DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Boise, | 713 | |||||||
| · probable Unsized | Houston, | $1.8B | 33 | 1 | 23 | 2022 | ||
| Annapolis, | 74 | |||||||
| 1 | ||||||||
TRACE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched TRACE WEALTH ADVISORS, LLC · 801-122954 | $295M | 1 | 2021 | |||||
| Brookfield, | 451 | |||||||
| Mclean, | 542 | |||||||
| Columbus, | 1 | |||||||
| Bowling Green, | 387 | |||||||
| Brooklyn, | 1 | |||||||
| Ames, | 59 | |||||||
| 2013 | ||||||||
| 2010 | ||||||||
| 2016 | ||||||||
| 2 | 1 | |||||||
| Houston, | ||||||||
| Houston, | ||||||||
| 2014 | ||||||||
| 1994 | ||||||||
| Houston, | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2012 | ||||||||
| 2014 | ||||||||
| $21.9M | 2026 | |||||||
| 2009 | ||||||||
| 2013 | ||||||||
| 2001 | ||||||||
| 2014 | ||||||||
| 2014 | ||||||||
| 1 | 2023 | |||||||
| Ogden, | 148 | |||||||
| 2013 | ||||||||
| LOUISVILLE, | 2026 | |||||||
| 2021 | ||||||||
| $1.0B | 105 | 2016 | ||||||
| 2016 | ||||||||
| Wilmington, | 497 | |||||||
| Middleburg, | 1 | |||||||
| Austin, | 91 | |||||||
| Danville, | 60 | |||||||
| Kerrville, | 52 | |||||||
Audax Credit BDC Borrower · Private credit · matched NON-AFFILIATE INVESTMENTS Services: Business Trace3 | $397M | 6 | 1 | 2026 | ||||
| San Jose, | 65 | |||||||
| Fredricksburg, | 97 | |||||||
| $944M | 3 | 1 | 2026 | |||||
| Pasadena, | 107 | |||||||
| New York, | 76 | |||||||
| New York, | 1 | |||||||
| $55.2M | 3 | 2023 |
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.