DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| · probable | Atlanta, | $1.3B | 44 | 40 | 2023 | |||
| LARKSPUR, | $300M | 2 | 2024 | |||||
| MIAMI, | $1.1B | 2014 | ||||||
| · probable | Campbell, | $12.8M | 1 | 5 | ||||
Lower middle market | Omaha, | $216M | 27 | 3 | 2024 | |||
| Itasca, | 230 | |||||||
| $93.3M | 2026 | |||||||
| Ballwin, | 150 | |||||||
| $18.4M | 2026 | |||||||
| LAKE OSWEGO, | $393M | 6 | 2024 | |||||
| GREENWOOD VILLAGE, | $134M | 2 | 2023 | |||||
| INVERNESS, | 2022 | |||||||
| Saint Louis, | 1 | |||||||
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Captrust | 2015 | |||||||
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ELIANA PANOS KATSINGRIS Person · RIA / Wealth · matched ELIANA PANOS VANGELOS · STRATEGIC ADVISERS LLC | 2016 | |||||||
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| BOSTON, | $42.0M | 2026 | ||||||
| Fort Worth, | 104 | |||||||
| Boston, | 588 | |||||||
FORTY NORTH WEALTH Registered adviser · RIA / Wealth · matched PANORAMIC INVESTMENT ADVISORS, LLC · 801-112146 | GLENDALE, | $351M | 11 | 2017 | ||||
PANORAMIC FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched PANORAMIC FINANCIAL PLANNING, LLC | $23.0M | 2026 | ||||||
| $7.6M | 2 | 1 | 2029 | |||||
| Omaha, | $275,000 | |||||||
SERIES C (PRIVATE EQUITY) SERIES INTERESTS OF THE PANORAMA GROWTH PARTNERS (FLEX), LP Fund · RIA / Wealth · PANORAMA POINT PARTNERS, LLC Also on Private Equity | $34.3M | 52 | 2015 |
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.