DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| FRIENDSWOOD, | $571M | 16 | 2019 | ||||
| MIDDLETOWN, | $24.8M | 2025 | |||||
| $2.9M | 2026 | ||||||
| CHANDLER, | $43.0M | 2026 | |||||
| $25.5M | 2012 | ||||||
| BRADENTON, | $157M | 5 | 2025 | ||||
| Moca, | 52 | ||||||
| ALPHARETTA, | $6.1M | 2018 | |||||
| Elmora, | 152 | ||||||
| Allentown, | 64 | ||||||
DYNAMIC LIFESTYLE PLANNING GROUP Registered adviser · RIA / Wealth · matched DYNAMIC LIFESTYLE PLANNING GROUP LLC Also on Allocators | $78.1M | 2026 | |||||
| COLORADO SPRINGS, | $12.1M | 2026 | |||||
RETIREMENT LIFESTYLES ADVISORY GROUP Registered adviser · RIA / Wealth · matched RETIREMENT LIFESTYLES ADVISORS, LLC | REDDING, | $68.3M | 2026 | ||||
FINANCIAL LIFESTYLE MANAGEMENT Registered adviser · RIA / Wealth · matched FLM FINANCIAL LIFESTYLE MANAGEMENT LLC | GREENVILLE, | $31.1M | 2026 | ||||
| $2.9M | 3 | 1 | |||||
| $225,000 | 2026 | ||||||
ACTIVE LIFESTYLE FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched ACTIVE LIFESTYLE FINANCIAL PLANNING LLC | 2026 | ||||||
| Plymouth, | 318 | ||||||
| San Francisco, | 168 | ||||||
| Waterford, | 208 | ||||||
| Kissimmee, | 156 | ||||||
| Carlsbad, | 133 | ||||||
| Greensboro, | 85 | ||||||
| Sauk Rapids, | 123 | ||||||
| Fairfield, | 120 | ||||||
| Cleveland, | 95 | ||||||
| Los Angeles, | 84 | ||||||
| Livingston, | 60 | ||||||
Composite Technology Assemblies, LLC Company · Sponsors · matched OASIS LIFESTYLE, LLC · Plastics rubber products | Plymouth, | 249 | |||||
| New York, | 1 | ||||||
| Cleveland, | 1 | ||||||
| $38.6M | 3 | 1 | 2028 | ||||
| Chesterfield, | 58 | ||||||
| 1 | 1 | ||||||
| $10.1M | 92 | 2022 | |||||
| $28.1M | 2026 | ||||||
| $32.8M | 5 | 2014 | |||||
Calamar Lifestyle Senior Housing Fund II Real estate fund vehicle · RE funds · Calamar Capital Services, LLC Also on RIA / Wealth Management | $6.9M | 80 | 2023 | ||||
| $6.9M | 80 | 2023 | |||||
Delta-V Lifestyle1-Th Vs1, LP Fund · Private equity · Delta-V Capital, LLC Also on RIA / Wealth Management | $63.3M | 2022 | |||||
| $21.1M | 2 | 2022 | |||||
Delta-V Lifestyle2-Th, LP Fund · Private equity · Delta-V Capital, LLC Also on RIA / Wealth Management | $30.0M | 2022 | |||||
JPI LIFESTYLE APARTMENT COMMUNITIES, L.P. Fund · RIA / Wealth · TDI REAL ESTATE HOLDINGS LLC Also on Real Estate Funds | $4.0M | 3 | 2012 | ||||
JPI Lifestyle Apartment Communities, L.P. Real estate fund vehicle · RE funds · TDI Real Estate Holdings LLC Also on RIA / Wealth Management | $4.0M | 3 | 2012 | ||||
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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.