DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $7.2M | 21 | 2021 | ||||||
Middle market | Lima, | $1.0B | 4 | 4 | 2019 | |||
| Charlotte, | 3,708 | |||||||
Sterling Investment Partners Advisers, LLC Firm · Private equity · matched Sterling Investment Partners Management L.L.C. | Middle market | Westport, | $1.7B | 44 | 6 | 29 | 2020 | |
| SINGAPORE, | $146B | 2012 | ||||||
Sterling Investment Management Manager · RE funds · matched Sterling Investment Management, LLC · 1b 5b Also on RIA / Wealth Management | West Palm Beach, | $2.0B | 12 | 8 | 2023 | |||
Voya Alternative Asset Management LLC Firm · Private equity · matched ING Investment Management Americas | · probable Lower middle market | New York, | $25B | 3 | 9 | 2024 | ||
| METAIRIE, | $1.9B | 6 | 2012 | |||||
STERLING INVESTMENT ADVISORS LTD. Registered adviser · RIA / Wealth · 801-66769 Also on Private Equity | BERWYN, | $1.1B | 7 | 2012 | ||||
| BUFFALO, | $1.0B | 5 | 2016 | |||||
ING INVESTMENT MANAGEMENT ASIA/PACIFIC (HONG KONG) LTD. Registered adviser · RIA / Wealth · 801-64490 | HONG KONG, | $4.9B | 2012 | |||||
| TUCSON, | $409M | 4 | 2012 | |||||
| GLENDALE, | $866M | 3 | 2016 | |||||
Middle market | Hong Kong, | $3.3B | 4 | 5 | 2022 | |||
CONNING INVESTMENT PRODUCTS, INC. Registered adviser · RIA / Wealth · 801-79816 Also on Private Equity | HARTFORD, | $572M | 1 | 2014 | ||||
| DELRAY BEACH, | $383M | 2 | 2012 | |||||
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-122085 | AMMON, | $187M | 5 | 2021 | ||||
| BOLIVAR, | $229M | 3 | 2012 | |||||
| KALAMAZOO, | $330M | 1 | 2012 | |||||
| WAYNE, | $379M | 1 | 2015 | |||||
ULRICH INVESTMENT CONSULTANTS Registered adviser · RIA / Wealth · matched ULRICH CONSULTING AND INVESTMENT GROUP, LLC · 801-72880 | ALBUQUERQUE, | $3.6B | 12 | 2012 | ||||
| WAYNE, | $300M | 2012 | ||||||
| $160M | 1 | 2012 | ||||||
Nvng Investment Advisors, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Madison, | $56.8M | 2 | 2 | 2024 | ||
STONEHAGE FLEMING Registered adviser · RIA / Wealth · matched STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED · 801-122831 | LONDON, GREATER LONDON, | $24B | 2021 | |||||
| PORTLAND, | $113M | 3 | 2026 | |||||
| MISSOULA, | $122M | 2 | 2026 | |||||
| CANTON, | $112M | 3 | 2026 | |||||
BACK BAY FINANCIAL PLANNING & INVESTMENTS Registered adviser · RIA / Wealth · matched BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC · 801-137070 | BETHANY BEACH, | $120M | 2 | 2026 | ||||
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC Registered adviser · RIA / Wealth · 801-118483 | GRANDVILLE, | $133M | 2012 | |||||
CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · 801-64085 | WALNUT CREEK, | $179M | 2012 | |||||
| Aurora, | $79.0M | 1 | ||||||
LONG INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched R.M. LONG INVESTMENT ADVISORY, INC. · 801-58265 | REEDLEY, | $52.4M | 2 | 2012 | ||||
| ANAHEIM HILLS, | $88.2M | 2012 | ||||||
| NEWPORT BEACH, | $105M | 2012 | ||||||
| CLOVIS, | $107M | 2026 | ||||||
| COLUMBUS, | $106M | 2026 | ||||||
| LAKEWOOD, | $40.0M | 2 | 2012 | |||||
| $99.0M | 2026 | |||||||
| CHEYENNE, | $79.4M | 2014 | ||||||
| $75.9M | 2026 | |||||||
| $69.3M | 2026 | |||||||
| SECAUCUS, | 116 | 2012 | ||||||
| MINNEAPOLIS, | $38.1M | 2011 | ||||||
| STATESBORO, | $61.9M | 2026 | ||||||
| GILBERT, | $60.0M | 2026 | ||||||
| NORWALK, | $47.0M | 2012 | ||||||
| $47.0M | 2026 | |||||||
| $40.0M | 2026 | |||||||
| BOYNTON BEACH, | $32.4M | 2012 |
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.