DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $177,630 | 2 | 2019 | ||||||
Upper middle market | Chicago, | $6.1B | 179 | 28 | 79 | 2023 | ||
WIND RIVER Registered adviser · RIA / Wealth · matched WIND RIVER CAPITAL MANAGEMENT, INC · 801-64605 | ELLSWORTH, | $46.4M | 2012 | |||||
| $13.2M | 2026 | |||||||
Middle market | San Francisco, | $1.8B | 18 | 11 | 37 | 2024 | ||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Trade Winds Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| Alameda, | 915 | |||||||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| NEW YORK, | $359M | 6 | 2012 | |||||
Middle market | Newport Beach, | $3.7B | 64 | 7 | 54 | 2024 | ||
| RENO, | $284M | 3 | 2011 | |||||
| New York, | $602M | |||||||
| Wilson, | 88 | |||||||
| · candidate | Austin, | $70.0M | 1 | 6 | 3 | 2021 | ||
| Katonah, | $56.7M | 34 | 18 | 1 | 2024 | |||
| RESTON, | $165M | 1 | 2012 | |||||
| WALTHAM, | $2.7B | 66 | 8 | 2012 | ||||
| WESTWOOD, | $160M | 1 | 2012 | |||||
| · probable | $241M | 1 | ||||||
| Clinton Township, | 83 | |||||||
| Duncanville, | 154 | |||||||
| Woods Cross, | 111 | |||||||
| $3.0M | 1 | 2 | 2031 | |||||
| Fairfield, | 53 | |||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| $77.7M | 2024 | |||||||
| Manhattan Bch, | $432M | 2024 | ||||||
| $1.1M | 2022 | |||||||
| $40.9M | 2024 | |||||||
| OKLAHOMA CITY, | $251M | 2 | 2022 | |||||
| Hasbrouck Heights, | 331 | |||||||
| $32.9M | 2023 | |||||||
Windham Venture Partners Firm · Venture · matched Windham Venture Management, LLC · Exempt reporting adviser | New York, | $109M | 37 | 9 | 17 | 2023 | ||
| $27.1M | 2022 | |||||||
| $21.8M | 2022 | |||||||
| HOUSTON, | $11B | 1 | 1 | 2013 | ||||
| $16.6M | 2022 | |||||||
| $15.9M | 2022 | |||||||
| $392M | 2 | 2020 | ||||||
Middle market | New York, | $3.2B | 4 | 18 | 8 | 2024 | ||
WINDSOR ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · 801-61372 Also on Independent Sponsors | COLUMBUS, | $2.9B | 4 | 12 | 2012 | |||
| Casper, | 51 | |||||||
| LITTLETON, | $22.5M | 2026 | ||||||
| 7 | 2023 | |||||||
| $1.6B | 91 | 2022 | ||||||
| · probable Lower middle market | Fort Worth, | $15.0M | 1 | 2 | ||||
| $2.1B | 98 | 2020 | ||||||
| Jamestown, | 8 | 97 | ||||||
| $241M | 1 | 2022 | ||||||
| $1.6M | 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.