Equity and debt, by what the record shows

Observed capital network

Financed a sponsor 226

Reference directory

All with a mandate 9,631 SBIC licences 370 PE advisers 3,761 Form D funds 4,129

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3,761 providers

	Evidence	Type	Strategy / industries	State			Status
M.D. Sass-Macquarie Financial Strategies Management Company, LLC	ADV registration	SEC RIA	Pe manager small	NY	$11.6M	·	·
Abacus Wealth Partners	ADV registration	SEC RIA	Pe manager small	CA	$11.6M	·	·
Printers Row Advisors LLC	ADV registration	SEC ERA	Pe manager small	IL	$11.5M	·	·
N••••••• I••••••••• L••	ADV registration	SEC RIA	Pe manager small	PA	$11.5M	·	·
F•• F•••••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small	IN	$11.4M	·	·
W••• S••• M••••••••• L••	ADV registration	SEC ERA	Pe manager small	CA	$11.4M	·	·
M••••••	ADV registration	SEC RIA	Pe manager small	KS	$11.4M	·	·
A•••• C•••••• G••••• M••••••••• L••	ADV registration	SEC ERA	Pe manager small	CA	$11.3M	·	·
S•••••• V••••••• M••••••••• L••	ADV registration	SEC ERA	Pe manager small	NY	$11.2M	·	·
H••• M••••••• G•• L••	ADV registration	SEC ERA	Pe manager small	UT	$11.2M	·	·
G•••••••• E••••• M••••••••• L••	ADV registration	SEC ERA	Pe manager small	MN	$11.0M	·	·
P•••••• W••••• M•••••••••	ADV registration	SEC RIA	Pe manager small	UT	$11.0M	·	·
W••••••••• I•••••••••	ADV registration	SEC RIA	Pe manager small	CO	$10.9M	·	·
E••••••• C•••••• L••	ADV registration	SEC RIA	Pe manager small	·	$10.8M	·	·
H•••••• C•••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small	VA	$10.8M	·	·
V•••• F••••••• L••	ADV registration	SEC RIA	Pe manager small	MO	$10.7M	·	·
H•••••••• F••••••••• I•••	ADV registration	SEC ERA	Pe manager small	GA	$10.5M	·	·
P•••••• P•••• A••••••• L••	ADV registration	SEC RIA	Pe manager small	CA	$10.3M	·	·
K•••• C•••••• M••••••••• L••	ADV registration	SEC RIA	Pe manager small	NY	$10.2M	·	·
S•••• G•••• M••••••• L••	ADV registration	SEC RIA	Pe manager small	NY	$10.2M	·	·
S••••• E••••••• I••	ADV registration	SEC ERA	Pe manager small	WA	$10.0M	·	·
R••• F••••• T••••••••• I••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
G••••• C•••• C••••••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
M••• I••••••••• L••	ADV registration	SEC ERA	Pe manager small	CA	$10.0M	·	·
P•••••••• V••••••• L••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
W•••• F•••••• I••	ADV registration	SEC ERA	Pe manager small	WA	$10.0M	·	·
S••••• C••••••	ADV registration	SEC ERA	Pe manager small	TX	$10.0M	·	·
I••••••••• F•••••• C••••••••• L••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
W•••••••• F•••••• L•••	ADV registration	SEC ERA	Pe manager small	NY	$10.0M	·	·
Q•••• I••	ADV registration	SEC ERA	Pe manager small	OH	$10.0M	·	·
A• E••• L••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
S••••• C•••••• I••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
W••••••••• I••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
I••••••••• A•	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
C•••••• C••••••• L••	ADV registration	SEC ERA	Pe manager small	FL	$10.0M	·	·
E••••• W••••• M••••••••• C••••••••• C••• L••	ADV registration	SEC ERA	Pe manager small	CO	$10.0M	·	·
G••••••••• I••	ADV registration	SEC ERA	Pe manager small	CA	$10.0M	·	·
B•• W•••••• L••	ADV registration	SEC RIA	Pe manager small	GA	$9.8M	·	·
S•••••• I••••••••• G••••	ADV registration	SEC RIA	Pe manager small	MD	$9.8M	·	·
I••••••• C•••••• C••••••••• I• L••	ADV registration	SEC ERA	Pe manager small	CT	$9.7M	·	·
T••• F•••••••• S•••••••••	ADV registration	SEC RIA	Pe manager small	TX	$9.7M	·	·
L•••••••• F••••••••• M••••••••• L••	ADV registration	SEC RIA	Pe manager small	TN	$9.5M	·	·
P•••••••• H••••• A•••• M••••••••• L•••	ADV registration	SEC RIA	Pe manager small	FL	$9.4M	·	·
Q••••	ADV registration	SEC RIA	Pe manager small	CO	$9.3M	·	·
I••••• I••••••••	ADV registration	SEC RIA	Pe manager small	CA	$9.3M	·	·
M••• C•••••• M••••••••• L••	ADV registration	SEC RIA	Pe manager small	TN	$8.8M	·	·
R••• C•••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small	FL	$8.8M	·	·
V•••••••• I••••••••• M••••••••• C••••••• L••	ADV registration	SEC RIA	Pe manager small	PA	$8.6M	·	·
E••••• C•••••• M•••••• G••••• I•••	ADV registration	SEC ERA	Pe manager small. Healthcare services (stated), Consumer services (stated)	TX	$8.5M	·	·
J••••• A•••••• A••••••• L••	ADV registration	SEC ERA	Pe manager small	CO	$8.5M	·	·
G••••••••• I••••••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small. Business services (stated)	GA	$8.5M	·	·
S••••••• A•••• M••••••••• L••	ADV registration	SEC RIA	Pe manager small	FL	$8.4M	·	·
S••••••••• P••••••••• L••	ADV registration	SEC RIA	Pe manager small	FL	$8.3M	·	·
M•••• W••••• M•••••••••	ADV registration	SEC RIA	Pe manager small	ME	$8.2M	·	·
B••••• F••••• A••••••• L••	ADV registration	SEC RIA	Pe manager small	MA	$8.0M	·	·
F••••••• W••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small	IL	$8.0M	·	·
W•••• G••••••• • C••••••• L••	ADV registration	SEC RIA	Pe manager small	AZ	$7.8M	·	·
B•••• I••••••••• A•••••••• L••	ADV registration	SEC RIA	Pe manager small	TX	$7.8M	·	·
M••• M••••••••• S••••••• L••	ADV registration	SEC ERA	Pe manager small	KS	$7.8M	·	·
D•••••••	ADV registration	SEC RIA	Pe manager small	KS	$7.8M	·	·

The capital provider names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get Independent Sponsor Intelligence at $199 a month for every name. Every figure, date and source is public either way.

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