DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| READING, | $45.0M | 2026 | |||||
Upper middle market | New York, | $27B | 87 | 13 | 2024 | ||
| Attleboro, | 132 | ||||||
| Oak Ridge, | 102 | ||||||
KMS FINANCIAL SERVICES, INC Registered adviser · RIA / Wealth · matched KMS FINANCIAL SERVICES, INC. · 801-11375 Also on Allocators | SEATTLE, | $8.2B | 2012 | ||||
| COLUMBIA, | $119M | 1 | 2012 | ||||
| $10.0M | 2026 | ||||||
| ANAHEIM, | $7.2M | 2026 | |||||
| 2022 |
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.