DFX Intelligence
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| WESTLAKE VILLAGE, | $414M | 4 | 2017 | |||||
| OAK BROOK, | $209M | 2012 | ||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Aspen Oak Asset Management Also on Private Credit, RIA / Wealth Management | Unsized | Memphis, | $4.2B | 30 | 5 | 2020 | ||
| CHESHIRE, | $74.8M | 2026 | ||||||
O•• M••••••••• C••••••••• Firm · Venture · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Wilton, | $591M | 150 | 14 | 25 | |||
| AKRON, | $1.8B | 3 | 2012 | |||||
| BLUFFTON, | $285M | 6 | 2012 | |||||
| $177M | 2 | 2012 | ||||||
| $186M | 1 | 2020 | ||||||
| $62.6M | 2026 | |||||||
| ROCHESTER, | 2025 | |||||||
| Azle, | 532 | |||||||
| Portage, | 1 | 61 | ||||||
| $60.0M | 1 | 5 | ||||||
| Seattle, | 23 | |||||||
Lower middle market | Bethesda, | $519M | 106 | 13 | 26 | 2025 | ||
| $112M | 9 | 2025 | ||||||
| NEW YORK, | $57.1M | 2014 | ||||||
| TOLEDO, | $364M | 7 | 2022 | |||||
| Sydney, | $36.2M | 2 | 20 | 2023 | ||||
| 1 | ||||||||
| 1 | 2 |
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