DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Enid, | 64 | |||||||
| BLOOMSBURY, | $22.4M | 2026 | ||||||
| $8.3M | 2026 | |||||||
| Lake Mary, | 517 | |||||||
Cpmg, Inc. Firm · Private equity · matched Redbird Life Sciences, Inc. ("special Purpose General Partner") | Middle market | Dallas, | $1.0B | 43 | 3 | 2023 | ||
| 1 | ||||||||
| FISHERS, | $88.8M | 2026 | ||||||
| Las Vegas, | 54 | |||||||
| Holland, | 133 | |||||||
| Newfield, | 88 | |||||||
| Glassboro, | 450 | |||||||
| 2026 | ||||||||
| Newfield, | 51 | |||||||
CARLSON INVESTMENTS Registered adviser · RIA / Wealth · matched DL CARLSON INVESTMENT GROUP INC. · 801-34606 | CONCORD, | $736M | 8 | 2012 | ||||
| NORTHFIELD, | $3.8B | 2015 | ||||||
| Golden, | $109M | 18 | 15 | 3 | 2024 | |||
CARLSON FINANCIAL Registered adviser · RIA / Wealth · matched CARLSON & COMPANY FINANCIAL SERVICES, LLC · 801-113595 | TOPEKA, | $632M | 11 | 2018 | ||||
| DALLAS, | $530M | 11 | 1 | 2012 | ||||
CARLSON CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched CARLSON CAPITAL MANAGEMENT INC · 801-37202 | NORTHFIELD, | $1.2B | 2012 | |||||
| CARLSBAD, | $238M | 3 | 2011 | |||||
| LONDON, | $210M | 1 | 2022 | |||||
| DAYTON, | $288M | 2012 | ||||||
RLS 132, A SERIES OF SAX CAPITAL SERIES FUND III, LP Fund · RIA / Wealth · SAX CAPITAL LLC Also on Private Equity, Venture Capital | $666,010 | 85 | 2022 | |||||
| Minnetonka, | $286M | 2024 | ||||||
RLS GAINGELS FUND I, A SERIES OF ANGELLIST-GP-FUNDS-I, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $1.0M | 44 | 2021 | |||||
| IRVINE, | $48.1M | 2 | 2012 | |||||
| Bloomfld Hls, | $155M | 2024 | ||||||
RHO INVESTMENT PARTNERS "RLS" LIQUIDATING TRUST Fund · RIA / Wealth · RHO CAPITAL PARTNERS Also on Venture Capital | $2.0M | 8 | 2012 | |||||
CARLSON FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched CARLSON, WILLIAM NORMAN · 801-66327 | BELMONT, | $27.8M | 2012 | |||||
| OMAHA, | $29.5M | 2026 | ||||||
FLIP FLOPS AND PEARLS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FLIP FLOPS AND PEARLS, LLC | MOUNT PLEASANT, | $28.4M | 2026 | |||||
| $24.0M | 2026 | |||||||
| CANBY, | $318M | 4 | 2025 | |||||
| Seattle, | $45.0M | 1 | 2 | 4 | 2020 | |||
| $11.4M | 2026 | |||||||
| $10.0M | 2026 | |||||||
| LIBERTY LAKE, | $1.6M | 2026 | ||||||
Charlstown Township Non-Unif Employees Pension Plan Allocator · Allocators · matched CHARLSTOWN TWP NON-UNIF EMP PENSION PLAN · <100M | $761,748 | 2022 | ||||||
| $199,821 | 2022 | |||||||
| DENVER, | 2026 | |||||||
| Franklin, | 1,545 | |||||||
| Omaha, | 1,518 | |||||||
| Chicago, | $8.0M | 3 | 1 | 1 | 2024 | |||
| Jacksonville, | 547 | |||||||
| Jamestown, | 440 | |||||||
| Boston, | 404 | |||||||
| Milford, | 401 | |||||||
| San Francisco, | 321 | |||||||
| Oil City, | 318 | |||||||
| Sioux Falls, | 307 |
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.