DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Minneapolis, | 1,166 | |||||||
| $16.7M | 3 | 2 | 2029 | |||||
Regis Management Company, LLC Firm · Private equity Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Menlo Park, | $1.4B | 3 | 25 | 2004 | ||
| Minneapolis, | 1 | 1 | ||||||
| · probable Unsized | Washington, | 2 | 1 | |||||
| Morton Grove, | 136 | |||||||
| $31.0M | 8 | 2012 | ||||||
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY Registered adviser · RIA / Wealth · matched REGIS ACQUISITION INC. · 801-126789 | DENVER, | $2.9B | 2022 | |||||
| SAN FRANCISCO, | $618M | 2 | 2012 | |||||
| Miami, | 3,015 | |||||||
| NORFOLK, | $3.4B | 2011 | ||||||
| LUBBOCK, | $336M | 11 | 2023 | |||||
| 2016 | ||||||||
| NEW YORK, | $1.5B | 2020 | ||||||
| NEW YORK, | $1.2B | 2020 | ||||||
STRATEGIC WEALTH GROUP Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC · 801-108208 | EDEN PRAIRIE, | $1.5B | 23 | 2016 | ||||
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC Registered adviser · RIA / Wealth · 801-113781 Also on Allocators | NEW YORK, | $305M | 2 | 2018 | ||||
| HOUSTON, | $541M | 1 | 2023 | |||||
| 2000 | ||||||||
| LAWRENCE, | $441M | 2013 | ||||||
ISQ Openinfra Registered Advisor LLC Capital provider · Sponsors Also on Private Equity, RIA / Wealth Management | Miami, | $255M | 3 | |||||
HARBOURVEST REGISTERED ADVISERS Registered adviser · RIA / Wealth · matched HARBOURVEST REGISTERED ADVISERS L.P. · 801-131309 | BOSTON, | $539M | 2024 | |||||
Corient | 2011 | |||||||
| CINCINNATI, | $314M | 2012 | ||||||
| 2012 | ||||||||
| AVILA BEACH, | $102M | 2011 | ||||||
Louisiana Registrar of Voters Employees Retirement System Allocator · Allocators · matched LA REGISTRAR OF VOTERS EMPLOYEES RET SYSTEM · 100M-1B | $139M | 2024 | ||||||
| 1980 | ||||||||
| GRAND RAPIDS, | $97.4M | 2012 | ||||||
| 2008 | ||||||||
| $93.9M | 2012 | |||||||
| TAMPA, | $28.2M | 2 | 2012 | |||||
| 1984 | ||||||||
| NEW YORK, | $36.6M | 2012 | ||||||
| 2016 | ||||||||
| $48.9M | 2026 | |||||||
| CANFIELD, | $48.3M | 2026 | ||||||
| $44.0M | 2026 | |||||||
| TUSTIN, | $42.8M | 2026 | ||||||
| PORTLAND, | $40.0M | 2026 | ||||||
North Carolina Registers of Deeds Supplemental Pension Allocator · Allocators · matched NC REGISTERS OF DEEDS SUPPLEMENTAL PENSION · <100M | $45.8M | 2024 | ||||||
| VAN ALSTYNE, | $33.5M | 2026 | ||||||
ANRIA Registered adviser · RIA / Wealth · matched AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC. · 801-72010 | LEAGUE CITY, | $352M | 2012 | |||||
Lloyd's Register Americas, Inc. Retirement Plan for United States Employees Plan · Allocators · Lloyd's Register Americas, Inc. | Houston, | $35.1M | 12 | 4 | 1 | 2024 | ||
| 1986 | ||||||||
| $18.0M | 2026 | |||||||
PROVENCE WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched PROVENCE REGISTERED INVESTMENT ADVISOR, LLC · 801-112522 Also on Allocators | IRVINE, | $276M | 2018 | |||||
| 2007 | ||||||||
| $15.0M | 2026 | |||||||
| $13.0M | 2026 |
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.