|
2801
|
Canaan Partners IX
Menlo Park,
California
|
$350M
|
–
|
–
|
40.3%
|
–
|
2
|
–
|
|
|
2802
|
Mraz Amerine & Associates
Modesto,
California
|
$350M
|
+$14.3M
|
+4%
|
5.52%
|
69.8%
|
178
|
11.24%
|
|
|
2803
|
Wealthquest
Cincinnati,
Ohio
|
$349M
|
+$50M
|
+17%
|
4.84%
|
52.1%
|
138
|
10.87%
|
|
|
2804
|
Personal CFO Solutions
Chester,
New Jersey
|
$349M
|
+$98.1M
|
+39%
|
6.81%
|
91.4%
|
391
|
38.87%
|
|
|
2805
|
FCG Advisors
Chatham,
New Jersey
|
$349M
|
+$20.8M
|
+6%
|
8.41%
|
19.7%
|
173
|
12.14%
|
|
|
2806
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$349M
|
+$27M
|
+8%
|
7.3%
|
80.8%
|
467
|
7.07%
|
|
|
2807
|
Arax Advisory Partners
Denver,
Colorado
|
$348M
|
+$16.9M
|
+5%
|
4.75%
|
64.7%
|
619
|
10.5%
|
|
|
2808
|
Madison Wealth Management
Cincinnati,
Ohio
|
$348M
|
–
|
–
|
9.85%
|
35.1%
|
148
|
–
|
|
|
2809
|
HeadInvest LLC
Portland,
Maine
|
$348M
|
+$18.5M
|
+6%
|
5.78%
|
59.1%
|
202
|
8.42%
|
|
|
2810
|
Lynch & Associates
Newburgh,
Indiana
|
$348M
|
+$21M
|
+6%
|
5.69%
|
62.9%
|
99
|
4.04%
|
|
|
2811
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$348M
|
+$32.9M
|
+10%
|
11.7%
|
162%
|
28
|
3.57%
|
|
|
2812
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$348M
|
+$18.5M
|
+6%
|
6.76%
|
70.9%
|
152
|
3.95%
|
|
|
2813
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$347M
|
–
|
–
|
7.42%
|
–
|
102
|
–
|
|
|
2814
|
Berman Capital Advisors
Atlanta,
Georgia
|
$347M
|
+$26.3M
|
+8%
|
7.65%
|
48.2%
|
1,632
|
9.74%
|
|
|
2815
|
Virtue Capital Management
Brentwood,
Tennessee
|
$347M
|
+$43.6M
|
+14%
|
6.52%
|
91%
|
279
|
32.62%
|
|
|
2816
|
Proficio Capital Partners
Newton,
Massachusetts
|
$347M
|
+$78.5M
|
+29%
|
5.5%
|
97%
|
142
|
23.94%
|
|
|
2817
|
Wildcat Capital Management
New York
|
$347M
|
+$111M
|
+47%
|
3.79%
|
126%
|
37
|
40.54%
|
|
|
2818
|
Martin & Co
Knoxville,
Tennessee
|
$347M
|
+$15.8M
|
+5%
|
8.02%
|
67.8%
|
117
|
3.42%
|
|
|
2819
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$346M
|
–
|
–
|
44.9%
|
306%
|
69
|
–
|
|
|
2820
|
Dock Street Asset Management
Palm Beach,
Florida
|
$346M
|
+$51.7M
|
+18%
|
16.1%
|
175%
|
46
|
2.17%
|
|
|
2821
|
Salesforce Inc
San Francisco,
California
|
$346M
|
-$30.9M
|
-8%
|
7.82%
|
33.9%
|
3
|
0%
|
|
|
2822
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$346M
|
+$33.7M
|
+11%
|
12%
|
183%
|
84
|
23.81%
|
|
|
2823
|
RWWM Inc
Rocklin,
California
|
$346M
|
+$3.71M
|
+1%
|
9.49%
|
40.6%
|
14
|
7.14%
|
|
|
2824
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$346M
|
+$68.8M
|
+25%
|
24.8%
|
184%
|
1
|
0%
|
|
|
2825
|
Tiger Pacific Capital
New York
|
$346M
|
+$30.6M
|
+10%
|
24.2%
|
84.5%
|
17
|
35.29%
|
|