DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
MERIT FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MERIT FINANCIAL GROUP, LLC · 801-67462 | ALPHARETTA, | $24B | 284 | 2012 | ||||
| Chicago, | $1.4B | 5 | ||||||
| MASPETH, | $308M | 5 | 2017 | |||||
Merit Fund Advisors Manager · RE funds · matched Merit Fund Advisors, LLC · Under 1b Also on Private Equity, RIA / Wealth Management | · candidate | Birmingham, | $141M | 14 | 3 | 2023 | ||
| OKLAHOMA CITY, | $33.2M | 2026 | ||||||
MERIT INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched MERIT INVESTMENT MANAGEMENT LLC · 801-72593 | WILMINGTON, | $934,998 | 1 | 1 | 2012 | |||
| $35.4M | 4 | 2 | 2032 | |||||
| $934,998 | 2 | 2013 | ||||||
| 2 | ||||||||
| 1 | ||||||||
Middle market | Dallas, | $4.6B | 30 | 6 | 2024 | |||
| 16 | 12 | |||||||
| Madison, | 104 | |||||||
| CHICAGO, | $448M | 3 | 2026 | |||||
| Cleveland, | 259 | |||||||
| Tucson, | 95 | |||||||
| Tampa, | 422 | |||||||
| Muskego, | 98 | |||||||
| Reno, | 136 | |||||||
| Houston, | 118 | |||||||
| Corona, | 103 | |||||||
| Largo, | 91 | |||||||
Meritech Capital Firm · Venture · matched Meritech Sub-Management Corporation · Exempt reporting adviser Also on RIA / Wealth Management | Palo Alto, | $4.1B | 2 | 25 | 14 | 2023 | ||
| New York, | 1 | 1 | ||||||
| South Jordan, | 3,485 | |||||||
| SAN FRANCISCO, | $14B | 9 | 2012 | |||||
| CLEARWATER, | $11.8M | 2012 | ||||||
| East Lansing, | 84 | |||||||
| Arvada, | $63.1M | 30 | 23 | 2 | 2023 | |||
| Spartanburg, | 601 | |||||||
| Oakmont, | 80 | |||||||
Meritage Capital Firm · Private equity · matched Meritage Capital, LLC Also on RIA / Wealth Management | · probable Lower middle market | Austin, | $1.1B | 3 | ||||
| NORTH BAY VILLAGE, | $186M | 4 | 2024 | |||||
| Spokane, | 90 | |||||||
| NEW YORK, | $3.0M | 2015 | ||||||
| $984M | 95 | 2015 | ||||||
MERIT CAPITAL FUND VII, L.P. Fund · RIA / Wealth · MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. Also on Private Equity | $607M | 89 | 2021 | |||||
| $847M | 81 | 2017 | ||||||
| $876M | 80 | 2020 | ||||||
| $605M | 108 | 2012 | ||||||
| 2002 | ||||||||
| Dallas, | 1,225 | |||||||
| $1.2M | 2022 | |||||||
| $654,261 | 2022 | |||||||
| $404M | 77 | 2024 | ||||||
| $276M | 59 | 2012 | ||||||
| Memphis, | 476 | |||||||
MERIT MEZZANINE FUND VI, L.P. Fund · RIA / Wealth · MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. Also on Private Credit, Private Equity | $331M | 41 | 2016 | |||||
| GREENWOOD VILLAGE, | $25.1M | 2026 | ||||||
| Richardson, | 142 |
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.