DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable | $30B | 5 | 2024 | |||||
| $3.0M | 1 | 8 | ||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Concord Financial Group LLC Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
Lower middle market | Summit, | $262M | 14 | 4 | 15 | 2022 | ||
| ABINGDON, | $639M | 2 | 2020 | |||||
CONCORD ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched CONCORD ASSET MANAGEMENT, LLC · 801-61970 | CHICAGO, | $467M | 2012 | |||||
| NEW YORK, | $129M | 2012 | ||||||
| NEW YORK, | $46.6M | 2012 | ||||||
| Maitland, | 481 | |||||||
| Hopkins, | 447 | |||||||
| MATAWAN, | 2011 | |||||||
| 1 | 1 | |||||||
| $145M | 1 | 2012 | ||||||
| ABINGDON, | $1.1B | 11 | 2012 | |||||
| IRVINE, | $398M | 2012 | ||||||
| Seattle, | 119 | |||||||
| Brockton, | 340 | |||||||
| $44.1M | 8 | 5 | 2028 | |||||
| Ontario, | 108 | |||||||
| Concord, | 102 | |||||||
| Mount Clemens, | 288 | |||||||
| Scottsdale, | 205 | |||||||
| Dumfries, | 73 | |||||||
| 1 | ||||||||
| FLATTS, SMITHS, | $15B | 11 | 2012 | |||||
| Concord, | $413M | 9 | 6 | 4 | 2024 | |||
| Raleigh, | 1 | |||||||
| Cranston, | 86 | |||||||
| Cincinnati, | 60 | |||||||
| NEW YORK, | $15B | 2012 | ||||||
| $224M | 2024 | |||||||
| LONDON, | $8.0B | 2012 | ||||||
| Concord, | 222 | |||||||
| Voorhees, | 104 | |||||||
| $29.2M | 2022 | |||||||
| CONCORD, | $39.0M | 2026 | ||||||
| 1 | 1 | 2028 | ||||||
| Murrieta, | 122 | |||||||
| Grand Forks, | 2 | |||||||
| Concord, | 70 | |||||||
| 2 | 2 | |||||||
| 1 | 1 | |||||||
| ANN ARBOR, | $598M | 78 | 2012 | |||||
Lower middle market | Dallas, | $12.5M | 5 | 2 | 2019 | |||
| Concord, | 55 | |||||||
Mariner Investment Group, LLC Firm · Private equity · matched Concordia Municipal Strategies GP LLC (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | Harrison, | $126B | 3 | 5 | |||
| 1 | 1 | |||||||
| New York, | ||||||||
| New York, | ||||||||
| $401,839 | 2023 |
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.