DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $330,641 | 2021 | ||||||
| · probable Lower middle market | Boston, | $12.3M | 1 | 1 | |||
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched 801-121434 · 801-121434 | BALTIMORE, | $204B | 2021 | ||||
THE FAIRMAN GROUP, LLC Registered adviser · RIA / Wealth · matched 121492 · 801-61326 Also on Family Offices | CHESTERBROOK, | $902M | 16 | 2011 | |||
| RED BANK, | $1.1B | 4 | 2013 | ||||
| PITTSBURGH, | $742M | 3 | 2011 | ||||
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC Registered adviser · RIA / Wealth · matched 801-121470 · 801-121470 | NEW YORK, | $11B | 2021 | ||||
| PALM DESERT, | $861M | 12 | 2021 | ||||
AVESI PARTNERS LLC Registered adviser · RIA / Wealth · matched 801-121437 · 801-121437 Also on Independent Sponsors, Private Equity | STAMFORD, | $3.2B | 6 | 2021 | |||
| DAYTON, | $256M | 7 | 2012 | ||||
| PITTSBURGH, | $248M | 5 | 2018 | ||||
| HUNT VALLEY, | $678M | 5 | 2021 | ||||
| STUART, | $343M | 7 | 2021 | ||||
| MANASQUAN, | $634M | 2012 | |||||
FIRST LIGHT RETIREMENT, LLC Registered adviser · RIA / Wealth · matched 801-121422 · 801-121422 Also on Allocators | DEL MAR, | $844M | 2 | 2021 | |||
| BETHESDA, | $370M | 6 | 2021 | ||||
| O'FALLON, | $446M | 3 | 2021 | ||||
| BUFFALO, | $328M | 5 | 2021 | ||||
BOYCE & ASSOCIATES WEALTH CONSULTING, INC. Registered adviser · RIA / Wealth · matched 801-121446 · 801-121446 | CEDAR PARK, | $245M | 8 | 2021 | |||
| ALISO VIEJO, | $276M | 1 | 2024 | ||||
| ATLANTA, | $247M | 7 | 2012 | ||||
ALTA FOX CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121497 · 801-121497 Also on Venture Capital | FORT WORTH, | $821M | 2 | 2021 | |||
| CONCORD, | $331M | 4 | 2021 | ||||
MAGIS FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched 121445 · 801-72956 Also on Allocators | HORSHAM, | $242M | 2011 | ||||
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC Registered adviser · RIA / Wealth · matched 121419 · 801-108044 | MIDDLETON, | $272M | 2016 | ||||
| $492M | 1 | 2021 | |||||
| SEATTLE, | $332M | 2 | 2012 | ||||
| DENVER, | $289M | 3 | 2021 | ||||
FINTECH COLLECTIVE MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-121471 · 801-121471 Also on Allocators, Venture Capital | NEW YORK, | $801M | 2021 | ||||
MIAMI VALLEY PORTFOLIO MANAGEMENT INC Registered adviser · RIA / Wealth · matched 801-121421 · 801-121421 | BROOKVILLE, | $219M | 4 | 2012 | |||
COPPER BEECH FINANCIAL GROUP, LLC Registered adviser · RIA / Wealth · matched 801-121409 · 801-121409 Also on Family Offices | MOORESTOWN, | $197M | 3 | 2021 | |||
| YARDLEY, | $232M | 3 | 2021 | ||||
| ALPHARETTA, | $228M | 3 | 2021 | ||||
| NORTHFIELD, | $210M | 3 | 2021 | ||||
| EL SEGUNDO, | $246M | 2 | 2014 | ||||
| PARK RIDGE, | $194M | 3 | 2021 | ||||
PEARL RIVER CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-121442 · 801-121442 Also on Family Offices, Venture Capital | NILES, | $719M | 2021 | ||||
| FRANKLIN, | $165M | 4 | 2021 | ||||
LAKE HILLS WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121498 · 801-121498 | AUSTIN, | $207M | 3 | 2021 | |||
| FORT WORTH, | $210M | 2 | 2012 | ||||
BRIGHTLINE CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched 801-121476 · 801-121476 Also on Venture Capital | MIAMI, | $346M | 2 | 2021 | |||
COORDINATED FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · matched 801-121435 · 801-121435 | DENVER, | $427M | 2021 | ||||
| ROSWELL, | $128M | 3 | 2012 | ||||
| ALEXANDRIA, | $167M | 2 | 2012 | ||||
| ESTERO, | $166M | 2 | 2021 | ||||
TENERE CAPITAL, LLC Registered adviser · RIA / Wealth · matched 801-121490 · 801-121490 Also on Venture Capital | NEW YORK, | $241M | 3 | 2021 | |||
| $185M | 2 | 2021 | |||||
| $120M | 3 | 2012 | |||||
| BEDFORD, | $152M | 2 | 2021 | ||||
| GREEN BAY, | $150M | 2 | 2021 |
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.