DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 3 | ||||||
| 1 | 1 | |||||||
| $24.1M | 3 | 1 | 2031 | |||||
Upper middle market | Stavanger, | $6.0B | 73 | 12 | 65 | 2024 | ||
Middle market | Boulder, | $4.0B | 25 | 8 | 47 | 2024 | ||
New Jersey Division of Investment Investment office · Allocators · 10B-100B Also on Private Equity, Venture Capital | Trenton, | $92B | 165 | 97 | 60 | 2026 | ||
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC Registered adviser · RIA / Wealth · 801-55094 Also on Real Estate Funds | BOSTON, | $26B | 206 | 2012 | ||||
Focus Partners Wealth, LLC Family office · Family offices · matched Colony Wealth Management, a Division of the Colony Group, LLC | St. Louis, | $182B | 5 | 26 | 8 | |||
| AUSTIN, | $24B | 11 | 2013 | |||||
Capricorn Investment Group LLC Firm · Venture · matched Vision Ridge Partners, LLC (relying Advisers) · Registered investment adviser | · probable | Palo Alto, | $19B | 1 | 11 | 44 | 2026 | |
J.P. Morgan Private Wealth Advisors LLC Firm · Private equity · matched Luminous Capital a Division of First Republic Investment Management | · probable Unsized | San Francisco, | $86B | 65 | 6 | 2024 | ||
| ST. LOUIS, | $3.5B | 48 | 2013 | |||||
Isioma Medua Person · RIA / Wealth · matched Isioma Okpoli · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011 | |||||||
| SYLVANIA, | $5.2B | 31 | 2019 | |||||
Precision Capital Advisors, LLC Firm · Private equity · matched Precision Capital, LLC (relying Advisor) | · probable Middle market | Greenwich, | $2.1B | 34 | 10 | 2024 | ||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| Grand Cayman, | $1.5B | 5 | 22 | 2023 | ||||
| · probable | Chicago, | $483M | 1 | 1 | 28 | 2016 | ||
Colorado Pera School Division Pension Allocator · Allocators · matched CO PERA SCHOOL DIVISION PENSION · 10B-100B | $32B | 2024 | ||||||
| Berlin, | $119M | 2 | 9 | 27 | 2024 | |||
Sanctuary Advisors, LLC Firm · Venture · matched Marriott Wealth Advisors, Inc., a Division of Mforce Capital · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| · probable | Geneva, | $660M | 1 | 3 | 7 | |||
Colorado Pera State Division Pension Allocator · Allocators · matched CO PERA STATE DIVISION PENSION · 10B-100B | $18B | 2024 | ||||||
| MESA, | $1.2B | 13 | 2018 | |||||
M&i Investment Management Corp. Firm · Private equity · matched Delta Asset Management a Division of M&i Investment Management Corp. Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Milwaukee, | $22B | 2 | 8 | |||
VISION CAPITAL MANAGEMENT INC Registered adviser · RIA / Wealth · matched VISION CAPITAL MANAGEMENT, INC. · 801-56669 | PORTLAND, | $1.2B | 9 | 2012 | ||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| SHELBYVILLE, | $1.2B | 10 | 2023 | |||||
| · probable Lower middle market | London, | $702M | 8 | 1 | 14 | |||
| KNOXVILLE, | $397M | 16 | 2014 | |||||
| · probable Lower middle market | Chicago, | $8.5B | 1 | 5 | 181 | 2024 | ||
Vision Capital LLP Firm · Private equity · matched Vision Capital Management Limited (relying Advisor) | Lower middle market | $332M | 29 | 5 | 2016 | |||
PRECISION WEALTH STRATEGIES, LLC Registered adviser · RIA / Wealth · 801-114482 Also on Private Equity | ST. LOUIS, | $711M | 8 | 2018 | ||||
| RIDGEWOOD, | $634M | 7 | 2014 | |||||
Colorado Pera Local Government Division Pension Allocator · Allocators · matched CO PERA LOCAL GOVERNMENT DIVISION PENSION · 1B-10B | $5.4B | 2024 | ||||||
| MINE HILL, | $436M | 10 | 2013 | |||||
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC Registered adviser · RIA / Wealth · 801-69431 | CARMEL, | $599M | 7 | 2012 | ||||
Unlock Venture Partners Firm · Venture · matched LRI Vision Management, LLC · Exempt reporting adviser | $94.2M | 43 | 3 | 6 | 2022 | |||
Colorado Pera Denver Public School Division Pension Allocator · Allocators · matched CO PERA DENVER PUBLIC SCH DIVISION PENSION · 1B-10B | $4.4B | 2024 | ||||||
| MEMPHIS, | $462M | 8 | 2022 | |||||
| NEW YORK, | $328M | 5 | 2012 | |||||
Clearvision Ventures Management, LLC Firm · Venture · matched Envision Ventures Management 2, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Menlo Park, | $144M | 1 | 3 | 1 | 2023 | ||
Vision Knight Capital (shanghai) Management Co., Ltd. Firm · Private equity · matched Vision Knight Capital | Lower middle market | Shanghai, | $355M | 3 | 2 | |||
BMO Asset Management Corp. Firm · Private equity · matched Delta Asset Management, a Division of Bmo Asset Management Corp. | · probable Unsized | Chicago, | $4.2B | 1 | 6 | 2023 | ||
| GREAT FALLS, | $363M | 4 | 2023 | |||||
| STAMFORD, | $137M | 9 | 2012 | |||||
| BROOKFIELD, | $353M | 4 | 2021 | |||||
| NEW YORK, | $708M | 2 | 2017 | |||||
| · probable Lower middle market | Grand Cayman, | $355M | 3 | |||||
SHARED VISION WEALTH GROUP Registered adviser · RIA / Wealth · matched SHARED VISION WEALTH GROUP, LLC · 801-128147 | $336M | 3 | 2023 |
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.