DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SEATTLE, | $33B | 2012 | ||||||
| · probable Lower middle market | Atlanta, | $6.4B | 1 | 6 | 2018 | |||
| Santa Ana, | 102 | |||||||
| · probable Unsized | Atlanta, | $3.5B | 8 | |||||
| 4 | ||||||||
| WHEATON, | $512M | 2012 | ||||||
Lower middle market | Westport, | $29.3M | 7 | 1 | 2024 | |||
| North Haven, | 123 | |||||||
EDGE ADVISORY Registered adviser · RIA / Wealth · matched EDGE ADVISORY, LLC (A DELAWARE CORPORATION) · 801-76781 | CHARLOTTE, | 2012 | ||||||
| Woodland Hills, | 53 | |||||||
| Stafford, | 52 | |||||||
| 4 | 4 | |||||||
Lead Edge Capital Management, LLC Firm · Private equity · matched Lead Edge Partners Opportunity VI, LP (relying Adviser) | · probable Middle market | New York, | $4.8B | 100 | 35 | 88 | 2023 | |
Upper middle market | New York, | $19B | 168 | 15 | 14 | 2021 | ||
| · candidate | 1 | |||||||
| · candidate | 1 | |||||||
Edge Principal Advisors, LLC Manager · RE funds · 1b 5b Also on Private Equity, RIA / Wealth Management | · probable | New York, | $1.4B | 16 | 10 | 2021 | ||
Middle market | Dallas, | $1.2B | 3 | 18 | 2018 | |||
| NEW YORK, | $827M | 6 | 2012 | |||||
| NEW YORK, | $154M | 2013 | ||||||
| Wilmington, | $29.2M | 2 | 5 | |||||
NEW EDGE WEALTH Registered adviser · RIA / Wealth · matched NEWEDGE WEALTH, LLC · 801-118291 Also on Private Equity, Venture Capital | STAMFORD, | $20B | 142 | 2020 | ||||
| Stoughton, | 168 | |||||||
| West Wareham, | 134 | |||||||
| Orange, | 948 | |||||||
| Baton Rouge, | 60 | |||||||
| Brooklyn, | 57 | |||||||
Edge Case Capital Partners Firm · Venture · matched Edge Case Capital Partners LLC · Exempt reporting adviser | $100M | 1 | 2 | |||||
| · probable Middle market | Chicago, | $2.9B | 98 | 33 | 25 | 2024 | ||
| Driftwood, | 102 | |||||||
| Mansfield, | 93 | |||||||
| · probable Unsized | New York, | $151M | 11 | 1 | 9 | 2024 | ||
LEGACY EDGE ADVISORS Registered adviser · RIA / Wealth · matched LEGACY EDGE ADVISORS, LLC · 801-128842 | SYOSSET, | $1.2B | 19 | 2023 | ||||
Razor's Edge Ventures II, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Reston, | $194M | 2 | 7 | 6 | 2024 | ||
HUDSON EDGE INVESTMENT PARTNERS, INC. Registered adviser · RIA / Wealth · 801-19314 Also on Independent Sponsors | JERSEY CITY, | $2.9B | 1 | 1 | 2012 | |||
LEADING EDGE INVESTMENT ADVISORS,LLC Registered adviser · RIA / Wealth · 801-68249 Also on Private Credit | SAN FRANCISCO, | $5.2B | 2012 | |||||
| Alpharetta, | 50 | |||||||
| Reston, | $502M | 2 | 6 | |||||
| KNOXVILLE, | $522M | 10 | 2021 | |||||
| Burlington, | 73 | |||||||
| CHICAGO, | $772M | 4 | 1 | 2016 | ||||
| RICHMOND, | $765M | 4 | 2013 | |||||
| CLEVELAND, | $523M | 5 | 2022 | |||||
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC · 801-128750 | $604M | 5 | 2023 | |||||
| Wilmington, | 61 | |||||||
Eastern Advisors Capital Group, LLC Firm · Venture · matched Lead Edge Capital Management, LLC - (relying Adviser) · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | New York, | $1.7B | 14 | 4 | 2015 | ||
| Chicago, | 1 | |||||||
Razor's Edge Ventures III, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Reston, | $202M | 2 | 6 | ||||
| WAYZATA, | $505M | 2 | 2014 |
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.