DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Fargo, | $381M | 21 | 2 | 5 | 2024 | |||
| New York, | $920M | 2024 | ||||||
| $14.0M | 2026 | |||||||
| 1 | ||||||||
Stellus Capital Management, LLC Firm · Private equity · matched Stellus Credit Fund Offshore GP, Ltd (relying Adviser) | · probable Middle market | Houston, | $2.7B | 202 | 16 | 43 | 2024 | |
Alkeon Capital Management, LLC Firm · Venture · matched Alkeon Capital Offshore, LLC (relying Adviser) · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $25B | 81 | 3 | 4 | 2019 | |
Lower middle market | New York, | $623M | 15 | 23 | 3 | 2023 | ||
| $321M | 2 | 2021 | ||||||
| ENGLEWOOD, | $110B | 161 | 201 | 2012 | ||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| · candidate Middle market | Sandy, | $47B | 4 | 3 | 26 | 2022 | ||
Goldman Sachs & Co. LLC Firm · Private equity · matched Marcus Invest Offering of Goldman Sachs & Co. LLC | Large cap | New York, | $223B | 208 | 10 | 2024 | ||
Duquesne Family Office LLC Family office · Family offices · matched Duquesne Family Office · Stanley F. Druckenmiller (and family) | New York, | $3.4B | 12 | 5 | ||||
Rethink Capital Partners, LLC Firm · Venture · matched Segal Family Office, LLC · Registered investment adviser | · probable | White Plains, | $2.2B | 32 | 15 | 5 | 2024 | |
Brookfield Asset Management Pic US, LLC Manager · RE funds · matched Brookfield Office Properties Management LP (relying Adviser) · Over 25b | · probable | New York, | $58B | 255 | 8 | 2024 | ||
WE FAMILY OFFICES Registered adviser · RIA / Wealth · matched W.E. FAMILY OFFICES, LLC · 801-60025 Also on Family Offices, Private Equity | CORAL GABLES, | $18B | 27 | 2012 | ||||
| Chicago, | $10.0B | 26 | 7 | |||||
Rockefeller Capital Management Family office · Family offices · matched Rockefeller Global Family Office · Fink family | New York, | $37B | 2 | 39 | 7 | |||
| AUSTIN, | $9.0M | 2026 | ||||||
TFO Family Office Partners Family office · Family offices · matched TFO FAMILY OFFICE PARTNERS, LLC Also on RIA / Wealth Management | Phoenix, | $5.0B | 2 | 5 | ||||
| DENVER, | $4.5B | 1 | 35 | 2012 | ||||
MATTER FAMILY OFFICE Registered adviser · RIA / Wealth · 801-37738 Also on Family Offices, Independent Sponsors | ST LOUIS, | $3.8B | 1 | 41 | 2012 | |||
| SAN FRANCISCO, | $9.6B | 14 | 2012 | |||||
| Telford, | 57 | |||||||
| · probable Lower middle market | Chicago, | $53B | 3 | 28 | 2019 | |||
| Charleston, | $4.0B | 10 | 12 | |||||
| · candidate Middle market | Carmel, | $18B | 38 | 10 | 2024 | |||
| Charlotte, | $3.5B | 26 | ||||||
Callan Family Office, LLC Family office · Family offices · matched Amicus Family Office, LLC Also on RIA / Wealth Management | Radnor, | $10B | 3 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Diagonal Investment Office · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Charlotte, | $3.4B | 18 | ||||||
| Scottsdale, | $1.0B | 2 | 38 | |||||
| CLEVELAND, | $5.1B | 9 | 2012 | |||||
Connecticut Retirement Plans and Trust Funds Investment pool · Allocators · matched Connecticut Office of the Treasurer Pension Funds Management · 10B-100B | Hartford, | $63B | 34 | 6 | 7 | 2026 | ||
| NEW ORLEANS, | $3.4B | 12 | 2019 | |||||
Cherry Creek Family Offices Family office · Family offices · matched CHERRY CREEK FAMILY OFFICES, LLC | Denver, | $2.0B | 1 | 16 | ||||
| NEW YORK, | $6.5B | 31 | 2012 | |||||
| 2026 | ||||||||
| · probable Middle market | New York, | $18B | 87 | 22 | 2024 | |||
| Miami, | $1.2B | 1 | 17 | |||||
| ZURICH, | $8.7B | 1 | 2012 | |||||
Rockefeller & Co., Inc. Firm · Venture · matched Rockefeller Global Family Office · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | New York, | $16B | 3 | 7 | |||
| Kalamazoo, | $1.0B | 19 | ||||||
| BOSTON, | $2.0B | 9 | 2011 | |||||
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC Registered adviser · RIA / Wealth · 801-122258 Also on Family Offices | LAKEWAY, | $590M | 40 | 2021 | ||||
Class VI Family Office, LLC Family office · Family offices · matched CVA Family Office, LLC Also on RIA / Wealth Management | Denver, | $1.5B | 6 | |||||
Kopp Family Office, LLC Family office · Family offices · Kopp family of LeRoy C. 'Lee' Kopp (d. 2020-10-09) and Barbara Kopp (d. 2023-02-28); children Terry, Brian, Debbie, Kristin | Bloomington, | $145M | 4 | 5 | ||||
| Ada, | $858M | 13 | ||||||
Cook County Employees' and Officers' Annuity and Benefit Fund Allocator · Allocators · matched COOK COUNTY EMPLOYEES' & OFFICERS' ANNUITY & BENEFIT FUND · 10B-100B | $13B | 2024 | ||||||
Arrowroot Family Office, LLC Family office · Family offices Also on Real Estate Funds, RIA / Wealth Management | Marina Del Rey, | $431M | 2 | 19 |
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.