DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $81.5M | 7 | 2012 | |||||
| Fremont, | 55 | ||||||
| CHARLESTON, | $262M | 2 | 2012 | ||||
| MT. PLEASANT, | $141M | 2022 | |||||
| CHARLESTON, | $7.9M | 2026 | |||||
CHARLESTON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CHARLESTON WEALTH ADVISORS, LLC | MOUNT PLEASANT, | $81.0M | 2026 | ||||
| Charleston, | 81 | ||||||
| Hartland, | 66 | ||||||
| $61.6M | 2024 | ||||||
| North Charleston, | 61 | ||||||
| Lake Charles, | 351 | ||||||
| Waterloo, | 83 | ||||||
| $58.7M | 2024 | ||||||
| 2013 | |||||||
| North Charleston, | 61 | ||||||
| Ladson, | 71 | ||||||
| $5.6M | 2024 | ||||||
| $5.2M | 2024 | ||||||
| Miami Beach, | 2 | ||||||
Charleston Township Non-Unif Employees Pension Plan Allocator · Allocators · matched CHARLESTON TWP NON-UNIF EMP PENSION PLAN · <100M | $761,748 | 2022 | |||||
| Charleston, | 167 | ||||||
| North Charleston, | 67 | ||||||
| North Charleston, | 71 | ||||||
| Charleston, | 64 | ||||||
| Charleston, | 80 | ||||||
| Goose Creek, | 60 | ||||||
| Charleston, | 51 | ||||||
| Mount Airy, | $8.4M | 2025 | |||||
| 2014 | |||||||
| 2 | 1 | ||||||
North Charleston Investment Partners LP Real estate fund vehicle · RE funds · Glenmont Capital Managment, LLC Also on RIA / Wealth Management | $20.8M | 65 | 2023 | ||||
| $20.8M | 65 | 2023 | |||||
| $13.0M | 38 | 2018 | |||||
Arel Charleston I LP Real estate fund vehicle · RE funds · Arel Capital, LP Also on RIA / Wealth Management | $13.0M | 38 | 2018 | ||||
| $11.8M | 28 | 2019 | |||||
Arel Charleston II LP Real estate fund vehicle · RE funds · Arel Capital, LP Also on RIA / Wealth Management | $11.8M | 28 | 2019 | ||||
CS Maybank Charleston 2023 Investor LLC Real estate fund vehicle · RE funds · Circle Squared Alternative Investments, LLC Also on RIA / Wealth Management | $5.2M | 27 | 2023 | ||||
CS MAYBANK CHARLESTON 2023 INVESTOR LLC Fund · RIA / Wealth · CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC Also on Real Estate Funds | $5.2M | 27 | 2023 | ||||
| $3.5M | 25 | 2016 | |||||
| $3.5M | 25 | 2016 | |||||
SP CHARLESTON PEAK, LLC Fund · RIA / Wealth · SUMMIT PEAK INVESTMENTS, LLC Also on Private Equity, Venture Capital | $4.5M | 1 | 2021 | ||||
| 1 | |||||||
| 1 | |||||||
| Atlantic Highlands, | 1 |
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.