DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| · probable Middle market | New York, | $18B | 210 | 6 | 11 | 2025 | ||
| New York, | $120M | 76 | 3 | 9 | 2024 | |||
| CHARLOTTE, | $8.5B | 27 | 2012 | |||||
| · probable Lower middle market | New York, | $6.5B | 4 | 24 | 2023 | |||
| BASKING RIDGE, | $51B | 1 | 2012 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| $53B | 2024 | |||||||
| MEMPHIS, | $14B | 2013 | ||||||
Lower middle market | London, | $819M | 20 | 5 | 2024 | |||
| Wilmington, | $141M | 25 | 4 | 4 | 2024 | |||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Horizon Monetary Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
HORIZON WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HORIZON WEALTH MANAGEMENT, LLC · 801-79492 | LA GRANGE, | $1.1B | 6 | 2014 | ||||
| PITTSFORD, | $746M | 21 | 2026 | |||||
Verizon Communications Inc Pension Plans Allocator · Allocators · matched Verizon Communications Inc · 1B-10B | New York, | $7.9B | 2025 | |||||
Horizon Capital Advisors Firm · Private equity · matched Horizon Capital Associates, LLC (relying Adviser) | · probable Middle market | Kyiv, | $1.2B | 8 | 18 | 2024 | ||
| LONDON, | $5.8B | 2018 | ||||||
| Miami Beach, | $67.1M | 4 | 2 | 4 | 2022 | |||
| KNOXVILLE, | $397M | 16 | 2014 | |||||
| Chicago, | $279M | 1 | 4 | |||||
HORIZON FINANCIAL Registered adviser · RIA / Wealth · matched HORIZON ADVISORY SERVICES, INC. · 801-117343 | WEST HENRIETTA, | $510M | 9 | 2019 | ||||
HORIZON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HORIZON ADVISORS, LLC · 801-61731 | HOUSTON, | $451M | 8 | 2012 | ||||
| $3.7B | 2024 | |||||||
| HAMMOND, | $364M | 7 | 2012 | |||||
Fcp Manager · RE funds · matched Horizon Fund Manager LLC (relying Adviser) · 1b 5b Also on RIA / Wealth Management | · probable | Chevy Chase, | $3.7B | 11 | 7 | 2024 | ||
| Princeton, | $259M | 10 | 1 | 6 | 2024 | |||
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada Plan · Allocators · Board of Trustees, Sheet Metal Workers' Pension Plan | Manhattan Beach, | $1.4B | 23 | 12 | 9 | 2024 | ||
| WINSTON SALEM, | $262M | 6 | 2018 | |||||
| Gorham, | $240M | 4 | 3 | 3 | 2024 | |||
| Tempe, | $2.3B | 2025 | ||||||
HORIZON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HORIZON WEALTH ADVISORS, LLC · 801-100378 | $235M | 6 | 2015 | |||||
HORIZON TECHNOLOGY FINANCE Registered adviser · RIA / Wealth · matched HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC · 801-71141 | FARMINGTON, | $811M | 2012 | |||||
| Tucson, | $1.8B | 2025 | ||||||
| CEDAR KNOLLS, | $203M | 6 | 2023 | |||||
HORIZONS WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched HORIZONS WEALTH MANAGEMENT, INC. · 801-116722 | ASHEVILLE, | $258M | 3 | 2019 | ||||
| SANTA FE, | $151M | 6 | 2021 | |||||
| ITHACA, | $217M | 3 | 2020 | |||||
| Phoenix, | $1.2B | 2025 | ||||||
| NEW ORLEANS, | $541M | 2012 | ||||||
HORIZON WEALTH Registered adviser · RIA / Wealth · matched HORIZON WEALTH INVESTMENT SOLUTIONS LLC · 801-134662 | DENVER, | $147M | 7 | 2025 | ||||
NEXT HORIZON CAPITAL Registered adviser · RIA / Wealth · matched NEXT HORIZON CAPITAL, LP · 801-136861 Also on Independent Sponsors, Private Equity | SAN FRANCISCO, | $506M | 4 | 2026 | ||||
| CHICAGO, | $500M | 2011 | ||||||
Arizona Corrections Officer Retirement Plan- Admin Office of the Courts (CORP-AOC) Allocator · Allocators · 100M-1B | $726M | 2024 | ||||||
| Phoenix, | $918M | 2025 | ||||||
| Saint Louis, | $918M | 2025 | ||||||
| SCOTTSDALE, | $436M | 2012 | ||||||
| ARLINGTON, | $467M | 1 | 2025 | |||||
BOK Financial Advisors Firm · Private equity · matched Bank of Arizona Also on RIA / Wealth Management | · probable Unsized | Tulsa, | $738M | 2 | 10 | |||
Unison Investment Management, LLC Manager · RE funds · matched Odin New Horizon Manager LLC (relying Adviser) · 1b 5b Also on RIA / Wealth Management | · probable | San Francisco, | $1.6B | 4 | 3 | 2019 | ||
| $430M | 2024 |
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.