DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 4 | 2 | 2027 | ||||||
| 1 | ||||||||
| · probable Large cap | Boston, | $35B | 114 | 92 | 126 | 2024 | ||
| New York, | $20B | 3 | 16 | 29 | ||||
| PARSIPPANY, | $26B | 232 | 2018 | |||||
| · probable Middle market | New York, | $21B | 13 | 5 | 2024 | |||
| · probable Middle market | Paris, | $3.8B | 4 | 50 | 2023 | |||
| BOUNTIFUL, | $2.3B | 1 | 101 | 2012 | ||||
| · probable | Charlotte, | $504M | 24 | 7 | 26 | 2014 | ||
| FOSTER CITY, | $3.4B | 27 | 2012 | |||||
| COLUMBUS, | $2.3B | 20 | 2012 | |||||
| · probable Lower middle market | Fort Worth, | $25B | 4 | 16 | 25 | 2024 | ||
| COLORADO SPRINGS, | $2.3B | 35 | 2025 | |||||
SUMMIT FINANCIAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL WEALTH ADVISORS, LLC · 801-79686 | LAFAYETTE, | $1.8B | 17 | 2014 | ||||
| · probable Lower middle market | Boston, | $815M | 12 | 12 | 2023 | |||
Summit Strategies Group Firm · Private equity · matched Summit Strategies Inc Also on Allocators, RIA / Wealth Management | · candidate Unsized | St Louis, | $3.9B | 5 | ||||
SUMMIT PEAK INVESTMENTS, LLC Registered adviser · RIA / Wealth · 801-121852 Also on Private Equity, Venture Capital | $1.1B | 32 | 5 | 2021 | ||||
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-81001 Also on Family Offices | BOSTON, | $4.6B | 12 | 2015 | ||||
| FORT WORTH, | $10B | 3 | 2024 | |||||
| BOCA RATON, | $4.5B | 2012 | ||||||
SUMMIT WEALTH AND RETIREMENT PARTNERS Registered adviser · RIA / Wealth · matched SUMMIT WEALTH & RETIREMENT PLANNING, INC. · 801-108910 | EAGLE, | $978M | 7 | 2016 | ||||
| MEMPHIS, | $1.1B | 6 | 2012 | |||||
| ORLANDO, | $676M | 12 | 2016 | |||||
SUMMIT INVESTMENT ADVISORY SERVICES Registered adviser · RIA / Wealth · matched SUMMIT INVESTMENT ADVISORY SERVICES, LLC · 801-110650 | ROSEVILLE, | $746M | 8 | 2017 | ||||
| EXETER, | $762M | 7 | 2015 | |||||
Westsummit Capital Management L.P. Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Hong Kong, | $414M | 4 | 3 | 2023 | |||
Summit Ag Advisors, LLC Firm · Venture · Exempt reporting adviser Also on Private Equity, RIA / Wealth Management | · candidate | Alden, | $50.8M | 1 | 1 | 28 | ||
| DALLAS, | $2.0B | 2012 | ||||||
| · probable Unsized | Seattle, | $520M | 1 | 4 | 2015 | |||
SUMMIT CREEK ADVISORS Registered adviser · RIA / Wealth · matched SUMMIT CREEK ADVISORS, LLC · 801-70380 | MINNEAPOLIS, | $651M | 3 | 2012 | ||||
| $781M | 3 | 2023 | ||||||
| DALLAS, | $519M | 1 | 2020 | |||||
| $444M | 3 | 2022 | ||||||
SUMMIT WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched SUMMIT X · 801-107111 Also on Allocators | CHESTERFIELD, | $979M | 2015 | |||||
SUMMIT PLACE FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched SUMMIT PLACE FINANCIAL ADVISORS,LLC · 801-96169 | SUMMIT, | $300M | 4 | 2012 | ||||
| NEW YORK, | $757M | 1 | 2012 | |||||
| CAMARILLO, | $250M | 4 | 2017 | |||||
NEW Summit Investments LLC Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | Manchester, | $122M | 12 | ||||
| MIDDLETOWN, | $233M | 5 | 2015 | |||||
SUMMIT GROUP RETIREMENT PLANNERS, INC. Registered adviser · RIA / Wealth · 801-110664 Also on Allocators | EXTON, | $302M | 3 | 2017 | ||||
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL CONSULTING LLC · 801-123641 | STERLING HEIGHTS, | $185M | 6 | 2022 | ||||
| · probable Unsized | Alden, | $163M | 5 | 2 | ||||
SUMMIT FINANCIAL Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL ADVISORS, LLC · 801-58179 | SAN MATEO, | $519M | 2012 | |||||
BLUE SUMMIT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BLUE SUMMIT FINANCIAL GROUP, INC. · 801-117302 | SAN DIEGO, | $211M | 2 | 2019 | ||||
| GREEN BAY, | $488M | 2011 | ||||||
| TULSA, | $182M | 3 | 2021 | |||||
| SUMMIT, | $234M | 5 | 2012 | |||||
SUMMIT WEALTH MANAGEMENT, INC Registered adviser · RIA / Wealth · matched SUMMIT WEALTH MANAGEMENT · 801-29339 | ATLANTA, | $517M | 2012 | |||||
| ORLANDO, | $378M | 2012 | ||||||
Menlo Equities V LLC Firm · Private equity · matched Summit Office Partners LLC (relying Adviser) Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Menlo Park, | $1.5B | 133 | 1 | 78 |
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.