DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 2014 | |||||||
| · probable | Atlanta, | $1.3B | 44 | 40 | 2023 | ||
| LAKE OSWEGO, | $393M | 6 | 2024 | ||||
| LARKSPUR, | $300M | 2 | 2024 | ||||
FORTY NORTH WEALTH Registered adviser · RIA / Wealth · matched PANORAMIC INVESTMENT ADVISORS, LLC · 801-112146 | GLENDALE, | $351M | 11 | 2017 | |||
| $93.3M | 2026 | ||||||
| $18.8M | 2026 | ||||||
| Ballwin, | 150 | ||||||
| $200M | 74 | 2020 |
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.