DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 4 | |||||||
| Cheyenne, | 1 | ||||||
| Freeport, | 107 | ||||||
VALEO FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-66402 Also on Private Equity, Real Estate Funds | CARMEL, | $13B | 108 | 2012 | |||
| PONTE VEDRA, | $112M | 5 | 2025 | ||||
VALEO VENTURES Registered adviser · RIA / Wealth · matched VALEO VENTURES MANAGEMENT, LLC · 801-131779 | $119M | 2024 | |||||
| DALLAS, | 2026 | ||||||
| Troy, | $330M | 2024 | |||||
| Warren, | 3,444 | ||||||
| Phoenix, | 389 | ||||||
| Topeka, | 315 | ||||||
| Troy, | 95 | ||||||
| Phoenix, | 124 | ||||||
| Charlotte, | 92 | ||||||
| Haverhill, | 70 | ||||||
| Watertown, | 58 | ||||||
| Gilroy, | 53 | ||||||
| Durham, | 1 | ||||||
| 1986 | |||||||
| 2012 | |||||||
| 1998 | |||||||
| 1984 | |||||||
| 1992 | |||||||
| 2000 | |||||||
| 1981 | |||||||
| 2015 | |||||||
| 1985 | |||||||
| 2013 | |||||||
| 2016 | |||||||
| 2006 | |||||||
Ethic | 2008 | ||||||
Lnw | 2009 | ||||||
| 1995 | |||||||
| 1984 | |||||||
| 1995 | |||||||
| 2009 | |||||||
| 2015 | |||||||
| $130M | 1 | 3 | |||||
| $3.8M | 2 | 1 | 2030 | ||||
| 1 | 1 | ||||||
VALEO INVESTMENT GRADE CDO LTD. AND VALEO INVESTMENT GRADE CDO CORP. Fund · RIA / Wealth · CIFC INVESTMENT MANAGEMENT LLC | $17.7M | 12 | 2012 | ||||
| $6.4M | 22 | 2012 | |||||
| $10.5M | 13 | 2012 | |||||
| $914,288 | 19 | 2015 | |||||
| $160,159 | 37 | 2012 | |||||
Valeo-Tp05 Fund, LLC Real estate fund vehicle · RE funds · Valeo Financial Advisors, LLC Also on RIA / Wealth Management | $160,159 | 37 | 2012 | ||||
| 29 | 2014 | ||||||
| 28 | 2015 | ||||||
| $20,971 | 25 | 2023 | |||||
| $71,831 | 16 | 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.