DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| OMAHA, | 2026 | |||||||
| 3 | ||||||||
| Coshocton, | 55 | |||||||
| Omaha, | 1 | |||||||
Griffith R Harsh IV and Margaret Cwhitman Charitable Foundation Allocator · Allocators · 100M-1B Also on Family Offices | New York, | $199M | 51 | 17 | 8 | 2024 | ||
HEITMAN CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-15473 Also on Private Credit, Real Estate Funds | CHICAGO, | $6.1B | 5 | 2012 | ||||
| · candidate | Westlake Village, | $1.7B | 6 | 6 | 2022 | |||
LITMAN GREGORY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-50916 Also on Private Equity | LARKSPUR, | $2.7B | 2011 | |||||
| CHICAGO, | $1.8B | 2012 | ||||||
Leitmotif Firm · Venture · matched Leitmotif Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | $303M | 1 | 4 | |||||
Peterson Partners Firm · Venture · matched Whitman/peterson, LLC (relying Adviser) · Registered investment adviser | · probable | Salt Lake City, | $2.6B | 12 | 2 | 2023 | ||
| MUNICH, | $854M | 2012 | ||||||
| CENTRAL HONG KONG, | $432M | 1 | 2014 | |||||
| Walla Walla, | $1.2B | 2025 | ||||||
| LONDON, | $352M | 1 | 2014 | |||||
| MOBILE, | $160M | 2012 | ||||||
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES HK LIMITED Registered adviser · RIA / Wealth · 801-77351 | CENTRAL, | $142M | 2012 | |||||
| NEW YORK, | $37.9M | 1 | 2013 | |||||
| Denver, | $25.0M | 1 | ||||||
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED Registered adviser · RIA / Wealth · 801-71793 | MELBOURNE, | 2012 | ||||||
| CHICAGO, | $301,772 | 2012 | ||||||
| CHICAGO, | $368,640 | 2012 | ||||||
| FEASTERVILLE, | 2011 | |||||||
| NORTH READING, | 2026 | |||||||
| 2026 | ||||||||
Retirement Plan for Employees of Whitman, Requardt and Associates Plan · Allocators · Whitman, Requardt and Associates | Baltimore, | $3.4M | 4 | 3 | 1 | 2023 | ||
Centerstone Insurance & Financial Services DBA Benefitmall Company · Sponsors · Insurance agencies brokerage | Dallas, | 790 | ||||||
| Tampa, | 998 | |||||||
| Chicago, | 422 | |||||||
| Burbank, | 371 | |||||||
| The Woodlands, | 310 | |||||||
| Dallas, | 279 | |||||||
| Cambridge, | 225 | |||||||
Apex Service Partners, LLC Borrower · Private credit · matched LLC. Commitment Type Commitment Expiration Date 10 · Alpine Investors | $1.0B | 9 | 41 | 2029 | ||||
| Katy, | 175 | |||||||
| Nolensville, | 184 | |||||||
| Waco, | 172 | |||||||
| Westerville, | 148 | |||||||
| Miami Beach, | 136 | |||||||
| Las Vegas, | 5 | |||||||
| Southaven, | 130 | |||||||
| Chesapeake, | 114 | |||||||
| Portland, | 99 | |||||||
| Baltimore, | 75 | |||||||
| Chicago, | 53 | |||||||
| Kountze, | 64 | |||||||
| Quitman, | 63 | |||||||
| Abbotsford, | 53 | |||||||
| San Jose, | 60 | |||||||
| Hustonville, | 75 |
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.