DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Johnson City, | 415 | |||||||
Capricorn Investment Group LLC Firm · Venture · matched Tigf Partners II, LLC (relying Advisor) · Registered investment adviser | · probable | Palo Alto, | $19B | 2 | 11 | 44 | 2026 | |
Thrivent Private Investments Capital provider · Sponsors Also on Private Equity, RIA / Wealth Management | Minneapolis, | $21B | 36 | |||||
The Milestone Real Estate Group, LP Manager · RE funds · matched TMG Partners II, LP · 1b 5b Also on RIA / Wealth Management | · probable | Dallas, | $2.1B | 7 | 5 | 2021 | ||
THE MUTUAL FUND STORE Registered adviser · RIA / Wealth · matched TMFS-PHILADELPHIA I, LLC · 801-68440 | EAST NORRITON, | $146M | 2012 | |||||
| CRANBERRY TOWNSHIP, | $105M | 2012 | ||||||
THE MUTUAL FUND STORE Registered adviser · RIA / Wealth · matched TMFS-PHILADELPHIA II, LLC · 801-70900 | CHERRY HILL, | $56.0M | 2012 | |||||
| PALM BEACH, | 2026 | |||||||
Teva Pharmaceutical Industries Ltd Pension Plans Allocator · Allocators · matched Teva Pharmaceutical Industries Ltd | TEL Aviv, | |||||||
Prospect Floating Rate & Alternative Income Fund, Inc. BDC · Private credit · matched Triton Pacific Investment Corporation, Inc. · PROSPECT CAPITAL MANAGEMENT L.P. | NEW YORK, | $66.4M | 35 | 49 | 2026 | |||
| Scottsdale, | 480 | |||||||
| · candidate Middle market | Arlington, | $6.8B | 30 | 3 | 2024 | |||
| St Charles, | 51 | |||||||
| $98.5M | 4 | 11 | 2028 | |||||
| $91.1M | 2 | 1 | 2028 | |||||
| $69.5M | 5 | 1 | 2028 | |||||
| Fort Lauderdale, | 2 | |||||||
| $14.3M | 2 | 1 | 2030 | |||||
| 1 | 1 | 2028 | ||||||
A-TPI-14-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | 24 | 2019 | ||||||
A-TPI-14-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $47,729 | 20 | 2019 | |||||
| Salt Lake City, | ||||||||
| Spartanburg, | 1 | |||||||
| 2014 | ||||||||
PHETPILIN PAULA PHETSANGHANE Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 2 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | ||||||||
| $43.3M | 5 | 2018 | ||||||
| $402,045 | 2026 | |||||||
| $212,155 | 2025 | |||||||
| $205,105 | 2026 | |||||||
| $115,000 | 2026 | |||||||
| $114,855 | 2026 | |||||||
| $91,500 | 2024 | |||||||
| $38,605 | 2025 | |||||||
| $31,700 | 2024 | |||||||
| $23,000 | 2024 | |||||||
| $20,785 | 2025 | |||||||
| 2024 | ||||||||
| 2024 | ||||||||
| $829,313 | 2026 | |||||||
| $332,165 | 2026 | |||||||
| $154,550 | 2026 | |||||||
| $109,087 | 2026 | |||||||
| 2015 | ||||||||
IVONNE MONNETT-PICKETT Person · RIA / Wealth · matched IVONNE MARIE MONNETTPICKETT · WELLS FARGO ADVISORS | 1997 | |||||||
LOIS ANNETTE ST PIERRE Person · RIA / Wealth · matched LOIS ANNETTE STPIERRE · RAYMOND JAMES & ASSOCIATES, INC. | 1994 | |||||||
MICHAEL JOSEPH ST. PIERRE Person · RIA / Wealth · matched MIKE STPIERRE · CETERA INVESTMENT ADVISERS LLC | 1987 | |||||||
STEVEN FRANCIS ST. PIERRE Person · RIA / Wealth · matched STEVEN FRANCIS STPIERRE · SHEPHERD FINANCIAL PARTNERS, LLC | 1998 |
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.