVEN CAPITAL PARTNERS FUND I, L.P. Fund · RIA / Wealth · BROADHAVEN CAPITAL PARTNERS GP I, LLC Also on Venture Capital | $105M | 2 | 2012 | |||||
Keyhaven Capital Partners I, L.P. Fund · Private equity · Keyhaven Capital Partners Limited Also on RIA / Wealth Management | $195M | |||||||
KEYHAVEN CAPITAL PARTNERS III BA L.P. Fund · RIA / Wealth · KEYHAVEN CAPITAL PARTNERS LIMITED Also on Private Equity | $55.0M | 3 | 2023 | |||||
| 1 | ||||||||
| $4.7M | 1 | 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.