DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 1 | ||||||||
| Syracuse, | 1,164 | |||||||
| Berkeley, | 1 | 1 | ||||||
| Berkeley, | ||||||||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| 2007 | ||||||||
| 2013 | ||||||||
| Salina, | 53 | |||||||
Helios Investment Partners LLP Firm · Venture · Exempt reporting adviser Also on Allocators, Private Equity | · candidate | London, | $1.8B | 55 | 14 | 33 | 2022 | |
| 2013 | ||||||||
| SAN JUAN, | 2026 | |||||||
| NEW YORK, | $393M | 2 | 2012 | |||||
| 2015 | ||||||||
| 2014 | ||||||||
Helios Climate Ventures, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Denver, | $126M | 31 | 6 | 2023 | |||
| Pasadena, | 254 | |||||||
| Boston, | $249M | |||||||
| Reston, | 63 | |||||||
| Santa Barbara, | $20.0M | |||||||
| Bethesda, | 170 | |||||||
| $203M | 2 | 2 | 2028 | |||||
| PEARLAND, | $95.1M | 2026 | ||||||
| Denver, | $79.0M | 1 | ||||||
| SINGAPORE, | $166M | 2 | 2012 | |||||
| $126M | 1 | 2 | 2026 | |||||
| $128M | 4 | 2 | 2031 | |||||
| 4 | 5 | |||||||
NANCY ELIZABETH LEWIS-HELIOTES Person · RIA / Wealth · matched NANCY HELIOTES · MOMENTUM INDEPENDENT NETWORK INC. | 1994 | |||||||
| 2001 | ||||||||
| 2004 | ||||||||
| $26.2M | 2 | 1 | 2031 | |||||
| Sarasota, | 1,674 | |||||||
| Portsmouth, | 1 | |||||||
| Saint Paul, | 87 | |||||||
| 2 | 1 | |||||||
| Sunnyvale, | 74 | |||||||
| Atlanta, | 68 | |||||||
| Baltimore, | 163 | |||||||
| $351M | 29 | 2019 | ||||||
| CEDAR PARK, | 2026 | |||||||
| $364M | 7 | 2023 | ||||||
| Maitland, | 100 | |||||||
| $78.0M | 30 | 2018 | ||||||
Middle market | New York, | $1.3B | 8 | 4 | 2023 | |||
| 7 | 1 | |||||||
| $64.8M | 11 | 2019 | ||||||
| $82.8M | 6 | 8 | 2032 | |||||
| $15.9M | 31 | 2014 | ||||||
| $39.7M | 9 | 2023 |
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.