DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| $51B | 30 | 9 | 15 | 2026 | ||||
| $35.5M | 3 | 1 | 2026 | |||||
| 2012 | ||||||||
| 2001 | ||||||||
| 2016 | ||||||||
| 2007 | ||||||||
| 2005 | ||||||||
| 2007 | ||||||||
| $87B | 2024 | |||||||
| $34B | 2024 | |||||||
| GREENVILLE, | $798M | 8 | 2012 | |||||
| $7.1B | 2024 | |||||||
| Charlotte, | $3.9B | 2024 | ||||||
CAROLINAS INVESTMENT CONSULTING LLC Registered adviser · RIA / Wealth · 801-60158 Also on Private Equity | CHARLOTTE, | $1.5B | 2012 | |||||
| CHARLOTTE, | $1.5B | 2019 | ||||||
CAROLINA WEALTH ADVISORS Registered adviser · RIA / Wealth · matched CAROLINA WEALTH ADVISORS, LLC · 801-119040 | MYRTLE BEACH, | $313M | 4 | 2020 | ||||
| GREENSBORO, | $241M | 4 | 2021 | |||||
| · probable Unsized | Atlanta, | $3.5B | 8 | |||||
| Closter, | 112 | |||||||
CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC Registered adviser · RIA / Wealth · 801-119139 Also on Allocators | $444M | 1 | 2020 | |||||
| GREENSBORO, | $85.4M | 12 | 2020 | |||||
| HENDERSON, | $163M | 3 | 2012 | |||||
| Charleston, | $944M | 2025 | ||||||
| Raleigh, | $911M | 2025 | ||||||
| Columbia, | $857M | 2025 | ||||||
| CHARLOTTE, | $364M | 2012 | ||||||
| Chapel Hill, | $793M | 2025 | ||||||
| $726M | 2024 | |||||||
SANKOFA I, A SERIES OF ROLIHLAHLA LLC Fund · RIA / Wealth · CRE VENTURE CAPITAL, INC. Also on Venture Capital | $1.6M | 97 | 2022 | |||||
University of North Carolina Chapel Hill Arts and Sciences Foundation Allocator · Allocators · 100M-1B | Chapel Hill, | $631M | 2025 | |||||
Dominion Energy South Carolina, Inc. Pension Plans Allocator · Allocators · matched Dominion Energy South Carolina, Inc. · 100M-1B | Cayce, | $607M | 2025 | |||||
| Raleigh, | $569M | 2025 | ||||||
| $533M | 2024 | |||||||
SANKOFA III, A SERIES OF ROLIHLAHLA LLC Fund · RIA / Wealth · CRE VENTURE CAPITAL, INC. Also on Venture Capital | $1.0M | 98 | 2022 | |||||
| Asheville, | $481M | 2025 | ||||||
| · candidate | Greensboro, | $471M | 2025 | |||||
| Charlotte, | $462M | 2025 | ||||||
| N Charleston, | $436M | 2024 | ||||||
| Columbia, | $409M | 2025 | ||||||
Bluecross Blueshield of South Carolina Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Columbia, | $396M | 2025 | |||||
| · candidate | Charlotte, | $377M | 2025 | |||||
| $119M | 1 | 2025 | ||||||
| · candidate | Columbia, | $264M | 2025 | |||||
| Greenville, | $263M | 2025 | ||||||
| NEW YORK, | $88.5M | 1 | 2022 | |||||
| $241M | 2024 | |||||||
Blue Cross and Blue Shield of North Carolina Foundation Allocator · Allocators · 100M-1B Also on Family Offices | Durham, | $217M | 2025 | |||||
| $182M | 2024 | |||||||
SANKOFA V, A SERIES OF ROLIHLAHLA LLC Fund · RIA / Wealth · CRE VENTURE CAPITAL, INC. Also on Venture Capital | $2.8M | 7 | 2022 |
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.