DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
CEP Investment Management Firm · Private equity · matched Citizen Investment Management Also on RIA / Wealth Management | Lower middle market | Phoenix, | $24.1M | 2 | 1 | 2023 | ||
| OKLAHOMA CITY, | 2023 | |||||||
| 2022 | ||||||||
| RALEIGH, | $2.6B | 405 | 2012 | |||||
| Burlington, | 87 | |||||||
| Malone, | 511 | |||||||
| RALEIGH, | $465M | 75 | 2012 | |||||
| JOHNSTON, | $13B | 782 | 2012 | |||||
| Nogales, | 123 | |||||||
| Austin, | $1.4B | 2025 | ||||||
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan Plan · Allocators · First Citizens Bank & Trust Company | Raleigh, | $1.1B | 19 | 10 | 5 | 2024 | ||
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC · 801-110171 | NEW YORK, | $829M | 2 | 2016 | ||||
First Citizens Bancshares Inc /de/ Pension Plans Allocator · Allocators · matched First Citizens Bancshares Inc /de/ · 1B-10B | Raleigh, | $1.8B | 2025 | |||||
First Citizens Bank & Trust Company, Inc. Pension Plan Plan · Allocators · First Citizens Bank & Trust Company | Raleigh, | $243M | 19 | 11 | 5 | 2024 | ||
CITIZENS PRIVATE WEALTH Registered adviser · RIA / Wealth · matched CITIZENS PRIVATE WEALTH, LLC · 801-40835 Also on Family Offices | TARRYTOWN, | $17B | 92 | 2011 | ||||
| Torrance, | 655 | |||||||
Citizen Storage Grand Blanc LLC Company · Venture · matched Citizen Storage Blanc LLC · Form D equity offering | Royal Oak, | 1 | ||||||
| 4 | 2023 | |||||||
SBA Cash Balance Pension Plan for Citizens & Farmers Bank Plan · Allocators · Citizens & Farmers Bank | West Point, | $23.6M | 2 | 1 | 2025 | |||
| Olympia, | 367 | |||||||
| Charlotte, | 53 | |||||||
| Alpena, | 409 | |||||||
| Knoxville, | 308 | |||||||
| Moncks Corner, | 220 | |||||||
| Austin, | ||||||||
| Weston, | 128 | |||||||
| Oak Park, | 101 | |||||||
| 1 | 1 | 2027 | ||||||
| Dallas, | 112 | |||||||
| Denver, | 4 | |||||||
| Big Stone Gap, | 73 | |||||||
| Franklin, | 91 | |||||||
| New York, | 50 | |||||||
| Savannah, | 59 | |||||||
First Citizens Community Bank Account Balance Pension Plan Plan · Allocators · First Citizens Community Bank | Mansfield, | $11.9M | 2025 | |||||
| · probable Unsized | West Orange, | $28.4M | 2 | 3 | ||||
| 1 | 2023 | |||||||
| Kenilworth, | 83 | |||||||
Citizens & Northern Corp Pension Plans Allocator · Allocators · matched Citizens & Northern Corp · <100M | Wellsboro, | $340,000 | 2025 | |||||
| Waltham, | 136 | |||||||
| Huntington Park, | 313 | |||||||
| Dallas, | 1 | |||||||
| Fall River, | 206 | |||||||
Citizens Financial Group Inc/ri Pension Plans Allocator · Allocators · matched Citizens Financial Group Inc/ri · 1B-10B | Providence, | $1.4B | 2025 | |||||
| JOHNSTON, | 2012 | |||||||
| $28.4M | 34 | 2016 | ||||||
Citizens Financial Services Inc Pension Plans Allocator · Allocators · matched Citizens Financial Services Inc · <100M | Mansfield, | $11.9M | 2025 | |||||
RCI FIRSTPATHWAY CITIZENSHIP INVESTMENT FUND LLC Fund · RIA / Wealth · FIRSTPATHWAY PARTNERS LLC Also on Private Equity | $14.8M | 32 | 2016 | |||||
| 1 | 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.