DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Upper middle market | New York, | $6.1B | 22 | 35 | 22 | 2024 | ||
| $7.6M | 4 | 5 | 2030 | |||||
| 9 | ||||||||
| · candidate Middle market | Wayne, | $3.4B | 21 | 27 | 25 | 2024 | ||
| BALA CYNWYD, | $189M | 5 | 2024 | |||||
| $290M | 5 | 3 | 3 | 2021 | ||||
ODYSSEY GROUP WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ODYSSEY GROUP LLC · 801-133758 | LANCASTER, | $421M | 4 | 2025 | ||||
| 2 | ||||||||
| OCEAN CITY, | $7.4M | 2026 | ||||||
| $140,991 | 3 | 2012 | ||||||
| 4 | 2023 | |||||||
| Oak Brook, | 542 | |||||||
| Hanover, | 156 | |||||||
| 2026 | ||||||||
| 2026 | ||||||||
| Lodi, | 90 | |||||||
| New York, | 70 | |||||||
| $615M | 6 | 2012 | ||||||
ODYSSEY INVESTMENT PARTNERS FUND, LP Fund · RIA / Wealth · ODYSSEY INVESTMENT PARTNERS, LLC Also on Private Equity | $6.2M | 79 | 2012 | |||||
| $62,821 | 5 | 2012 | ||||||
| 3 | 2012 | |||||||
| $1.1M | 2017 | |||||||
| New York, | 424 | |||||||
| Boulder, | $74.0M | 2 | 7 | |||||
| Fort Lauderdale, | 5 | |||||||
| · probable Lower middle market | Denver, | $296,382 | 1 | 1 | ||||
| Tampa, | 1 | 108 | ||||||
| Livonia, | 91 | |||||||
| ROSWELL, | $295M | 2022 | ||||||
| Boston, | 2 | 1 | ||||||
| New Orleans, | 377 | |||||||
| Houston, | 174 | |||||||
| Fairlawn, | 74 | |||||||
| Danbury, | 1,983 | |||||||
| Houston, | 148 | |||||||
| Houston, | 63 | |||||||
| New York, | ||||||||
| New York, | ||||||||
| Santa Monica, | ||||||||
| Santa Monica, | ||||||||
| $43.5M | 4 | 17 | ||||||
| Round Rock, | 69 | |||||||
| Plano, | 443 | |||||||
| 2018 | ||||||||
| Wakefield, | 1,730 | |||||||
| 1 | 1 | |||||||
| New York, | ||||||||
| New York, | ||||||||
| New York, |
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.