DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Atlanta, | $285M | 9 | 18 | 25 | 2024 | ||
| NEW YORK, | $519M | 2012 | ||||||
SOURCE CAPITAL GROUP, INC. Registered adviser · RIA / Wealth · 801-88199 Also on Private Equity, Venture Capital | WESTPORT, | $145M | 2015 | |||||
| · probable Lower middle market | Atlanta, | $3.6M | 1 | |||||
| · probable Lower middle market | Atlanta, | $3.4M | 1 | |||||
| $4.3M | 2019 | |||||||
| Sutton, | 97 | |||||||
| Fort Worth, | 258 | |||||||
| 2 | ||||||||
Middle market | Dallas, | $1.4B | 22 | 5 | 11 | 2020 | ||
| San Diego, | 54 | |||||||
| San Antonio, | 93 | |||||||
| Des Moines, | 137 | |||||||
| Austin, | 2 | |||||||
| Prior Lake, | 72 | |||||||
| Bentonville, | 1 | |||||||
| Edison, | 87 | |||||||
| $69.4M | 3 | 2 | 2027 | |||||
| Scottsdale, | 140 | |||||||
| Russellville, | 64 | |||||||
| SOUTH BEND, | $3.5B | 2011 | ||||||
| Hanahan, | 55 | |||||||
| Clearwater, | 83 | |||||||
OFS Capital Management, LLC Firm · Private equity · matched Orchard First Source Asset Management, LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | Chicago, | $2.5B | 63 | 3 | 5 | 2017 | |
| Norwood, | 316 | |||||||
| Addison, | 174 | |||||||
| 2 | ||||||||
Your Source Financial Firm · Private equity · matched Your Source Financial, Plc. Also on RIA / Wealth Management | · probable Unsized | Phoenix, | $236M | 1 | 2 | |||
| Scottsdale, | 1 | |||||||
| 2 | ||||||||
| Olympia, | 1 | |||||||
| Hauppauge, | 55 | |||||||
| $131M | 2 | 2022 | ||||||
| WAYNESVILLE, | $236M | 2012 | ||||||
| Omaha, | 81 | |||||||
| NEW YORK, | $38.4M | 2014 | ||||||
| DENVER, | $3.1B | 1 | 2021 | |||||
| $73.0M | 2012 | |||||||
| Austin, | $45.4M | |||||||
| · probable Lower middle market | Atlanta, | $31.8M | 1 | |||||
Open Source Investment Manager, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Austin, | $8.7M | 3 | 3 | 2023 | ||
| $22.2M | 59 | 2023 | ||||||
| Austin, | $18.8M | |||||||
| Atlanta, | $109M | 552 | 2024 | |||||
SOURCE BLUEALLY, LLC Fund · RIA / Wealth · SOURCE CAPITAL, LLC Also on Private Equity, Venture Capital | $45.6M | 61 | 2023 | |||||
| Austin, | $14.0M | |||||||
Fresh Source Capital Firm · Private equity · matched Fresh Source Capital, LLC Also on RIA / Wealth Management | · probable Lower middle market | $5.3M | 1 | 2 | ||||
| $27.5M | 53 | 2024 | ||||||
| · probable Lower middle market | Atlanta, | $8.0M | 1 | |||||
| $25.0M | 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.