DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Middle market | Norwalk, | $1.4B | 62 | 21 | 40 | 2024 | ||
Capital Partners Holdings, Inc. Firm · Private equity · matched Heartwood Partners Also on RIA / Wealth Management | · probable Middle market | Norwalk, | $1.2B | 6 | 14 | 4 | 2014 | |
| $506M | 110 | 2021 | ||||||
| $551M | 97 | 2018 | ||||||
| $239M | 128 | 2012 | ||||||
HEARTWOOD FUNDS Registered adviser · RIA / Wealth · matched HEARTWOOD FUNDS, LLC · 801-66295 Also on Independent Sponsors | NEW YORK, | $318M | 2 | 2012 | ||||
HEARTWOOD FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched HEARTWOOD FINANCIAL SERVICES LLC | $83.1M | 2026 | ||||||
| WATERLOO, | $40.6M | 2012 | ||||||
| 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.