DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
ELM WEALTH Registered adviser · RIA / Wealth · matched ELM PARTNERS MANAGEMENT LLC · 801-78018 Also on Independent Sponsors | PHILADELPHIA, | $3.0B | 7 | 2013 | ||||
| BURLINGAME, | $381M | 2012 | ||||||
| PITTSBURGH, | $133M | 6 | 2026 | |||||
| 2012 | ||||||||
| DENTON, | $5.9M | 2026 | ||||||
| New Canaan, | 71 | |||||||
| Princeton, | 63 | |||||||
| · probable Lower middle market | Mesa, | $160M | 2 | 2 | 2023 | |||
| ERIE, | $147M | 4 | 2022 | |||||
EVERGREEN LEGACY MANAGEMENT Registered adviser · RIA / Wealth · matched EVERGREEN LEGACY MANAGEMENT, LLC | DENVER, | 2026 | ||||||
Direct lender | Mesa, | |||||||
ELM Street Advisors, LLC Firm · Venture · matched ELM Street Ventures · Exempt reporting adviser Also on RIA / Wealth Management | · probable | New Haven, | $20.5M | 2 | 16 | 2022 | ||
ELM Ridge Management, LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Briarcliff Manor, | $149M | 2 | ||||
Five Elms Capital Firm · Venture · matched Frontier Five Elms Equity Fund II GP, LLC - Relying Adviser · Registered investment adviser | · probable | Kansas City, | $2.4B | 2 | 9 | 55 | 2017 | |
ELM Street Venture Advisors, Inc. Firm · Venture · matched ELM Street Ventures · Exempt reporting adviser | · probable | New Haven, | $19.9M | 2 | 2 | |||
| Jackson, | 160 | |||||||
ELM PARK CAPITAL MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-72445 Also on Private Credit, Private Equity | DALLAS, | $468M | 3 | 2012 | ||||
| $14.3M | 4 | 3 | 2031 | |||||
| Westfield, | 218 | |||||||
GORDON CARLSON & ASSOCIATES Registered adviser · RIA / Wealth · matched ELM MONEY MANAGEMENT LLC · 801-70452 | IRVINE, | $48.1M | 2 | 2012 | ||||
| IRVINGTON, | $206M | 2 | 2012 | |||||
| New York, | $112M | 2 | ||||||
| PALM BEACH GARDENS, | 2026 | |||||||
| St. Louis, | $7.1B | 20 | 3 | 2024 | ||||
Direct lender | PALM BEACH GARDENS, | $272M | 66 | 1 | 12 | |||
| GREENWICH, | $487M | 1 | 2012 | |||||
| ST. LOUIS, | $7.8B | 15 | 2025 | |||||
| Dallas, | 250 | |||||||
| Brentwood, | 90 | |||||||
| $4.7M | 2026 | |||||||
Lower middle market | New York, | $28.9M | 3 | 1 | ||||
| Waynesboro, | 62 | |||||||
PARK + ELM INVESTMENT ADVISERS Registered adviser · RIA / Wealth · matched PARK AND ELM INVESTMENT ADVISERS LLC · 801-68791 | CARMEL, | $88.2M | 2026 | |||||
| Kansas City, | $46.0M | |||||||
| LOS ALTOS, | $34.1M | 2026 | ||||||
| $18.6M | 2026 | |||||||
| $614M | 2024 | |||||||
| Saint Charles, | 57 | |||||||
| HOLMES, | $5.6M | 2026 | ||||||
Stride Capital Group, LP Firm · Venture · matched Stride North Elm GP LLC (relying Advisor) · Exempt reporting adviser | · candidate | Westport, | $3.0M | 1 | 5 | 2023 | ||
| NEW YORK, | $24B | 52 | 2018 | |||||
| $645,504 | 2022 | |||||||
| DARIEN, | 2026 | |||||||
| $334M | 56 | 2013 | ||||||
| $14,097 | 2022 | |||||||
| $297M | 50 | 2013 | ||||||
| ALPHARETTA, | $189M | 4 | 2022 | |||||
| 3 | 1 | 1 | ||||||
| Depew, | 73 | |||||||
| PALM BEACH GARDENS, | $272M | 66 | 82 | 5 | 2025 |
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.