DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO, | $1.2B | 2012 | ||||||
| CHARLESTON, | $28.8M | 1 | 2012 | |||||
Lower middle market | New York, | $291M | 4 | 10 | 21 | 2022 | ||
| DRAPER, | $133M | 3 | 2024 | |||||
| $2.9M | 2026 | |||||||
| 2026 | ||||||||
| Greenwich, | 1 | |||||||
| San Francisco, | $1.0B | 1 | ||||||
JACOBS LEVY EQUITY MANAGEMENT Registered adviser · RIA / Wealth · matched JACOBS LEVY EQUITY MANAGEMENT INC · 801-28257 | FLORHAM PARK, | $28B | 4 | 5 | 2012 | |||
| Dallas, | $277M | 2025 | ||||||
GLASS JACOBSON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched GLASS JACOBSON INVESTMENT ADVISORS, LLC · 801-62867 | OWINGS MILLS, | $928M | 10 | 2012 | ||||
| $10.1M | 2026 | |||||||
| Harlan, | 90 | |||||||
DEAN, JACOBSON FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched DEAN, JACOBSON FINANCIAL SERVICES, LLC · 801-77262 | FORT WORTH, | $519M | 6 | 2012 | ||||
| NASHVILLE, | $429M | 2 | 2012 | |||||
| PASADENA, | $99.4M | 2012 | ||||||
| NEW YORK, | $91.3M | 2011 | ||||||
| Philadelphia, | 67 | |||||||
| BELLEVUE, | 2011 | |||||||
| Maynard, | 137 | |||||||
| Dallas, | $187M | 2024 | ||||||
| Dayton, | 85 | |||||||
| MIAMI, | $2.1M | 2026 | ||||||
| Portland, | 103 | |||||||
| MIDDLETON, | $676M | 12 | 2011 | |||||
| Elizabeth, | 58 | |||||||
| Scottsdale, | 192 | |||||||
| Chesterton, | 93 | |||||||
| Champaign, | 100 | |||||||
| Portland, | 58 | |||||||
JACOBSEN CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched JACOBSEN CAPITAL MANAGEMENT, LLC · 801-63010 | SALT LAKE CITY, | $563M | 3 | 2012 | ||||
| St Augustine, | 54 | |||||||
| Coppell, | 53 | |||||||
Fried, Frank, Harris, Shriver & Jacobson LLP Employees' Retirement Plan Plan · Allocators · Fried, Frank, Harris, Shriver & Jacobson LLP | New York, | $1.8M | 1 | 1 | 1 | 2022 | ||
| $1.8B | 2 | 2012 | ||||||
| 1 | 1 | 1 | ||||||
| $91,689 | 2026 | |||||||
| Olathe, | 972 | |||||||
| 1995 | ||||||||
| 2006 | ||||||||
| 2003 | ||||||||
| 2005 | ||||||||
| 2008 | ||||||||
| 1992 | ||||||||
Gena Jacobs Wolbrecht Person · RIA / Wealth · matched GENA JACOBS TODD · CETERA INVESTMENT ADVISERS LLC | 1993 | |||||||
| 2009 | ||||||||
| 1987 | ||||||||
| 1998 | ||||||||
| 1994 |
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.