DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
THE INSTITUTE Registered adviser · RIA / Wealth · matched INSTITUTE FOR WEALTH MANAGEMENT LLC · 801-67624 Also on Independent Sponsors, Private Equity | DENVER, | $1.4B | 2 | 13 | 2012 | |||
| CHARLOTTE, | $43B | 50 | 2012 | |||||
| DENVER, | $220M | 1 | 2011 | |||||
| Berkeley, | $2.6B | 13 | 3 | 3 | 2024 | |||
| DENVER, | $396M | 2017 | ||||||
| Phoenix, | $809M | 14 | 2 | 2 | 2025 | |||
| Cambridge, | $45B | 2025 | ||||||
| · probable Lower middle market | New York, | $16B | 5 | 100 | 2013 | |||
| Kalamazoo, | $830M | 6 | 1 | 2025 | ||||
| New York, | $5.4B | 1 | 2024 | |||||
| Palo Alto, | 114 | |||||||
| Pasadena, | $8.1B | 2025 | ||||||
| Rochester, | $3.0B | 2025 | ||||||
| Chicago, | $2.2B | 2025 | ||||||
| Bentonville, | $663M | 1 | 2024 | |||||
Rensselaer Polytechnic Institute Allocator · Allocators · matched Rensselaer Polytechnic Institute C/o Controllers Office · 1B-10B | Troy, | $1.8B | 2025 | |||||
| MONTGOMERYVILLE, | $308M | 3 | 2021 | |||||
Chicago Tile Institute Pension Fund Plan · Allocators · Board of Trustees - Chicago Tile Institute Pension Fund | Elmhurst, | $173M | 21 | 9 | 7 | 2024 | ||
| New York, | 1,840 | |||||||
| Portland, | $1.2B | 2025 | ||||||
| Hoboken, | $1.1B | 2025 | ||||||
The Allen Institute for Artificial Intelligence Allocator · Allocators · 100M-1B Also on Family Offices | Seattle, | $139M | 3 | 2024 | ||||
| LOS Altos, | $918M | 2024 | ||||||
| Chicago, | $833M | 2025 | ||||||
| Brooklyn, | $822M | 2025 | ||||||
| Chicago, | $124M | 22 | 12 | 3 | 2023 | |||
| Old Westbury, | $588M | 2025 | ||||||
| Chicago, | $572M | 2025 | ||||||
| Boston, | $479M | 2025 | ||||||
| Simi Valley, | $479M | 2025 | ||||||
| · candidate | Rolla, | $392M | 2024 | |||||
| DENVER, | $197M | 2017 | ||||||
| New York, | 2,250 | |||||||
| FARMINGTON HILLS, | 2026 | |||||||
Southern California Plastering Institute Pension Trust Fund Plan · Allocators · Board of Trustees Southern California Plastering Institute | Covina, | $100M | 15 | 6 | 4 | 2024 | ||
| Moss Landing, | $277M | 2024 | ||||||
| New York, | $100M | 1 | ||||||
| Washington, | $84.5M | 17 | 7 | 3 | 2024 | |||
| Denver, | $79.0M | 1 | ||||||
| Erie, | $79.0M | 1 | ||||||
| Denver, | $79.0M | 1 | ||||||
| Los Angeles, | $79.0M | 1 | ||||||
| Denver, | $79.0M | 1 | ||||||
| Denver, | $79.0M | 1 | ||||||
| FORT LAUDERDALE, | 2021 | |||||||
| LA JOLLA, | $35.0M | 3 | 2012 | |||||
| Palo Alto, | $109M | 2024 | ||||||
Retirement Plan for Employees of Rehabilitation Institute of Chicago Plan · Allocators · Rehabilitation Institute of Chicago DBA Shirley Ryan Abilitylab | Chicago, | $217M | 6 | 2 | 2 | 2025 | ||
| Holly Springs, | 828 | |||||||
Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute Plan · Allocators · Rensselaer Polytechnic Institute | Troy, | $221M | 6 | 2 | 1 | 2025 |
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.