DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Mason, | 200 | |||||||
Upper middle market | New York, | $15B | 48 | 78 | 126 | 2024 | ||
| · candidate Unsized | Charlotte, | $44B | 40 | 7 | 2022 | |||
| DRIPPING SPRINGS, | $882M | 5 | 2019 | |||||
Optum Ventures Firm · Venture · matched Optum Venture Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Boston, | $1.6B | 3 | 6 | 36 | 2023 | ||
| STAMFORD, | $973M | 2023 | ||||||
| SAN JUAN CAPISTRANO, | $319M | 3 | 2011 | |||||
| PLYMOUTH, | $173M | 2012 | ||||||
| $155M | 2020 | |||||||
| CHICAGO, | $389M | 12 | 2015 | |||||
| Hebron, | $37.8M | 24 | 8 | 1 | 2024 | |||
| BEAVERTON, | $380M | 6 | 2021 | |||||
| RICHMOND, | $15.0M | 2013 | ||||||
Reasons to Be Optimistic Firm · Venture · matched Reasons to Be Optimistic Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | · probable | $2.6M | 1 | 1 | 2023 | |||
| Franklin, | $17.5M | 3 | 5 | |||||
| $19.9M | 2026 | |||||||
Kaiser Permanente Optometrists Retirement Plan Plan · Allocators · The Permanente Medical Group, Inc. | Oakland, | $133M | 3 | 1 | 2024 | |||
| Mason, | 2022 | |||||||
| · probable | New York, | $311M | 2 | 2 | 2025 | |||
| 1 | 2022 | |||||||
| DALLAS, | $695M | 2019 | ||||||
| LOUISVILLE, | $1.2M | 2026 | ||||||
| Washington, | ||||||||
| Washington, | ||||||||
| DENVER, | 2012 | |||||||
| Atlanta, | 1,511 | |||||||
| Bloomington, | 2,967 | |||||||
| IRVINE, | $222M | 3 | 2021 | |||||
| Minneapolis, | 1,801 | |||||||
| SUDBURY, | $56.3M | 2019 | ||||||
BEST OPTIONS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched BEST OPTIONS FINANCIAL PLANNING LLC | 2026 | |||||||
| 2023 | ||||||||
| 2026 | ||||||||
| AMMON, | 2026 | |||||||
| HONOLULU, | 2026 | |||||||
| 1 | 2023 | |||||||
| Coral Springs, | 1,795 | |||||||
Precision Optics Corporation, Inc. Pension Plans Allocator · Allocators · matched Precision Optics Corporation, Inc. | Gardner, | |||||||
| Blackwood, | 1,581 | |||||||
| Marlborough, | 323 | |||||||
| Galesburg, | 1,210 | |||||||
| Troy, | 299 | |||||||
| Pasco, | 673 | |||||||
| NEW YORK, | $1.2B | 12 | 2012 | |||||
| PRINCETON, | $114M | 2021 | ||||||
| Sugar Land, | 555 | |||||||
| Redding, | 440 | |||||||
| $1.5B | 44,644 | 2021 | ||||||
| Englewood, | 542 | |||||||
| Jonesboro, | 106 |
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.