DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Florham Park, | $171M | 10 | 3 | ||||
| 1 | ||||||||
| $52.7M | 82 | 2023 | ||||||
| $27.9M | 55 | 2023 | ||||||
| $51.2M | 96 | 2023 | ||||||
| $1.5M | 28 | 2023 | ||||||
| $752,000 | 23 | 2023 | ||||||
| $623,573 | 35 | 2023 | ||||||
| $13.5M | 62 | 2023 | ||||||
| $2.8M | 35 | 2023 | ||||||
| 1984 | ||||||||
AYLIN OZEREN JEWELL Person · RIA / Wealth · matched AYLIN OZEREN · NATIONWIDE INVESTMENT ADVISORS, LLC | 2006 | |||||||
| 2009 | ||||||||
| 2012 | ||||||||
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| 2006 | ||||||||
| $4.9M | 61 | 2023 | ||||||
| 2015 | ||||||||
Goehring & Rozencwajg Associates, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.5B | 1 | 10 | 2021 | ||
Bert Bell/pete Rozelle Nfl Player Retirement Plan Plan · Allocators · Retirement Board of Bert Bell/pete Rozelle Nfl Player Retirement Plan | Baltimore, | $4.0B | 16 | 7 | 2 | 2025 | ||
Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan Plan · Allocators · Cornell University | Ithaca, | $219M | 60 | 20 | 5 | 2025 | ||
| $71.4M | 2026 | |||||||
| Richmond, | $588M | 6 | 2 | 2 | 2024 | |||
| Chester, | $148M | 11 | 4 | 1 | 2024 | |||
| SPOKANE, | $11.0M | 2026 | ||||||
| SCOTTSDALE, | $9.5M | 2026 | ||||||
Frozen Pension Plan for Employees of American Property Casualty Insurance Association Plan · Allocators · American Property Casualty Insurance Association | Chicago, | $6.7M | 24 | 12 | 3 | 2024 | ||
| Wayne, | $3.0M | |||||||
| OVERLAND PARK, | 2 | 2012 | ||||||
The Frozen Defined Benefit Plan Plan · Allocators · Maryland & Virginia Milk Producers Cooperative Association, Inc. | Herndon, | $10.9M | 19 | 9 | 1 | 2024 | ||
| Racine, | $150M | 3 | 2 | 2 | 2023 | |||
The Challenge Machinery Company Frozen Defined Benefit Plan Plan · Allocators · The Challenge Machinery Company | Muskegon, | $5.0M | 21 | 9 | 1 | 2025 | ||
| ST. PETERSBURG, | $313,401 | 2026 | ||||||
OZEME JEANNE BONNETTE COOLEY Person · RIA / Wealth · matched OZEME JEANNE BONNETTE · TRI-QUEST INVESTMENT ADVISORS | 2000 | |||||||
| Lancaster, | 1,647 | |||||||
| Oakbrook Terrace, | 1,571 | |||||||
| Pasco, | 699 | |||||||
| Park Rapids, | 431 | |||||||
| Clovis, | 447 | |||||||
| Malvern, | 339 | |||||||
| Eagle, | 228 | |||||||
| Cleveland, | 274 |
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.