DFX Intelligence
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Rochester, | 70 | |||||||
PARAGON FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched PARAGON ADVISORS, L.L.C. · 801-67813 | COLLEGE STATION, | $1.0B | 12 | 2012 | ||||
| DENVER, | $1.3B | 5 | 2012 | |||||
| OVERLAND PARK, | $740M | 9 | 2012 | |||||
| RICHMOND, | $384M | 3 | 2019 | |||||
| SEATTLE, | $1.2B | 2012 | ||||||
P•••••• F•••••••• P••••••• Registered adviser · RIA / Wealth · matched P•••••• F•••••••• P•••••••, INC. | WOODLAND HILLS, | $330M | 2 | 2011 | ||||
| · probable Lower middle market | Mumbai, Maharashtra, | $177M | 7 | 2 | 15 | 2020 | ||
| ORINDA, | $116M | 1 | 2012 | |||||
| · probable Lower middle market | Munich, | $37.0M | 1 | 3 | ||||
| NAPERVILLE, | $183M | 2012 | ||||||
P•••••• O••••••• M••••••••• L•• Firm · Private equity · matched P•••••• Advisors LLC (relying Adviser) Also on RIA / Wealth Management | · probable Lower middle market | New York, | $144M | 8 | 4 | 2017 | ||
| NEWTON, | $113M | 2026 | ||||||
| · probable Lower middle market | Provo, | $156M | 2 | 3 | 2018 | |||
P•••••• C•••••• M••••••••• Registered adviser · RIA / Wealth · matched P•••••• C•••••• M••••••••• CORP | SMITHTOWN, | $15.0M | 2012 | |||||
| Vienna, | 167 | |||||||
| Bingham Farms, | 89 | |||||||
| Phoenix, | 81 | |||||||
| Wichita, | 66 | |||||||
| 4 | 4 | 2028 | ||||||
| 4 | ||||||||
| $21.2M | 2014 | |||||||
| $700,000 | 2 | 2016 | ||||||
| Shaker Hts, |
The names past the first three past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get a subscription for every name. Every figure, date and source is public either way.
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.