DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Upper middle market | Boston, | $8.3B | 146 | 40 | 85 | 2023 | ||
SPECTRUM ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-30405 Also on Independent Sponsors | STAMFORD, | $18B | 1 | 4 | 2019 | |||
| STAMFORD, | $24B | 2012 | ||||||
| Houston, | 86 | |||||||
| Phoenixville, | 81 | |||||||
| MEQUON, | $1.1B | 23 | 2012 | |||||
| NEWPORT BEACH, | $657M | 8 | 2011 | |||||
| · probable Lower middle market | Huntington, | $177M | 4 | 6 | 2015 | |||
| SAN RAFAEL, | $278M | 2 | 2012 | |||||
| VIRGINIA BEACH, | $236M | 2 | 2012 | |||||
| PLANO, | $160M | 4 | 2022 | |||||
| ATLANTA, | $487M | 2012 | ||||||
SPECTRUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SPECTRUM MANAGEMENT GROUP, LLC. · 801-71751 | INDIANAPOLIS, | $977M | 2012 | |||||
| AUBURN, | $108M | 2012 | ||||||
| HAMDEN, | $62.2M | 1 | 2011 | |||||
| $25.7M | 2026 | |||||||
| $20.5M | 2024 | |||||||
| 1 | 2023 | |||||||
| Reston, | 110 | |||||||
| RICHMOND, | 2025 | |||||||
| DALLAS, | 2026 | |||||||
| Milford, | 84 | |||||||
| Washington, | 77 | |||||||
| Sacramento, | 52 | |||||||
| $12.3M | 21 | 2012 | ||||||
| 7 | ||||||||
| $6.7M | 12 | 2012 | ||||||
| $3.3M | 9 | 2012 | ||||||
| 4 | ||||||||
| NICHOLASVILLE, | $813M | 3 | 2011 | |||||
Apollo Capital Management, L.P. Firm · Private equity · matched Apollo Capital Spectrum Management, LLC (relying Adviser) | · probable Large cap | New York, | $504B | 422 | 6 | 2026 | ||
SPECTRUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SPECTRUM WEALTH COUNSEL, LLC · 801-126882 | INDIANAPOLIS, | $1.2B | 2022 | |||||
| Middleton, | 4,948 | |||||||
SPECTRUM FINANCIAL RESOURCES Registered adviser · RIA / Wealth · matched SPECTRUM FINANCIAL RESOURCES, LLC · 801-126271 | TROY, | $235M | 5 | 2012 | ||||
| IRVINE, | $270M | 2018 | ||||||
| Newport News, | 295 | |||||||
| Los Alamitos, | 115 | |||||||
| GRANITE BAY, | $445M | 3 | 2018 | |||||
| State College, | 1,042 | |||||||
| COLUMBIA, | $53.3M | 2026 | ||||||
| Landover, | 126 | |||||||
Columbia Capital Firm · Venture · matched Columbia Spectrum, LLC (relying Adviser) · Registered investment adviser | · probable | Alexandria, | $14B | 36 | 30 | 2022 | ||
| $96.5M | 2026 | |||||||
| $2.7M | 2026 | |||||||
| Kansas City, | 146 | |||||||
| Manchester, | 167 | |||||||
| Fort Mill, | 109 | |||||||
| Fall River, | 206 | |||||||
| Grand Rapids, | $229M | 6 | 2 | 2 | 2024 | |||
| Carlsbad, | 184 |
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.