DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Palm Beach Gardens, | 2 | |||||||
| 1 | ||||||||
| Palo Alto, | 2 | 3 | ||||||
Theorem Firm · Private equity · matched Theorem Partners LLC Also on Private Credit, RIA / Wealth Management | · probable Lower middle market | San Mateo, | $2.0B | 1 | 5 | 2024 | ||
| La Porte, | 147 | |||||||
| Seattle, | 1 | |||||||
| 1993 | ||||||||
| 2014 | ||||||||
| Houston, | $174M | 2024 | ||||||
| 2014 | ||||||||
| FORT COLLINS, | $319M | 3 | 2021 | |||||
Theory Ventures Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Portola Valley, | $709M | 16 | 3 | 15 | |||
| 2016 | ||||||||
| 2016 | ||||||||
| GRAND RAPIDS, | 2024 | |||||||
Sanctuary Advisors, LLC Firm · Venture · matched Theorem Wealth Management · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| Indianapolis, | 411 | |||||||
| VALLETTA, | $33.0M | 1 | 2012 | |||||
| Addison, | 380 | |||||||
| Dallas, | 345 | |||||||
| New York, | 312 | |||||||
BARNHART INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched BARNHART, THEODORE, KEITH JR. | $5.3M | 2024 | ||||||
| Woodland Hills, | 134 | |||||||
| San Francisco, | 131 | |||||||
| Wichita, | 174 | |||||||
| Dallas, | $35.2M | 2025 | ||||||
| LONDON, | $69.9M | 1 | 2012 | |||||
| 2012 | ||||||||
| Herndon, | 50 | |||||||
BROOMFIELD ADVISORY & MANAGEMENT Registered adviser · RIA / Wealth · matched BROOMFIELD, THEODORE SAMUEL | SAN FRANCISCO, | 2026 | ||||||
T.E. ZIMMERMAN, INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched ZIMMERMAN,THEODORE,EDWARD | 2026 | |||||||
| BALTIMORE, | 2012 | |||||||
| Brooklyn, | 1 | |||||||
| Scottsdale, | 1 | |||||||
| Denver, | 1 | |||||||
| Fresno, | 61 | |||||||
| $33.0M | 1 | 6 | ||||||
| 1999 | ||||||||
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| 2011 | ||||||||
| 1988 | ||||||||
| 2005 | ||||||||
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| 1981 | ||||||||
| 2003 | ||||||||
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| 2015 |
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.