DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 2013 | ||||||||
| 2013 | ||||||||
| 2000 | ||||||||
Carnelian Energy Capital Management, LP Firm · Venture · matched Carnelian Energy Capital · Exempt reporting adviser Also on Allocators | Houston, | $1.9B | 1 | 7 | 22 | 2024 | ||
D. E. Shaw & Co., L.P. Firm · Private equity · matched D. E. Shaw Heliant Adviser, L.L.C. (relying Adviser) Also on RIA / Wealth Management | · probable Unsized | New York, | $120B | 2 | 21 | 2022 | ||
| 1999 | ||||||||
| 2010 | ||||||||
| 2013 | ||||||||
ELIANA D VARGAS Person · RIA / Wealth · matched ELIANA ESTEVALY DOMINGUEZ · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003 | |||||||
| MEMPHIS, | $1.5B | 8 | 2011 | |||||
| LOUISVILLE, | $595M | 6 | 2016 | |||||
| MUMBAI, MAHARASHTRA, | $1.5B | 1 | 2026 | |||||
| PINEHURST, | $268M | 3 | 2018 | |||||
| 2013 | ||||||||
| SAN ANTONIO, | $134M | 7 | 2025 | |||||
| 2015 | ||||||||
| 2015 | ||||||||
| BUFFALO, | $106M | 2012 | ||||||
PAN RELIANCE CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched PAN RELIANCE LLC · 801-71145 | NEW YORK, | $52.2M | 2 | 2012 | ||||
ELIANA PANOS KATSINGRIS Person · RIA / Wealth · matched ELIANA PANOS VANGELOS · STRATEGIC ADVISERS LLC | 2016 | |||||||
HELIANTH INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-123093 Also on Family Offices | PORT CHESTER, | $58.4M | 2021 | |||||
| Phoenix, | $55.8M | 2025 | ||||||
| SACRAMENTO, | $32.0M | 2026 | ||||||
| 32 | 2025 | |||||||
| $22.8M | 2026 | |||||||
| TAMPA, | $17.1M | 2012 | ||||||
| $8.8M | 2026 | |||||||
| SOUTHFIELD, | $4.9M | 2023 | ||||||
| 2012 | ||||||||
RELIANT WEALTH PLANNING Registered adviser · RIA / Wealth · matched RELIANT WEALTH PLANNING, LLC · 801-108746 | LOUISVILLE, | 2016 | ||||||
| DAVISON, | 2026 | |||||||
| SEWICKLEY, | 2026 | |||||||
| SAN FRANCISCO, | 2026 | |||||||
| PHOENIX, | 2025 | |||||||
| 2026 | ||||||||
| $119M | 8 | 2022 | ||||||
| Crestview, | 1,307 | |||||||
| Atlanta, | 1,050 | |||||||
| St Louis, | 497 | |||||||
| Scottsdale, | 603 | |||||||
| Washington, | 388 | |||||||
| New York, | 301 | |||||||
| Conshohocken, | 356 | |||||||
| Auburn Hills, | 349 | |||||||
| Strongsville, | 310 | |||||||
| Chattanooga, | 288 | |||||||
| Parker, | 246 |
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.