DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Ballwin, | 150 | |||||||
| · 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 | |||||||
| $200M | 74 | 2020 | ||||||
| 2014 | ||||||||
| Fort Worth, | 104 | |||||||
PANORAMIC FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched PANORAMIC FINANCIAL PLANNING, LLC | $23.0M | 2026 | ||||||
| 3 | 1 | 2030 | ||||||
PANORAMIC VENTURE FUND 5-QP, LP Fund · RIA / Wealth · BIP CAPITAL Also on Private Equity, Venture Capital | $190M | 353 | 2021 | |||||
| $10.4M | 6 | 2024 | ||||||
PANORAMIC VENTURE FUND 5, LP Fund · RIA / Wealth · BIP CAPITAL Also on Private Equity, Venture Capital | $31.9M | 94 | 2021 | |||||
| $16.9M | 93 | 2023 | ||||||
PANORAMIC ANNEX FUND 4-QP, LP Fund · RIA / Wealth · BIP CAPITAL Also on Private Equity, Venture Capital | $26.1M | 114 | 2022 | |||||
PANORAMIC ANNEX FUND 4B-QP, LP Fund · RIA / Wealth · BIP CAPITAL Also on Private Equity, Venture Capital | $34.9M | 153 | 2023 | |||||
| $6.2M | 44 | 2022 | ||||||
| $97.6M | 291 | 2023 | ||||||
| $2.2M | 43 | 2023 | ||||||
| $4.8M | 218 | 2023 | ||||||
| $3.0M | 31 | 2023 | ||||||
| $16.2M | 86 | 2023 | ||||||
| $885,675 | 38 | 2022 | ||||||
| $17.9M | 138 | 2023 | ||||||
| $8.7M | 63 | 2022 | ||||||
| $743,296 | 53 | 2023 | ||||||
| $22.7M | 119 | 2022 | ||||||
| $16.6M | 9 | 2017 | ||||||
| $14.3M | 1 | 2024 | ||||||
| $11.6M | 100 | 2024 | ||||||
| $3.2M | 49 | 2023 | ||||||
| $3.8M | 56 | 2024 | ||||||
| $1.8M | 71 | 2023 | ||||||
| $7.9M | 3 | 2024 | ||||||
PANORAMIC FUND - TRADING STRATEGIES SEGREGATED PORTFOLIO Fund · RIA / Wealth · FORTUNE PARTNERS GROUP LLC | $10.6M | 1 | 2018 | |||||
PANORAMIC FUND SPC - VOLATILITY SEGREGATED PORTFOLIO Fund · RIA / Wealth · FORTUNE PARTNERS GROUP LLC | $2.0M | 7 | 2016 | |||||
BIP Ventures Evergreen BDC BDC · Private credit · matched Panoramic Evergreen Venture Fund · BIP CAPITAL | ATLANTA, | $158M | 7 | 9 | 2026 |
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.