DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
| San Jose, | 2,832 | |||||||
| San Jose, | 2,354 | |||||||
| 2010 | ||||||||
| SEWICKLEY, | $2.7B | 28 | 2012 | |||||
| Bristol, | $1.1B | 3 | 2024 | |||||
Alan Biller and Associates Investment consultant · Allocators · matched Alan D. Biller & Associates, Inc. · OCIO provider Also on RIA / Wealth Management | · probable | Menlo Park, | $57B | 34 | 2025 | |||
| Rockford, | 534 | |||||||
| Silver Spring, | 144 | |||||||
| Plymouth, | 85 | |||||||
| Springhill, | 50 | |||||||
| Union City, | $209M | 31 | 2 | 2 | 2024 | |||
| Grand Rapids, | $138M | 2024 | ||||||
| 2016 | ||||||||
| 1996 | ||||||||
| Santa Clara, | 569 | |||||||
| 1999 | ||||||||
| Knoxville, | $171M | 2024 | ||||||
| 2016 | ||||||||
| 2015 | ||||||||
| Hoboken, | 63 | |||||||
| San Diego, | 245 | |||||||
| 2016 | ||||||||
Next Billion Capital Partners Firm · Venture · matched Next Billion Capital Partners LLC · Exempt reporting adviser | $25.0M | 1 | 1 | 15 | ||||
Spc | 1997 | |||||||
CARSON STRATEGIC MANAGEMENT LLC Registered adviser · RIA / Wealth · matched BILL RAY CARSON · 802-128243 | 2024 | |||||||
| $117M | 2012 | |||||||
Bill F. Roach Person · RIA / Wealth · matched ROACH BILL · NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 2009 | |||||||
| 1993 | ||||||||
| 2015 | ||||||||
| 2011 | ||||||||
| $310M | 1 | 2012 | ||||||
| 2011 | ||||||||
| 1999 | ||||||||
| $39.6M | 1 | 2013 | ||||||
| 1997 | ||||||||
| 1984 | ||||||||
| 2008 | ||||||||
| 2010 | ||||||||
| 2012 | ||||||||
| 1983 | ||||||||
| Southfield, | $122M | 2024 | ||||||
| 1985 | ||||||||
| 2007 | ||||||||
| 1985 | ||||||||
| 2000 | ||||||||
| 1994 | ||||||||
| 1987 | ||||||||
| San Clemente, | 66 | |||||||
| 1979 |
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.