DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| Nampa, | 179 | |||||||
Silver Lake Technology Management, LLC Firm · Private equity · matched Silver Lake Management Company Sumeru, L.L.C. (relying Adviser) | Large cap | Menlo Park, | $102B | 178 | 33 | 177 | 2024 | |
| Minneapolis, | 3 | |||||||
Middle market | San Mateo, | $3.5B | 36 | 10 | 46 | 2023 | ||
Upper middle market | Larkspur, | $16B | 7 | 23 | 42 | 2024 | ||
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| BOSTON, | $94B | 25 | 2012 | |||||
Upper middle market | Luxembourg, | $19B | 19 | 6 | 2024 | |||
Cavu Consumer Partners, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.5B | 1 | 33 | 24 | 2025 | |
| 1993 | ||||||||
| Raleigh, | 1 | |||||||
| 2003 | ||||||||
Lower middle market | Greenwich, | $425M | 2 | 4 | 3 | 2024 | ||
Lower middle market | New York, | $965M | 32 | 2 | 2024 | |||
ACUMEN WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-107192 Also on Real Estate Funds, Private Equity | CHATTANOOGA, | $638M | 1 | 12 | 2016 | |||
Lower middle market | San Francisco, | $662M | 6 | 8 | 19 | 2024 | ||
| 2010 | ||||||||
MONUMENT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MONUMENT CAPITAL MANAGEMENT, LLC · 801-76802 | ALEXANDRIA, | $648M | 9 | 2012 | ||||
| NEW YORK, | $2.7B | 3 | 2012 | |||||
Lower middle market | Boston, | $546M | 34 | 18 | 12 | 2024 | ||
| BERKELEY, | $857M | 4 | 2011 | |||||
| · probable Lower middle market | Boston, | $535M | 4 | 4 | 5 | 2023 | ||
| SAN FRANCISCO, | $1.9B | 3 | 2021 | |||||
| CONCORD, | $679M | 3 | 2012 | |||||
Lumen Technologies, Inc. Pension Plans Allocator · Allocators · matched Lumen Technologies, Inc. · 1B-10B | Monroe, | $4.2B | 2025 | |||||
| TAMPA, | $508M | 5 | 2020 | |||||
LUMENT INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-117782 Also on Private Credit, Real Estate Funds | NEW YORK, | $1.9B | 2019 | |||||
NEUMEIER POMA INVESTMENT COUNSEL LLC Registered adviser · RIA / Wealth · 801-23649 Also on Independent Sponsors | CARMEL, | $1.4B | 1 | 2011 | ||||
| · probable | Oakland, | $278M | 3 | 4 | 2022 | |||
Flume Ventures Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Incline Village, | $81.3M | 2 | 2 | 1 | 2025 | ||
Topspin Management Company Lbo LLC Firm · Venture · matched Topspin Consumer Partners · Registered investment adviser | · probable | Mamaroneck, | $457M | 1 | 3 | 15 | ||
Unsized | George Town, | $182M | 2 | 4 | ||||
| EDINA, | $465M | 1 | 2012 | |||||
China Consumer Management II Limited Firm · Private equity · matched China Consumer Management Limited | · probable Lower middle market | Grand Cayman, | $182M | 5 | ||||
Blume Venture Investment Manager LLP Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Mumbai, | $136M | 3 | 3 | 2021 | |||
Glenbrook Consumer Advisors LLC Firm · Private equity · matched Glenbrook Consumer Partners GP, LLC (relying Advisor) | · probable Unsized | $119M | 1 | 4 | ||||
Acumen Latam Impact Ventures LLC Firm · Venture · matched Acumen Latam Capital Partners LLC · Exempt reporting adviser | Bogotá, | $41.7M | 1 | 2 | 2 | 2023 |
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.