DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Plano, | 110 | |||||||
| 2 | ||||||||
| 2018 | ||||||||
| Sarasota, | 2 | |||||||
| Berlin, | $1.5B | 24 | 6 | 16 | 2019 | |||
Upper middle market | Chicago, | $6.1B | 179 | 28 | 79 | 2023 | ||
| · probable Large cap | Greenwich, | $48B | 18 | 47 | 14 | 2024 | ||
Balance Point Capital Advisors, LLC Firm · Private equity · matched Balance Point Capital Ct Advisors, LLC (relying Adviser) | Middle market | Westport, | $2.0B | 84 | 7 | 28 | 2024 | |
Gallatin Point Capital LLC Firm · Private equity · matched Gallatin Point into its Financial Services | Middle market | Greenwich, | $5.2B | 19 | 46 | 29 | 2024 | |
Point Bridge Capital, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Fort Worth, | $420M | 6 | 1 | 2023 | ||
| SAN FRANCISCO, | $580M | 7 | 2012 | |||||
| · probable | Hull, | $35.5M | 4 | 2024 | ||||
BEACON POINTE ADVISORS, LLC Registered adviser · RIA / Wealth · 801-60943 Also on Private Credit, Real Estate Funds | NEWPORT BEACH, | $55B | 5 | 471 | 2011 | |||
| WAUSAU, | $32.3M | 2026 | ||||||
Middle market | Cleveland, | $2.0B | 20 | 24 | 41 | 2023 | ||
| · probable Middle market | New York, | $1.8B | 131 | 7 | 56 | 2021 | ||
| Berlin, | $306M | 2 | 2 | 6 | ||||
| Seattle, | 1,416 | |||||||
| $104M | 2 | 2026 | ||||||
| · probable | Naperville, | 4 | ||||||
| · candidate | Singapore, Singapore, | $700,000 | 1 | |||||
Point Judith Management Company, LLC Firm · Venture · matched Point Judith Management Company III, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Providence, | $208M | 9 | 4 | 2019 | |||
| NEW YORK, | $359M | 6 | 2012 | |||||
| · probable | San Francisco, | $2.9B | 2 | 7 | 2021 | |||
Lower middle market | New York, | $277M | 38 | 16 | 38 | 2023 | ||
Lower middle market | Boston, | $610M | 33 | 5 | 5 | 2023 | ||
| KATONAH, | $114M | 2 | 2020 | |||||
Middle market | Cambridge, | $3.2B | 5 | 6 | 15 | |||
Point 41 Capital Partners, L.P. Capital provider · Sponsors Also on Private Equity, RIA / Wealth Management | Cos Cob, | $453M | 3 | |||||
Sound Point Capital Management, LP Firm · Private equity Also on Private Credit, RIA / Wealth Management | · probable Lower middle market | New York, | $38B | 1 | 11 | 2023 | ||
Silver Point Capital, L.P. Firm · Private equity · matched Silver Point Specialty Credit Silver Star Fund Management, LLC (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | Greenwich, | $28B | 2 | 76 | |||
| Roseland, | $245M | 2024 | ||||||
| Bismarck, | 75 | |||||||
| NEW YORK, | $34.8M | 1 | 2014 | |||||
ELEVATION POINT WEALTH PARTNERS, LLC Registered adviser · RIA / Wealth · 801-65068 Also on Private Equity | DENVER, | $8.3B | 56 | 2012 | ||||
Benefit Plan Administrators of Eau Claire, LLC Company · Sponsors · matched POINT C · Insurance agencies brokerage | Eau Claire, | 281 | ||||||
Beach Point Capital Management LP Firm · Private equity · matched Beach Point Ucits Management LLC (relying Adviser) | · probable Lower middle market | Santa Monica, | $18B | 6 | 104 | 2024 | ||
KEEL POINT, LLC Registered adviser · RIA / Wealth · 801-62249 Also on Independent Sponsors, Private Equity | HUNTSVILLE, | $4.1B | 3 | 48 | 2012 | |||
| Portland, | 177 | |||||||
| NEW YORK, | $29B | 34 | 2012 | |||||
| · probable Lower middle market | New York, | $14B | 5 | 56 | 2021 | |||
| · probable Middle market | Greenwich, | $6.1B | 20 | 8 | 2024 | |||
| Winston-Salem, | $94.0M | 87 | 2025 | |||||
| · probable Lower middle market | Greenwich, | $9.3B | 6 | 14 | 2024 | |||
| $150M | 9 | 8 | 13 | 2025 | ||||
FORT POINT CAPITAL PARTNERS LLC Registered adviser · RIA / Wealth · 801-69650 Also on Independent Sponsors, Private Credit | SAN FRANCISCO, | $2.9B | 10 | 20 | 2012 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| DALLAS, | $1.6M | 2019 | ||||||
| Pittsburgh, | 171 | |||||||
| $9.9M | 2026 |
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.