DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 4 | ||||||||
| · probable Lower middle market | New York, | $471M | 3 | 1 | 4 | |||
Upper middle market | New York, | $19B | 168 | 15 | 14 | 2021 | ||
| · probable Lower middle market | New York, | $80B | 3 | 14 | 51 | 2021 | ||
| · probable Middle market | Boston, | $4.6B | 10 | 4 | 2023 | |||
| · probable Lower middle market | Shaker Heights, | $519M | 12 | 8 | 2020 | |||
| ROCHESTER, | $695M | 11 | 2012 | |||||
| ELMHURST, | $897M | 4 | 2012 | |||||
| Mclean, | $316M | 2 | 2025 | |||||
| ATLANTA, | $2.7B | 2018 | ||||||
Fall Line Capital, LLC Firm · Venture · Registered investment adviser Also on Real Estate Funds, RIA / Wealth Management | · probable | San Mateo, | $332M | 30 | 14 | |||
| San Francisco, | 4 | 1 | ||||||
| $582M | 2024 | |||||||
| Sioux Falls, | $391M | 2025 | ||||||
| $210M | 2024 | |||||||
DR Ralph and Marian Falk Medical Research Trust Allocator · Allocators · 100M-1B Also on Family Offices | Dallas, | $146M | 2025 | |||||
Central Falls Police and Fire 1% Pension Allocator · Allocators · matched CENTRAL FALLS POLICE & FIRE 1% PENSION · 100M-1B | $122M | 2022 | ||||||
| HONEOYE FALLS, | $67.0M | 2025 | ||||||
| $62.4M | 2022 | |||||||
| BOSTON, | $34.9M | 1 | 2012 | |||||
| New York, | $20.1M | |||||||
Aberdeen Manufacturing Fall River, Ma Plant Pension Plan for Bargained Employees Plan · Allocators · CHF Industries, Inc. | Charlotte, | $3.6M | 42 | 17 | 1 | 2024 | ||
| · probable Lower middle market | St. Helier, | $107M | 1 | 5 | ||||
| · probable Lower middle market | St. Helier, | $542M | 12 | 1 | 5 | |||
| $16.2M | 2022 | |||||||
| $13.5M | 2022 | |||||||
| HOUSTON, | $1.0B | 1 | 2017 | |||||
Monofrax, LLC Pension Plan for Represented Employees of Falconer, New York Plan · Allocators · Monofrax, LLC | Falconer, | $5.9M | 21 | 7 | 1 | 2024 | ||
Beaver Falls City Non-Unif Employees Pension Plan Allocator · Allocators · matched BEAVER FALLS CITY NON-UNIF EMP PENSION PLAN · <100M | $9.6M | 2022 | ||||||
Bricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan Plan · Allocators · Trustees of Bricklayers & Allied Craft Workers Lo 3 NY Niagara Falls-B | Buffalo, | $27.0M | 7 | 3 | 1 | 2025 | ||
Middle market | Charlotte, | $3.2B | 2 | 6 | 65 | 2023 | ||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| $5.1M | 2023 | |||||||
| $4.5M | 2026 | |||||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| $3.5M | 2024 | |||||||
| 2016 | ||||||||
FALCON WEALTH PLANNING, INC. Registered adviser · RIA / Wealth · matched FALCON WEALTH PLANNING, LLC · 801-112659 | ONTARIO, | $2.0B | 24 | 2018 | ||||
Rockingham and Bellows Falls Employees Pension Allocator · Allocators · matched ROCKINGHAM & BELLOWS FALLS EMPL PENSION · <100M | $2.8M | 2024 | ||||||
| $1.9M | 2024 | |||||||
| $1.1M | 2024 | |||||||
| $965,252 | 2024 | |||||||
| $1.1M | 2024 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
| 1 | 2022 | |||||||
Lower middle market | West Palm Beach, | $124M | 16 | 2 | 2017 | |||
Columbia Falls Fire Dpt Relief Association Allocator · Allocators · matched COLUMBIA FALLS FIRE DPT RELIEF ASSN · <100M | $697,550 | 2024 | ||||||
| Little Ferry, | 2,906 | |||||||
| $495,931 | 2024 |
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.