DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
USI ADVISORS Registered adviser · RIA / Wealth · matched USI ADVISORS, INC. · 801-56622 Also on Allocators | GLASTONBURY, | $56B | 72 | 2011 | ||||
| 2 | 2024 | |||||||
| $157M | 2 | 12 | 2029 | |||||
| $69.5M | 5 | 1 | 2028 | |||||
| · probable Middle market | New York, | $478B | 10 | 15 | ||||
| Camarillo, | 101 | |||||||
UNION SQUARE GLOBAL WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched UNION SQUARE INVESTMENT CO · 801-55304 Also on Independent Sponsors | SAN FRANCISCO, | $361M | 2 | 1 | 2012 | |||
| GLASTONBURY, | 26 | 2011 | ||||||
| 346 | 2025 | |||||||
| Indianapolis, | 129 | |||||||
| New York, | ||||||||
| Milwaukee, | 3 | 79 | ||||||
| $484M | 7 | 23 | 2031 | |||||
Txre Advisers, LLC Manager · RE funds · matched Usif2 Companion Fund GP, LP ("relying Adviser") · Under 1b Also on RIA / Wealth Management | · probable | Dallas, | $542M | 3 | 5 | 2023 | ||
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST Registered adviser · RIA / Wealth · 801-32108 Also on Private Credit | PHILADELPHIA, | $144B | 52 | 2012 | ||||
| Jacksonville Beach, | $215M | 465 | 2024 | |||||
| 1 | ||||||||
Fusion Fund Silicon Valley LLC Firm · Venture · matched Fusion Fund · Exempt reporting adviser Also on RIA / Wealth Management | Palo Alto, | $526M | 69 | 5 | 14 | 2024 | ||
| 1997 | ||||||||
| 2006 | ||||||||
| 2013 | ||||||||
WALTER VICTOR USINOWICZ Person · RIA / Wealth · matched WALTER VICTOR USINOWICZ JR · OPPENHEIMER & CO. INC. | 2003 | |||||||
| 2025 | ||||||||
| · candidate Middle market | Sandy, | $47B | 4 | 3 | 26 | 2022 | ||
| NEW YORK, | $7.4B | 105 | 26 | 2012 | ||||
| · probable Middle market | Mumbai, | $1.5B | 7 | 1 | 17 | |||
Star Mountain Fund Management, LLC Firm · Private equity · matched Star Mountain Diversified Small Business Access Fund II GP, LLC (relying Adviser) | · probable Middle market | New York, | $3.9B | 11 | 19 | 5 | 2024 | |
Cerberus Capital Management, L.P. Firm · Private equity · matched Cerberus Business Finance, LLC (relying Adviser) | · probable Lower middle market | New York, | $88B | 2 | 19 | 105 | 2024 | |
| BLOOMFIELD HILLS, | $15B | 8 | 2021 | |||||
Fusionx Ventures Management II, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | San Diego, | $72.4M | 9 | 16 | 9 | 2024 | ||
Clarion Partners Firm · Private equity · matched Campus-Clarion Student Housing Partners, LP (relying Adviser) | · candidate Unsized | New York, | $73B | 1 | 66 | 2016 | ||
| $390M | 12 | 2023 | ||||||
Encore Housing Opportunity Fund Investment Manager, LLC Manager · RE funds · matched Encore Housing Opportunity Fund II General Partner, LLC · 1b 5b Also on Private Equity, RIA / Wealth Management | Boca Raton, | $1.7B | 16 | 6 | 2022 | |||
Teachers Retirement System of Lousiana Allocator · Allocators · matched TEACHERS RET SYSTEM OF LOUSIANA · 10B-100B | $27B | 2024 | ||||||
Sanctuary Advisors, LLC Firm · Venture · matched The Mancusi Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
Burke Group / Usi Consulting Group Investment consultant · Allocators · matched Burke Group / Usi Consulting | 9 | 2023 | ||||||
| $222M | 14 | 2024 | ||||||
| MALVERN, | $4.6B | 3 | 2012 | |||||
Related Fund Management, LLC Manager · RE funds · matched RFM Affordable Housing Fund GP, L.P. (relying Adviser) · 5b 25b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $12B | 47 | 5 | 2024 | ||
| LOS Angeles, | $188M | 24 | 8 | 4 | 2025 | |||
| · probable Lower middle market | New York, | $1.7B | 7 | 47 | 2024 | |||
| 6 | 2023 | |||||||
International Business Machines Corp Pension Plans Allocator · Allocators · matched International Business Machines Corp · 10B-100B | Armonk, | $18B | 2025 | |||||
| · probable Lower middle market | San Francisco, | $1.7B | 1 | 6 | 2021 | |||
Upper middle market | Dallas, | $11B | 17 | 7 | 2024 | |||
Blackstone Credit Systematic Strategies LLC Firm · Private equity · matched DCI, LLC Doing Business in California As Dci Investment Managment, LLC | · probable Lower middle market | New York, | $28B | 1 | 6 | 2024 | ||
Lower middle market | Nashville, | $977M | 8 | 4 | 2022 | |||
| San Francisco, | $769M | 1 | 2 | 2 | ||||
| WOODBURY, | $1.4B | 5 | 2013 | |||||
| TOLEDO, | $3.8B | 4 | 2024 |
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.