DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PLEASANTON, | $287M | 5 | 2018 | |||||
| KIRKLAND, | $284M | 2 | 2019 | |||||
| WHEATON, | $275M | 2014 | ||||||
| HOUSTON, | $44.2M | 1 | 2012 | |||||
| CAUSEWAY BAY, | 1 | 2021 | ||||||
| Edison, | 93 | |||||||
| $33.0M | 2012 | |||||||
| CHARLESTON, | $68.5M | 2026 | ||||||
| Scottsdale, | 725 | |||||||
| Silver Spring, | 64 | |||||||
| Atlanta, | 90 | |||||||
| Columbia, | 75 | |||||||
| Sierra Vista, | 58 | |||||||
KAIZEN RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · 801-130196 Also on Allocators | $156M | 1 | 2024 | |||||
| 2026 | ||||||||
| Antioch, | 88 | |||||||
| SHELBY TOWNSHIP, | 2026 | |||||||
| Tomball, | 1 | |||||||
| $1.6M | 4 | 2 | 2027 | |||||
| $235M | 55 | 2021 | ||||||
| Salt Lake Cty, | ||||||||
| 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.