DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Sageview Capital LP Firm · Private equity · matched Sageview Capital Genpar (uc), LLC (relying Adviser) | Middle market | Greenwich, | $2.1B | 38 | 9 | 19 | 2021 | |
Creative Planning Institutional Advisors, LLC Investment consultant · Allocators · matched Sageview Advisory Group · OCIO provider Also on RIA / Wealth Management | · probable | Newport Beach, | $37B | 5 | 2025 | |||
| Newport Beach, | 2 | 1 | ||||||
| 1 | ||||||||
| 23 | 2025 | |||||||
| $519M | 89 | 2020 | ||||||
| $169M | 33 | 2020 | ||||||
| NEWPORT BEACH, | 2014 | |||||||
| 13 | 2024 | |||||||
| $19.5M | 92 | 2012 | ||||||
SAGEVIEW CAPITAL PARTNERS II (ONSHORE), L.P. Fund · RIA / Wealth · SAGEVIEW CAPITAL LP Also on Private Equity | $403M | 83 | 2016 | |||||
| Newport Beach, | 325 | |||||||
SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), L.P. Fund · RIA / Wealth · SAGEVIEW CAPITAL LP Also on Private Equity | $235M | 24 | 2016 | |||||
| $13.5M | 2 | 2016 | ||||||
| $53.5M | 4 | 2021 | ||||||
SAGEVIEW CAPITAL PARTNERS II AIV, L.P. Fund · RIA / Wealth · SAGEVIEW CAPITAL LP Also on Private Equity | $200M | 83 | 2020 | |||||
| $29.2M | 2 | 2017 | ||||||
| 2025 | ||||||||
| $51.6M | 2 | 2017 | ||||||
| 1 | 1 |
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.