DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
LIVE OAK INVESTMENT PARTNERS Registered adviser · RIA / Wealth · matched LIVE OAK INVESTMENT PARTNERS, LLC · 801-116882 | AUSTIN, | $266M | 3 | 2019 | ||
TIDAL CREEK CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched LIVE OAK MANAGEMENT GROUP, LLC · 801-136189 | BLUFFTON, | $126M | 5 | 2026 | ||
| $7.1M | 2026 | |||||
LIVE OAK FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched LIVE OAK FINANCIAL MANAGEMENT, INC. | 2026 | |||||
Canapi Advisors, LLC Firm · Venture · matched Live Oak Investment Advisor LLC · Exempt reporting adviser | · candidate | Wilmington, | 4 |
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.