DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Alexandria, | 63 | |||||||
| Ann Arbor, | 1,486 | |||||||
| Pasadena, | $1.8B | 3 | 1 | 2024 | ||||
| 2022 | ||||||||
| New York, | $224M | 2024 | ||||||
| WRENTHAM, | $14.0M | 2026 | ||||||
| $11.8M | 16 | 2022 | ||||||
| $12.0M | 24 | 2022 | ||||||
| $9.0M | 21 | 2022 | ||||||
| $6.0M | 37 | 2023 | ||||||
| $1.8M | 8 | 2024 | ||||||
| ANN Arbor, | 2 | 2 | 1 | 2022 | ||||
Transformation Capital Firm · Venture · matched Transformation Capital Partners, L.P. · Exempt reporting adviser | Boston, | $3.1B | 1 | 12 | 6 | 2024 | ||
Transform Capital Firm · Venture · matched Transform Management Company, LLC · Exempt reporting adviser Also on RIA / Wealth Management | San Mateo, | $27.6M | 24 | 2 | 7 | 2021 | ||
TRANSFORM WEALTH, LLC Registered adviser · RIA / Wealth · matched TRANSFORM WEALTH, LLC. · 801-107796 Also on Allocators | GREENWOOD VILLAGE, | $3.4B | 2016 | |||||
Leerink Transformation Partners Firm · Private equity · matched Leerink Transformation Partners LLC Also on RIA / Wealth Management | · probable Unsized | Boston, | $355M | 4 | 5 | 2018 | ||
| $60.5M | 2 | 2021 | ||||||
| · probable Lower middle market | London, | $140M | 2 | 2 | 2018 | |||
STAVIS WEALTH TRANSFER SOLUTIONS Registered adviser · RIA / Wealth · matched STAVIS WEALTH TRANSFER SOLUTIONS, LLC · 801-128853 | HOUSTON, | $148M | 4 | 2023 | ||||
| · probable | Denver, | $10.7M | 1 | 2 | 11 | 2022 | ||
| $29.0M | 2 | 2021 | ||||||
Dellinsf Management LLC Firm · Venture · Exempt reporting adviser Also on Private Equity, RIA / Wealth Management | · candidate | $35.0M | 2 | 1 | 2018 | |||
| Dallas, | $182M | 2024 | ||||||
| $41.9M | 1 | 2012 | ||||||
| LOUISVILLE, | $45.3M | 2025 | ||||||
A-NSF-11-FUND, A SERIES OF ANGELLIST OMNIBUS, LLC Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $70,613 | 19 | 2019 | |||||
Lower middle market | Arlington, | $3.8M | 3 | 3 | ||||
| $18.6M | 2026 | |||||||
| $17.7M | 2026 | |||||||
| $13.6M | 2026 | |||||||
WEALTH CMT Registered adviser · RIA / Wealth · matched WEALTH CREATION MANAGEMENT & TRANSFER, LLC · 801-80698 | CHERRY HILL, | $264M | 2014 | |||||
Mansfield Bor Non-Unif Employees DB Pension 1 Allocator · Allocators · matched MANSFIELD BOR NON-UNIF EMP DB PENSION 1 · <100M | $1.6M | 2022 | ||||||
| $1.2M | 2024 | |||||||
| $1.3M | 2022 | |||||||
| San Francisco, | ||||||||
| ATLANTA, | $512,056 | 2026 | ||||||
| EL SEGUNDO, | 2018 | |||||||
| 2026 | ||||||||
| GRAND RAPIDS, | 2024 | |||||||
| 2026 | ||||||||
| 2012 | ||||||||
| Alexandria, | 2,392 | |||||||
| Roanoke, | 1,872 | |||||||
| Rock Island, | 1,618 | |||||||
| Gainesville, | 1,089 | |||||||
| Buffalo, | 843 | |||||||
| Harrisburg, | 1,001 | |||||||
| Neenah, | 875 | |||||||
| Shelbyville, | 860 | |||||||
| Black River Falls, | 650 |
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.