DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | $455M | 41 | 26 | 4 | 2026 | |||
| 1 | ||||||||
| Phoenix, | 488 | |||||||
| PLYMOUTH, | $328M | 2 | 2012 | |||||
| Wilmington, | 1 | |||||||
| $14.3M | 1 | 1 | 2028 | |||||
| $29.4M | 2 | 2 | 2027 | |||||
| Castleton, | 66 | |||||||
Storyone Family Office Family office · Family offices · matched STORYONE LLC Also on RIA / Wealth Management | Overland Park, | $259M | 13 | |||||
| $10.1M | 2026 | |||||||
| $10.0M | 2025 | |||||||
| $5.5M | 2026 | |||||||
Story3 Capital Partners, LLC Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | · probable | $992M | 6 | 33 | 2020 | |||
| $37.2M | 85 | 2019 | ||||||
| $43.2M | 93 | 2021 | ||||||
| SYDNEY NSW, | 2022 | |||||||
LIFE STORY WEALTH PLANNING Registered adviser · RIA / Wealth · matched LIFE STORY WEALTH PLANNING LLC | SCOTTSDALE, | 2026 | ||||||
| 2026 | ||||||||
| $32.7M | 2024 | |||||||
| $71.9M | 3 | 1 | 2022 | |||||
| $20.6M | 1 | 1 | 2026 | |||||
| Meridian, | 4 | |||||||
| Brooklyn, | 1 | |||||||
| $5.1M | 34 | 2022 | ||||||
| Denver, | 1 | |||||||
| Spring Green, | 1 | |||||||
| $5.5M | 3 | 2019 | ||||||
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| $443,886 | 2023 | |||||||
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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.