DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| RICHMOND, | $118M | 3 | 2025 | |||||
| $4.8M | 2026 | |||||||
Middle market | Chicago, | $1.2B | 28 | 4 | 39 | 2024 | ||
FREESTONE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-69073 Also on Private Credit | SEATTLE, | $15B | 14 | 62 | 2011 | |||
| WHEATON, | $13B | 332 | 2012 | |||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
Pathstone Family office · Family offices · matched Crestone Capital · Founded by Michael Stolper (served 200+ unrelated wealthy client families before the merger) family | Englewood, | $110B | 161 | 6 | ||||
GUIDESTONE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched GUIDESTONE CAPITAL MANAGEMENT, LLC · 801-60303 | DALLAS, | $36B | 2012 | |||||
Middle market | Singapore, | $1.4B | 3 | 18 | 2023 | |||
| $3.6M | 2025 | |||||||
CORNERSTONE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC · 801-69663 | NEW YORK, | $14B | 1 | 2012 | ||||
| · candidate Unsized | Rochester, | $2.6B | 1 | 51 | 2014 | |||
Cincytech, LLC Firm · Venture · matched Cincinnati Cornerstone Capital LLC · Exempt reporting adviser Also on Independent Sponsors, Private Equity | · probable | Cincinnati, | $88.1M | 34 | 23 | 29 | 2023 | |
Lower middle market | Dallas, | $1.1B | 7 | 3 | 2019 | |||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Stone Capital Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| PALO ALTO, | $1.4B | 3 | 2012 | |||||
| SOUTH MIAMI, | $806M | 5 | 2012 | |||||
Lower middle market | Houston, | $297M | 7 | 6 | 2024 | |||
| NEW YORK, | $1.7B | 4 | 2013 | |||||
CAPSTONE CAPITAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CAPSTONE CAPITAL LLC · 801-108040 | HENDERSON, | $408M | 5 | 2012 | ||||
WHETSTONE CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched WHETSTONE CAPITAL ADVISORS, LLC · 801-79507 | MISSION WOODS, | $415M | 3 | 2 | 2014 | |||
| · probable Lower middle market | Ebene, | $262M | 1 | 5 | ||||
| NEW YORK, | $1.1B | 2014 | ||||||
| NEW YORK, | $1.1B | 1 | 2024 | |||||
| WAYNE, | $390M | 1 | 1 | 2013 | ||||
| NEW YORK, | $570M | 4 | 2012 | |||||
| HOUSTON, | $507M | 1 | 2013 | |||||
| FRISCO, | $182M | 6 | 2020 | |||||
| PLYMOUTH, | $486M | 3 | 2012 | |||||
| · probable | London, | $147M | 2 | 2 | ||||
| NEW YORK, | $512M | 1 | 2012 | |||||
| UNIONTOWN, | $520M | 2012 | ||||||
| CHARLOTTE, | $369M | 1 | 2021 | |||||
BANNERSTONE CAPITAL Registered adviser · RIA / Wealth · matched BANNERSTONE CAPITAL MANAGEMENT, LLC · 801-132043 | WAYZATA, | $155M | 3 | 2012 | ||||
WEATHERSTONE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched WEATHERSTONE CAPITAL MANAGEMENT, INC. · 801-57263 | NORTHGLENN, | $385M | 2012 | |||||
| BRUNSWICK, | $377M | 2015 | ||||||
YELLOWSTONE CAPITAL PARTNERS Registered adviser · RIA / Wealth · matched YELLOWSTONE CAPITAL PARTNERS US, LLC · 801-134069 | GAINESVILLE, | $289M | 4 | 2025 | ||||
| LARCHMONT, | $142M | 2 | 2012 | |||||
Lower middle market | Saint Louis, | $42.9M | 11 | 7 | 7 | 2022 | ||
| · probable Lower middle market | New York, | $857M | 7 | 19 | 2024 | |||
| GENEVE, | $199M | 1 | 2021 | |||||
| TORONTO, ONTARIO, | $371M | 2026 | ||||||
| BOSTON, | $180M | 2 | 2012 | |||||
| CHICAGO, | $174M | 1 | 2012 | |||||
| · probable Lower middle market | Shanghai, | $49.8M | 1 | 2 | ||||
| PITTSBURGH, | $102M | 2018 | ||||||
| NEW YORK, | $82.7M | 2011 | ||||||
| KANSAS CITY, | $101M | 2026 | ||||||
| $45.3M | 2012 | |||||||
| ST. CLAIR, PORT OF SPAIN, | $31.0M | 2017 |
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.