DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Shelton, | 52 | |||||||
| PITTSBURGH, | $691M | 11 | 2020 | |||||
| MIDDLETON, | $878M | 7 | 2013 | |||||
Lower middle market | Villanova, | $403M | 17 | 4 | 2024 | |||
| New York, | $77.5M | 1 | 9 | 10 | 2025 | |||
| MACUNGIE, | $654M | 8 | 2025 | |||||
| AVON, | $309M | 4 | 2023 | |||||
| CHARLOTTE, | $277M | 2 | 2022 | |||||
| SOUTHERN PINES, | $263M | 2015 | ||||||
| 1 | 1 | 2 | ||||||
| · probable Lower middle market | Shanghai, | $3.3M | 1 | 3 | ||||
| $22.5M | 2026 | |||||||
| Fremont, | 2,504 | |||||||
| $31.2M | 5 | 2 | 2031 | |||||
| St. Charles, | 231 | |||||||
| 1 | ||||||||
| GREENVILLE, | $221M | 2019 | ||||||
| BUFFALO, | $103M | 2013 | ||||||
| CHICAGO, | $56.0M | 2026 | ||||||
| · probable | Dallas, | $2.1B | 7 | 5 | 2021 | |||
| BEDFORD, | $590M | 12 | 2016 | |||||
| $17.9M | 2026 | |||||||
| GREENVILLE, | $65.2M | 2016 | ||||||
| BEDFORD, | $146M | 2012 | ||||||
| Garland, | 823 | |||||||
| Valley Stream, | 1,210 | |||||||
| Lake Oswego, | 223 | |||||||
| Highland, | 173 | |||||||
| · probable Lower middle market | Shanghai, | $49.8M | 1 | 2 | ||||
| Austin, | 69 | |||||||
| Waxhaw, | 75 | |||||||
| Temple Terrace, | 63 | |||||||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched MILESTONE WEALTH STRATEGIES LLC | COLUMBUS, | $19.1M | 2026 | |||||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched JAMES F SCOTT INVESTMENTS LLC DBA MILESTONE WEALTH STRATEGIES | PLANO, | $8.0M | 2024 | |||||
| Cupertino, | 1 | |||||||
| Carrollton, | 67 | |||||||
| 3 | 1 | 3 | ||||||
Milestone Scientific Inc. Company · Venture · matched Milestone Scientific Inc/nj · Form D equity offering | Roseland, | 1 | ||||||
| Hurricane, | 50 | |||||||
MILESTONE III REIT, LLC Fund · RIA / Wealth · THE MILESTONE REAL ESTATE GROUP, LP Also on Real Estate Funds | $31.8M | 189 | 2014 | |||||
Milestone III Reit, LLC Real estate fund vehicle · RE funds · The Milestone Real Estate Group, LP Also on RIA / Wealth Management | $31.8M | 189 | 2014 | |||||
| Carmel, | 61 | |||||||
| $101M | 6 | 2023 | ||||||
| $58.0M | 100 | 2020 | ||||||
| $2.2M | 2026 | |||||||
| $41.1M | 93 | 2012 | ||||||
| $53.0M | 30 | 2023 | ||||||
| $65.3M | 6 | 2021 | ||||||
| $23.8M | 68 | 2012 | ||||||
| 1 | 1 | 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.