DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Monta Vista Capital Firm · Venture · matched Monta Vista Capital Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | $122M | 29 | 4 | 9 | 2021 | |||
| ATLANTA, | $3.0B | 9 | 2012 | |||||
Upper middle market | London, | $7.5B | 79 | 23 | 140 | 2024 | ||
Montage Ventures Firm · Venture · matched Montage Ventures, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Menlo Park, | $210M | 64 | 3 | 12 | 2021 | ||
Headwaters Health Foundation of Western Montana Allocator · Allocators · 100M-1B Also on Family Offices | Missoula, | $128M | 17 | 6 | 6 | 2024 | ||
| Houston, | $208M | 25 | 9 | 3 | 2025 | |||
| Missoula, | $459M | 2025 | ||||||
| New York, | $88.9M | |||||||
| NEW YORK, | $7.9B | 3 | 2014 | |||||
Retirement Plan for Employees of Northern Montana Hospital Plan · Allocators · Northern Montana Hospital | Havre, | $31.8M | 19 | 14 | 1 | 2024 | ||
Montage Capital Firm · Venture · matched Montage Capital Holdings, LLC · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Campbell, | $94.2M | 4 | 6 | 2019 | ||
| NEW YORK, | $4.4B | 2022 | ||||||
| · probable Middle market | Baar, Zug, | $2.0B | 4 | 8 | 2024 | |||
| · probable Unsized | Dallas, | $21.2M | 2 | 2 | ||||
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY Registered adviser · RIA / Wealth · matched MONTAG & CALDWELL LLC · 801-15398 | ATLANTA, | $577M | 2012 | |||||
| · probable Unsized | Leawood, | $35.8M | 1 | 4 | ||||
| Grand Rapids, | 157 | |||||||
Laborers Agc Pension Trust of Montana Plan · Allocators · Laborers Agc Pension Trust of Montana Board of Trustees | Spokane, | $138M | 2025 | |||||
| $30.2M | 49 | 2024 | ||||||
Jawbreaker Parent, Inc Borrower · Private credit · matched Inc. Montana Buyer, Inc · Francisco Partners | $443M | 8 | 22 | 2029 | ||||
| · probable Lower middle market | Kansas City, | $139M | 1 | 2 | 2024 | |||
| $46.5M | 90 | 2024 | ||||||
Eastern Montana Community Mental Health Center Company · Sponsors · Outpatient mental health substance | Miles City, | 135 | ||||||
Triguard Management LLC Firm · Private equity · matched Montauk Triguard Management, Inc. (relying Adviser) | · probable Middle market | Newport Beach, | $2.0B | 8 | 4 | 2023 | ||
| $43.0M | 36 | 2024 | ||||||
| Great Falls, | 97 | |||||||
| Billings, | 76 | |||||||
| Billings, | 86 | |||||||
| Great Falls, | 85 | |||||||
Menlo Equities V LLC Firm · Private equity · matched Montague Office Partners LLC (relying Adviser) Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Menlo Park, | $1.5B | 133 | 1 | 78 | ||
| Columbia Falls, | 60 | |||||||
| · probable Lower middle market | Flower Mound, | $26.5M | 1 | 1 | ||||
| Massapequa Park, | 51 | |||||||
| Palm Beach Gardens, | 56 | |||||||
| Kalispell, | 55 | |||||||
| Minneapolis, | 54 | |||||||
| Bozeman, | $284M | 16 | 4 | 4 | 2024 | |||
Retirement Plan for Montana Refining Employees of Calumet GP, LLC Plan · Allocators · Calumet GP, LLC | Indianapolis, | $3.7M | 2024 | |||||
| BOZEMAN, | 2026 | |||||||
La Montagne Holdings, Inc. Company · Venture · matched La Montagne Holdings LLC · Form D equity offering | Chicago, | 1 | ||||||
| $48.4M | 1 | 4 | 2028 | |||||
| $53.1M | 5 | 8 | 2028 | |||||
| 2000 | ||||||||
Farther | 2008 | |||||||
| 2000 | ||||||||
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| 2016 |
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.