DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | |||||||
| Mclean, | 236 | |||||||
| $8.8M | 4 | 2 | 2030 | |||||
| 1 | 1 | |||||||
| $5.6M | 4 | 2 | 2030 | |||||
Lower middle market | San Francisco, | $1.3B | 13 | 2 | 2023 | |||
| CINCINNATI, | $4.1B | 2012 | ||||||
| 2006 | ||||||||
| 1995 | ||||||||
| 2001 | ||||||||
| 2013 | ||||||||
| 2015 | ||||||||
Bart Swanson Person · Venture · Managing Member Of Services, L.L.C., Harbour25 Management Services, L.L.C. | Paradise Valley, | 3 | ||||||
| 2006 | ||||||||
| 1999 | ||||||||
| 2 | ||||||||
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| 2014 | ||||||||
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| 1991 | ||||||||
| 2015 | ||||||||
| $108M | 2024 | |||||||
| 1985 | ||||||||
| 2006 | ||||||||
| 1993 | ||||||||
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| 2016 | ||||||||
| 2000 | ||||||||
| 2003 | ||||||||
Optivest, Inc. Family office · Family offices · matched Bart a. Zandbergen, Cfp, Inc. DBA Bart a. Zandbergen, Inc. Insurance Services Also on RIA / Wealth Management | San Juan Capistrano, | $319M | 2 | |||||
| 1985 | ||||||||
| 2008 | ||||||||
| 1994 | ||||||||
| 2004 | ||||||||
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| 2000 | ||||||||
| 1969 | ||||||||
| 2 | 2 | |||||||
| 1996 | ||||||||
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| 2010 | ||||||||
| 1999 | ||||||||
| 1996 | ||||||||
| 1998 | ||||||||
| 2010 |
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.