DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| SUMMIT, | $4.3B | 204 | 2019 | ||||
| MINNEAPOLIS, | $3.3B | 2015 | |||||
SIMPLICITY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SIMPLICITY WEALTH MANAGEMENT LLC | $35.9M | 2026 | |||||
| MILWAUKEE, | $8.0M | 2026 | |||||
| $402M | 6 | 14 | 2031 | ||||
| Silver Spring, | 241 | ||||||
| Melville, | 187 | ||||||
| Overland Park, | 63 | ||||||
| Overland Park, | 1 | ||||||
| $8.2M | 3 | 2 | 2031 | ||||
| 2 | 1 | ||||||
| 2 | 1 | ||||||
| 1 | 1 | ||||||
| 1 | 1 | 2031 | |||||
| 1 | 1 | 2026 | |||||
19: LEP SIMPLICITY HOLDINGS, L.P. Fund · RIA / Wealth · LEE EQUITY PARTNERS, LLC Also on Private Equity | $422M | 8 | 2021 | ||||
| Liberty Lake, | 2 | ||||||
| Salt Lake City, | 1 | ||||||
| 2 | |||||||
| 1 | |||||||
| 3 |
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.