DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| $15.5M | 2026 | ||||||
| Downingtown, | 218 | ||||||
| Redwood City, | 237 | ||||||
| 2000 | |||||||
| 2016 | |||||||
| 2011 | |||||||
| 2001 | |||||||
| 2006 | |||||||
| 2003 | |||||||
| 1994 | |||||||
| 1992 | |||||||
| 2016 | |||||||
| $647M | 8 | 2012 | |||||
| Sylvia, | 66 | ||||||
| $985,373 | 2024 | ||||||
| Mclean, | 1 | ||||||
| 2010 | |||||||
ROGER SCOTT BALSER Person · RIA / Wealth · matched ROGER SCOTT BALSAR · BALSER WEALTH MANAGEMENT, LLC | 1986 | ||||||
| San Francisco, | 1 | ||||||
| Hayward, | 1 | ||||||
| Santa Monica, | |||||||
| Waltham, | |||||||
| New York, | |||||||
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.