DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 4 | |||||||
| BIRMINGHAM, | $227M | 2 | 2021 | ||||
| BELLEVUE, | $311M | 2012 | |||||
THE PLANNED APPROACH Registered adviser · RIA / Wealth · matched THE PLANNED APPROACH, INC. · 801-77739 | KANSAS CITY, | $226M | 2013 | ||||
THE PLANNED APPROACH Registered adviser · RIA / Wealth · matched THE PLANNED APPROACH, INC. · 801-118945 | KANSAS CITY, | $266M | 2020 | ||||
| $100M | 1 | 2026 | |||||
| Menlo Park, | $7.2M | ||||||
| 2015 | |||||||
| 2026 | |||||||
| $18.7M | 2026 | ||||||
| San Diego, | 639 | ||||||
| Portland, | 245 | ||||||
| Reston, | 246 | ||||||
| South Plainfield, | 76 | ||||||
| Columbia, | 75 | ||||||
| Alexandria, | 74 | ||||||
| Colleyville, | 59 | ||||||
| Biddeford, | 3 | ||||||
| Monterey, | 1 | ||||||
| 2015 | |||||||
TCW LIQUID AGENCY MORTGAGE-BACKED APPROACH FUND, LP Fund · RIA / Wealth · TCW ASSET MANAGEMENT COMPANY LLC | $23.5M | 88 | 2021 | ||||
LEGION PARTNERS SPECIAL OPPROTUNITIES, LP XII Fund · RIA / Wealth · LEGION PARTNERS ASSET MANAGEMENT, LLC | $25.8M | 36 | 2020 | ||||
MVPPROA24, A SERIES OF MVP II CO-INVEST LLC Fund · RIA / Wealth · MVP VENTURES LLC Also on Venture Capital | $2.8M | 46 | 2024 | ||||
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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.