DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | 1 | 1 | ||||||
| 1 | ||||||||
| Charlotte, | $3.5B | 26 | ||||||
The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. Plan · Allocators · American Biltrite Inc. | Wellesley Hills, | $23.0M | 3 | 1 | 1 | 2024 | ||
| Brookings, | 340 | |||||||
| Wellesley Hills, | 446 | |||||||
| Belleair, | 178 | |||||||
| Marietta, | 114 | |||||||
| Souderton, | 75 | |||||||
BILTMORE CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched BILTMORE CAPITAL ADVISORS, LLC · 801-68057 | BOCA RATON, | $645M | 2012 | |||||
| TEMPE, | $440M | 3 | 2012 | |||||
| Southlake, | 1 | |||||||
| Asheville, | 312 | |||||||
| 2010 | ||||||||
SCOTT ALAN BILTZ Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1995 | |||||||
Healthcare Royalty Management, LLC Firm · Private equity · matched Vanderbilt Account Management, LLC (relying Adviser) | · probable Upper middle market | Stamford, | $3.5B | 71 | 15 | 7 | 2024 | |
CHRISTOPHER DOUGLAS BILTON Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005 | |||||||
| 1985 | ||||||||
| 2007 | ||||||||
| 2014 | ||||||||
| WOODBURY, | $2.1B | 166 | 2012 | |||||
| Phoenix, | 174 | |||||||
| PHOENIX, | 2012 | |||||||
| GREEN BAY, | $32.4M | 2013 | ||||||
| 1 | 1 | |||||||
| Nashville, | $15B | 2025 | ||||||
| CHICAGO, | $1.2B | 9 | 2012 | |||||
| Orange, | 251 | |||||||
| NEW YORK, | $242M | 2012 | ||||||
| $5.4M | 19 | 2024 | ||||||
SPG Biltmore LLC Real estate fund vehicle · RE funds · Slate Property Group Also on RIA / Wealth Management | $5.4M | 19 | 2024 | |||||
| $2.3M | 30 | 2024 | ||||||
| Asheville, | 1,094 | |||||||
| Asheville, | 138 | |||||||
| $900,000 | 2024 | |||||||
| Bellevue, | $83.1M | 5 | 2 | 1 | 2025 | |||
| NEW Port Richey, | $31.2M | 8 | 8 | 2022 | ||||
| Orange, | 7 | 7 | 1 | 2022 | ||||
| 1 | 2023 | |||||||
| New Port Richey, | 469 | |||||||
R. T. Vanderbilt Holding Company Pension Plan Plan · Allocators · R. T. Vanderbilt Holding Company, Inc. | Norwalk, | $11.1M | 2 | 1 | 2024 | |||
| Newton, | 505 | |||||||
| Huron, | 303 | |||||||
| Jackson, | 288 | |||||||
| Norwalk, | 90 | |||||||
| Naples, | 101 | |||||||
| 3 | 1 | |||||||
| South Bend, | 85 | |||||||
| Radcliff, | 74 | |||||||
| Midway, | 61 |
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.