DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO, | $860M | 2012 | ||||||
Forward Ventures Services, LLC Firm · Venture · matched Forward Ventures · Exempt reporting adviser Also on RIA / Wealth Management | · probable | San Diego, | $18.7M | 4 | 3 | |||
Trend Forward Capital Firm · Venture · matched Trend Forward Capital Management, LLC · Exempt reporting adviser | $44.7M | 1 | 24 | 2018 | ||||
| HOUSTON, | $76.6M | 2026 | ||||||
| MADISON, | $60.9M | 2026 | ||||||
| $22.9M | 2026 | |||||||
| Madison, | 377 | |||||||
| DALLAS, | 2017 | |||||||
| LOS ANGELES, | 2026 | |||||||
| Madison, | 80 | |||||||
| New York, | 1 | |||||||
| 2 | ||||||||
| LONE TREE, | $111M | 3 | 2026 | |||||
Lower middle market | Greenwich, | $425M | 2 | 4 | 3 | 2024 | ||
| 2026 | ||||||||
| 2026 | ||||||||
| San Diego, | 226 | |||||||
| Cincinnati, | 97 | |||||||
| Wood Dale, | 143 | |||||||
| CHARLOTTE, | $94.1M | 2026 | ||||||
| Dover, | 66 | |||||||
| Dallas, | ||||||||
| $24.8M | 5 | 1 | 2029 | |||||
| Austin, | 1 | |||||||
| · probable | Larkspur, | $10.9M | 30 | 1 | 6 | |||
| Fresno, | 88 | |||||||
| Maspeth, | 129 | |||||||
| $525M | 1 | |||||||
| Austin, | 1 | |||||||
FORWARD FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FORWARD FINANCIAL PLANNING LLC | $3.7M | 2026 | ||||||
| PHOENIX, | $2.6M | 2026 | ||||||
| FARGO, | $228M | 2 | 2013 | |||||
| $13.2M | 3 | 2 | 2026 | |||||
| Hauppauge, | 1 | |||||||
FORWARD HORIZON INVESTMENT Registered adviser · RIA / Wealth · matched FORWARD HORIZON INVESTMENT L.L.C. | $620,884 | 2026 | ||||||
FORWARD THINKING WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FORWARD THINKING WEALTH MANAGEMENT, LLC | $45.6M | 2026 | ||||||
| SAN Francisco, | $113M | 1 | 2024 | |||||
| Saint Paul, | $383M | 2025 | ||||||
| Houston, | 58 | |||||||
| 1 | 1 | 2030 | ||||||
| Houston, | 1 | |||||||
| Paterson, | 60 | |||||||
| ROCHESTER, | $45.5M | 2026 | ||||||
| $54.8M | 3 | 2 | 2029 | |||||
| 2 | 1 | |||||||
| $15.8M | 2026 | |||||||
| BOERNE, | $12.6M | 2026 | ||||||
| · candidate Unsized | $1.2M | 1 | 2 | 2015 | ||||
| $2.6M | 62 | 2023 | ||||||
| Portland, | $52.5M | 217 | 2024 |
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.