DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| ST. AUGUSTINE, | $44.5M | 2026 | |||||
| PLYMOUTH, | $446M | 3 | 2019 | ||||
Lower middle market | Lone Tree, | $463M | 3 | 7 | 2021 | ||
| NASHUA, | $156M | 3 | 2020 | ||||
| SAN LUIS OBISPO, | $98.6M | 2026 | |||||
PEAK WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PEAK WEALTH MANAGEMENT LLC · 801-130972 | SARATOGA SPRINGS, | $39.0M | 1 | 2024 |
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.