DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Large cap | San Francisco, | $84B | 5 | 216 | 7 | 2024 | ||
| · probable Lower middle market | Austin, | $5.0M | 1 | 1 | ||||
| $5.0M | 20 | 2019 | ||||||
| 1 | ||||||||
San Diego City Employees' Retirement System Allocator · Allocators · matched San Diego City Employees Retirement System · 10B-100B Also on Private Equity, Venture Capital | San Diego, | $11B | 80 | 53 | 43 | 2026 | ||
IEG ACP ASSOCIATES, LLC Fund · RIA / Wealth · AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. Also on Private Equity | $118,200 | 9 | 2023 | |||||
| RICHMOND, | $21B | 4 | 19 | 2012 | ||||
CONRAD SIEGEL INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 801-62505 | HARRISBURG, | $12B | 24 | 2012 | ||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
ZIEGLER CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-64334 Also on Allocators, Private Credit | CHICAGO, | $11B | 1 | 2012 | ||||
San Diego County Employ Retirement System Allocator · Allocators · matched SAN DIEGO CO EMPLOY RETIRE SYS · 10B-100B | $18B | 2024 | ||||||
B. C. Ziegler and Company Firm · Private equity · matched Ziegler Wealth Management Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Chicago, | $660M | 3 | 10 | |||
HAZARD & SIEGEL ADVISORY SERVICES LLC Registered adviser · RIA / Wealth · 801-70690 Also on Allocators | DEWITT, | $450M | 27 | 2012 | ||||
RGT Wealth Advisors Firm · Private equity · matched Robertson, Griege & Thoele, Financial Advisors Also on Real Estate Funds, RIA / Wealth Management | · probable Lower middle market | Dallas, | $5.8B | 2 | 20 | 6 | ||
| LA Jolla, | $2.0B | 2025 | ||||||
| WALNUT CREEK, | $443M | 3 | 2025 | |||||
| SAN Diego, | $1.7B | 2025 | ||||||
| SAN RAFAEL, | $235M | 2 | 2012 | |||||
| SAN DIEGO, | $207M | 2 | 2020 | |||||
BIEGEL WALLER INVESTMENT ADVISORY SERVICES Registered adviser · RIA / Wealth · matched BIEGEL & WALLER LLC · 801-57900 | COLUMBIA, | $512M | 2012 | |||||
| LA JOLLA, | $68.2M | 9 | 2012 | |||||
| New York, | $568M | 2024 | ||||||
SAN Diego County Construction Laborers' Pension Trust Fund Plan · Allocators · Board of Trustees, San Diego County Construction | Covina, | $516M | 20 | 7 | 5 | 2025 | ||
| SAN Diego, | $297M | 2025 | ||||||
| $178M | 2022 | |||||||
| Reno, | $168M | 2025 | ||||||
ZCM Registered adviser · RIA / Wealth · matched ZIEGLER CAPITAL MANAGEMENT, LLC · 801-118813 Also on Allocators | CHICAGO, | $6.6B | 2020 | |||||
| SAN Diego, | $558M | 11 | 4 | 3 | 2025 | |||
| · probable | Sioux Falls, | $5.3M | 3 | 3 | 2012 | |||
| 50 | 2025 | |||||||
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees Plan · Allocators · SAN Diego Zoo Wildlife Alliance | SAN Diego, | $108M | 15 | 6 | 3 | 2024 | ||
Zoological Society of San Diego Restated Pension Plan for Union Employees Plan · Allocators · SAN Diego Zoo Wildlife Alliance | SAN Diego, | $97.8M | 11 | 7 | 4 | 2024 | ||
| $20.4M | 2026 | |||||||
| New York, | $2.6M | 3 | ||||||
SAN Diego County Cement Masons Pension Plan Plan · Allocators · Board of Trustees, San Diego County Cement Masons | Arcadia, | $41.7M | 10 | 4 | 4 | 2025 | ||
| $5.6M | 2026 | |||||||
| 4 | 2024 | |||||||
| Denver, | $99.6M | 4 | 2 | 2 | 2024 | |||
SAN Diego County Theatrical Pension Plan Plan · Allocators · Board of Trustees, San Diego County Theatrical | SAN Diego, | $63.1M | 5 | 3 | 2 | 2025 | ||
| SIOUX FALLS, | 2026 | |||||||
| 2026 | ||||||||
| MILWAUKEE, | 2026 | |||||||
| MILWAUKEE, | 2026 | |||||||
| MILWAUKEE, | 2026 | |||||||
| ONANCOCK, | $64.7M | 2026 | ||||||
SAN Diego Gas & Electric Company Cash Balance Plan Plan · Allocators · SAN Diego Gas & Electric Company | SAN Diego, | $842M | 2024 | |||||
| San Diego, | 2,100 | |||||||
| San Diego, | 1,546 | |||||||
| San Diego, | 1,135 | |||||||
| Broomfield, | 1,204 |
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.