DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PALM BEACH GARDENS, | $267M | 4 | 2019 | |||||
| GREER, | $533M | 7 | 2026 | |||||
| 1 | 1 | |||||||
| 1 | ||||||||
Upper middle market | Chicago, | $6.1B | 179 | 28 | 79 | 2023 | ||
Middle market | San Francisco, | $1.8B | 18 | 11 | 37 | 2024 | ||
| $19.0M | 2026 | |||||||
| Brea, | 367 | |||||||
| DENVER, | $120M | 2011 | ||||||
| South Gate, | 75 | |||||||
| Hayward, | 96 | |||||||
| Greens Farms, | $139M | 78 | 22 | 17 | 2024 | |||
| Ellicottville, | 271 | |||||||
| NEW YORK, | $6.5B | 10 | 2012 | |||||
| Austin, | 106 | |||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Winslow, Evans & Crocker Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
WIN TEAM ADVISORY SERVICES Registered adviser · RIA / Wealth · matched WIN TEAM INSURANCE SERVICES, INC. · 801-68877 | IRVINE, | $56.6M | 3 | 2011 | ||||
| $3.0M | 2026 | |||||||
| City Of Industry, | 305 | |||||||
| GOODLETTSVILLE, | $1.3B | 12 | 2023 | |||||
| · probable | Boston, | $262M | 10 | 18 | 2021 | |||
Hummer Winblad Venture Partners Firm · Venture · matched Hummer Winblad Operating Company LLC · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | · probable | San Francisco, | $517M | 7 | 5 | |||
| New York, | 2 | |||||||
| LOS Angeles, | $172M | 8 | 1 | 3 | 2024 | |||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| NEW YORK, | $359M | 6 | 2012 | |||||
| Seattle, | $612M | 2 | 2024 | |||||
| RENO, | $284M | 3 | 2011 | |||||
| New York, | $658M | |||||||
| New York, | $602M | |||||||
| $75.3M | 3 | 2 | 2028 | |||||
TowerBrook Project Wings Co-Invest, L.P. Capital provider · Sponsors · matched TI VI Project Wings Co-Invest, L.P. | New York, | $466M | ||||||
Middle market | Newport Beach, | $3.7B | 64 | 7 | 54 | 2024 | ||
| THE WOODLANDS, | $183M | 2 | 2022 | |||||
| SPOKANE, | $124M | 5 | 2025 | |||||
WINTHROP WEALTH Registered adviser · RIA / Wealth · matched WINTHROP ADVISORY GROUP, LLC · 801-110461 | BOSTON, | $3.1B | 28 | 2017 | ||||
| Katonah, | $56.7M | 34 | 18 | 1 | 2024 | |||
| RESTON, | $165M | 1 | 2012 | |||||
| · candidate | Austin, | $70.0M | 1 | 6 | 3 | 2021 | ||
| WESTWOOD, | $160M | 1 | 2012 | |||||
| · probable | $241M | 1 | ||||||
| NEWARK, | $121M | 1 | 2026 | |||||
| WALTHAM, | $2.7B | 66 | 8 | 2012 | ||||
| Bethesda, | $177M | 2024 | ||||||
| New York, | $49.3M | |||||||
| $77.7M | 2024 | |||||||
STE. Michelle Wine Estates LLC Retirement Income Plan Plan · Allocators · STE. Michelle Wine Estates LLC | Woodinville, | $58.3M | 10 | 5 | 2 | 2024 | ||
| $40.9M | 2024 | |||||||
| $42.7M | 2026 | |||||||
| APPLETON, | $580M | 7 | 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.