DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
OAK Management Corporation Firm · Venture · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Wilton, | $591M | 150 | 14 | 25 | |||
| $60.0M | 1 | 5 | ||||||
| AKRON, | $1.8B | 3 | 2012 | |||||
| WESTLAKE VILLAGE, | $414M | 4 | 2017 | |||||
| BLUFFTON, | $285M | 6 | 2012 | |||||
| $177M | 2 | 2012 | ||||||
| $186M | 1 | 2020 | ||||||
| OAK BROOK, | $209M | 2012 | ||||||
| $62.6M | 2026 | |||||||
| ROCHESTER, | 2025 | |||||||
| Portage, | 68 | |||||||
OAK Hill Advisors, L.P. Firm · Private equity · matched OAK Hill Special Opportunities Management, LLC | · probable Unsized | New York, | $71B | 10 | 16 | 70 | ||
| $920M | 2 | 2015 | ||||||
OAK Hcft Management Company LLC Firm · Venture · matched OAK Hcft Management Company LLP · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Stamford, | $9.7B | 23 | 59 | 2023 | |||
Lower middle market | Seattle, | $553M | 58 | 4 | 2024 | |||
| CENTERVILLE, | $446M | 9 | 2012 | |||||
| $1.6B | 1 | 2020 | ||||||
| $871M | 1 | 2012 | ||||||
| CHICAGO, | $621M | 5 | 2011 | |||||
| CHICAGO, | $1.7B | 2 | 2012 | |||||
| NORTHBROOK, | $374M | 3 | 2012 | |||||
| $25.0M | 1 | 1 | 1 | 2019 | ||||
| $650M | 4 | 3 | 2 | 2018 | ||||
| ROCHESTER, | $90.2M | 3 | 2022 | |||||
| Houston, | $2.3B | 12 | 8 | 6 | 2023 | |||
OAK CITY INVESTMENT CONSULTING Registered adviser · RIA / Wealth · matched OAK CITY CONSULTING, LLC · 801-74468 | WAKE FOREST, | $1.4B | 3 | 2012 | ||||
| 1 | 2024 | |||||||
| TOLEDO, | $203M | 2018 | ||||||
| $50.0M | 1 | 1 | 1 | |||||
| MYRTLE BEACH, | $126M | 2 | 2026 | |||||
| New York, | $40.2M | 121 | 1 | 16 | 2012 | |||
| BURLINGTON, | $92.5M | 2026 | ||||||
Yorktown Partners LLC Firm · Venture · matched Yorktown Post Oak Remainder GP ("relying Adviser") · Exempt reporting adviser | New York, | $3.0B | 15 | 21 | 14 | 2024 | ||
| CHICAGO, | $109B | 2 | 4 | 2012 | ||||
Lower middle market | Greenwood Village, | $112M | 6 | 15 | 1 | 2024 | ||
| · probable Lower middle market | Los Angeles, | $161B | 62 | 17 | 2025 | |||
| $513M | 4 | 6 | 2032 | |||||
| · probable | Redwood City, | 4 | 3 | |||||
| Corona, | 64 | |||||||
| LANSDOWNE, | $603M | 2022 | ||||||
SILVER OAK SECURITIES, INC. Registered adviser · RIA / Wealth · matched SILVER OAK SECURITIES INCORPORATED · 801-71178 Also on Private Equity | JACKSON, | $2.4B | 117 | 2011 | ||||
| Upperville, | $312M | 10 | 4 | 2024 | ||||
White Oak Global Advisors, LLC Firm · Private equity · matched White Oak Partners, LLC (relying Adviser) | · probable Middle market | San Francisco, | $6.2B | 30 | 7 | 2022 | ||
Mariner Investment Group, LLC Firm · Private equity · matched Mariner Glen Oaks GP, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | Harrison, | $126B | 3 | 5 | |||
| MENLO PARK, | $21.9M | 2026 | ||||||
| Denver, | 2,334 | |||||||
| · candidate | Dallas, | $6.9B | 13 | 5 | 2022 | |||
OAK MOUNTAIN ADVISORS Registered adviser · RIA / Wealth · matched OAK MOUNTAIN ADVISORS LLC · 801-78695 | CHICAGO, | $23.3M | 1 | 2 | 2013 | |||
| LAKEWOOD RANCH, | $17.0M | 2026 | ||||||
ANGEL OAK CAPITAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-70670 Also on Private Credit, Real Estate Funds | ATLANTA, | $11B | 9 | 1 | 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.