DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| WEST DES MOINES, | $699M | 2012 | ||||||
| · probable Middle market | Cincinnati, | $79B | 10 | 46 | 15 | 2024 | ||
| · probable Middle market | Chicago, | $3.5B | 110 | 39 | 14 | 2024 | ||
| · probable Middle market | Portola Valley, | $1.9B | 122 | 10 | 33 | 2022 | ||
| ST. LOUIS, | $344B | 3 | 82 | 2012 | ||||
Upper middle market | Coral Gables, | $5.6B | 6 | 22 | 119 | 2023 | ||
| · probable Middle market | Gandhinagar, Gujarat, | $3.0B | 34 | 2 | 28 | 2024 | ||
| LINCROFT, | $72B | 363 | 2015 | |||||
Apollo Capital Management, L.P. Firm · Private equity · matched Aion India Investment Advisors Private Limited (relying Adviser) | · probable Large cap | New York, | $504B | 422 | 6 | 2026 | ||
| · probable Upper middle market | Chicago, | $11B | 15 | 5 | 3 | 2020 | ||
MONETA GROUP INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · 801-34723 Also on Private Equity | ST. LOUIS, | $51B | 255 | 2012 | ||||
| · probable Upper middle market | Silver Spring, | $11B | 5 | 3 | 20 | 2013 | ||
| COLUMBUS, | $17B | 401 | 2012 | |||||
ONEDIGITAL Registered adviser · RIA / Wealth · matched ONEDIGITAL INVESTMENT ADVISORS LLC · 801-40622 Also on Allocators | OVERLAND PARK, | $155B | 385 | 2012 | ||||
Aterian Investment Management, LP Firm · Private equity · matched Aterian Investment Advisors, LLC (relying Adviser) | · probable Middle market | New York, | $2.2B | 27 | 10 | 29 | 2024 | |
| TAMPA, | $16B | 280 | 2022 | |||||
| PHOENIX, | $10B | 298 | 2015 | |||||
Large cap | Wilmington, | $51B | 109 | 3 | 2024 | |||
| DENVER, | $104B | 12 | 2011 | |||||
Vintage Investment Partners Firm · Private equity · matched Vintage Investment Advisors Ltd Also on RIA / Wealth Management, Venture Capital | · probable Middle market | Herzliya Pituach, | $4.5B | 3 | 36 | 56 | 2024 | |
| NEW YORK, | $92B | 16 | 1 | 2011 | ||||
PRIME CAPITAL FINANCIAL Registered adviser · RIA / Wealth · matched PRIME CAPITAL INVESTMENT ADVISORS, LLC · 801-110709 | OVERLAND PARK, | $39B | 260 | 2017 | ||||
| NAPERVILLE, | $31B | 27 | 2019 | |||||
| ELMHURST, | $5.7B | 159 | 2012 | |||||
| ST. GEORGE, | $12B | 81 | 2011 | |||||
Cerberus Capital Management, L.P. Firm · Private equity · matched Cerberus Global Investment Advisors, LLC (relying Adviser) | · probable Lower middle market | New York, | $88B | 2 | 19 | 105 | 2024 | |
| NEEDHAM, | $13B | 42 | 2011 | |||||
| ATLANTA, | $8.2B | 59 | 2012 | |||||
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Registered adviser · RIA / Wealth · 801-50883 Also on Allocators | WILMINGTON, | $18B | 18 | 2012 | ||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| MADISON, | $14B | 20 | 2012 | |||||
CONRAD SIEGEL INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 801-62505 | HARRISBURG, | $12B | 24 | 2012 | ||||
| KENTWOOD, | $2.9B | 121 | 2012 | |||||
CHOATE INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CHOATE INVESTMENT ADVISORS LLC · 801-53321 Also on Independent Sponsors, Family Offices | BOSTON, | $10B | 3 | 15 | 2012 | |||
| DEERFIELD, | $5.3B | 69 | 2017 | |||||
| · probable Lower middle market | Santa Monica, | $6.4B | 17 | 42 | 2026 | |||
SEIA Registered adviser · RIA / Wealth · matched SIGNATURE ESTATE & INVESTMENT ADVISORS LLC · 801-56288 | LOS ANGELES, | $23B | 140 | 2012 | ||||
IPG INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · 801-71104 Also on Family Offices, Independent Sponsors | SAN DIEGO, | $4.1B | 1 | 40 | 2012 | |||
| TAMPA, | $18B | 7 | 2012 | |||||
Pag Firm · Private equity · matched SC Investment Advisors Pte. Ltd. Also on Allocators, Real Estate Funds | · probable Upper middle market | Grand Cayman, | $24B | 29 | 6 | 2023 | ||
CANTOR FITZGERALD INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. · 801-72852 | NEW YORK, | $3.2B | 2 | 32 | 2011 | |||
| SHREWSBURY, | $8.3B | 8 | 5 | 2017 | ||||
ESP Investment Advisors LLC Firm · Venture · Registered investment adviser Also on Allocators, RIA / Wealth Management | · probable | Dallas, | $1.0B | 1 | 4 | 25 | 2019 | |
| SAN ANTONIO, | $5.4B | 27 | 2012 | |||||
1919 Investment Counsel, LLC Family office · Family offices · matched Arthur Karafin Investment Advisors, a Department of 1919 Investment Counsel, LLC Also on RIA / Wealth Management | Baltimore, | $26B | 1 | 17 | ||||
| WAUKESHA, | $6.1B | 26 | 2012 | |||||
ASSUREDPARTNERS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched ASSUREDPARTNERS INVESTMENT ADVISORS, LLC · 801-117771 Also on Allocators | TAMPA, | $3.9B | 33 | 2020 | ||||
Rocaton Investment Advisors LLC Investment consultant · Allocators · matched Rocaton Investment Advisors, LLC · OCIO provider Also on RIA / Wealth Management | · candidate | $13B | 9 | 2023 | ||||
| LOS ANGELES, | $6.8B | 13 | 2012 | |||||
| DENVER, | $3.1B | 1 | 28 | 2012 |
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.