DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | New York, | $397M | 3 | 16 | 15 | 2024 | ||
| $2.0M | 2 | 2023 | ||||||
Middle market | Dallas, | $2.0B | 22 | 31 | 42 | 2022 | ||
| $118M | 73 | 2022 | ||||||
| $73.0M | 29 | 2023 | ||||||
| $79.5M | 45 | 2022 | ||||||
| $13.3M | 43 | 2022 | ||||||
| $28.9M | 22 | 2023 | ||||||
| $21.4M | 47 | 2024 | ||||||
| $8.5M | 12 | 2024 | ||||||
| $11.5M | 26 | 2023 | ||||||
| $11.1M | 37 | 2022 | ||||||
| $25.1M | 27 | 2023 | ||||||
| $37.5M | 12 | 2023 | ||||||
| $13.2M | 11 | 2023 | ||||||
| $17.8M | 14 | 2021 | ||||||
| $58.9M | 2023 | |||||||
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STEVEN KAINOA TIMBAL Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2005 | |||||||
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| Indianapolis, | 100 | |||||||
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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.