DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 4 | ||||||||
| Hilliard, | 280 | |||||||
| Tolleson, | 163 | |||||||
| Fort Lee, | 52 | |||||||
| 2 | ||||||||
| Marion, | 103 | |||||||
| Raleigh, | 71 | |||||||
| Hilliard, | 260 | |||||||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| Louisville, | 93 | |||||||
| Euless, | 1 | |||||||
| Fridley, | 120 | |||||||
| Seattle, | 124 | |||||||
| Tacoma, | 2 | |||||||
Equator, LLC Firm · Venture · matched ECO Products Fund GP LLC · Exempt reporting adviser Also on Private Equity, RIA / Wealth Management | · candidate | Locust Valley, | $4.0M | 1 | 3 | |||
| Medley, | 139 | |||||||
| Cincinnati, | 117 | |||||||
| · probable | San Francisco, | $3.4B | 1 | 1 | 16 | 2019 | ||
| Skokie, | 183 | |||||||
| Miami, | 586 | |||||||
| · candidate Lower middle market | New York, | $1.5B | 35 | 6 | 16 | 2019 | ||
| San Francisco, | 64 | |||||||
| · candidate | Rocky Mount, | $1.5B | 2025 | |||||
| Plantation, | 2 | |||||||
| · probable Lower middle market | Dallas, | $129M | 1 | 5 | ||||
| HOUSTON, | $286M | 2012 | ||||||
| Chicago, | $146M | 2 | ||||||
| Washington, | $28.5M | 2 | 4 | 2024 | ||||
| WHITTIER, | $147M | 2012 | ||||||
| New York, | $175M | 2024 | ||||||
| CORAL GABLES, | $867M | 3 | 2019 | |||||
| TUSCALOOSA, | $50.0M | 2 | 2012 | |||||
| South Jordan, | 1,874 | |||||||
| $98.4M | 2026 | |||||||
| FISHERS, | $96.6M | 2026 | ||||||
| Saint Paul, | $1.7B | 2025 | ||||||
| Rochester, | 59 | |||||||
AEPG WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched AMERICAN ECONOMIC PLANNING GROUP INC · 801-32089 Also on Allocators | WARREN, | $913M | 2012 | |||||
| · probable Unsized | London, | $1.4B | 1 | 2 | 2013 | |||
| SAN RAFAEL, | $27.3M | 2012 | ||||||
| New York, | 71 | |||||||
| $25.6M | 2026 | |||||||
| · probable Unsized | London, | $601M | 1 | 1 | 2021 | |||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| $172M | 8 | 2012 | ||||||
| 2011 | ||||||||
| Wayne, | $61.8M | 2025 | ||||||
| LONDON, | 2015 | |||||||
| BOSTON, | 2012 |
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.