DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Cincinnati, | 499 | |||||||
| 13 | 2022 | |||||||
| 2 | ||||||||
| Princeton, | $122M | 10 | 2 | 1 | 2024 | |||
| HOUSTON, | $95.2M | 5 | 2026 | |||||
| Lufkin, | 564 | |||||||
| Inglewood, | 562 | |||||||
| Mccook, | 147 | |||||||
| Davenport, | 67 | |||||||
| Shelby Township, | 1,409 | |||||||
| Randolph, | 132 | |||||||
| Throop, | 59 | |||||||
| 2000 | ||||||||
PIEDMONT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BURKE & HERBERT WEALTH SERVICES, LLC · 801-135403 | ALEXANDRIA, | $156M | 2 | 2026 | ||||
| 2015 | ||||||||
| Jackson, | 66 | |||||||
| White Plains, | $68.5M | 14 | 5 | 3 | 2024 | |||
| 2015 | ||||||||
| Tomball, | 52 | |||||||
| Cincinnati, | 52 | |||||||
BURKE & COMPANY CAPITAL GROWTH Registered adviser · RIA / Wealth · matched BURKE & COMPANY CAPITAL GROWTH, LLC | 2026 | |||||||
| 2004 | ||||||||
| 2015 | ||||||||
Burke & Herbert Financial Services Corp. Pension Plans Allocator · Allocators · matched Burke & Herbert Financial Services Corp. · <100M | Alexandria, | $31.1M | 2025 | |||||
| 2013 | ||||||||
| 2015 | ||||||||
| 1989 | ||||||||
| LAKE MARY, | $6.9M | 2012 | ||||||
| Valdese, | 74 | |||||||
| 2015 | ||||||||
| 2 | 1 | 2029 | ||||||
| $1.0M | 2022 | |||||||
| CHICAGO, | 2012 | |||||||
DRS. Gorman, Colaco, Flynn, Thompson, Burke & Romero, Inc. Company · Sponsors · matched DRS. GORMAN, COLACO, FLYNN, THOMPSON, BURKE, & ROMERO, INC. · Dental | Lyndhurst, | 1 | 69 | |||||
| Fond Du Lac, | 305 | |||||||
| Taunton, | 183 | |||||||
Burke & Herbert Bank & Trust Company Retirement Plan Plan · Allocators · Burke & Herbert Bank & Trust Company | Alexandria, | $30.6M | 2024 | |||||
| NEW YORK, | $3.5B | 5 | 2021 | |||||
| ROCK HILL, | $573M | 5 | 2012 | |||||
| Syracuse, | 90 | |||||||
| Washington, | 59 | |||||||
| Farmington, | 74 | |||||||
Audax Credit BDC Borrower · Private credit · matched NON-AFFILIATE INVESTMENTS Capital Equipment Burke Porter Group | $397M | 6 | 1 | 2026 | ||||
| Milwaukee, | 59 | |||||||
Burkert USA Corp Company · Sponsors · matched BURKERT FLUID CONTROL SYSTEMS · Miscellaneous manufacturing | Huntersville, | 232 | ||||||
Burke Solar Investments, LLC Real estate fund vehicle · RE funds · Dyche Wealth Management, Inc Also on RIA / Wealth Management | $4.1M | 160 | 2023 | |||||
BURKE SOLAR INVESTMENTS, LLC Fund · RIA / Wealth · DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT Also on Real Estate Funds | $4.1M | 160 | 2023 | |||||
| $28.2M | 4 | 3 | 2027 | |||||
| 2006 |
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.