DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Raymond James & Associates, Inc. Firm · Private equity · matched Asset Management Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
| BIRMINGHAM, | $190M | 2012 | ||||||
SAFE HARBOR RETIREMENT PLANNERS Registered adviser · RIA / Wealth · matched ASSET MANAGEMENT SERVICES, INC. · 801-136596 | $109M | 3 | 2012 | |||||
Lubert-Adler Management Company, L.P. Manager · RE funds · matched L-A Asset Management Services, L.P. (relying Adviser) · 1b 5b | · probable | Philadelphia, | $2.8B | 36 | 6 | 2024 | ||
| NEW YORK, | $2.7B | 2 | 2016 | |||||
| BROADVIEW HEIGHTS, | $33.9M | 8 | 2012 | |||||
| $45.0M | 1 | 2012 | ||||||
| GAITHERSBURG, | $31.4M | 2012 | ||||||
SLIFKA ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched SLIFKA ASSET MANAGEMENT SERVICES, L.L.C. · 801-80619 | NEW YORK, | $372M | 2014 | |||||
| OWOSSO, | $13.9M | 2026 | ||||||
| TOMS RIVER, | $4.8M | 2023 | ||||||
Consolidated Asset Management Services Pension Plan Plan · Allocators · Consolidated Asset Management Services, LLC | Houston, | $20.4M | 2 | 1 | 1 | 2024 |
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.