DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PHOENIX, | $10B | 298 | 2015 | |||||
| Mashpee, | 71 | |||||||
| ANCHORAGE, | $178M | 2012 | ||||||
| Pittsburgh, | $1.9B | 259 | 167 | 76 | 2024 | |||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| $30.2M | 2026 | |||||||
| Medina, | 67 | |||||||
| SALT LAKE CITY, | $111M | 9 | 2026 | |||||
| 2026 | ||||||||
| Green Bay, | 82 | |||||||
| Minneapolis, | $205M | 2024 | ||||||
LIFETIME FINANCIAL FOUNDATIONS, LLC Registered adviser · RIA / Wealth · matched LIFETIME FINANCIAL FOUNDATIONS LLC | $43.5M | 2026 | ||||||
| SOUTHBOROUGH, | 2026 | |||||||
EXECUTIVE WEALTH PARTNERS Registered adviser · RIA / Wealth · matched FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC. | OMAHA, | $18.3M | 2026 | |||||
| Dallas, | 171 | |||||||
| Blackwell, | 106 | |||||||
| New York, | 81 | |||||||
| Ofallon, | 56 | |||||||
| Temple Hills, | 68 | |||||||
| Clearfield, | 53 | |||||||
| Kirkland, | 1 | |||||||
| 4 | 2 | 2029 | ||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
FAIRVIEW FOUNDATIONS EMERGING MANAGERS FUND, L.P. Fund · RIA / Wealth · FAIRVIEW CAPITAL PARTNERS, LLC Also on Private Equity, Venture Capital | $92.3M | 8 | 2020 | |||||
| 2 | 2024 | |||||||
| $13.2M | 41 | 2012 | ||||||
| Oklahoma City, | ||||||||
FAIRVIEW FOUNDATIONS EMERGING MANAGERS FUND II, L.P. Fund · RIA / Wealth · FAIRVIEW CAPITAL PARTNERS, LLC Also on Private Equity | $29.5M | 5 | 2023 | |||||
| 2 | 2012 | |||||||
| $1.0M | 2026 | |||||||
Guggenheim Investments Foundations Fund-A, L.P. Fund · Private equity · Guggenheim Partners Investment Management, LLC | 2025 | |||||||
| 2015 |
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.