DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
CORIENT Registered adviser · RIA / Wealth · matched CORIENT PRIVATE WEALTH LP · 801-124978 Also on Private Equity | MIAMI, | $165B | 658 | 2022 | ||||
| · probable Unsized | Chicago, | $17B | 2 | 6 | ||||
| NEWPORT BEACH, | $5.0B | 2014 | ||||||
| 1 | 2 | |||||||
| · probable Lower middle market | Miami, | $4.6B | 38 | 5 | 2024 | |||
| 2 | 1 | 2 | ||||||
| PHILADELPHIA, | $1.7B | 3 | 2017 | |||||
CORIENT SHC WEALTH MANAGEMENT (US) LP Registered adviser · RIA / Wealth · 801-70638 Also on Independent Sponsors, Private Equity | PHILADELPHIA, | $2.3B | 1 | 2012 | ||||
| $111M | 3 | 2024 | ||||||
TAYLOR INSURANCE SERIES LP CORIENT INSURANCE SERIES Fund · RIA / Wealth · TALSON CAPITAL MANAGEMENT L.P. | $50.1M | 1 | 2018 |
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.