DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $153M | 3 | 2018 | ||||||
| $153M | 3 | 2018 | ||||||
| Randolph, | 1,360 | |||||||
| NEW YORK, | $52.6M | 2012 | ||||||
Round Table Wealth Management Firm · Private equity · matched Round Table Services, LLC Also on RIA / Wealth Management | · probable Unsized | New York, | 1 | 257 | 2018 | |||
ROUND TABLE FINANCIAL Registered adviser · RIA / Wealth · matched ROUND TABLE SERVICES, LLC · 801-118001 | LITTLE ROCK, | 3 | 2019 | |||||
| 2 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| Hartville, | 294 | |||||||
| Jamestown, | 80 | |||||||
| PHOENIX, | $357M | 2012 | ||||||
| Aurora, | 50 | |||||||
| Hartsville, | $36.9M | 2024 | ||||||
Kohlberg Kravis Roberts & Co. L.P. Firm · Private equity · matched Kohlberg Kravis Roberts Gmbh (relying Adviser) | Large cap | New York, | $308B | 1 | 532 | 13 | 2024 | |
| $44.2M | 46 | 2013 | ||||||
| Burlington, | 1 | |||||||
Courtside Ventures Firm · Venture · matched Courtside Ventures Management, LLC · Exempt reporting adviser Also on RIA / Wealth Management | New York, | $309M | 147 | 19 | 8 | 2024 | ||
| $45.4M | 53 | 2012 | ||||||
| $38.7M | 47 | 2013 | ||||||
| $31.2M | 60 | 2012 | ||||||
Robertson Stephens Firm · Venture · matched Robertson Stephens Wealth Management, LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | San Francisco, | $4.9B | 2 | 4 | 8 | ||
| $35.6M | 42 | 2013 | ||||||
Upper middle market | Dallas, | $9.8B | 27 | 4 | 2024 | |||
| $31.9M | 52 | 2012 | ||||||
| $18.2M | 43 | 2013 | ||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| PROVO, | $1.4B | 56 | 2023 | |||||
| · probable Lower middle market | Chicago, | $53B | 3 | 28 | 2019 | |||
| VAN Nuys, | $249M | 38 | 7 | 6 | 2025 | |||
| $13.5M | 45 | 2012 | ||||||
| CHATTANOOGA, | $1.7B | 19 | 2015 | |||||
J. W. COLE ADVISORS, INC. Registered adviser · RIA / Wealth · matched JONATHAN ROBERTS ADVISORY GROUP, INC. · 801-60722 | TAMPA, | $8.2B | 494 | 2012 | ||||
| Coral Gables, | $381M | 14 | 1 | 1 | 2024 | |||
| Mikhmoret, | $1.4B | 7 | 1 | 2025 | ||||
| CHARLOTTESVILLE, | $818M | 7 | 2012 | |||||
RGT Wealth Advisors Firm · Private equity · matched Robertson, Griege & Thoele, Financial Advisors Also on Real Estate Funds, RIA / Wealth Management | · probable Lower middle market | Dallas, | $5.8B | 20 | 6 | |||
| DEERFIELD, | $938M | 5 | 2012 | |||||
Robertson Stephens Advisors Firm · Venture · matched Robertson Stpehens Advisors · Registered investment adviser Also on RIA / Wealth Management | · probable | San Francisco, | $469M | 3 | 4 | 2015 | ||
The Andy Warhol Foundation for the Visual Arts Inc Allocator · Allocators · 100M-1B Also on Family Offices | New York, | $391M | 6 | 2025 | ||||
MSP Sports Capital Firm · Private equity · matched MSP Sports Advisors, LLC Also on RIA / Wealth Management | Lower middle market | New York, | $668M | 15 | 3 | 8 | 2024 | |
| HOUSTON, | $534M | 9 | 2021 | |||||
| $986M | 3 | 2016 | ||||||
| · probable Lower middle market | Cincinnati, | $3.9B | 5 | 5 | 2026 | |||
| DALLAS, | $359M | 2 | 3 | 2012 | ||||
| $83.7M | 3 | 2022 | ||||||
| MENLO PARK, | $446M | 3 | 2020 | |||||
| Saint Louis, | $114M | 7 | 1 | 2024 | ||||
| SAN Mateo, | $503M | 3 | 2024 | |||||
| MARQUETTE, | $374M | 3 | 2017 |
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.