DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Tucson, | $241M | 2024 | ||||||
| $47.6M | 3 | 1 | 2030 | |||||
| ROCKVILLE, | $252M | 6 | 2011 | |||||
| Newtown Square, | 90 | |||||||
| NEWPORT BEACH, | $28B | 2012 | ||||||
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-63930 Also on Private Equity | FAIRFIELD, | $139B | 3,941 | 2011 | ||||
Upper middle market | New York, | $19B | 168 | 15 | 14 | 2021 | ||
Fidelity Management & Research Company LLC Firm · Private equity · matched Fidelity Management & Research Company | · probable Lower middle market | Boston, | $3964B | 4 | 16 | 2023 | ||
CAPITAL RESEARCH AND MANAGEMENT COMPANY Registered adviser · RIA / Wealth · 801-8055 Also on Private Credit | LOS ANGELES, | $3754B | 2011 | |||||
| · candidate | London, | $348B | 6 | |||||
| · probable Unsized | Boston, | $111B | 15 | 4 | 2019 | |||
INCOME RESEARCH + MANAGEMENT Registered adviser · RIA / Wealth · 801-29482 Also on Independent Sponsors, Private Credit | BOSTON, | $131B | 15 | 2011 | ||||
| ST. LOUIS, | $11B | 2 | 9 | 2012 | ||||
| · candidate Unsized | Charlotte, | $44B | 40 | 7 | 2022 | |||
| CRESCENT SPRINGS, | $161M | 3 | 2021 | |||||
| Madison, | 754 | |||||||
| · probable Lower middle market | Fort Worth, | $25B | 4 | 16 | 25 | 2024 | ||
| New Brunswick, | 70 | |||||||
| WASHINGTON, | $40B | 2016 | ||||||
| NEW YORK, | $38B | 2012 | ||||||
| Rhinebeck, | 354 | |||||||
| HONG KONG, | $33B | 2012 | ||||||
Wenner-Gren Foundation for Anthropological Research Inc Allocator · Allocators · 100M-1B Also on Family Offices | New York, | $211M | 54 | 32 | 14 | 2024 | ||
| ST. LOUIS, | $36B | 2012 | ||||||
| $9.8M | 8 | 13 | 2028 | |||||
| LAKEVILLE, | $2.7B | 17 | 2011 | |||||
| PASADENA, | $6.0B | 6 | 2012 | |||||
| SARATOGA, | $2.5B | 15 | 2012 | |||||
| $9.1B | 1 | 2 | 2022 | |||||
| Fitchburg, | 80 | |||||||
| Durham, | 365 | |||||||
| Franklin, | 1 | |||||||
| NORTHBROOK, | $3.3B | 7 | 1 | 2014 | ||||
| LOS ANGELES, | $13B | 2013 | ||||||
| ORINDA, | $21B | 2012 | ||||||
| ALPHARETTA, | $4.2B | 3 | 2014 | |||||
| BOSTON, | $4.7B | 8 | 2011 | |||||
First Trust Capital Management L.P. Firm · Private equity · matched First Trust Alternative Investment Research | · probable Middle market | Chicago, | $6.4B | 10 | 13 | 2024 | ||
| CHICAGO, | $991M | 2 | 7 | 2011 | ||||
| Alexandria, | 429 | |||||||
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED Registered adviser · RIA / Wealth · 801-53815 Also on Independent Sponsors | CHICAGO, | $3.3B | 3 | 2011 | ||||
| XENIA, | $1.2B | 8 | 2011 | |||||
| SAN FRANCISCO, | $8.3B | 2012 | ||||||
IRA GROUP, INC. Registered adviser · RIA / Wealth · matched INVESTMENT RESEARCH & ADVISORY GROUP, INC. · 801-70558 Also on Allocators | ATLANTA, | $15B | 17 | 2012 | ||||
INVESTMENT RESEARCH PARTNERS Registered adviser · RIA / Wealth · matched INVESTMENT RESEARCH PARTNERS LLC · 801-116836 | LEMONT, | $512M | 3 | 7 | 2019 | |||
| Lebanon, | 50 | |||||||
| LOS Angeles, | $251M | 9 | 2024 | |||||
| LONDON, | $2.6B | 2 | 2012 | |||||
| MINATO-KU, TOKYO, | $2.4B | 2012 | ||||||
| · probable Unsized | Chicago, | $3.7B | 3 | 6 | 2018 |
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.