DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| TAMPA, | $801M | 11 | 2016 | |||||
| LANCASTER, | $385M | 10 | 2018 | |||||
| 4 | ||||||||
Sanctuary Advisors, LLC Firm · Venture · matched Purple Sector Investments, LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Phoenix, | 104 | |||||||
| Fairfax, | 74 | |||||||
| NEWPORT BEACH, | $174M | 2013 | ||||||
| $6.4M | 4 | 1 | 2027 | |||||
TOAMS FINANCIAL Registered adviser · RIA / Wealth · matched PLANNING SOLUTIONS INTERNATIONAL LLC · 801-120648 | JACKSONVILLE, | $109M | 1 | 2018 | ||||
| LA JOLLA, | $19.5M | 2026 | ||||||
| $95.2M | 2026 | |||||||
| EL CERRITO, | 2026 | |||||||
| 1 | ||||||||
| Canada, | $105M | 2024 | ||||||
| California, | 312 | |||||||
| South Charleston, | 147 | |||||||
| Westfield, | 77 | |||||||
| Cornelius, | 107 | |||||||
| York Springs, | 51 | |||||||
| Pittsburgh, | 59 | |||||||
| South Bend, | 520 | |||||||
| $2.0M | 2 | 1 | ||||||
| $6.6M | 60 | 2013 | ||||||
PSI Misty Ridge, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | $6.6M | 60 | 2013 | |||||
| $3.2M | 34 | 2015 | ||||||
PSI Bolingbrook, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | $3.2M | 34 | 2015 | |||||
| Hampton, | 3 | 1 | ||||||
| Ofallon, | 85 | |||||||
| Austin, | 76 | |||||||
| Colorado Springs, | 53 | |||||||
| New York, | $7.2M | 22 | 9 | 2017 | ||||
| 21 | 2012 | |||||||
| Palo Alto, | 295 | |||||||
| Bear, | 1 | 1 | ||||||
PSI Brandon Crossroads, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | $16.9M | 83 | 2015 | |||||
PSI BRANDON CROSSROADS, LLC Fund · RIA / Wealth · PORTFOLIO STRATEGIES INC NY Also on Real Estate Funds | $16.9M | 83 | 2015 | |||||
| Palo Alto, | 1 | 1 | ||||||
| 2008 | ||||||||
| 2009 | ||||||||
| 2016 | ||||||||
| 1998 | ||||||||
Cortec Group Management Services, LLC Firm · Private equity · matched Jeffrey a. Lipsitz (relying Adviser) | · probable Upper middle market | New York, | $6.9B | 11 | 16 | 53 | 2023 | |
PSI SAVANNAH HOLDINGS, LLC Fund · RIA / Wealth · PORTFOLIO STRATEGIES INC NY Also on Real Estate Funds | $1.6M | 21 | 2012 | |||||
PSI Savannah Holdings, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | $1.6M | 21 | 2012 | |||||
| West Hartford, | $40.0M | |||||||
PSI HAMPTON ROADS CROSSING, LLC Fund · RIA / Wealth · PORTFOLIO STRATEGIES INC NY Also on Real Estate Funds | $5.8M | 69 | 2013 | |||||
PSI Hampton Roads Crossing, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | $5.8M | 69 | 2013 | |||||
Epsilon Health Investors, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Washington Dc, | $34.9M | 26 | 6 | 17 | 2026 | ||
| $8.8M | 1 | |||||||
PSI Tuscany Holdings, LLC Real estate fund vehicle · RE funds · Portfolio Strategies Inc NY Also on RIA / Wealth Management | 2012 |
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.