DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | New York, | $840M | 3 | 39 | 2023 | |||
| $2.5M | 2026 | |||||||
| Cincinnati, | 1,654 | |||||||
| Victor, | 609 | |||||||
| BLOOMFIELD HILLS, | $932M | 4 | 2012 | |||||
| New Albany, | 2 | 93 | ||||||
| San Jose, | 159 | |||||||
| 4 | 7 | |||||||
| Wichita, | 4,762 | |||||||
| New York, | ||||||||
| Huntsville, | 117 | |||||||
| Waltham, | 156 | |||||||
Excelsior Renewable Energy Management Company LP Firm · Private equity · matched Excelsior Energy Capital | · probable Middle market | Excelsior, | $1.4B | 56 | 7 | 29 | 2023 | |
NILSINE PARTNERS, LLC Registered adviser · RIA / Wealth · 801-122071 Also on Independent Sponsors, Private Credit | GREENWOOD VILLAGE, | $1.9B | 11 | 15 | 2021 | |||
Sanctuary Advisors, LLC Firm · Venture · matched The Orodica & de la Garza Private Wealth Group - Excelsis Global Private Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| $651M | 22 | 2025 | ||||||
| JACKSONVILLE, | $283M | 4 | 2023 | |||||
| Atlanta, | $401M | |||||||
| EXCELSIOR, | $242M | 1 | 2012 | |||||
Alsis Funds, LLC Firm · Private equity · matched Alsis Mexico International Holdings, LLC (relying Adviser) | Lower middle market | Miami, | $103M | 3 | 2 | 2017 | ||
Len the Plumber, LLC Borrower · Private credit · matched LTP LSI · Thompson Street Capital Manager LLC | 1 | 1 | 2026 | |||||
Lower middle market | Hong Kong, | $12.1M | 9 | 8 | 2015 | |||
The Watermill Group Firm · Private equity · matched Watermill-Alsip Enterprises, LLC (relying Adviser) | Lower middle market | Boston, | $213M | 27 | 26 | 18 | 2023 | |
| SAVANNAH, | $123M | 2012 | ||||||
| San Francisco, | $102M | |||||||
| BOCA RATON, | $120M | 2012 | ||||||
A-LSI-11-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $100,000 | 42 | 2019 | |||||
| $8.1M | 2 | 2023 | ||||||
| CHICAGO, | $39.4M | 3 | 2012 | |||||
EXCELSIOR Registered adviser · RIA / Wealth · matched EXCELSIOR INVESTMENT ADVISORS, LLC · 801-120085 | MELVILLE, | $18.2M | 1 | 2020 | ||||
| ESCONDIDO, | $27.5M | 2012 | ||||||
| NEW LONDON, | $30.7M | 2012 | ||||||
| 16 | 2017 | |||||||
| $18.0M | 2023 | |||||||
A-LSI-16-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $12,262 | 7 | 2019 | |||||
| $8.4M | 2024 | |||||||
| Washington, | ||||||||
| New York, | ||||||||
United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension Plan · Allocators · Velsicol Chemical, LLC | Rosemont, | $3.0M | 25 | 9 | 1 | 2025 | ||
| $736,884 | 2026 | |||||||
| ALLEN, | 2024 | |||||||
| 2026 | ||||||||
| Cuyahoga Falls, | $40.8M | 2 | 1 | 2024 | ||||
| Rochester, | 2,818 | |||||||
| Draper, | 2,293 | |||||||
| $50.0M | 1 | 1 | ||||||
| Warrendale, | 630 | |||||||
| Arlington, | 599 | |||||||
| Boca Raton, | 574 | |||||||
Pluralsight, LLC Borrower · Private credit · matched Pluralsight Holdings, LLC · Vista Equity Partners Management, LLC | $351M | 6 | 18 | 2029 |
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.