DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Middle market | San Antonio, | $151B | 16 | 4 | 2024 | |||
THB ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched THOMSON HORSTMANN & BRYANT INC · 801-54432 | NORWALK, | $606M | 2012 | |||||
| $268,516 | 4 | 2017 | ||||||
| Denver, | 68 | |||||||
| $7.6M | 3 | 2012 | ||||||
RATHBONES Registered adviser · RIA / Wealth · matched RATHBONES INVESTMENT MANAGEMENT LIMITED · 801-64731 | LIVERPOOL, | $135B | 2012 | |||||
| · probable Large cap | Dallas, | $118B | 269 | 3 | 2024 | |||
Boothbay Fund Management Firm · Venture · matched Boothbay Hybrid GP, LLC - Relying Adviser · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | New York, | $12B | 1 | 5 | |||
Pathbreaker Ventures II, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Corte Madera, | $42.4M | 51 | 4 | 1 | 2024 | ||
Sanctuary Advisors, LLC Firm · Venture · matched The Smithberg Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| CHADDS FORD, | $831M | 6 | 2012 | |||||
| WESTERVILLE, | $710M | 5 | 2018 | |||||
| TAMPA, | $413M | 9 | 2020 | |||||
| MARIETA, | $353M | 6 | 2019 | |||||
| $52.1M | 3 | 2012 | ||||||
WEALTHBUILDERS INVESTMENTS Registered adviser · RIA / Wealth · 801-127787 Also on Independent Sponsors, Private Equity | GREENWOOD VILLAGE, | $173M | 2 | 4 | 2023 | |||
RATHBONE WARWICK INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched RATHBONE WARWICK INVESTMENT MANAGEMENT LLC · 801-79937 | BOISE, | $464M | 2014 | |||||
| ATLANTA, | $242M | 2012 | ||||||
THB 110, A SERIES OF SAX CAPITAL SERIES FUND III, LP Fund · RIA / Wealth · SAX CAPITAL LLC Also on Private Equity, Venture Capital | $913,496 | 79 | 2022 | |||||
NORTHBROOK FINANCIAL Registered adviser · RIA / Wealth · matched NORTHBROOK FINANCIAL PLANNING LLC · 801-136522 | BALTIMORE, | $109M | 2 | 2026 | ||||
| $91.2M | 2026 | |||||||
| SAN FRANCISCO, | $77.2M | 2026 | ||||||
| $75.9M | 2026 | |||||||
| $83.6M | 2022 | |||||||
| OKEMOS, | $58.5M | 2012 | ||||||
Healthbox Global Partners Firm · Venture · matched Healthbox Global Partners, LLC · Exempt reporting adviser | Chicago, | $14.1M | 12 | 1 | 2020 | |||
| CARLSBAD, | $53.9M | 2026 | ||||||
| $54.2M | 2022 | |||||||
| INDIANAPOLIS, | $43.5M | 2026 | ||||||
| AUBURN, | $15.0M | 2026 | ||||||
| CHATTANOOGA, | $8.2M | 2026 | ||||||
| ROHNERT PARK, | $6.1M | 2025 | ||||||
| $4.1M | 2026 | |||||||
| $2.7M | 2026 | |||||||
| BRONXVILLE, | 2022 | |||||||
| GLASTONBURY, | 2016 | |||||||
CUTHBERT FINANCIAL GUIDANCE Registered adviser · RIA / Wealth · matched CUTHBERT FINANCIAL GUIDANCE, INC. | PORTLAND, | 2026 | ||||||
| 2022 | ||||||||
| KETCHUM, | 2026 | |||||||
| TEANECK, | 2026 | |||||||
| CORTE MADERA, | 2026 | |||||||
| CORTE MADERA, | 2026 | |||||||
| Weston, | $100M | 2 | ||||||
| Chicago, | 1,128 | |||||||
| Edmond, | 268 | |||||||
| Laconia, | 174 | |||||||
| New York, | 156 | |||||||
| Yigo, | 129 | |||||||
| Middlesex, | 110 | |||||||
| Chicago, | 102 |
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.