DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
HERITAGE FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched HERITAGE FINANCIAL SERVICES, LLC · 801-64494 Also on Private Equity | WESTWOOD, | $3.0B | 2011 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched The Heritage Financial Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| BETHESDA, | $4.6B | 9 | 2012 | |||||
| POMPANO BEACH, | $2.2B | 12 | 2012 | |||||
| $1.3B | 2 | 2020 | ||||||
HERITAGE FINANCIAL LLC Registered adviser · RIA / Wealth · matched HERITAGE FINANCIAL, LLC · 801-114336 | GAINESVILLE, | $408M | 7 | 2018 | ||||
Middle market | Boston, | $1.2B | 19 | 17 | 21 | 2024 | ||
| $307M | 4 | 2012 | ||||||
| · probable Lower middle market | Boston, | $225M | 1 | 2 | 2024 | |||
| WATERVILLE, | $188M | 2 | 2012 | |||||
| BELTON, | $155M | 2 | 2022 | |||||
| WOODBRIDGE, | $147M | 3 | 2012 | |||||
| ST PAUL, | $66.7M | 1 | 2012 | |||||
| FORT PIERCE, | $126M | 2018 | ||||||
| NEW YORK, | $56.8M | 6 | 2012 | |||||
| ALTAMONTE SPRINGS, | $87.7M | 2026 | ||||||
| $83.4M | 2026 | |||||||
| CHARLOTTE, | $78.5M | 2026 | ||||||
| MONROE, | $61.4M | 2026 | ||||||
| SCHAUMBURG, | $30.4M | 2011 | ||||||
| JACKSONVILLE, | $19.2M | 2026 | ||||||
| MALVERN, | $9.0M | 1 | 2012 | |||||
| WOODBURY, | 2026 | |||||||
| 2026 | ||||||||
| Winter Haven, | 475 | |||||||
| 7 | 1 | |||||||
| 2 | 1 | |||||||
| $55.1M | 46 | 2021 | ||||||
| 1 | 2 | |||||||
Heritage Scsp Fund · Private equity · Iqeq Fund Management (luxembourg) S.A. Also on RIA / Wealth Management | $114M | |||||||
| 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.