DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Middle market | Whippany, | $500B | 31 | 13 | 8 | 2026 | ||
Middle market | Tulsa, | $3.5B | 21 | 9 | 34 | 2022 | ||
| · probable Middle market | Newark, | $1015B | 25 | 9 | 2026 | |||
Camden Private Capital Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Baltimore, | $162M | 90 | 10 | |||
| · probable Middle market | Boston, | $5.3B | 29 | 89 | 2025 | |||
Upper middle market | Grand Rapids, | $20B | 29 | 6 | 2024 | |||
Upper middle market | Chicago, | $5.6B | 1 | 9 | 9 | 2024 | ||
| · probable Upper middle market | Dallas, | $18B | 62 | 8 | 2024 | |||
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-77650 Also on Allocators | COLUMBIA, | $5.0B | 29 | 2013 | ||||
| NEW YORK, | $3.3B | 414 | 612 | 61 | 2026 | |||
WEDMONT PRIVATE CAPITAL Registered adviser · RIA / Wealth · matched WEDMONT PRIVATE CAPITAL, LLC · 801-121179 Also on Private Equity | WEST CHESTER, | $3.4B | 12 | 2021 | ||||
Schechter Private Capital, LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Birmingham, | $389M | 40 | 31 | 2023 | ||
PRIVATE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched PRIVATE CAPITAL MANAGEMENT, LLC · 801-78615 Also on Private Equity | NAPLES, | $1.4B | 7 | 10 | 2013 | |||
| · probable Lower middle market | New York, | $769M | 41 | 5 | 2021 | |||
| · probable Middle market | Singapore, | $2.1B | 3 | 4 | ||||
| · probable Lower middle market | New York, | $1.7B | 7 | 47 | 2024 | |||
| GLASTONBURY, | $1.9B | 4 | 2017 | |||||
| · probable Lower middle market | Cincinnati, | $3.9B | 5 | 5 | 2026 | |||
| · probable Middle market | Letterkenny, Co Donegal, | $1.2B | 1 | 4 | ||||
MATRIX PRIVATE CAPITAL GROUP Registered adviser · RIA / Wealth · matched MATRIX PRIVATE CAPITAL GROUP LLC · 801-108654 Also on Independent Sponsors | CHICAGO, | $561M | 4 | 3 | 2016 | |||
| DARIEN, | $1.3B | 2 | 2012 | |||||
ASPIRE PRIVATE CAPITAL Registered adviser · RIA / Wealth · matched ASPIRE PRIVATE CAPITAL, LLC · 801-113754 | CORNELIUS, | $510M | 8 | 2018 | ||||
| · candidate | Boston, | $6.1B | 2025 | |||||
| SARASOTA, | $2.3B | 2011 | ||||||
Lower middle market | Milton, | $915M | 1 | 8 | 7 | 2023 | ||
| · probable Lower middle market | Dallas, | $494M | 45 | 6 | 2024 | |||
| · probable Unsized | Burnsville, | $412M | 7 | 2 | ||||
| NAPLES, | $1.2B | 2 | 2012 | |||||
| WEST HARTFORD, | $1.0B | 2011 | ||||||
| · probable Lower middle market | Tacoma, | $92.8M | 4 | 8 | 2024 | |||
| PAOLI, | $483M | 2 | 2026 | |||||
Lower middle market | Sarasota, | $125M | 2 | 5 | 2022 | |||
| SAN FRANCISCO, | $500M | 1 | 2012 | |||||
ALPINE PRIVATE WEALTH Registered adviser · RIA / Wealth · matched ALPINE PRIVATE CAPITAL, LLC · 801-108952 | SAINT LOUIS, | $1.5B | 4 | 2017 | ||||
| SARASOTA, | $208M | 2 | 2015 | |||||
| CHARLOTTE, | $558M | 12 | 2016 | |||||
| · probable | Grand Rapids, | $134M | 16 | 2024 | ||||
| Cincinnati, | $95.3M | |||||||
| LARKSPUR, | $200M | 2012 | ||||||
| Tacoma, | $127M | |||||||
| BALTIMORE, | $162M | 2011 | ||||||
HGI Capital Management, LLC. Firm · Private equity · matched HGI Private Capital Advisers, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | New York, | $186M | 5 | ||||
| · probable Lower middle market | Shanghai, | $185M | 5 | 5 | 5 | |||
| NEW YORK, | $182M | 2017 | ||||||
| Tacoma, | $87.3M | |||||||
| DENVER, | $152M | 2012 | ||||||
| CINCINNATI, | $102M | 2026 | ||||||
| Tacoma, | $40.0M | |||||||
| Tacoma, | $38.6M | |||||||
| $58.5M | 2011 |
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.