DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Nashville, | 143 | |||||||
| Rockwood, | 145 | |||||||
| 1 | ||||||||
Bertram Capital Management LLC Firm · Private equity · matched Bertram Management Partners, LLC (relying Adviser) | · probable Middle market | Foster City, | $3.5B | 54 | 13 | 61 | 2024 | |
Fortress Investment Group Firm · Private equity · matched Fortress Vrf Advisors I LLC (relying Adviser) | · probable Lower middle market | New York, | $80B | 3 | 14 | 51 | 2021 | |
Cerberus Capital Management, L.P. Firm · Private equity · matched Partridge Hill Spv Management, LLC (relying Adviser) | · probable Lower middle market | New York, | $88B | 2 | 19 | 105 | 2024 | |
Upper middle market | Chagrin Falls, | $6.5B | 19 | 4 | 2024 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
Lower middle market | New York, | $33.9M | 8 | 4 | 8 | 2024 | ||
| RALEIGH, | $584M | 19 | 2020 | |||||
FORTRESS WEALTH PLANNING Registered adviser · RIA / Wealth · matched FORTRESS WEALTH PLANNING, LLC · 801-120349 | JACKSONVILLE BEACH, | $794M | 6 | 2021 | ||||
Cyrus Capital Partners, L.P. Firm · Private equity · matched Kortright Capital Partners L.P. Also on RIA / Wealth Management | · probable Lower middle market | New York, | $4.0B | 10 | 8 | 2019 | ||
| ROCHESTER, | $352M | 8 | 2021 | |||||
| WINTER PARK, | $439M | 6 | 2020 | |||||
FORTRESS PLANNING GROUP Registered adviser · RIA / Wealth · matched FORTRESS PLANNING GROUP, LLC · 801-127572 | PEWAUKEE, | $345M | 5 | 2023 | ||||
| TROY, | $343M | 6 | 2025 | |||||
| TUCSON, | $142M | 8 | 2024 | |||||
Silverhawk Capital Partners, LLC Firm · Private equity · matched Silvertree-Kmc II GP, LLC (relying Adviser) | Lower middle market | Greenwich, | $719M | 21 | 5 | 2023 | ||
Lower middle market | Midland, | $115M | 2 | 11 | 2022 | |||
| WINTER PARK, | $184M | 2 | 2013 | |||||
| LITTLE ROCK, | $143M | 4 | 2025 | |||||
| CULVER CITY, | $269M | 2011 | ||||||
| WORCESTER, | $212M | 2015 | ||||||
| NEW YORK, | $201M | 1 | 2013 | |||||
| New York, | $100M | 1 | ||||||
Peppertree Partners Firm · Private equity · matched Peppertree Partners, LLC Also on RIA / Wealth Management | · probable Unsized | Beachwood, | $12.4M | 4 | 7 | |||
| New York, | $94.6M | |||||||
| NEW YORK, | $147M | 2011 | ||||||
| New York, | $40.0M | |||||||
| $56.1M | 2026 | |||||||
| FRISCO, | $50.5M | 2023 | ||||||
| $44.6M | 2026 | |||||||
| $1.5M | 5 | 2019 | ||||||
| $907,135 | 8 | 2019 | ||||||
| Durham, | $36.0M | 2025 | ||||||
| STEAMBOAT SPRINGS, | $24.6M | 2012 | ||||||
ADVISORSTRUST PARTNERS LLC Registered adviser · RIA / Wealth · matched ADVISORTRUST PARTNERS, LLC · 801-134387 | RALEIGH, | $435M | 3 | 2019 | ||||
MVP ALL-STAR FUND III LLC AS III SERIES AS-RTR Fund · RIA / Wealth · MVP MANAGER LLC Also on Private Equity | $330,735 | 8 | 2020 | |||||
| TAMPA, | $17.3M | 2026 | ||||||
RE FUND I, A SERIES OF CYBERNETIX VENTURES-RTR SPV, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $2.0M | 2 | 2023 | |||||
| $14.4M | 2026 | |||||||
MVP OPPORTUNITY FUND V LLC MVP V SERIES RTR Fund · RIA / Wealth · MVP MANAGER LLC Also on Private Equity | $563,956 | 5 | 2022 | |||||
| · probable Unsized | Chicago, | $2.4M | 1 | 1 | ||||
| CLARKESVILLE, | $8.5M | 2021 | ||||||
FORTRESS FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched FORTRESS FINANCIAL PARTNERS LLC | FLORENCE, | $7.1M | 2026 | |||||
| $5.8M | 2026 | |||||||
| $5.0M | 2026 | |||||||
PEN Agreement Rockford Powertrain Inc & Uaw and Its Local 803 Plan · Allocators · Powertrain Rockford, Inc. | Loves Park, | $17.1M | 14 | 7 | 2 | 2024 | ||
| $1.3M | 2026 | |||||||
| New York, |
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.