DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Edge Advisors, LLC Firm · Private equity · matched Edge Capital Partners Also on RIA / Wealth Management | · probable Unsized | Atlanta, | $3.5B | 8 | ||||
LEGACY EDGE ADVISORS Registered adviser · RIA / Wealth · matched LEGACY EDGE ADVISORS, LLC · 801-128842 | SYOSSET, | $1.2B | 19 | 2023 | ||||
| CLEVELAND, | $523M | 5 | 2022 | |||||
| WHEATON, | $512M | 2012 | ||||||
| CORONA DEL MAR, | $521M | 2016 | ||||||
| SEATTLE, | $33B | 2012 | ||||||
| · probable Lower middle market | Atlanta, | $6.4B | 1 | 6 | 2018 | |||
Lower middle market | Westport, | $29.3M | 7 | 1 | 2024 | |||
EDGE ADVISORY Registered adviser · RIA / Wealth · matched EDGE ADVISORY, LLC (A DELAWARE CORPORATION) · 801-76781 | CHARLOTTE, | 2012 | ||||||
| North Haven, | 123 | |||||||
| Santa Ana, | 102 | |||||||
| Woodland Hills, | 53 | |||||||
| Stafford, | 52 | |||||||
| 4 | ||||||||
NEWEDGE ADVISORS Registered adviser · RIA / Wealth · matched NEWEDGE ADVISORS, LLC · 801-79876 Also on Private Equity | NEW ORLEANS, | $43B | 601 | 2014 | ||||
RIVERSEDGE ADVISORS Registered adviser · RIA / Wealth · matched RIVERSEDGE ADVISORS, LLC · 801-113978 | WILMINGTON, | $928M | 11 | 2018 | ||||
| GUILFORD, | $616M | 8 | 2012 | |||||
| NEW YORK, | $2.3B | 2019 | ||||||
| NEW YORK, | $250M | 2013 | ||||||
CUTTINGEDGE ADVISORS Registered adviser · RIA / Wealth · matched CUTTINGEDGE ADVISORS CORPORATION · 801-68839 | ST. LOUIS, | $26.2M | 2012 | |||||
| BROOKLYN, | $1.3M | 2012 | ||||||
MELLON HEDGE ADVISORS Registered adviser · RIA / Wealth · matched MELLON HEDGE ADVISORS, LLC · 801-63750 | BOSTON, | 2011 | ||||||
| · candidate | 1 | |||||||
| · candidate | 1 | |||||||
| 4 | 4 | |||||||
| Greenwich, |
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.