DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Middle market | Chicago, | $3.5B | 110 | 39 | 14 | 2024 | ||
| 1 | 1 | 2025 | ||||||
Lone Star Funds Firm · Private equity · matched Lone Star North America Acquisitions, LLC (relying Adviser) | · candidate Upper middle market | Dallas, | $36B | 4 | 26 | 34 | 2022 | |
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC Registered adviser · RIA / Wealth · 801-15834 Also on Private Credit | NEW YORK, | $150B | 17 | 2011 | ||||
MARSHALL WACE NORTH AMERICA L.P. Registered adviser · RIA / Wealth · 801-70586 Also on Independent Sponsors, Private Equity | NEW YORK, | $59B | 14 | 2012 | ||||
Upper middle market | New York, | $7.7B | 29 | 6 | 2024 | |||
| · probable Lower middle market | Cedar Rapids, | $89B | 4 | 3 | 4 | 2023 | ||
| NEW YORK, | $41B | 9 | 2014 | |||||
| · probable Middle market | New York, | $9.1B | 6 | 6 | 2023 | |||
TFG Asset Management L.P. Firm · Private equity · matched Equitix Investments North America L.P. (affiliated Adviser) | · probable Middle market | New York, | $20B | 11 | 13 | 2023 | ||
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA Registered adviser · RIA / Wealth · matched NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC · 801-120501 | BOSTON, | $59B | 2021 | |||||
Middle market | Luxembourg, | $4.0B | 1 | 42 | 9 | 2024 | ||
Icon Infrastructure North America Inc. Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.5B | 84 | ||||
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION Registered adviser · RIA / Wealth · 801-74173 Also on Independent Sponsors | WASHINGTON, | $10B | 35 | 2012 | ||||
| NEW YORK, | $171B | 2011 | ||||||
| GENEVA 73, | $5.3B | 1 | 2012 | |||||
| Chicago, | $3.3B | 12 | 5 | 2 | 2024 | |||
| MANHATTAN BEACH, | $3.4B | 11 | 2012 | |||||
| NEW YORK, | $7.0B | 2012 | ||||||
| NEW YORK, | $5.1B | 2016 | ||||||
| · probable Unsized | New York, | $795M | 2 | 5 | 2016 | |||
| · probable Middle market | New York, | $1.5B | 2 | 1 | ||||
| Shelbyville, | $60.3M | 40 | 21 | 1 | 2024 | |||
Sappi North America, Inc. Retirement Plan for Salaried Employees Plan · Allocators · Sappi North America, Inc. | Boston, | $85.4M | 22 | 10 | 5 | 2024 | ||
| NEW YORK, | $1.6B | 2019 | ||||||
| Waltham, | $327M | 18 | 6 | 1 | 2024 | |||
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. Registered adviser · RIA / Wealth · 801-60715 Also on Private Equity | NEW YORK, | $1.1B | 2012 | |||||
| Houston, | $134M | 27 | 9 | 1 | 2024 | |||
| Charlotte, | $97.9M | 25 | 9 | 1 | 2024 | |||
| NY, | $518M | 1 | 2021 | |||||
| West Hartford, | $76.6M | 23 | 8 | 2 | 2024 | |||
| STAMFORD, | $339M | 5 | 2013 | |||||
Natural Gas Solutions North America Pension Plan Plan · Allocators · Natural Gas Solution North America, LLC | Houston, | $14.9M | 28 | 10 | 6 | 2024 | ||
Bunge North America Pension Plan for Hourly Union Employees Plan · Allocators · Bunge North America East, L.L.C. | Chesterfield, | $33.7M | 19 | 9 | 3 | 2024 | ||
| BOSTON, | $472M | 2024 | ||||||
| Fishers, | $516M | 4 | 2 | 2 | 2024 | |||
| WESTMONT, | $119M | 1 | 2012 | |||||
AVIVA INVESTORS NORTH AMERICA, INC. Registered adviser · RIA / Wealth · 801-56466 Also on Real Estate Funds | CHICAGO, | $242M | 2011 | |||||
| Mahwah, | $45.8M | 18 | 6 | 1 | 2024 | |||
EDINBURGH PARTNERS NORTH AMERICA Registered adviser · RIA / Wealth · matched EDINBURGH PARTNERS NORTH AMERICA, INC · 801-80377 | WEST PALM BEACH, | $181M | 2014 | |||||
| MIAMI, | $199M | 2021 | ||||||
| Milwaukee, | $9.0M | 30 | 10 | 1 | 2024 | |||
WMGNA Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC · 801-130388 | FARMINGTON, | $346M | 4 | 2024 | ||||
| · probable Lower middle market | Curitiba, Parana, | $18.2M | 2 | 3 | ||||
Schott North America, Inc. Site Duryea Pension Plan for Union Employees Plan · Allocators · Schott North America, Inc. | RYE Brook, | $15.8M | 21 | 7 | 1 | 2025 | ||
Retirement Plan for Employees of Transdev North America Phoenix Plan · Allocators · Transdev North America, Inc. | Lombard, | $44.5M | 15 | 5 | 2025 | |||
Aegon Real Assets US Manager · RE funds · matched Aegon Asset Management North America · Under 1b Also on RIA / Wealth Management | · candidate | Cedar Rapids, | $31.1M | 24 | 3 | 2021 | ||
| Auburn Hills, | $145M | 2 | 2 | 2 | 2022 | |||
| Nashville, | 29 | 11 | 4 | 2024 | ||||
KKR NORTH AMERICA FUND XIII SCSP Fund · RIA / Wealth · KOHLBERG KRAVIS ROBERTS & CO. L.P. Also on Allocators, Private Equity | $18B | 992 | 2022 |
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.