Reference · Updated as we recompile

Capital activity, state by state

Who sits where, and how much is recorded against them. We keep this because it tells us where a campaign is competing for attention — and it is useful on its own.

By institution

Seven kinds of institution

📋 14,293

RIA Firms

Advisory firms registered with the regulator, reported by assets under management, client count and staff.

Assets under management: $160.9T → 📑 4,901

Form D Filings

Private placements reported to the regulator: amount offered, amount sold, minimum investment and exemption claimed.

Capital reported: $1.0T → 🏛 23,680

Brokers

Licensed brokerage professionals with registration history, tenure and location.

Licensed professionals: 23,680 → 🏦 50,427

Pension Plans

Employer-sponsored retirement plans with participant counts and plan assets.

Plan participants: 50,427 → 🎓 194

Endowments

Non-profit foundations and endowments with reported assets and annual revenue.

Total assets: $277.7B → 💼 1,038

13F Managers

Managers reporting quarterly institutional holdings above the reporting threshold.

Reported holdings: $26.9T → 👤 0

Principals

Owners and control persons disclosed on advisory registration schedules.

Disclosed principals: 0 →

By state

Where it concentrates

New York2,474 advisory firms 798 private offerings$38.1T California1,795 advisory firms 524 private offerings$23.1T Texas1,040 advisory firms 321 private offerings$4.5T Florida1,019 advisory firms 189 private offerings$4.2T Illinois651 advisory firms 119 private offerings$7.8T Massachusetts607 advisory firms 126 private offerings$19.3T Pennsylvania544 advisory firms 59 private offerings$27.2T Connecticut487 advisory firms 121 private offerings$3.3T Ohio387 advisory firms 39 private offerings$1.1T New Jersey365 advisory firms 64 private offerings$6.1T Colorado344 advisory firms 47 private offerings$1.3T Georgia322 advisory firms 59 private offerings$1.5T Michigan297 advisory firms 16 private offerings$564.4B Virginia291 advisory firms 51 private offerings$580.1B North Carolina281 advisory firms 44 private offerings$3.0T Minnesota271 advisory firms 22 private offerings$2.4T

About these figures. This is our own compiled dataset, assembled and maintained by us for orientation only. We do not guarantee that it is accurate, current or complete, and it should not be relied on for any decision. Verify anything that matters to you independently.