DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 2023 | |||||||
Lower middle market | Kansas City, | $56.3M | 4 | 1 | 2023 | |||
| KANSAS CITY, | $5.0M | 44 | 2012 | |||||
| Kansas City, | $53.4M | 1983 | ||||||
| 2 | 2024 | |||||||
| Buffalo, | 72 | |||||||
| $10B | 442 | 2012 | ||||||
| Newark, | 80 | |||||||
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Registered adviser · RIA / Wealth · 801-25943 Also on Private Credit | BOSTON, | $502B | 12 | 200 | 2012 | |||
Blumberg Capital, L.L.C. Firm · Venture · matched Blumberg Capital Israel Ltd. · Exempt reporting adviser Also on RIA / Wealth Management | San Francisco, | $976M | 133 | 13 | 30 | 2023 | ||
| $2.2B | 1,413 | 2020 | ||||||
| Santa Barbara, | 153 | |||||||
| Louisville, | 1 | |||||||
| $3.2B | 202 | 2021 | ||||||
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC Registered adviser · RIA / Wealth · 801-80844 Also on Allocators, Private Credit | NEW HAVEN, | $31B | 9 | 228 | 2015 | |||
| 2001 | ||||||||
| $759M | 303 | 2020 | ||||||
| 2013 | ||||||||
| $628M | 267 | 2018 | ||||||
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| $44B | 2013 | |||||||
| 2011 | ||||||||
ANNE M. UMBARGER Person · RIA / Wealth · matched ANNE UMBARGER SCRUGGS · MONTVUE CAPITAL MANAGEMENT, INC. | 1998 | |||||||
| 1998 | ||||||||
| 2010 | ||||||||
| 1995 | ||||||||
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SARAH UMBARGER BURNETT Person · RIA / Wealth · matched SARAH ANNE UMBARGER · MONTVUE CAPITAL MANAGEMENT, INC. | 1991 | |||||||
| · probable Unsized | Boston, | $108B | 11 | 30 | 2015 | |||
Columbia Capital Firm · Venture · matched Columbia Spectrum, LLC (relying Adviser) · Registered investment adviser | · probable | Alexandria, | $14B | 36 | 30 | 2022 | ||
| $514M | 208 | 2015 | ||||||
| $43.8M | 1 | 3 | ||||||
ARROWSTREET ACWI EX US FUND IV, A SUB-FUND OF ARROWSTREET MULTI-STRATEGY UMBRELLA PLC Fund · RIA / Wealth · ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.8B | 22 | 2012 | |||||
| $356M | 199 | 2020 | ||||||
| $3.3B | 8 | 2012 |
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.