DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Salt Lake City, | $4.2B | 5 | 1 | 2023 | ||||
ELEVATION MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-73333 Also on Allocators, Private Equity | MENLO PARK, | $428M | 7 | 2012 | ||||
| ORLANDO, | $226M | 3 | 2021 | |||||
ELEVATION CAPITAL ADVISORY Registered adviser · RIA / Wealth · matched ELEVATION CAPITAL ADVISORY, LLC · 801-118748 | BEND, | $253M | 2 | 2020 | ||||
| $412M | 1 | 2025 | ||||||
| WESTERVILLE, | $58.7M | 2026 | ||||||
| $30.0M | 2026 | |||||||
| · probable Unsized | Houston, | 1 | ||||||
| New York, | 127 | |||||||
Elevation Partners, L.P. Fund · Private equity · Elevation Management, LLC Also on Allocators, RIA / Wealth Management | $1.6B | 3 | ||||||
| Roswell, | 1 | |||||||
| $412M | 2025 | |||||||
| $4.0M | 4 | 2012 | ||||||
ELEVATION INVESTORS (BPIF), LLC Fund · RIA / Wealth · ELEVATION MANAGEMENT, LLC Also on Private Equity | 8 | 2012 | ||||||
| 1 | ||||||||
| · candidate | 1 | |||||||
ELEVATION POINT WEALTH PARTNERS, LLC Registered adviser · RIA / Wealth · 801-65068 Also on Private Equity | DENVER, | $8.3B | 56 | 2012 | ||||
| WALNUT CREEK, | $671M | 6 | 2011 | |||||
| Greenwood Vlg, | ||||||||
| $220M | 3 | 2023 | ||||||
ELEVATION WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ELEVATION WEALTH MANAGEMENT, LLC · 801-129736 | $259M | 3 | 2024 | |||||
| Chandler, | 411 | |||||||
| 2026 | ||||||||
| $53.3M | 2026 | |||||||
Elevation NewCo, LLC Borrower · Private credit · matched Elevation NewCo Intermediate, LLC · Bernhard Capital Partners Management, LP | $35.3M | 5 | 2 | 2031 | ||||
| $15.0M | 2026 | |||||||
| Kansas City, | 1 | |||||||
| ROCHESTER, | $61.4M | 2026 | ||||||
| Charleston, | 66 | |||||||
| Richmond, | 59 | |||||||
| North Kansas City, | 1 | |||||||
| Kansas City, | 1 | |||||||
| The Woodlands, | 144 | |||||||
| $1.8B | 27 | 2015 | ||||||
| 2 | 3 | 2028 | ||||||
| 3 | 1 | 1 | ||||||
| Newtown, | 137 | |||||||
| Campbell, | 1 | |||||||
CHALIMEDA ELEVATION CAPITAL GP LLC Registered adviser · RIA / Wealth · matched ELEVATION CAPITAL INDIA LLC | HERMOSA BEACH, | 2026 | ||||||
| Baltimore, | 64 | |||||||
| Walnut Creek, | $175M | 956 | 2025 | |||||
| $635M | 29 | 2018 | ||||||
| 1 | 2 | 2032 | ||||||
| New York, | 778 | |||||||
| $3.5M | 121 | 2012 | ||||||
| Charlotte, | $20.3M | |||||||
| $496M | 27 | 2021 | ||||||
| $656M | 28 | 2023 | ||||||
| 2 | 1 | 2026 | ||||||
| Newtown, | 1 |
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.