DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| · probable Upper middle market | Darien, | $42B | 122 | 10 | 2024 | ||
| FRESNO, | $261M | 4 | 2012 | ||||
| Darien, | 168 | ||||||
PORTFOLIO ADVISORS CREDIT STRATEGIES FUND, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Credit, Private Equity | $265M | 103 | 2013 | ||||
PORTFOLIO ADVISORS CREDIT STRATEGIES FUND (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Credit, Private Equity | $130M | 28 | 2013 | ||||
| PORTLAND, | $35B | 6 | 2014 | ||||
| SAN MATEO, | $6.3B | 2011 | |||||
| NEW YORK, | $978M | 9 | 2020 | ||||
Portfolio Advisors Private Equity Fund, L.P. Fund · Private equity · Portfolio Advisors LLC Also on RIA / Wealth Management | $31.2M | ||||||
| SOUTHLAKE, | $531M | 9 | 2012 | ||||
| STAMFORD, | $859M | 2 | 2020 | ||||
PINNACLE PORTFOLIO ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE PORTFOLIO ADVISORS, LLC · 801-114877 | $172M | 3 | 2019 | ||||
| MYSTIC, | $151M | 2 | 2021 | ||||
| LAS VEGAS, | $110M | 1 | 2011 | ||||
| LONG BEACH, | $104M | 2026 | |||||
| $81.9M | 2012 | ||||||
| AUSTIN, | $93.5M | 2026 | |||||
| NEW YORK, | $62.6M | 2012 | |||||
| $45.5M | 2026 | ||||||
| $44.5M | 2026 | ||||||
| SALT LAKE CITY, | $5.8M | 6 | 2025 | ||||
| DAYTON, | $27.0M | 2012 | |||||
| STUART, | $13.2M | 2026 | |||||
| · probable Unsized | Dallas, | 3 | 2 | 2014 | |||
| $1.2M | 2012 | ||||||
PORTFOLIO ADVISORS SECONDARY FUND IV, LP Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Allocators, Private Equity | $2.7B | 398 | 2020 | ||||
PORTFOLIO ADVISORS SECONDARY FUND III, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Allocators, Private Equity | $1.1B | 296 | 2016 | ||||
| 2013 | |||||||
| 2017 | |||||||
| RADNOR, | 2026 | ||||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2022, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $388M | 698 | 2023 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VIII (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $526M | 89 | 2016 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2017, L.P Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $249M | 266 | 2018 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND X, LP Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $496M | 102 | 2019 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND XI, LP Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $365M | 111 | 2022 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND IX (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $624M | 39 | 2017 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VII, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $184M | 99 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VII (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $257M | 60 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2019, LP Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $133M | 144 | 2020 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2022 (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $108M | 207 | 2023 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VIII, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $174M | 61 | 2013 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VI, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $158M | 64 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VI (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $178M | 47 | 2012 | ||||
PORTFOLIO ADVISORS REAL ESTATE FUND VIII, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Real Estate Funds | $291M | 35 | 2022 | ||||
Portfolio Advisors Real Estate Fund Viii, L.P. Real estate fund vehicle · RE funds · Portfolio Advisors LLC Also on RIA / Wealth Management | $291M | 35 | 2022 | ||||
PORTFOLIO ADVISORS SECONDARY FUND II, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $81.6M | 101 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE), L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Private Equity | $91.9M | 81 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Allocators, Private Equity | $79.2M | 86 | 2012 | ||||
PORTFOLIO ADVISORS PRIVATE EQUITY FUND IV, L.P. Fund · RIA / Wealth · PORTFOLIO ADVISORS LLC Also on Allocators, Private Equity | $49.5M | 114 | 2012 |
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.