DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Beverly Hills, | $350M | 6 | 2 | 2023 | |||
| · probable | $40.4M | 1 | 3 | 2 | 2016 | |||
| NEW YORK, | $66.2M | 2015 | ||||||
| 2 | ||||||||
PROVENANCE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PROVENANCE WEALTH ADVISORS, LLC · 801-113505 | FORT LAUDERDALE, | $3.6B | 18 | 2018 | ||||
| $45.3M | 2 | 3 | 2027 | |||||
PROVENANCE SPV, LLC Fund · RIA / Wealth · PROVENANCE MANAGEMENT CO., LP Also on Private Equity, Venture Capital | $79.4M | 7 | 2020 | |||||
| Portland, | 1 | |||||||
| Monmouth Beach, | 2 | |||||||
| $85.2M | 15 | 2023 | ||||||
| $38.9M | 9 | 2023 | ||||||
| $29.1M | 4 | 2023 | ||||||
| $39.4M | 24 | 2013 | ||||||
PROVENANCE MEUNDIES SPV, LP Fund · RIA / Wealth · PROVENANCE MANAGEMENT CO., LP Also on Private Equity | $34.6M | 12 | 2023 | |||||
PROVENANCE FIRECLAY SPV, LP Fund · RIA / Wealth · PROVENANCE MANAGEMENT CO., LP Also on Private Equity | $14.1M | 6 | 2023 | |||||
| $13.1M | 55 | 2020 | ||||||
SALUDA GRADE PROVENANCE FUND LP Fund · RIA / Wealth · SALUDA GRADE ASSET MANAGEMENT LLC Also on Private Equity | $1.7M | 52 | 2024 | |||||
| $254,359 | 2012 | |||||||
| 1 | ||||||||
| 1 |
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.