DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Indianapolis, | 87 | |||||||
| Palm Beach, | 1 | |||||||
Upper middle market | Minneapolis, | $122B | 3 | 47 | 17 | 2026 | ||
| · probable | New York, | $50B | 8 | 58 | 7 | 2026 | ||
| LONDON, | $2.9B | 2012 | ||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| · probable Unsized | Greenwich, | $170M | 2 | 3 | ||||
| $315M | 9 | 1 | 2017 | |||||
COLUMBIA THREADNEEDLE INVESTMENTS Registered adviser · RIA / Wealth · matched THREADNEEDLE INTERNATIONAL LTD. · 801-63196 | LONDON, | $358M | 2012 | |||||
| · probable | Dallas, | $5.1B | 1 | 2 | 21 | 2023 | ||
| BENTONVILLE, | $168M | 1 | 2024 | |||||
| · probable | São Paulo, | $62.8M | 7 | 16 | 7 | |||
| BELLEVUE, | $5.8B | 22 | 2012 | |||||
Threshold Management, LLC Firm · Venture · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Palo Alto, | $673M | 13 | 6 | 11 | 2022 | ||
| 165 | 2025 | |||||||
| Pasadena, | $109M | 2025 | ||||||
| SEATTLE, | $3.4B | 2012 | ||||||
| MINNEAPOLIS, | $6.8B | 120 | 2019 | |||||
| MINNEAPOLIS, | $48B | 23 | 2012 | |||||
| $2.6M | 2026 | |||||||
| BOSTON, | $1.6B | 1 | 2013 | |||||
| Denver, | $79.0M | 1 | ||||||
| MINNEAPOLIS, | $21B | 3,159 | 2012 | |||||
| SALT LAKE CITY, | $1.2B | 7 | 2023 | |||||
| NEW YORK, | $261M | 2 | 2014 | |||||
| Washington, | ||||||||
| · probable | San Mateo, | $145M | 7 | 5 | ||||
| GREENWICH, | 2021 | |||||||
| 2026 | ||||||||
| Orlando, | $190M | 3 | 1 | |||||
THREE OAKS WEALTH Registered adviser · RIA / Wealth · matched THREE OAKS CAPITAL MANAGEMENT, LLC · 801-137130 | GOLD RIVER, | $100M | 3 | 2026 | ||||
| THE WOODLANDS, | $399M | 2 | 2018 | |||||
| Columbia, | 891 | |||||||
| Birmingham, | 669 | |||||||
| $971M | 7 | 8 | 2029 | |||||
| AUDUBON, | $1.6B | 12 | 2016 | |||||
| Silver Spring, | 500 | |||||||
| Papillion, | 1,099 | |||||||
SOUTHBRIDGE Registered adviser · RIA / Wealth · matched THREE ADVISORS INC. · 801-77550 Also on Allocators | ATLANTA, | $242M | 2012 | |||||
403(b) Thriftplan of Northside Center for Child Development, Inc. Company · Sponsors · Outpatient mental health substance | New York, | 326 | ||||||
| Davie, | 239 | |||||||
| NEW YORK, | 2018 | |||||||
THREE G FINANCIAL, LLC Registered adviser · RIA / Wealth · matched THREE G FINANCIAL, LLC. · 801-69579 | LAS VEGAS, | $66.2M | 2011 | |||||
| NEWTOWN, | $42.0M | 2026 | ||||||
Personal Enrichment Through Mental Health Services, Inc. Company · Sponsors · Outpatient mental health substance | Pinellas Park, | 228 | ||||||
403(b) Thrift Plan for the Counseling Center of Wayne and Holmes Count Company · Sponsors · Outpatient mental health substance | Wooster, | 208 | ||||||
| Fort Collins, | 207 | |||||||
| Three Rivers, | 151 | |||||||
| San Francisco, | 59 | |||||||
| · probable Unsized | New York, | $105M | 6 | 2 |
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.