DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Phoenix, | 276 | |||||||
| Southfield, | $91.0M | 2025 | ||||||
| Dallas, | 168 | |||||||
| 2016 | ||||||||
| PORTLAND, | $1.2B | 3 | 2012 | |||||
| PORTLAND, | $1.0B | 2012 | ||||||
| NASHVILLE, | $871M | 2011 | ||||||
M GROUP Registered adviser · RIA / Wealth · matched M GROUP INVESTMENT ADVISOR, LLC · 801-119994 Also on Allocators | $344M | 2 | 2020 | |||||
| Los Angeles, | $45.9M | 3 | 3 | 2021 | ||||
| CHERAW, | $38.8M | 2 | 2012 | |||||
| PORTLAND, | $3.2B | 179 | 2012 | |||||
M Financial Holdings Incorporated Company · Sponsors · matched M FINANCIAL GROUP · Insurance agencies brokerage | Portland, | 454 | ||||||
| Sacramento, | 135 | |||||||
| Mclean, | 98 | |||||||
| Peosta, | 356 | |||||||
| Wentzville, | 136 | |||||||
| Carmel, | 91 | |||||||
| $105M | 3 | 2024 | ||||||
Rizvi Traverse Management, LLC Firm · Venture · matched Mlrt Film Holdings LLC · Registered investment adviser | · probable | West Palm Beach, | $1.3B | 22 | 37 | 13 | 2025 | |
Middle market | New York, | $1.8B | 6 | 6 | 2024 | |||
| Arlington, | $3.4B | 2025 | ||||||
| WICHITA, | $2.0B | 2021 | ||||||
SOURCE M&M HOLDINGS, LLC Fund · RIA / Wealth · SOURCE CAPITAL, LLC Also on Private Equity, Venture Capital | $14.9M | 49 | 2023 | |||||
| 1 | 1 | |||||||
Amentum Holdings, Inc. Pension Plans Allocator · Allocators · matched Amentum Holdings, Inc. · 100M-1B | Chantilly, | $305M | 2025 | |||||
| Boulder, | $79.0M | 1 | ||||||
| Denver, | $79.0M | 1 | ||||||
| $15.0M | ||||||||
ALTIUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HIGHTOWER ALTIUM HOLDING, LLC · 801-123398 Also on Allocators | PURCHASE, | $2.9B | 2022 | |||||
| SAN Jose, | $17.5M | 2026 | ||||||
| $2.5M | 2 | 2022 | ||||||
| Arlington, | $3.0B | 2024 | ||||||
| Dallas, | ||||||||
| New York, | ||||||||
| Rochester Hills, | ||||||||
| Batesville, | 2,761 | |||||||
| Tysons, | 2,179 | |||||||
| Jacksonville, | 1,590 | |||||||
| Columbus, | 1,475 | |||||||
| South Jordan, | 982 | |||||||
| Lebanon, | 1,217 | |||||||
| Winston-Salem, | 1,153 | |||||||
| Brentwood, | 1,062 | |||||||
| Indianapolis, | 855 | |||||||
| Rancho Cucamonga, | 733 | |||||||
| Nashville, | 676 | |||||||
| Vestavia, | 531 | |||||||
| Rochester Hills, | 577 | |||||||
| Ridgefield, | 569 |
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.