|
5151
|
H&F Corporate Investors VIII
San Francisco,
California
|
$243M
|
+$132M
|
+119%
|
119%
|
50.7%
|
1
|
0%
|
|
|
5152
|
New Insight Wealth Advisors
San Ramon,
California
|
$243M
|
+$22.8M
|
+10%
|
9.64%
|
–
|
109
|
16.51%
|
|
|
5153
|
1776 Wealth
Atlanta,
Georgia
|
$243M
|
+$25.1M
|
+12%
|
13.6%
|
87.4%
|
149
|
10.74%
|
|
|
5154
|
Fluent Financial
Dallas,
Texas
|
$243M
|
+$13.3M
|
+6%
|
2.49%
|
42.5%
|
77
|
41.56%
|
|
|
5155
|
Financial Connections Group
Corte Madera,
California
|
$242M
|
+$19.7M
|
+9%
|
8.99%
|
44.4%
|
263
|
18.63%
|
|
|
5156
|
TAGStone Capital
Charlotte,
North Carolina
|
$242M
|
+$39.1M
|
+19%
|
7.22%
|
50.8%
|
114
|
15.79%
|
|
|
5157
|
Warner Financial
Bethesda,
Maryland
|
$242M
|
+$16.2M
|
+7%
|
9.04%
|
62.1%
|
118
|
5.93%
|
|
|
5158
|
RFP Financial Group
Atlanta,
Georgia
|
$242M
|
-$6.46M
|
-3%
|
5.65%
|
44.1%
|
131
|
35.88%
|
|
|
5159
|
Carlson Capital
Dallas,
Texas
|
$242M
|
-$14.1M
|
-5%
|
6.13%
|
72.5%
|
83
|
73.49%
|
|
|
5160
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$242M
|
+$30.8M
|
+15%
|
14.6%
|
–
|
67
|
2.99%
|
|
|
5161
|
Yeomans Consulting Group
Marietta,
Georgia
|
$242M
|
-$16.7M
|
-6%
|
9.16%
|
–
|
111
|
48.65%
|
|
|
5162
|
Institutional Venture Management XV
Menlo Park,
California
|
$242M
|
+$44.1M
|
+22%
|
38.2%
|
36.3%
|
4
|
0%
|
|
|
5163
|
Wealthspan Partners
Davenport,
Iowa
|
$242M
|
+$25.4M
|
+12%
|
8.07%
|
59.1%
|
125
|
12.8%
|
|
|
5164
|
Spreng Capital Management
Bucyrus,
Ohio
|
$242M
|
+$20.8M
|
+9%
|
9.9%
|
72.5%
|
77
|
3.9%
|
|
|
5165
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$242M
|
+$21.6M
|
+10%
|
8.65%
|
58.8%
|
86
|
15.12%
|
|
|
5166
|
Denver Wealth Management
Denver,
Colorado
|
$242M
|
+$22.5M
|
+10%
|
9.18%
|
50%
|
93
|
12.9%
|
|
|
5167
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$241M
|
-$187K
|
-0.1%
|
8.99%
|
80.7%
|
102
|
23.53%
|
|
|
5168
|
Turiya Advisors Asia
Hong Kong
|
$241M
|
+$176M
|
+271%
|
12.8%
|
102%
|
4
|
75%
|
|
|
5169
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$241M
|
+$18.6M
|
+8%
|
6.74%
|
42.4%
|
110
|
9.09%
|
|
|
5170
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$241M
|
+$40.5M
|
+20%
|
8.05%
|
–
|
82
|
13.41%
|
|
|
5171
|
TL Private Wealth
Southlake,
Texas
|
$241M
|
+$39M
|
+19%
|
7.77%
|
46%
|
45
|
8.89%
|
|
|
5172
|
Hanwha Asset Management
Seoul,
South Korea
|
$241M
|
+$22M
|
+10%
|
11%
|
–
|
1
|
0%
|
|
|
5173
|
California First Leasing Corp
Newport Beach,
California
|
$241M
|
+$13.9M
|
+6%
|
16.9%
|
161%
|
47
|
17.02%
|
|
|
5174
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$240M
|
+$20.1M
|
+9%
|
11.4%
|
–
|
243
|
41.98%
|
|
|
5175
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$240M
|
-$22.8M
|
-9%
|
3.51%
|
519%
|
1
|
0%
|
|