DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Reston, | 135 | |||||||
| $46.0M | 2026 | |||||||
| STUDIO CITY, | $515M | 5 | 2017 | |||||
| OVERLAND PARK, | $1.7B | 2011 | ||||||
| NEWTOWN, | $184M | 1 | 2012 | |||||
| ENGLEWOOD, | $196M | 2017 | ||||||
| $38.1M | 2 | 2012 | ||||||
Prism Venture Works Firm · Venture · matched Prism Venture Management, LLC · Exempt reporting adviser | Westwood, | $101M | 4 | 3 | ||||
| NEWTOWN, | $26.7M | 1 | 2012 | |||||
| SCOTTSDALE, | $21.5M | 2 | 2016 | |||||
| $9.5M | 2011 | |||||||
| $6.0M | 2026 | |||||||
| 2021 | ||||||||
PRISM FINANCIAL CONCEPTS Registered adviser · RIA / Wealth · matched PRISM INVESTMENT MANAGEMENT, INC. · 801-127309 | 2011 | |||||||
| $236M | 19 | 2012 | ||||||
| 1 | ||||||||
Large cap | New York, | $97B | 30 | 221 | 268 | 2024 | ||
PRISM PLANNING PARTNERS Registered adviser · RIA / Wealth · matched PRISM PLANNING PARTNERS, LLC · 801-123514 | LIBERTYVILLE, | $242M | 4 | 2020 | ||||
| NEW YORK, | $8.8B | 21 | 2012 | |||||
| $42.3M | 2026 | |||||||
| $62.2M | 4 | 6 | 2028 | |||||
| Garland, | 791 | |||||||
| Moorestown, | 74 | |||||||
| WOOSTER, | $75.8M | 2026 | ||||||
| Chesapeake, | 495 | |||||||
| NEWPORT BEACH, | $14B | 14 | 2012 | |||||
| Mobile, | 84 | |||||||
| St Paul, | 90 | |||||||
| WHITE PLAINS, | $157M | 3 | 2026 | |||||
| $86.2M | 2 | 1 | 2032 | |||||
| WAVELAND, | 2026 | |||||||
| Newark, | 1 | |||||||
| Pleasanton, | 79 | |||||||
| 2026 | ||||||||
| Elkin, | 244 | |||||||
| Export, | 359 | |||||||
| 4 | ||||||||
| Nutley, | 73 | |||||||
| $210M | 101 | 2012 | ||||||
Middle market | São Paulo, | $1.4B | 39 | 3 | 2024 | |||
| Dallas, | 273 | |||||||
| Overland Park, | 79 | |||||||
| $31.3M | 36 | 2012 | ||||||
| Everett, | 56 | |||||||
| $23.9M | 38 | 2021 | ||||||
| · probable Middle market | Grand Cayman, George Town, | $1.4B | 21 | 3 | 2024 | |||
| Export, | ||||||||
| $18.5M | 37 | 2012 | ||||||
| 2022 | ||||||||
| Windsor, | 276 |
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.