Company lists · Data refreshed September 2026

Top 25 Investment companies based in Dallas, United States

RevenueBase identified 215 investment companies headquartered in Dallas, United States as of September 2026 and tracks 2,794 professional contacts across them, including 1,086 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
215Companies
2,794Contacts tracked
1,086Verified emails
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The 25 largest investment companies based in Dallas, United States

Ranked by team size
Top 25 of 215 investment companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200513 contacts →

Strong evidence

“Maverick Capital is an SEC-registered investment adviser managing private investment funds exclusively for qualified investors.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200166 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200162 contacts →

Indirect evidence

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-200151 contacts →

Strong evidence

“Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 2026201-500136 contacts →

Indirect evidence

“Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 20265,001-10,000130 contacts →

Indirect evidence

“Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-50125 contacts →

Strong evidence

“Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceDallas, United StatesHQ checked Sep 20, 2026n/a94 contacts →

Strong evidence

“Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20053 contacts →

Indirect evidence

“At ISC Group, our team has been passionate about helping you navigate the complexities of the financial world since 1987.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5024 contacts →

Strong evidence

“The Rainier Companies was founded in 2003 as a commercial real estate investment firm with a mission to invest strategically across all product classes in the US.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5019 contacts →

Strong evidence

“RCP is a Dallas-based investment firm specializing in mid-market commercial real estate ventures.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Ashford Securities LLC is a managing broker/dealer (Member FINRA/SIPC).”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20018 contacts →

Indirect evidence

“Elysian Capital Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20015 contacts →

Indirect evidence

“Winchester Carlisle Companies is a holding company that invests in diversified real estate businesses, and assets.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20013 contacts →

Strong evidence

“Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Club T72 Inc.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Fontana Financial Planning - Simplifying Your Financial Success.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-509 contacts →

Strong evidence

“Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-509 contacts →

Strong evidence

“Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“MPK Equity Partners is a Dallas-based private investment firm partnering with exceptional entrepreneurs and executives to invest in and acquire growing, profitable…”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“Griffin Highline is a holding company that invests in and actively manages insurance operating businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-108 contacts →

Strong evidence

“McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-508 contacts →

Strong evidence

“Cienda Partners is an opportunistic investment company organized to build wealth by leveraging the business and financial resources of its Partners.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 215 investment companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,086 reachable decision-makers.

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Investment companies based in Dallas, United States at a glance

As of Sep 20, 2026
38.9%Verified-email coverage
13.0Average contacts per company
1-10Median size (employees)
378.6%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
145
11-50
47
51-200
19
201-500
2
5,001-10,000
2

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 215 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dallas, United States whose own description of what they do matches “investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment companies, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,086 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment companies are there based in Dallas, United States?

RevenueBase identified 215 investment companies headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Maverick Capital, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,086 verified decision-maker contacts tracked across these 215 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.