DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Los Altos, | 1 | |||||||
| · probable Lower middle market | San Diego, | $652M | 29 | 6 | 22 | 2023 | ||
| CARLSBAD, | $459M | 7 | 2017 | |||||
DBA SEASIDE FINANCIAL & INSURANCE SERVICES Registered adviser · RIA / Wealth · matched SEASIDE ADVISORY SERVICES, INC. · 801-112721 | CARLSBAD, | $81.2M | 4 | 2018 | ||||
| $103M | 4 | 2026 | ||||||
| $19.9M | 2024 | |||||||
| 2025 | ||||||||
| Santa Cruz, | 285 | |||||||
| Carlsbad, | 70 | |||||||
| Bishopville, | 91 | |||||||
| Kitty Hawk, | 65 | |||||||
| Wrightsville Beach, | 78 | |||||||
| San Diego, | 60 | |||||||
| Baker, | 54 | |||||||
| 2 | 1 | |||||||
SEASIDE EQUITY PARTNERS I-A, L.P. Fund · RIA / Wealth · SEASIDE EQUITY PARTNERS Also on Private Equity | $176M | 24 | 2020 | |||||
SEASIDE EQUITY PARTNERS II-A, L.P. Fund · RIA / Wealth · SEASIDE EQUITY PARTNERS Also on Private Equity | $58.9M | 23 | 2023 | |||||
| $13.0M | 40 | 2022 | ||||||
| $33.0M | 27 | 2012 | ||||||
SEASIDE EQUITY PARTNERS I-B, L.P. Fund · RIA / Wealth · SEASIDE EQUITY PARTNERS Also on Private Equity | $33.7M | 7 | 2020 | |||||
SEASIDE EQUITY PARTNERS II-B, L.P. Fund · RIA / Wealth · SEASIDE EQUITY PARTNERS Also on Private Equity | $17.1M | 10 | 2023 | |||||
FRPI III - SEASIDE AMELIA INN LLC Fund · RIA / Wealth · FOX RIVER ADVISERS, LLC Also on Private Equity | $162,033 | 24 | 2017 | |||||
COVE FUND I, A SERIES OF SEASIDE VENTURES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $445,588 | 9 | 2023 | |||||
LI-0316 FUND I, A SERIES OF SEASIDE VENTURES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $423,242 | 6 | 2024 | |||||
| $510,000 | 2024 | |||||||
| $375,264 | 2025 | |||||||
| $364,583 | 2025 | |||||||
| $245,000 | 2023 | |||||||
| $225,000 | 2025 | |||||||
LI-0316 FUND I AL VEHICLE, A SERIES OF SEASIDE VENTURES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $122,469 | 1 | 2024 | |||||
| $180,000 | 2025 | |||||||
| $150,000 | 2025 | |||||||
| $106,632 | 2026 | |||||||
| 2 | ||||||||
| 1 | ||||||||
| 1 |
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.