DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Memphis, | 427 | |||||||
| Little Rock, | 1 | |||||||
| 1 | 1 | |||||||
| 3 | ||||||||
| 1 | ||||||||
| $33.8M | 5 | 9 | 2028 | |||||
| 2 | 1 | |||||||
| 2000 | ||||||||
| 1986 | ||||||||
| 1990 | ||||||||
| 1993 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
ANDREW MICHAEL KELEN Person · RIA / Wealth · matched ANDREW MICHAEL BENTLEY-KELEN · ESI FINANCIAL ADVISORS | 2011 | |||||||
| 2006 | ||||||||
| 1999 | ||||||||
| 2011 | ||||||||
Captrust | 2010 | |||||||
| 2016 | ||||||||
BERKELEY CAPITAL PARTNERS, LLC Registered adviser · RIA / Wealth · 801-106521 Also on Independent Sponsors, Private Equity | MILTON, | $1.1B | 8 | 8 | 2015 | |||
| 2014 | ||||||||
| BERKELEY, | $830M | 12 | 2012 | |||||
BERKELEY PARTNERS MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-108092 Also on Real Estate Funds | OAKLAND, | $3.1B | 1 | 2016 | ||||
| BOISE, | $574M | 4 | 2012 | |||||
| Berkeley, | $4.0B | 2025 | ||||||
KELETSO HOPE Zondo Person · RIA / Wealth · matched KELETSO HOPE GABABOTSE · GOLDMAN SACHS WEALTH SERVICES, L.P. | 2011 | |||||||
| BERKELEY, | $881M | 2012 | ||||||
| 2010 | ||||||||
| 1997 | ||||||||
Keleigh Marie Sopher Person · RIA / Wealth · matched KELEIGH MARIE STAHLMAN · JANNEY MONTGOMERY SCOTT LLC | 2013 | |||||||
| 2002 | ||||||||
| ATLANTA, | $125M | 2 | 2024 | |||||
| ELLSWORTH, | $128M | 2 | 2025 | |||||
Berkeley Skydeck Fund I GP, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Berkeley, | $69.4M | 4 | 2017 | ||||
| $11.3M | 4 | 2020 | ||||||
BERKELEY SQUARE ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BERKELEY SQUARE ASSET MANAGEMENT, LLC · 801-110869 | DENVER, | $145M | 2017 | |||||
THE BLAKELEY GROUP INC Registered adviser · RIA / Wealth · matched THE BLAKELEY GROUP, INC. · 801-70125 | SANTA CLARA, | $65.0M | 1 | 2012 | ||||
Industry Capital Advisors, LLC Manager · RE funds · matched The Berkeley Funds Also on Private Credit, RIA / Wealth Management | · probable Unsized | San Francisco, | $106M | 8 | 2 | 2016 | ||
| SAN FRANCISCO, | $25.3M | 2026 | ||||||
| 2015 | ||||||||
| $17.2M | 2022 | |||||||
| $7.3M | 2024 | |||||||
| 2026 | ||||||||
| BOSTON, | 2026 | |||||||
| Washington, | 2,046 | |||||||
| Kingwood, | 595 | |||||||
| Camden, | 502 | |||||||
| Moncks Corner, | 220 | |||||||
| Blissfield, | 187 |
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.