DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ATLANTA, | $75.9M | 1 | 1 | 2012 | ||||
| DENVER, | $104B | 12 | 2011 | |||||
| NAPERVILLE, | $31B | 27 | 2019 | |||||
| GREENWICH, | $130M | 1 | 2012 | |||||
| · candidate Upper middle market | St Peter Port, | $7.4B | 48 | 4 | 2024 | |||
Pag Firm · Private equity · matched PAG Investment Advisors Pte. Ltd. Also on Allocators, Real Estate Funds | · probable Upper middle market | Grand Cayman, | $24B | 29 | 6 | 2023 | ||
| · candidate | Chicago, | $477M | 1 | 37 | ||||
| MIAMI BEACH, | $6.2B | 12 | 2012 | |||||
Proterra Investment Partners LP Firm · Private equity · matched Proterra Investment Advisors (singapore) Pte. Ltd.(relying Adviser) | · probable Middle market | Minneapolis, | $3.7B | 21 | 6 | 2022 | ||
Pleiad Investment Advisors Firm · Private equity · matched Pleiad Investment Advisors Limited Also on RIA / Wealth Management | · probable Lower middle market | Hong Kong, | $2.5B | 1 | 4 | 2020 | ||
| EL SEGUNDO, | $2.2B | 5 | 2012 | |||||
| DURHAM, | $6.8B | 2012 | ||||||
PETREDIS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched PETREDIS INVESTMENT ADVISORS LLC · 801-126513 | WARRENDALE, | $1.7B | 7 | 2022 | ||||
PERENNIAL FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched PERENNIAL INVESTMENT ADVISORS, LLC · 801-110619 | LOS ANGELES, | $2.5B | 49 | 2017 | ||||
| FOLSOM, | $1.3B | 4 | 2012 | |||||
| TULSA, | $508M | 3 | 7 | 2012 | ||||
Phorcys Investment Advisors, LLC Firm · Private equity Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Guaynabo, | $1.2B | 5 | ||||
| DURHAM, | $5.4B | 2018 | ||||||
| MIAMI, | $648M | 1 | 2 | 2012 | ||||
| SALISBURY, | $367M | 7 | 2012 | |||||
| BRIDGEWATER, | $425M | 8 | 2024 | |||||
| PHILADELPHIA, | $1.7B | 1 | 2012 | |||||
PRYTANIA INVESTMENT ADVISORS LLP Registered adviser · RIA / Wealth · 801-108860 Also on Private Credit | LONDON, | $982M | 4 | 2016 | ||||
| NEW YORK, | $670M | 2 | 2022 | |||||
| MADISON, | $368M | 3 | 2012 | |||||
| BIRMINGHAM, | $1.0B | 2012 | ||||||
| NEW YORK, | $478M | 4 | 2012 | |||||
| Glenmont, | 83 | |||||||
| BATON ROUGE, | $129M | 11 | 2021 | |||||
| BALA CYNWYD, | $574M | 2012 | ||||||
Property Investment Advisors, Inc. Manager · RE funds · matched Property Investment Advisor, LLC · Under 1b Also on RIA / Wealth Management | · probable | Richmond, | $83.9M | 16 | 3 | 2023 | ||
PINION WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched PINION INVESTMENT ADVISORS, LLC · 801-63322 | WICHITA, | $837M | 8 | 2012 | ||||
| NYON, | $874M | 2025 | ||||||
| FRAMINGHAM, | $217M | 2 | 2022 | |||||
| ATLANTA, | $330M | 1 | 2012 | |||||
| · probable Lower middle market | Stockholm, Stockholm, | $150M | 1 | 1 | 1 | |||
| ANN ARBOR, | $335M | 2012 | ||||||
| $161M | 2 | 2024 | ||||||
| COLORADO SPRINGS, | $235M | 1 | 2024 | |||||
FORTY NORTH WEALTH Registered adviser · RIA / Wealth · matched PANORAMIC INVESTMENT ADVISORS, LLC · 801-112146 | GLENDALE, | $351M | 11 | 2017 | ||||
| DELAFIELD, | $109M | 2 | 2012 | |||||
| GREENWICH, | $174M | 2012 | ||||||
| $112M | 2 | 2011 | ||||||
PRIME INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched PRIME INVESTMENT ADVISORY CORPORATION · 801-121375 | BETHESDA, | $151M | 2011 | |||||
| LANSDOWNE, | $103M | 1 | 2012 | |||||
| WESTFIELD, | $79.2M | 1 | 2012 | |||||
| GERMANTOWN, | $80.7M | 1 | 2022 | |||||
| · candidate Lower middle market | Hong Kong, | $9.6M | 31 | 3 | 9 | |||
| $106M | 1 | 2026 | ||||||
Predicate Investment Advisors Firm · Private equity · matched Predicate Investment Advisors, LLC Also on RIA / Wealth Management | Lower middle market | Scottsdale, | $20.2M | 2 | 2 | 2023 |
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.