DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Houston, | $646M | 2 | 3 | 28 | 2022 | ||
| Kansas City, | $1.1B | 43 | 7 | 2024 | ||||
PLATFORM TECHNOLOGY PARTNERS Registered adviser · RIA / Wealth · matched PLATFORM TECHNOLOGY PARTNERS LLC · 801-117439 Also on Independent Sponsors | LOCUST VALLEY, | $1.2B | 6 | 10 | 2019 | |||
| $218M | 3 | 6 | 2030 | |||||
PLATFORM PARTNERS INVESTMENT COMPANY LLC Fund · RIA / Wealth · PLATFORM PARTNERS LLC Also on Private Equity | $590M | 177 | 2017 | |||||
| 6 | ||||||||
| WILMINGTON, | 2026 | |||||||
| GREENWICH, | 2018 | |||||||
| Kansas City, | 93 | |||||||
| $147M | 123 | 2018 | ||||||
| 1 | ||||||||
| · candidate | 1 | |||||||
PLATFORM WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PLATFORM WEALTH MANAGEMENT, LLC · 801-129811 | HOLLADAY, | $509M | 11 | 2024 | ||||
Star Mountain Fund Management, LLC Firm · Private equity · matched Star Mountain Smb Multi-Manager Credit Platform GP, LLC (relying Adviser) | · probable Middle market | New York, | $3.9B | 11 | 19 | 5 | 2024 | |
| 2026 | ||||||||
Transpose Platform Management, LLC Firm · Venture · matched TI Platform Management, LLC · Registered investment adviser | · probable | Houston, | $2.6B | 47 | 4 | 2023 | ||
| Hollywood, | 130 | |||||||
MARINER INDEPENDENT Registered adviser · RIA / Wealth · matched MARINER PLATFORM SOLUTIONS, LLC · 801-117332 | OVERLAND PARK, | $7.3B | 120 | 2019 | ||||
| Kansas City, | $20.0M | |||||||
| NEW YORK, | $9.6B | 2024 | ||||||
| Needham, | 1 | |||||||
| Kansas City, | $42.1M | |||||||
| 3 | ||||||||
| · probable | New York, | $129M | 2 | |||||
| Brighton, | 1 | |||||||
| Cincinnati, | $95.3M | |||||||
| NEW YORK, | $168M | 2012 | ||||||
Thompson Street Capital Manager LLC Firm · Private equity · matched Thompson Street Capital Partners Platform BCM One | · probable Middle market | St. Louis, | $4.9B | 250 | 9 | 84 | 2022 | |
| NEW YORK, | $73.8M | 2014 | ||||||
| 2 | 2 | |||||||
CLARITY MANAGED ACCOUNT PLATFORM Registered adviser · RIA / Wealth · matched CLARITY MANAGED ACCOUNT & ANALYTICS PLATFORM, LLC · 801-88180 | NEW YORK, | $9.3M | 2015 | |||||
| · candidate Unsized | Broomfield, | 3 | 3 | 2018 | ||||
| New York, | ||||||||
| Hoover, | $56,000 | |||||||
| Greenwich, | ||||||||
| NEWBURYPORT, | 2019 | |||||||
| Fort Worth, | 1,114 | |||||||
| Needham, | 128 | |||||||
| $192M | 1 | 2023 | ||||||
Platform Texas Fund I, LLC Real estate fund vehicle · RE funds · Platform Investments, LLC Also on RIA / Wealth Management | $192M | 1 | 2023 | |||||
| Waltham, | 1,039 | |||||||
| Pompano Beach, | 10 | |||||||
| Austin, | 576 | |||||||
| Brooklyn, | 106 | |||||||
| New York, | 486 | |||||||
| $4.1M | 1 | 2020 | ||||||
Platform Oz GP I, LLC Real estate fund vehicle · RE funds · Platform Investments, LLC Also on RIA / Wealth Management | $4.1M | 1 | 2020 | |||||
| Nashville, | 129 | |||||||
| Lees Summit, | 163 | |||||||
| San Francisco, | 3 | 2 |
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.