DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Boulder, | $117M | 2 | 12 | 12 | 2023 | |||
| BOULDER, | $917M | 2012 | ||||||
| ENGLEWOOD, | $426M | 2012 | ||||||
BOULDER INVESTMENT GROUP Registered adviser · RIA / Wealth · matched BOULDER WEALTH MANAGEMENT, LLC · 801-110679 | OVERLAND PARK, | $42.7M | 1 | 2012 | ||||
| Boulder, | 290 | |||||||
| 2 | ||||||||
| Boulder, | $243M | 30 | 3 | 10 | 2023 | |||
Acres Manager · RE funds · matched Boulder Ridge Reo LLC · 1b 5b Also on Private Credit, RIA / Wealth Management | Uniondale, | $1.3B | 2 | 7 | 2020 | |||
| BOULDER, | $338M | 2 | 2012 | |||||
BOULDER CANYON FINANCIAL Registered adviser · RIA / Wealth · matched BOULDER CANYON FINANCIAL PARTNERS, LLC | $20.5M | 2026 | ||||||
| NEW YORK, | $391M | 2 | 2021 | |||||
| Louisville, | 90 | |||||||
| Portland, | 1 | |||||||
| Mead, | 329 | |||||||
| Louisville, | 1 | |||||||
| Boulder, | 1 | |||||||
| $7.5M | 2024 | |||||||
BOULDER FINANCIAL PLANNING COMPANY Registered adviser · RIA / Wealth · matched BOULDER FINANCIAL PLANNING COMPANY, LLC | 2026 | |||||||
| $10.4M | 2024 | |||||||
| Boulder, | 177 | |||||||
| $7.6M | 56 | 2024 | ||||||
| $2.1M | 2 | 2 | 2027 | |||||
| Westport, | $21.5M | |||||||
| $46.7M | 45 | 2014 | ||||||
| Boulder, | $103M | 3 | 1 | 1 | 2024 | |||
| Portland, | 97 | |||||||
| $141M | 63 | 2019 | ||||||
| $25.0M | 90 | 2014 | ||||||
| Boulder, | 96 | |||||||
| $18.2M | 89 | 2012 | ||||||
| $10.5M | 70 | 2012 | ||||||
| $49.7M | 101 | 2023 | ||||||
| Austin, | ||||||||
Boulder Fire Department Relief Association Allocator · Allocators · matched BOULDER FIRE DEPT RELIEF ASSOC · <100M | $52,227 | 2024 | ||||||
| $22.3M | 68 | 2019 | ||||||
| BOULDER, | 2020 | |||||||
| $782M | 3 | 2021 | ||||||
| $2.9B | 11 | 2021 | ||||||
| $2.1M | 28 | 2012 | ||||||
| Lakewood, | 69 | |||||||
| $624,513 | 88 | 2012 | ||||||
| Lafayette, | 57 | |||||||
| $6.5M | 21 | 2023 | ||||||
| $21.2M | 9 | 2015 | ||||||
| BOULDER, | 2017 | |||||||
| Broken Arrow, | 1 | |||||||
| Burlingame, | 1 | |||||||
| $97.9M | 2023 | |||||||
| 1 | 2 | |||||||
| $37,203 | 22 | 2012 |
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.