DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Wilmington, | 82 | |||||||
| 3 | ||||||||
| Miami, | 1 | |||||||
| San Francisco, | 1 | 2 | ||||||
| Houston, | 55 | |||||||
| $6.4M | 4 | 1 | 2028 | |||||
| Seattle, | 1 | |||||||
| Lynnwood, | 76 | |||||||
| Albany, | 125 | |||||||
| DELAND, | $94.9M | 2026 | ||||||
| 2014 | ||||||||
| San Diego, | 511 | |||||||
Teal Renee Powell-Mckinzie Person · RIA / Wealth · matched Teal Mckinzie · SCHWAB WEALTH ADVISORY, INC. | 2013 | |||||||
| · probable Lower middle market | Winston-Salem, | $115M | 3 | 2 | 11 | 2021 | ||
TEALWOOD ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched TEALWOOD ASSET MANAGEMENT INC · 801-29095 | MINNEAPOLIS, | $365M | 5 | 2011 | ||||
| Oceanside, | 1 | |||||||
| Watertown, | 128 | |||||||
| Rochester, | 65 | |||||||
| 2008 | ||||||||
| 2015 | ||||||||
| 1991 | ||||||||
| 2004 | ||||||||
| 2013 | ||||||||
| 2004 | ||||||||
| 1998 | ||||||||
| 2013 | ||||||||
| 2012 | ||||||||
| 2000 | ||||||||
| 2010 | ||||||||
| 1996 | ||||||||
| 2016 | ||||||||
| $427M | 48 | 2013 | ||||||
| 2 | 1 | |||||||
| $50.4M | 44 | 2012 | ||||||
| 2016 | ||||||||
| Winston-Salem, | 331 | |||||||
PRIME TEAL INVESTMENTS, LLC Fund · RIA / Wealth · PRIME FINANCE ADVISOR, L.P. Also on Real Estate Funds | $79.9M | 13 | 2019 | |||||
Prime Teal Investments, LLC Real estate fund vehicle · RE funds · Prime Finance Advisor, L.P. Also on RIA / Wealth Management | $79.9M | 13 | 2019 | |||||
| 2014 | ||||||||
| $15.8M | 2 | 3 | 2022 | |||||
| $100,000 | 17 | 2023 | ||||||
TEAL ANGELS SPV, A SERIES OF VAUBAN PLATFORM LP Fund · RIA / Wealth · VAUBAN ADVISERS LLC Also on Venture Capital | $83,000 | 4 | 2023 | |||||
| $82.3M | 76 | 2018 | ||||||
| GARDENA, | 2024 | |||||||
| $32.8M | 71 | 2021 | ||||||
Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan Plan · Allocators · Sharp Rees-Stealy Medical Group, Inc | SAN Diego, | $55.4M | 1 | 1 | 1 | 2022 | ||
| Bristol, | 84 | |||||||
| Burnet, | 101 | |||||||
| DAVIS, | 2026 | |||||||
| Dallas, | 2 |
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.