DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Knoxville, | 372 | |||||||
| 2 | 1 | 2028 | ||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Stone Capital Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
DBA STONE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched STONE ASSET MANAGEMENT, INC. · 801-110921 | AUSTIN, | $269M | 2017 | |||||
| $18.9M | 2026 | |||||||
| 2021 | ||||||||
| DENVER, | 2026 | |||||||
| 2026 | ||||||||
| · probable Large cap | New York, | $86B | 3 | 326 | 7 | 2024 | ||
| 1 | 1 | |||||||
| 1 | 1 | 2027 | ||||||
| 1 | 1 | |||||||
| · candidate | La Jolla, | $14B | 76 | 11 | 2024 | |||
| · probable Upper middle market | La Jolla, | $26B | 35 | 9 | 2024 | |||
STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED Registered adviser · RIA / Wealth · 801-108403 Also on Private Credit | DUBLIN, | $47B | 4 | 2016 | ||||
| · probable Middle market | La Jolla, | $2.4B | 1 | 6 | 2024 | |||
IT Services Stone Group Deal type: Buyout Location: Staffordshire Company · Venture Also on Private Equity | 1 | |||||||
| RICHMOND, | $264M | 3 | 2012 | |||||
STEPSTONE PRIVATE WEALTH Registered adviser · RIA / Wealth · matched STEPSTONE GROUP PRIVATE WEALTH LLC · 801-117639 Also on Venture Capital | CHARLOTTE, | $18B | 4 | 2019 | ||||
| New York, | $52.5M | 2026 | ||||||
| 3 | 2023 | |||||||
| 2 | 2022 | |||||||
| BEVERLY HILLS, | 2025 | |||||||
| EAU CLAIRE, | $51.2M | 2026 | ||||||
Belpointe Asset Management LLC Manager · RE funds · matched The Kornerstone Group, LLC Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| Reynoldsburg, | 455 | |||||||
| Manhattan, | 416 | |||||||
| Las Vegas, | 129 | |||||||
| Rochester, | 117 | |||||||
| · candidate | 1 | |||||||
| $9.9M | 1 | 1 | 2031 | |||||
Lionstone Investments Manager · RE funds · matched The Lionstone Group · 1b 5b Also on RIA / Wealth Management | · candidate | Houston, | $1.5B | 16 | 8 | 2021 | ||
| 2 | 1 | |||||||
| 2 | 2024 | |||||||
| 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.