DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| GERMANTOWN, | $245M | 2 | 2013 | |||||
Middle market | New York, | $1.9B | 121 | 22 | 16 | 2023 | ||
Lower middle market | Lone Tree, | $463M | 3 | 7 | 2021 | |||
| 2020 | ||||||||
| Hauppauge, | 206 | |||||||
| $435M | 659 | 2012 | ||||||
| $13.5M | 3 | 1 | 2029 | |||||
| $16.6M | 41 | 2012 | ||||||
Upper middle market | New York, | $8.9B | 67 | 30 | 7 | 2022 | ||
CW ADVISORS, LLC Registered adviser · RIA / Wealth · 801-119667 Also on Independent Sponsors, Private Equity | BOSTON, | $15B | 4 | 94 | 2020 | |||
| · probable | Boston, | $839M | 1 | 16 | 21 | 2023 | ||
W-TECHNOLOGY INVESTORS LLC Fund · RIA / Wealth · HAMILTON ROBINSON LLC Also on Private Equity, Venture Capital | $27,439 | 24 | 2013 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| AUSTIN, | $2.5B | 10 | 2012 | |||||
| PITTSFORD, | $2.5B | 8 | 2012 | |||||
| JACKSON, | $1.3B | 8 | 2012 | |||||
| OLYMPIA, | $387M | 6 | 2012 | |||||
Openview Investments, LLC Firm · Venture · matched Openview Advisors, LLC - Relying Exempt Reporting Advisor · Exempt reporting adviser | · probable | Boston, | $1.8B | 2 | 11 | 2012 | ||
| MILWAUKEE, | $402M | 1 | 2012 | |||||
| · probable | Port Washington, | $2.5M | 5 | 31 | 1 | 2019 | ||
| CENTERVILLE, | $270M | 2012 | ||||||
| PORTLAND, | $225M | 2014 | ||||||
| WAUWATOSA, | $67.8M | 2 | 2022 | |||||
| CROTON-ON-HUDSON, | $64.3M | 1 | 2017 | |||||
| PAOLI, | $85.8M | 2 | 2012 | |||||
| MIAMI, | $103M | 2023 | ||||||
| DAYTON, | $66.6M | 1 | 2015 | |||||
| PHOENIX, | $96.1M | 2026 | ||||||
| SAVAGE, | $74.0M | 2026 | ||||||
| BLUFFTON, | $68.8M | 2026 | ||||||
| $68.3M | 2026 | |||||||
| WILLIAMSVILLE, | $39.5M | 2013 | ||||||
GENCAP PORTFOLIO MANAGEMENT Registered adviser · RIA / Wealth · matched FRONT ROW ADVISORS LLC · 801-106577 | TIBURON, | $420M | 7 | 2015 | ||||
| CORAL GABLES, | $42.6M | 2026 | ||||||
Arrow Capital Management, LLC Firm · Private equity · matched Arrow Advisors LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | New York, | $136M | 1 | 2 | |||
| DES MOINES, | $35.9M | 2026 | ||||||
POST OAK PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched RMW ADVISORS, LLC · 801-117111 | HOUSTON, | $391M | 7 | 2019 | ||||
| $30.4M | 2026 | |||||||
| $25.2M | 2026 | |||||||
| $21.0M | 2012 | |||||||
| Downers Grove, | $11.5M | |||||||
| DALLAS, | $18.1M | 2026 | ||||||
| ROYAL OAK, | $16.0M | 2026 | ||||||
PRIVATE FAMILY WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PFW ADVISORS, LLC · 801-127980 Also on Family Offices | ATLANTA, | $393M | 2 | 2023 | ||||
| YOUNGSVILLE, | $10.2M | 2026 | ||||||
| $8.3M | 2026 | |||||||
| CORONA DEL MAR, | $340M | 2012 | ||||||
| $7.8M | 2026 | |||||||
Bernard & Johnson Family Wealth Management Family office · Family offices · matched BJW Advisors · Bernard & Johnson family Also on RIA / Wealth Management | Pasadena, | $113M | 3 | |||||
| TALLAHASSEE, | $132M | 4 | 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.