DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE, | $3.4B | 3 | 2012 | |||||
| · probable Lower middle market | New York, | $840M | 3 | 39 | 2023 | |||
| $42.0M | 1 | 2012 | ||||||
STRATEGIC INVESTMENTS & INSURANCE Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENTS & INSURANCE, LLC | BOCA RATON, | $12.7M | 2026 | |||||
| LONGWOOD, | $12.1M | 2026 | ||||||
| $9.7M | 2026 | |||||||
ETHOS STRATEGIC INVESTMENTS Registered adviser · RIA / Wealth · matched ETHOS STRATEGIC INVESTMENTS, LLC | $4.2M | 2026 | ||||||
| BOSTON, | $1370B | 16,954 | 2011 | |||||
| ORMOND BEACH, | $2.0M | 2024 | ||||||
| CHARLOTTESVILLE, | 2011 | |||||||
| $722M | 120 | 2012 | ||||||
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. Fund · RIA / Wealth · JANA PARTNERS MANAGEMENT, LP | $1.3B | 86 | 2018 | |||||
| $343M | 71 | 2022 | ||||||
Reiten & Co As Firm · Private equity · matched Reiten & Co Strategic Investments As Also on Allocators | · probable Unsized | Oslo, | $547M | 26 | 2 | 9 | ||
| $185M | 40 | 2012 | ||||||
GCM GROSVENOR STRATEGIC INVESTMENTS MASTER, L.P. Fund · RIA / Wealth · GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. Also on Private Equity | $466M | 4 | 2016 | |||||
SPRUCE SPV STRATEGIC INVESTMENTS I, L.P. Fund · RIA / Wealth · SIXTH STREET ADVISERS, LLC Also on Private Equity | $805M | 2 | 2024 | |||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
SB STRATEGIC INVESTMENTS FUND L.P. Fund · RIA / Wealth · SB INVESTMENT ADVISERS (US) INC. Also on Private Equity | $220M | 12 | 2020 | |||||
Apollo Zeus Strategic Investments, L.P. Fund · Private equity · Apollo Management, L.P. Also on RIA / Wealth Management | $776M | 2019 | ||||||
| $86.0M | 18 | 2021 | ||||||
Apollo European Strategic Investments (holdings), L.P. Fund · Private equity · Apollo Management, L.P. Also on RIA / Wealth Management | $597M | 2019 | ||||||
Apollo European Strategic Investments, L.P. Fund · Private equity · Apollo Management, L.P. Also on RIA / Wealth Management | $583M | 2022 | ||||||
STRATEGIC INVESTMENT GROUP INVESTMENTS, LLC Fund · RIA / Wealth · STRATEGIC INVESTMENT MANAGEMENT, LLC | $474M | 1 | 2012 | |||||
Strategic Investment Management, LLC Firm · Private equity · matched Strategic Private Equity Management (GP), LLC | · probable Lower middle market | Arlington, | $27B | 16 | 54 | 2025 | ||
Raymond James & Associates, Inc. Firm · Private equity · matched Strategic Investment Management Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
| $21.0M | 60 | 2021 | ||||||
| $35.0M | 27 | 2024 | ||||||
Apollo Sk Strategic Investments, L.P. Fund · Private equity · Apollo Management, L.P. Also on RIA / Wealth Management | $265M | 2019 | ||||||
| $66.7M | 4 | 2011 | ||||||
Apollo Co-Investment Strategic Investments, L.P. Fund · Private equity · Apollo Management, L.P. Also on RIA / Wealth Management | $204M | 2013 | ||||||
AEPEP II N STRATEGIC INVESTMENTS, L.P. Fund · RIA / Wealth · ARES MANAGEMENT LLC Also on Real Estate Funds | $32.3M | 2 | 2017 | |||||
Aepep II N Strategic Investments, L.P. Real estate fund vehicle · RE funds · Ares Management LLC Also on RIA / Wealth Management | $32.3M | 2 | 2017 | |||||
| $2.7M | 37 | 2012 | ||||||
STRATEGIC FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC FINANCIAL SERVICES, INC. · 801-33774 | UTICA, | $2.8B | 28 | 2012 | ||||
| $12.4M | 1 | 2015 | ||||||
GCG STRATEGIC INVESTMENTS I, LP Fund · RIA / Wealth · GODWIN CAPITAL GROUP, LLC Also on Private Equity | $2.5M | 3 | 2022 | |||||
| NEWPORT BEACH, | $3.0B | 2016 | ||||||
| NEWPORT BEACH, | $2.5B | 2012 | ||||||
| $321M | 6 | 2012 | ||||||
| ROCHESTER, | $218M | 11 | 2021 | |||||
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS Registered adviser · RIA / Wealth · matched STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. · 801-68978 | POMPANO BEACH, | $416M | 3 | 2012 | ||||
STRATEGIC ADVISORY SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORY SERVICES, LLC · 801-123188 | MEMPHIS, | $201M | 8 | 2022 | ||||
C2 PRIVATE WEALTH Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENT ADVISORS, LLC · 801-110692 | NOVI, | $1.8B | 14 | 2017 | ||||
| DENVER, | $720M | 2012 | ||||||
| HOUSTON, | $185M | 4 | 2012 | |||||
| · probable Unsized | Singapore, | $152M | 4 | |||||
SPRUCE SPV STRATEGIC INVESTMENTS I AIV, L.P. Fund · RIA / Wealth · SIXTH STREET ADVISERS, LLC Also on Private Equity | 2 | 2024 | ||||||
| GIG HARBOR, | $482M | 2012 | ||||||
STRATEGIC ADVISORY PARTNERS Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORY PARTNERS, LLC · 801-134091 | GREENSBORO, | $191M | 4 | 2025 |
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.