DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Greensboro, | 173 | ||||||
| 1 | |||||||
| Warminster, | 51 | ||||||
| Carlton, | 91 | ||||||
| Denver, | 124 | ||||||
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Allocator · Allocators · 100M-1B Also on Family Offices | Villa Park, | $301M | 13 | 2024 | |||
| DALLAS, | 2025 | ||||||
| 2015 | |||||||
| 2014 | |||||||
| 2007 | |||||||
| 2014 | |||||||
| $14.6M | 2026 | ||||||
| 2013 | |||||||
| 2014 | |||||||
| 2004 | |||||||
Stephens | 2003 | ||||||
| 2005 | |||||||
| 2014 | |||||||
| 2006 | |||||||
| 1985 | |||||||
| 1991 | |||||||
| 2003 | |||||||
| 2016 | |||||||
| 2000 | |||||||
| 2016 | |||||||
CHJ WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC · 801-71684 | THE WOODLANDS, | $600M | 4 | 2012 | |||
| 2002 | |||||||
| 1987 | |||||||
| 2012 | |||||||
| 1993 | |||||||
| Houston, | 115 | ||||||
| 1985 | |||||||
| 2014 | |||||||
| 2013 | |||||||
| 2015 | |||||||
| $936,238 | 2024 | ||||||
| Wakefield, | 55 | ||||||
| 2012 | |||||||
| 1993 | |||||||
| 2016 | |||||||
| 2016 | |||||||
| 2002 | |||||||
| 2015 | |||||||
| 2005 | |||||||
| 2003 | |||||||
Savvy | 1999 | ||||||
| 1993 | |||||||
| 2005 | |||||||
| 2007 | |||||||
| 1986 |
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.