DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Mutual Funds Borrower · Private credit · matched Money Market Mutual Funds · Fort Washington Investment Advisors Inc | 1 | 1 | ||||||
| 1 | 2022 | |||||||
| 1 | 1 | |||||||
Mutual Capital Partners Funds Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Westlake, | $77.4M | 19 | 6 | 3 | 2025 | |
| BOCA RATON, | $5.0B | 6 | 2012 | |||||
| RALEIGH, | $2.8B | 2011 | ||||||
COUNTERPOINT FUNDS Registered adviser · RIA / Wealth · matched COUNTERPOINT MUTUAL FUNDS, LLC · 801-80197 | SAN DIEGO, | $3.2B | 5 | 2014 | ||||
| 2 | ||||||||
| $318,208 | 2012 | |||||||
| BOSTON, | 2012 | |||||||
| OMAHA, | $8.5B | 154 | 2013 | |||||
| 1 | 1 | |||||||
Fixed Income Mutual Funds Mutual Funds Fidelity Floating Rate Central Fund Mutual Fund Borrower · Private credit | 1 | 1 | ||||||
Fixed Income Mutual Funds Mutual Funds Fidelity High Income Central Fund Mutual Fund Borrower · Private credit | 1 | 1 | ||||||
| 2 | 2022 | |||||||
| 1 | 2024 | |||||||
| 1 | 2023 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
MUTUAL TRUST ADVISORY GROUP Registered adviser · RIA / Wealth · matched MUTUAL TRUST ADVISORY GROUP, INC. · 801-121401 | ESTERO, | $166M | 2 | 2021 | ||||
Mutual Capital Investment Advisors, LLC Firm · Private equity · matched Mutual Capital Investment Advisor, LLC Also on Independent Sponsors | Lower middle market | Wyalusing, | $68.7M | 1 | 2 | 3 | 2023 | |
| TROY, | $192M | 2012 | ||||||
| $22.2M | 3 | 3 | 2030 | |||||
| $47.9M | 23 | 2021 | ||||||
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.