DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| FRANKLIN, | $40.3M | 2026 | ||||||
| 1 | 2023 | |||||||
Partners Capital Investment Group, LLP Firm · Private equity · matched Partners Capital Investment Group, LLC | · probable Upper middle market | Boston, | $35B | 11 | 44 | 95 | 2024 | |
| · probable Lower middle market | Charlottesville, | $20B | 2 | 30 | 2023 | |||
| Miami, | $2.7B | 14 | ||||||
| · probable Lower middle market | New York, | $1.1B | 1 | 4 | 2015 | |||
| · probable Lower middle market | New York, | $421M | 35 | 82 | 2018 | |||
| DALLAS, | $1.5B | 1 | 2 | 2012 | ||||
| · probable Middle market | Singapore, | $1.0B | 21 | 2 | 22 | 2018 | ||
| GREENBRAE, | $3.3B | 2 | 2021 | |||||
OSBORNE PARTNERS Registered adviser · RIA / Wealth · matched OSBORNE PARTNERS CAPITAL MANAGEMENT LLC · 801-56319 | SAN FRANCISCO, | $2.7B | 1 | 11 | 2012 | |||
| Boston, | $830M | |||||||
| HAUPPAUGE, | $109M | 13 | 2014 | |||||
| SURREY, | $128M | 8 | 2012 | |||||
| NEW YORK, | $742M | 2012 | ||||||
| SURREY, | $316M | 1 | 2012 | |||||
| Boston, | $266M | |||||||
ARBITER PARTNERS Registered adviser · RIA / Wealth · matched ARBITER PARTNERS CAPITAL MANAGEMENT, LLC · 801-72164 | NEW YORK, | $1.3B | 6 | 2011 | ||||
| Hamilton, | $92.3M | 2 | ||||||
| BALA CYNWYD, | $61.2M | 3 | 2018 | |||||
| NEW YORK, | $149M | 1 | 2022 | |||||
| CHICAGO, | $107M | 6 | 2015 | |||||
Lower middle market | Westport, | $29.3M | 7 | 1 | 2024 | |||
| $160M | 2026 | |||||||
| Boston, | $75.5M | |||||||
| Boston, | $73.8M | |||||||
| NORTHBROOK, | $97.0M | 2011 | ||||||
| Boston, | $64.7M | |||||||
| Boston, | $46.4M | |||||||
| NEW YORK, | $34.2M | 2 | 2014 | |||||
| $30.4M | 2024 | |||||||
| $19.1M | 2011 | |||||||
| $9.2M | 2026 | |||||||
| · probable Unsized | Yeongdeungpo-Gu, Seoul, | 2 | 1 | |||||
AMERICAN INDUSTRIAL PARTNERS CAPITAL FUND VIII, LP Fund · RIA / Wealth · AMERICAN INDUSTRIAL PARTNERS | $5.6B | 167 | 2023 | |||||
| 2 | 2024 | |||||||
PARTNERS CAPITAL PHOENIX FUND II LTD - DIVERSIFIED INCOME FUND Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $2.5B | 209 | 2012 | |||||
AMERICAN INDUSTRIAL PARTNERS CAPITAL FUND VII, L.P. Fund · RIA / Wealth · AMERICAN INDUSTRIAL PARTNERS | $5.7B | 105 | 2019 | |||||
Asset based lender | 8 | |||||||
| $1.7B | 225 | 2012 | ||||||
AMERICAN INDUSTRIAL PARTNERS CAPITAL FUND VI, L.P. Fund · RIA / Wealth · AMERICAN INDUSTRIAL PARTNERS Also on Allocators, Private Equity | $4.2B | 82 | 2016 | |||||
| 2025 | ||||||||
| $1.3B | 102 | 2012 | ||||||
| $745M | 72 | 2012 | ||||||
PARTNERS CAPITAL CONDOR FUND XIII, L.P. Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $475M | 114 | 2020 | |||||
FENWAY PARTNERS CAPITAL FUND III, L.P. Fund · RIA / Wealth · FENWAY PARTNERS, LLC Also on Private Equity | $621M | 60 | 2012 | |||||
PARTNERS CAPITAL CONDOR FUND XI, L.P. Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $355M | 102 | 2018 | |||||
PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND II, L.P. Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $351M | 118 | 2021 | |||||
PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND II MASTER, L.P. Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $351M | 118 | 2021 | |||||
PARTNERS CAPITAL CONDOR FUND XII, L.P. Fund · RIA / Wealth · PARTNERS CAPITAL INVESTMENT GROUP, LLP Also on Private Equity | $317M | 112 | 2019 |
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.