DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 1998 | ||||||||
| · probable Lower middle market | Boston, | $5.0B | 1 | 58 | 2019 | |||
| · probable Lower middle market | Burlington, | $877M | 5 | 7 | 6 | 2021 | ||
| LAKE OSWEGO, | $734M | 7 | 2017 | |||||
| RADNOR, | $672M | 5 | 2022 | |||||
| $466M | 5 | 2021 | ||||||
| WINTER PARK, | $545M | 7 | 2026 | |||||
HELIUM ADVISORS LLC Registered adviser · RIA / Wealth · 801-126557 Also on Independent Sponsors, Private Equity | VANCOUVER, | $234M | 1 | 5 | 2022 | |||
CONSILIUM INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-63245 Also on Independent Sponsors, Real Estate Funds | FORT LAUDERDALE, | $541M | 2 | 2012 | ||||
CONSILIUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CONSILIUM WEALTH MANAGEMENT, LLC · 801-71907 | DANVILLE, | $787M | 2012 | |||||
| · probable | Pittsford, | $41.9M | 4 | 6 | ||||
| BOULDER, | $215M | 1 | 2019 | |||||
| Paris, | $591M | 2025 | ||||||
| · probable Lower middle market | Houston, | $76.4M | 4 | 2 | 1 | 2023 | ||
TRILLIUM INVESTMENTS Registered adviser · RIA / Wealth · matched TRILLIUM INVESTMENTS LLC · 801-132408 | EMERYVILLE, | $123M | 2 | 2025 | ||||
Rffm Firm · Private equity · matched Pelium Capital Management, LLC (relying Adviser) Also on RIA / Wealth Management | · candidate Unsized | New York, | $74.0M | 5 | 10 | |||
| $51.8M | 2026 | |||||||
| STAMFORD, | $25.4M | 1 | 2021 | |||||
| $16.6M | 2026 | |||||||
| LAKE FOREST, | $4.5M | 1 | 2023 | |||||
| New York, | $3.8M | |||||||
| TORONTO, ONTARIO, | 2017 | |||||||
TRILLIUM VALLEY FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched TRILLIUM VALLEY FINANCIAL PLANNING, LLC | 2026 | |||||||
| Kalamazoo, | 4,334 | |||||||
| Baltimore, | 2,268 | |||||||
| Ravenswood, | 1,770 | |||||||
Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement Plan Plan · Allocators · Constellium Rolled Products-Ravenswood LLC | Ravenswood, | $159M | 2024 | |||||
| Muscle Shoals, | 897 | |||||||
| Van Buren, | 873 | |||||||
| Denver, | 595 | |||||||
| San Diego, | 511 | |||||||
| Duluth, | 299 | |||||||
| Canton, | 357 | |||||||
Constellium Rolled Products-Ravenswood LLC Salaried Employees Retirement Plan Plan · Allocators · Constellium Rolled Products-Ravenswood LLC | Ravenswood, | $44.9M | 2024 | |||||
| Rochester, | 327 | |||||||
| Chehalis, | 317 | |||||||
| Cincinnati, | 250 | |||||||
| Irving, | 171 | |||||||
| Cleveland, | $3.4M | 2 | ||||||
| Auburn, | 132 | |||||||
| Houston, | 126 | |||||||
| Clackamas, | 84 | |||||||
| Portland, | 77 | |||||||
| Hood River, | 79 | |||||||
| San Francisco, | 55 | |||||||
FR Flow Control Valves US Bidco Inc. Company · Sponsors · matched TRILLIUM VALVES USA · Professional equipment wholesale | Ipswich, | 698 | ||||||
| Peabody, | 1 | |||||||
| San Diego, | 1 | |||||||
| Tulsa, | 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.