DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
SPECTRUM ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-30405 Also on Independent Sponsors | STAMFORD, | $18B | 1 | 4 | 2019 | |||
| STAMFORD, | $24B | 2012 | ||||||
| NEWPORT BEACH, | $657M | 8 | 2011 | |||||
| 68 | 2025 | |||||||
| · probable Upper middle market | Boston, | $8.3B | 146 | 40 | 85 | 2023 | ||
| MEQUON, | $1.1B | 23 | 2012 | |||||
| · 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 | ||||||
| AUBURN, | $108M | 2012 | ||||||
| HAMDEN, | $62.2M | 1 | 2011 | |||||
SPECTRUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SPECTRUM MANAGEMENT GROUP, LLC. · 801-71751 | INDIANAPOLIS, | $977M | 2012 | |||||
| $25.7M | 2026 | |||||||
| $20.5M | 2024 | |||||||
| 1 | 2023 | |||||||
| RICHMOND, | 2025 | |||||||
| DALLAS, | 2026 | |||||||
| Houston, | 86 | |||||||
| Phoenixville, | 81 | |||||||
| Reston, | 110 | |||||||
| Milford, | 84 | |||||||
| Washington, | 77 | |||||||
| Sacramento, | 52 | |||||||
| 7 | ||||||||
| $12.3M | 21 | 2012 | ||||||
| $6.7M | 12 | 2012 | ||||||
| $3.3M | 9 | 2012 | ||||||
| 4 | ||||||||
| $9.8M | 8 | 15 |
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.