DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 | |||
| COVINGTON, | $1.7B | 19 | 2014 | |||||
| 3 | ||||||||
| BUFFALO GROVE, | $336M | 5 | 2014 | |||||
| BOWLING GREEN, | $57.9M | 2026 | ||||||
| $15.4M | 2026 | |||||||
| $555,943 | 2026 | |||||||
| LOVELAND, | 2026 | |||||||
| CLEVELAND, | $1.4B | 16 | 2018 | |||||
| SUMMIT, | $4.6B | 2020 | ||||||
JOURNEY BEYOND WEALTH Registered adviser · RIA / Wealth · matched JOURNEY BEYOND WEALTH, LLC · 801-128161 | ROSWELL, | $250M | 4 | 2023 | ||||
| MEDIA, | $50.9M | 2026 | ||||||
| Glenview, | 340 | |||||||
| Manchester, | 296 | |||||||
| New York, | 2 | |||||||
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-122085 | AMMON, | $187M | 5 | 2021 | ||||
| New York, | 1 | |||||||
Deep Journey Protocol Ventures Firm · Venture · matched Deep Journey Protocol Ventures Ltd. · Exempt reporting adviser | · candidate | $321M | 6 | |||||
| $25.0M | 1 | 1 | 2028 | |||||
| 2015 | ||||||||
United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan Plan · Allocators · Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 Pension | Troy, | $206M | 15 | 5 | 4 | 2025 | ||
| DOWNEY, | $9.2M | 1 | 2025 | |||||
| Houston, | 66 | |||||||
| Spokane, | 56 | |||||||
United Asso Journeymen & Apprnc Pension Fund Plan · Allocators · United Assn of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund | Jacksonville, | $201M | 9 | 3 | 3 | 2025 | ||
| Madison, | 617 | |||||||
| New York, | 108 | |||||||
| Southlake, | 72 | |||||||
| $6.9M | 2 | 6 | 2028 | |||||
| 1 | 2 | |||||||
| Coral Springs, | 69 | |||||||
| Las Cruces, | 277 | |||||||
| WINTERVILLE, | $63.0M | 2025 | ||||||
| 2016 | ||||||||
| $6.5M | 2026 | |||||||
| $4.5M | 2026 | |||||||
| $2.9M | 2026 | |||||||
COMPANIONS ON YOUR JOURNEY Registered adviser · RIA / Wealth · matched COMPANIONS ON YOUR JOURNEY, LLC | $1.9M | 2023 | ||||||
| $112M | 19 | 2022 | ||||||
| Boston, | ||||||||
| Raliegh, | 638 | |||||||
| Nashville, | 255 | |||||||
| Newnan, | 88 | |||||||
| Lehi, | 69 | |||||||
| Omaha, | 57 | |||||||
| New Rochelle, | 2 | |||||||
| City Of Wilmington, | 2 | |||||||
| Burlington, | 1 | |||||||
| Sarasota, | 1 | |||||||
| New York, | 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.