DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
WE FAMILY OFFICES Registered adviser · RIA / Wealth · matched W.E. FAMILY OFFICES, LLC · 801-60025 Also on Family Offices, Private Equity | CORAL GABLES, | $18B | 27 | 2012 | ||||
| MIAMI, | 1 | 2025 | ||||||
| Charlotte, | $3.4B | 18 | ||||||
Cherry Creek Family Offices Family office · Family offices · matched CHERRY CREEK FAMILY OFFICES, LLC | Denver, | $2.0B | 1 | 16 | ||||
| · probable Lower middle market | Greenwich, | $1.5B | 1 | 4 | 2021 | |||
| · probable Lower middle market | Lehi, | $808M | 1 | 7 | 2022 | |||
| · probable Lower middle market | Fort Worth, | $537M | 7 | 4 | 2024 | |||
| BIRMINGHAM, | $544M | 10 | 2022 | |||||
| Sarasota, | $541M | 9 | ||||||
| Scottsdale, | $423M | 1 | 5 | |||||
| West Des Moines, | $426M | 4 | ||||||
Covenant Firm · Private equity · matched Covenant Multi-Family Offices, LLC Also on Allocators, RIA / Wealth Management | · probable Lower middle market | San Antonio, | $2.1B | 1 | 6 | |||
| Naples, | $221M | 4 | ||||||
| CHARLOTTE, | $909M | 2015 | ||||||
Arden Global Family Offices Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | $146M | 2 | 3 | ||||
| HONOLULU, | $307M | 2012 | ||||||
| · probable Lower middle market | Boston, | $169M | 1 | 5 | ||||
| $117M | 1 | 2025 | ||||||
| DES MOINES, | $1.5M | 2026 | ||||||
| 3 | ||||||||
| 2022 | ||||||||
| SANTA BARBARA, | 2015 | |||||||
| · probable Lower middle market | Greenwich, | $257M | 18 | 3 | 2013 | |||
| Miami, | ||||||||
| $296M | 1 | 4 |
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.