DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| NEWARK, | $24B | 2012 | ||||||
| Los Angeles, | 66 | |||||||
| HOMEWOOD, | $879M | 7 | 2012 | |||||
| Augusta, | 250 | |||||||
Lower middle market | New York, | $253M | 19 | 3 | 2016 | |||
| Greenwich, | $867M | 1 | ||||||
| SUDBURY, | $380M | 3 | 2012 | |||||
SUMMIT PLACE FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched SUMMIT PLACE FINANCIAL ADVISORS,LLC · 801-96169 | SUMMIT, | $300M | 4 | 2012 | ||||
Menlo Equities V LLC Firm · Private equity · matched Technology Place Office Partners LLC (relying Adviser) Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Menlo Park, | $1.5B | 133 | 1 | 78 | ||
| ELLICOTT CITY, | $376M | 2012 | ||||||
| PARSIPPANY, | $151M | 6 | 2014 | |||||
LOUISBOURG INVESTMENTS Registered adviser · RIA / Wealth · matched LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC. · 801-131894 | DIEPPE, NEW BRUNSWICK, | $2.3B | 2025 | |||||
| METUCHEN, | $48.4M | 1 | 2024 | |||||
| ORINDA, | $87.1M | 2026 | ||||||
SETTANNI FINANCIAL LLC Registered adviser · RIA / Wealth · matched SUTTON PLACE INVESTORS LLC · 801-114219 | ARMONK, | $397M | 3 | 2018 | ||||
PPCM, INC. Registered adviser · RIA / Wealth · matched PARK PLACE CAPITAL MANAGEMENT, INC. · 801-25182 | MILWAUKEE, | $802M | 2012 | |||||
| CLYDE HILL, | $24.4M | 2024 | ||||||
| $20.9M | 2026 | |||||||
| CONCORD, | $10.0M | 1 | 2012 | |||||
| ADDISON, | $16B | 2012 | ||||||
| $5.4M | 2012 | |||||||
| · probable | New York, | $970M | 1 | 4 | 5 | 2024 | ||
| Wichita, | 4,762 | |||||||
AGF INVESTMENTS Registered adviser · RIA / Wealth · matched AGF INVESTMENTS AMERICA INC. / PLACEMENTS AGF AMÉRIQUE INC. · 801-68681 | TORONTO, ONTARIO, | $21.6M | 2011 | |||||
| Irving, | 2,146 | |||||||
| Highland Heights, | 2,172 | |||||||
| Overland Park, | 1,530 | |||||||
| New York, | 166 | |||||||
| $8.0B | 3,523 | 2012 | ||||||
| Cincinnati, | 863 | |||||||
| Cedar Rapids, | 720 | |||||||
| Milwaukee, | 505 | |||||||
| $1.2B | 68,618 | 2012 | ||||||
| Seattle, | 436 | |||||||
Djje Holdings, LLC DBA the Place for Children With Autism Company · Sponsors · Physical occupational therapy | Chicago, | 405 | ||||||
| Dallas, | 286 | |||||||
| Dallas, | 243 | |||||||
| $6.9B | 1,752 | 2015 | ||||||
| Pawtucket, | 317 | |||||||
| Hyattsville, | 195 | |||||||
| Seattle, | 270 | |||||||
| Phoenix, | 253 | |||||||
| Tallmadge, | 249 | |||||||
| Baton Rouge, | 223 | |||||||
| Chandler, | 206 | |||||||
| Sausalito, | 162 | |||||||
| Verona, | 202 | |||||||
| $5.1B | 1,844 | 2020 | ||||||
| Oakland, | 194 |
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.