DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Upper middle market | London, | $7.5B | 79 | 23 | 140 | 2024 | ||
| $1.8B | ||||||||
| NEW YORK, | $4.4B | 2022 | ||||||
| $168M | ||||||||
| $2.2B | 41 | 2016 | ||||||
| $2.8B | 57 | 2020 | ||||||
| $882M | 30 | 2020 | ||||||
| $164M | 111 | 2012 | ||||||
| $547M | 21 | 2020 | ||||||
| $441M | 10 | 2016 | ||||||
| $77.5M | 2 | 2 | 2032 | |||||
| $2.0B | ||||||||
| 2 | 1 | |||||||
Montagu IV (US) LP Fund · Private equity · Montagu Private Equity, LLP Also on RIA / Wealth Management | $68.7M | |||||||
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 | ||
Montagu IV Coinvest 1 LP Fund · Private equity · Montagu Private Equity, LLP Also on RIA / Wealth Management | $112M | 2013 | ||||||
| 2025 | ||||||||
| 2025 | ||||||||
| $117M | 4 | 2021 | ||||||
| Minneapolis, | 54 | |||||||
| $159M | 31 | 2023 | ||||||
| $79.7M | 11 | 2015 | ||||||
| $62.1M | 2022 | |||||||
Farther | 2008 | |||||||
| 2013 | ||||||||
| 1990 | ||||||||
| 2012 | ||||||||
TESS Montague Papazian Person · RIA / Wealth · matched Tess Montague · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 2016 | |||||||
| 2009 | ||||||||
| 2013 | ||||||||
| 2010 | ||||||||
| 1986 | ||||||||
| 1998 | ||||||||
| $13.6M | 3 | 2015 | ||||||
| 2014 | ||||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 2015 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 2007 | ||||||||
| 2016 | ||||||||
| 2016 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2013 | ||||||||
| $62.8M | 2 | 2016 | ||||||
| $88.3M | 2 | 2020 |
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.