DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| West Hollywood, | 1 | 2 | ||||||
| Nashville, | 68 | |||||||
| $117M | 1 | 2017 | ||||||
| MUSCATINE, | $106M | 2012 | ||||||
| $17.0M | 2026 | |||||||
| Peoria Heights, | 221 | |||||||
| Savannah, | 59 | |||||||
Middle market | London, | $2.3B | 12 | 23 | 2024 | |||
| DEXTER, | $329M | 6 | 2025 | |||||
| PORTLAND, | $156M | 1 | 2021 | |||||
| $130M | 1 | 2026 | ||||||
Pearl River Capital, LLC Firm · Venture · Registered investment adviser Also on Family Offices, RIA / Wealth Management | · candidate | Niles, | $719M | 2 | ||||
Lower middle market | New York, | $74.6M | 5 | 12 | 2024 | |||
| $103M | 2 | 2026 | ||||||
| $103M | 2021 | |||||||
Pearl Energy Investment Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Dallas, | $1.9B | 1 | 4 | 23 | 2019 | ||
| $44.1M | 2017 | |||||||
| $1.0M | 2026 | |||||||
| New York, | ||||||||
| Dallas, | $799M | 5 | 9 | 2024 | ||||
| Bowie, | 113 | |||||||
| San Francisco, | 1 | |||||||
| 1988 | ||||||||
| AUSTIN, | 2025 | |||||||
| Dallas, | $983M | 2 | 3 | |||||
| New York, | 1 | |||||||
| $391M | 6 | 12 | 2032 | |||||
| LAWRENCE, | $33.0M | 1 | 2021 | |||||
| 2001 | ||||||||
| Randolph, | 53 | |||||||
| Chicago, | 151 | |||||||
| Wellesley Hills, | 169 | |||||||
| 2014 | ||||||||
| Fresno, | 63 | |||||||
| 2026 | ||||||||
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · 801-79808 Also on Allocators | FORT MYERS, | $478M | 2014 | |||||
| 1 | ||||||||
| Indianapolis, | 54 | |||||||
| $2.0M | 2 | 1 | ||||||
| Baltimore, | 1 | |||||||
| Chicago, | 113 | |||||||
| 2 | 1 | |||||||
| 2016 | ||||||||
| Melbourne, | 131 | |||||||
| 2016 | ||||||||
| Idaho Falls, | 91 | |||||||
PEARL ELLEN GRAHAM Person · RIA / Wealth · matched PEARL ELLEN MONTROY · VALIC FINANCIAL ADVISORS, INC. | 2001 | |||||||
FLIP FLOPS AND PEARLS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FLIP FLOPS AND PEARLS, LLC | MOUNT PLEASANT, | $28.4M | 2026 | |||||
| 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.