DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Short Hills, | $249M | 24 | 2 | 1 | 2024 | |||
| Scottsdale, | $109M | 2025 | ||||||
CLARK FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched B, B, H, & B INC. · 801-20842 Also on Allocators | BIRMINGHAM, | $282M | 2012 | |||||
| Baton Rouge, | $1.0B | 2025 | ||||||
| University Cy, | $396M | 2025 | ||||||
Zephyr Management, L.P. Firm · Venture · matched N D B Zephyr Partners Lanka (private) Limited · Registered investment adviser | · probable | New York, | $191M | 23 | 16 | 15 | 2023 | |
| NORTH OAKS, | $185M | 2012 | ||||||
| Chicago, | $87.3M | 35 | 14 | 4 | 2024 | |||
| Oceanside, | 824 | |||||||
D. E. Shaw & Co., L.P. Firm · Private equity · matched D. E. Shaw Renewable Investments, L.L.C. (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | New York, | $120B | 2 | 21 | 2022 | ||
Upper middle market | Greenwich, | $6.2B | 23 | 7 | 8 | 2022 | ||
D/b/a the Davis Companies Or Davis Manager · RE funds · matched D/b/a the Davis Companies · 1b 5b Also on Private Credit, RIA / Wealth Management | · probable | Boston, | $2.3B | 25 | 11 | 2024 | ||
| Harrisburg, | 153 | |||||||
| Hinsdale, | 147 | |||||||
| Midland, | $799M | 2025 | ||||||
| Huntington Beach, | 75 | |||||||
| Jefferson City, | 72 | |||||||
| Sidney, | 57 | |||||||
| Ambridge, | 55 | |||||||
| Lufkin, | $448M | 2024 | ||||||
V V P Advisors Inc. Firm · Venture · matched V V Advisors Inc · Exempt reporting adviser Also on RIA / Wealth Management | · probable | New York, | 2 | |||||
| $87B | 2024 | |||||||
| 2026 | ||||||||
| Tigard, | 269 | |||||||
| PORTLAND, | $8.2B | 22 | 2011 | |||||
| Port Richey, | 125 | |||||||
| Totowa, | 917 | |||||||
| SAN FRANCISCO, | $5.0B | 2012 | ||||||
| Los Angeles, | 59 | |||||||
| Meridian, | 659 | |||||||
I. a. T. S. E. National Pension Fund Plan · Allocators · Board of Trustees I.A.T.S.E. National Pension Fund | NEW York, | $673M | 26 | 9 | 4 | 2024 | ||
| $14.7M | 2026 | |||||||
| Charlotte, | 52 | |||||||
| Huntsville, | 232 | |||||||
| Sherman Oaks, | 61 | |||||||
| Jamaica, | 230 | |||||||
| LEXINGTON, | $2.2B | 1 | 5 | 2012 | ||||
| Edison, | 117 | |||||||
| Rochester, | 138 | |||||||
Middle market | London, | $4.3B | 31 | 7 | 8 | 2020 | ||
The Energy & Minerals Group Firm · Private equity · matched M&r Follow-On Fund Management, LP (relying Adviser) Also on Allocators, RIA / Wealth Management | Upper middle market | Houston, | $12B | 54 | 6 | 2019 | ||
| Appomattox, | 87 | |||||||
| Excelsior, | 56 | |||||||
| Shreveport, | 69 | |||||||
| Fort Mill, | 50 | |||||||
| New York, | $209M | 2024 | ||||||
| CASSELBERRY, | $716M | 37 | 2012 | |||||
| Lowell, | 159 | |||||||
| Herndon, | 85 | |||||||
| Charlotte, | 84 |
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.