DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 4 | 2013 | |||||||
| 1 | ||||||||
| Lakewood, | 58 | |||||||
| RALEIGH, | $584M | 19 | 2020 | |||||
| GUILFORD, | $616M | 8 | 2012 | |||||
| BOSTON, | $266M | 2 | 2012 | |||||
ALLARIA LEDESMA & CIA Registered adviser · RIA / Wealth · matched ALLARIA LEDESMA & CIA SOC. DE BOLSA SA · 801-68627 | BUENOS AIRES, | $245M | 2011 | |||||
| · probable | Miami, | $269M | 4 | |||||
CROSS LEDGE INVESTMENTS Registered adviser · RIA / Wealth · matched CROSS LEDGE INVESTMENTS LLC · 801-79775 | PHILADELPHIA, | $29.7M | 2 | 2014 | ||||
| SARTELL, | $351M | 2018 | ||||||
| New York, | $13.2M | |||||||
| $27.1M | 2022 | |||||||
| $11.1M | 2026 | |||||||
| 1 | 1 | |||||||
SOUTH VALLEY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched ELLIOTT-LEDGERWOOD & COMPANY · 801-61535 | KLAMATH FALLS, | $85.9M | 2012 | |||||
| Denver, | $79.0M | 1 | ||||||
| $65.0M | 2012 | |||||||
| Reno, | 205 | |||||||
| Wilmington, | 310 | |||||||
| Earth City, | 118 | |||||||
| · probable Lower middle market | $75.0M | 1 | 1 | 2023 | ||||
| Fresno, | 98 | |||||||
| East Rutherford, | 70 | |||||||
| Clifton Park, | 51 | |||||||
| St. Cloud, | 64 | |||||||
| NEW YORK, | $32.1M | 2021 | ||||||
| Grand Rapids, | $6.3M | 2024 | ||||||
| Newark, | $5.5M | 2022 | ||||||
| Poulsbo, | 1 | |||||||
| Torrance, | 79 | |||||||
| EXETER, | $217M | 2 | 2012 | |||||
| BELLAIRE, | $121M | 1 | 2026 | |||||
| Wilmington, | $139M | 41 | 15 | 5 | 2024 | |||
| ARMONK, | $29.2M | 2012 | ||||||
| Randolph, | 54 | |||||||
| 2014 | ||||||||
| 2005 | ||||||||
| 1986 | ||||||||
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| 1998 | ||||||||
| 2015 |
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.