DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 5 | ||||||||
FLIP FLOPS AND PEARLS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FLIP FLOPS AND PEARLS, LLC | MOUNT PLEASANT, | $28.4M | 2026 | |||||
| SCOTTSDALE, | 2018 | |||||||
| 4 | 3 | |||||||
| 1 | ||||||||
| LYNCHBURG, | $587M | 2012 | ||||||
| $2.0M | 2026 | |||||||
| Oakland, | 60 | |||||||
| Brooklyn, | 1 | |||||||
| Tampa, | 1 | |||||||
| College Station, | 232 | |||||||
| 2005 | ||||||||
| 1987 | ||||||||
| 1972 | ||||||||
| 2009 | ||||||||
Captrust | 2005 | |||||||
| 2015 | ||||||||
| 2012 | ||||||||
| 2012 | ||||||||
| 2013 | ||||||||
| Boston, | 97 | |||||||
| Saint Paul, | 61 | |||||||
| Cincinnati, | 71 | |||||||
| Boston, | 1 | |||||||
| 1 | 1 | |||||||
| Phoenix, | 106 | |||||||
| $425,078 | 50 | 2023 | ||||||
FIFTH ERA COINVESTORS LLC - FLIPSIDE Fund · RIA / Wealth · FIFTH ERA PARTNERS LP Also on Venture Capital | $1.1M | 18 | 2024 | |||||
| $241,796 | 2023 | |||||||
HU FUND I, A SERIES OF FLIP CN VENTURE FUNDS, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $325,000 | 6 | 2023 | |||||
| $1.1M | 2025 | |||||||
FLIPPER PARTNERS Fund · RIA / Wealth · BALDWIN WEALTH PARTNERS, LLC Also on Private Equity, Venture Capital | $849,270 | 9 | 2012 | |||||
| $300,000 | 6 | 2023 | ||||||
| CHICAGO, | 2022 | |||||||
| SAN FRANCISCO, | 2026 | |||||||
IAIAN L FILIPPINI Person · RIA / Wealth · matched IAIAN LUCAS FLIPPINI · FILIPPINI INVESTMENT ADVISORY | 2003 | |||||||
| $10.0M | 1 | 2 | ||||||
| 1 | ||||||||
| 1 | ||||||||
| 3 | ||||||||
| Chicago, | 2 | |||||||
| 1 | ||||||||
| Dayton, | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 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.