DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Marietta, | 86 | |||||||
| Palmyra, | 61 | |||||||
| · probable Lower middle market | $131M | 7 | 9 | 2024 | ||||
| 4 | ||||||||
Wasatch Management Partners, L.L.C. Firm · Venture · matched Epic Management Partners, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Salt Lake City, | $269M | 10 | 13 | 2025 | |||
| BOCA RATON, | $134M | 8 | 2015 | |||||
| 3 | 1 | 2028 | ||||||
EPIC INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched EPIC INVESTMENT MANAGEMENT, LLC | $44.1M | 2026 | ||||||
| HUDSON, | $43.8M | 2026 | ||||||
| KENNEWICK, | 2018 | |||||||
| · candidate | 1 | 1 | ||||||
| Fort Mill, | 114 | |||||||
| OKLAHOMA CITY, | $121M | 3 | 2018 | |||||
| · candidate Unsized | Austin, | $101M | 2 | 3 | 2017 | |||
| Bend, | 636 | |||||||
| Rankin, | 72 | |||||||
| Haltom City, | 51 | |||||||
| New Smyrna Beach, | 186 | |||||||
| Ashburn, | 56 | |||||||
| Phoenix, | 340 | |||||||
| El Segundo, | 4,514 | |||||||
| RED BANK, | $13.6M | 2026 | ||||||
| Jacksonville, | 127 | |||||||
| Mira Loma, | 463 | |||||||
| Ayer, | 174 | |||||||
| Canton, | 69 | |||||||
| Mechanicsville, | 55 | |||||||
| Heber City, | 73 | |||||||
| 2025 | ||||||||
| West Bend, | 88 | |||||||
| $846M | 44 | 2021 | ||||||
| 1 | ||||||||
| Saint Louis, | 77 | |||||||
| Santa Ana, | 57 | |||||||
| Torrance, | 83 | |||||||
| San Bruno, | 1 | |||||||
| Laurelton, | 213 | |||||||
| $1.2B | 42 | 2020 | ||||||
| $57.7M | 93 | 2020 | ||||||
| $21.0M | 1 | 7 | ||||||
| $653M | 22 | 2020 | ||||||
| $6.4M | 19 | 2022 | ||||||
| $7.5M | 39 | 2022 | ||||||
EPIC CAPITAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched EPIC CAPITAL WEALTH ADVISORS, LLC · 801-131349 | HEBER CITY, | 2024 | ||||||
| $6.8M | 21 | 2023 | ||||||
| Bend, | 52 | |||||||
| San Diego, | 132 | |||||||
| Olathe, | 254 | |||||||
| $4.0M | 22 | 2023 | ||||||
| $75.0M | 55 | 2022 |
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.