DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $2.3M | 6 | 3 | 2032 | |||||
GUGGENHEIM INVESTMENTS Registered adviser · RIA / Wealth · matched SECURITY INVESTORS, LLC · 801-8008 | NEW YORK, | $8.0B | 42 | 2012 | ||||
| WHEELING, | $1.4B | 20 | 2012 | |||||
| $11.9M | 4 | 1 | 2030 | |||||
| 3 | ||||||||
WEALTH ADVISORS GROUP Registered adviser · RIA / Wealth · matched SECURITY FINANCIAL SERVICES, INC. · 801-69787 | FORT WAYNE, | $1.3B | 9 | 2012 | ||||
| NEW YORK, | $295M | 2011 | ||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| OXFORD, | $18.8M | 2012 | ||||||
| ANN ARBOR, | $18.7M | 2026 | ||||||
Trust Asset Management LLC Manager · RE funds · matched Security Investment Management LLC Also on RIA / Wealth Management | · probable Unsized | Houston, | 2 | 4 | 2024 | |||
SECURITY FIRST FINANCIAL Registered adviser · RIA / Wealth · matched SECURITY FIRST FINANCIAL INC. · 801-79680 | SWARTZ CREEK, | $300M | 2 | 2012 | ||||
SECURITY FIRST ADVISORS Registered adviser · RIA / Wealth · matched SECURITY FIRST ADVISORS, INC. · 801-118065 | PORTLAND, | $232M | 2020 | |||||
Apollo Management, L.P. Firm · Private equity · matched AP Viii Prime Security Services Management, LLC (relying Adviser) | · probable Large cap | New York, | $90B | 476 | 7 | 2022 | ||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| Arlington, | $11B | 28 | 11 | 5 | 2024 | |||
| Mt. Pleasant, | 111 | |||||||
| Cordova, | 148 | |||||||
| VIRGINIA BEACH, | $1.9B | 30 | 2012 | |||||
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED Registered adviser · RIA / Wealth · 801-53815 Also on Independent Sponsors | CHICAGO, | $3.3B | 3 | 2011 | ||||
| 7 | 2024 | |||||||
| · probable Unsized | Radford, | $1.1B | 19 | 10 | 2013 | |||
| Omaha, | 220 | |||||||
| Englewood, | 50 | |||||||
| Wilmington, | 162 | |||||||
| Upper Marlboro, | 73 | |||||||
| LAKEWOOD, | $612M | 8 | 2015 | |||||
Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee Plan · Allocators · Consolidated Nuclear Security, LLC | OAK Ridge, | $2.0B | 24 | 8 | 2 | 2024 | ||
| Ormond Beach, | 417 | |||||||
National Laboratory of the Rockies Shared Security Pension Plan Plan · Allocators · Alliance for Energy Innovation, LLC | Golden, | $436M | 36 | 12 | 1 | 2025 | ||
| DENVER, | $798M | 2012 | ||||||
| Flint, | 360 | |||||||
| Camarillo, | 99 | |||||||
| HAZLET, | $153M | 2 | 2012 | |||||
| Syracuse, | $201M | 11 | 8 | 3 | 2024 | |||
| Saint Augustine, | 167 | |||||||
| Westborough, | 4 | 83 | ||||||
| Westwood, | 306 | |||||||
Employees Security Fund of the Elec Ind Pension Plan Plan · Allocators · Joint Pension Comm of the Ees Sec Fund of the Elec Prod Ind | Flushing, | $155M | 14 | 5 | 3 | 2024 | ||
| Culver City, | 2,602 | |||||||
| DENVER, | $90.9M | 1 | 2012 | |||||
| $211M | 2024 | |||||||
B&C FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched BUTENSKY & COHEN FINANCIAL SECURITY INC · 801-55533 | PONTE VEDRA BEACH, | $626M | 9 | 2012 | ||||
| Earth City, | 117 | |||||||
| $25.0M | 2 | 1 | 2026 | |||||
| BOSTON, | $108M | 1 | 2013 | |||||
| Philadelphia, | 238 | |||||||
| Ithaca, | 71 | |||||||
| PRAIRIE VILLAGE, | $61.0M | 1 | 2012 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.