DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO, | $27.5M | 2011 | ||||||
| · probable Lower middle market | London, | $964M | 8 | 7 | 14 | 2023 | ||
| · candidate | Irvine, | $393M | 3 | 5 | 2024 | |||
| · candidate | Cleveland, | $109M | 7 | 1 | 2016 | |||
| DALLAS, | $90.8M | 2012 | ||||||
PRESERVATION CAPITAL GROUP Registered adviser · RIA / Wealth · matched PRESERVATION CAPITAL GROUP LLC | $99.9M | 2026 | ||||||
PRESERVATION FINANCIAL MANAGEMENT Registered adviser · RIA / Wealth · matched PRESERVATION FINANCIAL MANAGEMENT, INC. | $28.5M | 2026 | ||||||
| South Portland, | 401 | |||||||
| Hermosa Beach, | 113 | |||||||
| 1 |
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.