DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Charlotte, | $3.0M | 1 | ||||||
| Charlotte, | 1 | |||||||
| Charlotte, | 1 | |||||||
Waterland Private Equity Investments Firm · Private equity · matched Waterland Prvate Equity Investments B.V. | Upper middle market | Bussum, | $18B | 28 | 14 | 41 | 2024 | |
| BOSTON, | $869B | 2012 | ||||||
American Century Investment Management Inc Firm · Venture · matched American Century Investments · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | Kansas City, | $306B | 1 | 2 | 12 | 2021 | |
| Carlsbad, | $285M | 23 | 7 | |||||
PINE VALLEY INVESTMENTS Registered adviser · RIA / Wealth · matched PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY · 801-80742 | MARLTON, | $2.7B | 2 | 33 | 2014 | |||
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. Registered adviser · RIA / Wealth · 801-111963 | KANSAS CITY, | $2.3B | 64 | 2017 | ||||
| · candidate | Boston, | $86B | 2025 | |||||
Relay Investments Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Boston, | $227M | 3 | 7 | 11 | 2023 | ||
Sanctuary Advisors, LLC Firm · Venture · matched Chadwick Bay Investments · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| NEW YORK, | $17B | 2023 | ||||||
| PITTSBURGH, | $742M | 14 | 2012 | |||||
Enlightened Hospitality Investments Management LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | New York, | $606M | 4 | 4 | 2021 | |||
Breakthrough Energy Ventures Firm · Venture · matched Breakthrough Energy Investments, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Boston, | $5.1B | 1 | 7 | 8 | 2025 | ||
| OVERLAND PARK, | $1.6B | 1 | 2012 | |||||
Gtis Partners Manager · RE funds · matched RIO Hospitality Investments Fund GP LLC (relying Adviser) · 1b 5b Also on Private Credit, RIA / Wealth Management | · probable | New York, | $1.3B | 45 | 12 | 2024 | ||
| HOUSTON, | $2.0B | 2011 | ||||||
| LONGWOOD, | $490M | 3 | 2012 | |||||
| COATESVILLE, | $788M | 1 | 2012 | |||||
| LISLE, | $18B | 11 | 2014 | |||||
BENNETT SELBY INVESTMENTS, L.P. Registered adviser · RIA / Wealth · matched BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP · 801-119670 | $336M | 3 | 2020 | |||||
| SEATTLE, | $673M | 2012 | ||||||
| · candidate Lower middle market | Zurich, | $106M | 2 | 7 | 2024 | |||
| NORTHFIELD, | $328M | 2 | 2012 | |||||
| $238M | 3 | 2012 | ||||||
| PARK RIDGE, | $194M | 3 | 2021 | |||||
| $262M | 2 | 2015 | ||||||
| $178M | 2 | 2022 | ||||||
| · candidate | Stamford, | $122M | 3 | |||||
| MOUNT KISCO, | $141M | 1 | 2012 | |||||
| CHARLESTOWN, | $165M | 1 | 2019 | |||||
HCI Investment Management, LLC Manager · RE funds · matched Hunt Realty Investments, Inc. (relying Adviser) Also on RIA / Wealth Management | · candidate Unsized | Dallas, | $929M | 3 | 6 | 2016 | ||
| · probable Lower middle market | Lafayette, | $31.5M | 2 | 5 | 2021 | |||
| New York, | $89.0M | 43 | 10 | 2026 | ||||
| EAST RUTHERFORD, | $165M | 1 | 2019 | |||||
| PEWAUKEE, | $128M | 2012 | ||||||
| LAKEFOREST, | $69.1M | 2 | 2012 | |||||
Trinity Fund Advisors LLC Manager · RE funds · matched Trinity Investments · Under 1b Also on RIA / Wealth Management | · candidate | Honolulu, | $343M | 4 | 6 | 2023 | ||
| $49.8M | 1 | 1 | 2012 | |||||
| CAMPBELL, | $119M | 2014 | ||||||
Lower middle market | Westport, | $33.2M | 2 | 1 | 2022 | |||
TELEMETRY INVESTMENTS, LLC Registered adviser · RIA / Wealth · matched TELEMETRY INVESTMENTS, L.L.C. · 801-77916 | NEW YORK, | $73.5M | 1 | 2013 | ||||
| SPRINGFIELD, | $48.4M | 2 | 2012 | |||||
MCH Private Equity Firm · Private equity · matched MCH Private Equity Investments, Sgeic, S.A. Also on Venture Capital | · probable Lower middle market | Madrid, | $822M | 5 | 5 | 2022 | ||
| 128 | 2025 | |||||||
NEIGHBORLY INVESTMENTS Registered adviser · RIA / Wealth · matched NEIGHBORLY INVESTMENTS LLC · 801-112811 | NEW YOK, | $74.0M | 2017 | |||||
| NEWPORT BEACH, | $70.6M | 2026 | ||||||
| · probable Lower middle market | Fort Worth, | $6.1M | 1 | 6 |
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.