DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| West Palm Beach, | $132M | |||||||
| West Palm Beach, | $40.8M | |||||||
| West Palm Beach, | ||||||||
| West Palm Beach, | $6.4M | |||||||
| West Palm Beach, | $14.9M | |||||||
| West Palm Beach, | $65.7M | |||||||
| New York, | ||||||||
ICAPITAL-SROA CAPITAL FUND VIII CO-INVESTMENT ACCESS FUND, L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC | $108M | 237 | 2022 | |||||
IEQ CAPITAL ACCESS FUND - SROA CAPITAL IX (PARALLEL A), L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC | $113M | 143 | 2024 | |||||
| KANSAS CITY, | $52.4M | 2012 | ||||||
| ORANGE, | $63.1M | 2026 | ||||||
| $28.0M | 1 | 2012 | ||||||
| $23.1M | 2026 | |||||||
CROSSROADS FINANCIAL SERVICES INC Registered adviser · RIA / Wealth · matched CROSSROADS FINANCIAL SERVICES LLC | $23.1M | 2026 | ||||||
| 1 | 2023 | |||||||
| Denver, | ||||||||
| OVERLAND PARK, | 2026 | |||||||
| 2026 | ||||||||
| · candidate Unsized | Sheridan, | $4.0M | 1 | 2 | 2023 | |||
| Mentor, | 377 | |||||||
| Pueblo, | 356 | |||||||
| Indianapolis, | 342 | |||||||
| Farmville, | 292 | |||||||
| Sikeston, | 214 | |||||||
| Norman, | 238 | |||||||
| New Orleans, | 181 | |||||||
| Atkinson, | 157 | |||||||
| Roseville, | 98 | |||||||
| Winamac, | 100 | |||||||
| Fort Wayne, | 102 | |||||||
| Schenectady, | 99 | |||||||
| Altoona, | 92 | |||||||
| Oxford, | 84 | |||||||
| Williamsport, | 80 | |||||||
| Waxhaw, | 60 | |||||||
| Memphis, | 52 | |||||||
| Saint Louis, | 75 | |||||||
| Dumfries, | 73 | |||||||
| Effingham, | 73 | |||||||
| Twinsburg, | 66 | |||||||
| Poolesville, | 66 | |||||||
| Cincinnati, | 63 | |||||||
| Indianapolis, | 61 | |||||||
| Pittsburgh, | 57 | |||||||
| Staten Island, | 56 | |||||||
| Chesapeake, | 53 | |||||||
| South Bend, | 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.