DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| Capitola, | 71 | |||||
| Clackamas, | 105 | |||||
| Morgan Hill, | 101 | |||||
NEXT STEP FINANCIAL TRANSITIONS Registered adviser · RIA / Wealth · matched NEXT STEP FINANCIAL TRANSITIONS, LLC | $10.4M | 2026 | ||||
NEXT STEP INVESTORS, LLC Fund · RIA / Wealth · WINDSAIL CAPITAL GROUP, LLC Also on Private Equity, Venture Capital | $78,934 | 4 | 2014 | |||
| 2025 | ||||||
| West Allis, | 82 | |||||
| Annapolis, | 52 | |||||
NEXT STEP INVESTORS II, LLC Fund · RIA / Wealth · WINDSAIL CAPITAL GROUP, LLC Also on Private Equity, Venture Capital | $84,381 | 17 | 2014 | |||
| BELLEVUE, | $43.0M | 2026 | ||||
| Mckinney, | 59 |
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.