DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| COLUMBUS, | $867M | 11 | 2019 | |||||
| · probable | San Mateo, | $145M | 7 | 5 | ||||
| NEW YORK, | 2026 | |||||||
TSG ALPHA PARTNERS, LLC Registered adviser · RIA / Wealth · 801-131801 Also on Independent Sponsors, Private Equity | OLD BRIDGE, | $135M | 8 | 2024 | ||||
ADVANTAGE WEALTH PARTNERS Registered adviser · RIA / Wealth · matched TOUNJIAN ADVISORY PARTNERS LLC · 801-129470 | FORT MYERS, | $675M | 5 | 2024 | ||||
| Boise, | 1 | |||||||
| 2026 | ||||||||
| CHARLOTTE, | 2026 | |||||||
| 1 | ||||||||
| Kirkwood, | $489M | 1 | ||||||
GENEX CONSULTING Registered adviser · RIA / Wealth · matched TAP CONSULTING, LLC · 801-112450 Also on Allocators | KIRKWOOD, | $635M | 2018 | |||||
| Concord, | 56 | |||||||
TAP ROOT CAPITAL MANAGEMENT LP Registered adviser · RIA / Wealth · 801-134655 Also on Independent Sponsors | SUMMIT, | $297M | 3 | 2025 | ||||
| Pasadena, | 2 | |||||||
BAY Area Painters & Tapers Pension Trust Plan · Allocators · BAY Area Painters & Tapers Pension Trust | Dublin, | $700M | 23 | 9 | 6 | 2024 | ||
| San Francisco, | $52.8M | 14 | 3 | 3 | 2023 | |||
| Islandia, | 94 | |||||||
| LOS Angeles, | $186M | 1 | 2024 | |||||
| $386M | 1 | 2023 | ||||||
Larsen Maccoll Partners Firm · Private equity · matched City Tap Holdings, LLC Also on Independent Sponsors, Real Estate Funds | Lower middle market | Wayne, | $106M | 6 | 9 | 3 | 2024 | |
| $403M | 38 | 2011 | ||||||
DEERVIEW ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched HYLAND, BRUCE TAPPAN · 801-72980 | $55.4M | 2011 | ||||||
| TOPSFIELD, | $93.3M | 2026 | ||||||
| NEW YORK, | $940M | 1 | 2025 | |||||
| Battle Ground, | 805 | |||||||
| 2 | 1 | |||||||
| Windsor, | 676 | |||||||
| San Francisco, | 252 | |||||||
| Holland, | 444 | |||||||
| $91.6M | 74 | 2022 | ||||||
| Armonk, | 60 | |||||||
| Bridgeton, | 55 | |||||||
| Fairfield, | 1 | 61 | ||||||
| Rock Hill, | 185 | |||||||
| 2026 | ||||||||
| North Brunswick, | 125 | |||||||
| West Palm Beach, | 135 | |||||||
| Charlotte, | 149 | |||||||
| Fresno, | 108 | |||||||
| Forest Park, | 135 | |||||||
| San Antonio, | 100 | |||||||
| Peachtree City, | 125 | |||||||
| Wantagh, | 109 | |||||||
| ANN ARBOR, | 2026 | |||||||
| St. Louis, | 94 | |||||||
| Elkhart, | 86 | |||||||
| Doraville, | 79 | |||||||
| Buffalo, | 79 | |||||||
| Chattanooga, | 77 |
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.