DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Englewood, | $922M | 3 | 8 | |||||
CONSOLIDATED FINANCIAL Registered adviser · RIA / Wealth · matched CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC · 801-112968 Also on Allocators | DUBLIN, | $589M | 5 | 2012 | ||||
CALIFORNIA CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched CONSOLIDATED CAPITAL MANAGEMENT, LLC · 801-76714 | BURBANK, | $358M | 5 | 2012 | ||||
C••••••••• A•••• M••••••••• L••• Registered adviser · RIA / Wealth · matched C••••••••• A•••• M••••••••• LTD | SOUTHPORT, | $57.1M | 2012 | |||||
| $26.7M | 2026 | |||||||
| BEAVERTON, | 2026 | |||||||
| Chattanooga, | 61 | |||||||
| 1 | ||||||||
| WOODBURY, | $1.6B | 66 | 2012 | |||||
| New York, | $620M | 2025 | ||||||
| White Plains, | $492M | 27 | 9 | 3 | 2024 | |||
| NEW York, | $16B | 9 | 3 | 3 | 2024 | |||
| Portland, | 748 | |||||||
| Lynchburg, | 111 | |||||||
| Omaha, | 406 | |||||||
| Houston, | 128 | |||||||
| Pounding Mill, | 88 | |||||||
| CLAYTON, | $77.5M | 2026 | ||||||
| Kennesaw, | 4 | 82 | ||||||
| Houston, | 51 | |||||||
| Naples, | 225 | |||||||
| Oklahoma City, | 180 | |||||||
| Hastings, | 168 | |||||||
| Birmingham, | 1,121 | |||||||
| Atlanta, | $5.6B | 20 | 7 | 6 | 2024 | |||
| Little Falls, | $2.9B | 3 | 1 | 2024 | ||||
| Lake Havasu City, | 51 | |||||||
| Billerica, | 63 | |||||||
| Greeley, | 108 | |||||||
| Santa Ana, | 163 | |||||||
| Sedalia, | 161 | |||||||
| Cedar Knolls, | 55 | |||||||
| Conroe, | $421M | 51 | 21 | 12 | 2024 | |||
| Leesburg, | 64 | |||||||
| Fort Worth, | 51 | |||||||
| Atlanta, | $635M | 31 | 13 | 8 | 2024 | |||
| OAK R••••, | $2.0B | 24 | 8 | 3 | 2024 | |||
| Henderson, | 83 | |||||||
T•• R••• E••••• H••••••• L•• Manager · RE funds · matched TDI Consolidated LLC (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | Irving, | $1.2B | 63 | 5 | 2019 | ||
| Cheshire, | 75 | |||||||
| $4.1B | 2024 | |||||||
| Van Nuys, | 79 | |||||||
| Cleveland, | $799M | 23 | 8 | 3 | 2025 | |||
| NEW York, | $430M | 27 | 9 | 5 | 2024 | |||
| Farmington, | $42B | 2 | 1 | 1 | 2024 | |||
| Scottsdale, | $184M | 32 | 16 | 3 | 2024 | |||
| Seattle, | $180M | 22 | 8 | 7 | 2024 | |||
| $151M | 30 | 10 | 6 | 2024 | ||||
| Plymouth, | 56 | |||||||
| Cleveland, | 162 |
The names past the first three past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get a subscription for every name. Every figure, date and source is public either way.
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.