DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO, | $2.0B | 4 | 2012 | |||||
| WEST CONSHOHOCKEN, | $231M | 1 | 2016 | |||||
| DARIEN, | $74.9M | 2012 | ||||||
| CLAYTON, | $84.0M | 2026 | ||||||
| PARK CITY, | 2026 | |||||||
| Newport Beach, | 904 | |||||||
| Scarsdale, | 58 | |||||||
LEBENTHAL WEALTH PLANNING, INC. Registered adviser · RIA / Wealth · matched BRISTOL ASSET MANAGEMENT CORP. | JERICHO, | 2026 | ||||||
| 1 | 1 | 2027 | ||||||
| $115M | 7 | 2019 | ||||||
Bristol Capital Investors, LLC Real estate fund vehicle · RE funds · JWS Capital Advisors, LLC Also on RIA / Wealth Management | $115M | 7 | 2019 | |||||
| $75.0M | 13 | 2024 |
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.