DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Cary, | 671 | |||||||
| 1 | ||||||||
UPLIFT Registered adviser · RIA / Wealth · matched UPLIFT INVESTORS, LP · 801-132856 Also on Independent Sponsors, Private Equity | DARIEN, | $1.1B | 6 | 2025 | ||||
Sanctuary Advisors, LLC Firm · Venture · matched Upland Private Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| PORTLAND, | $131M | 2 | 2026 | |||||
| PORT ANGELES, | $54.4M | 2026 | ||||||
| Sunnyvale, | 188 | |||||||
| Boulder, | 393 | |||||||
| Upland, | 120 | |||||||
| Scottsdale, | 2 | 1 | ||||||
| Bourbonnais, | 109 | |||||||
| $5.5M | 2026 | |||||||
| Austin, | 1,048 | |||||||
| · probable Lower middle market | New Providence, | $97.9M | 1 | 2 | ||||
| 2013 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| SAN RAFAEL, | 2026 | |||||||
| Mountain View, | 1 | |||||||
| Boston, | 81 | |||||||
| Pingree Grove, | 145 | |||||||
| 2026 | ||||||||
| $9.5M | 2026 | |||||||
| 1 | 1 | |||||||
| $29.9M | 2 | 2 | 2031 | |||||
| 2 | 1 | |||||||
| $10.3M | 4 | 1 | 2029 | |||||
DCM UPLIGHT, AS A SERIES OF DCM PRIVATE EQUITY PARTNERS LLC Fund · RIA / Wealth · DIMENSION CAPITAL MANAGEMENT LLC Also on Private Equity | $10.2M | 84 | 2022 | |||||
| $365M | 3 | 2017 | ||||||
| Darien, | $37.5M | |||||||
| Brooklyn Park, | 57 | |||||||
| $1.3M | 2024 | |||||||
AI FUND II, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $701,412 | 129 | 2022 | |||||
AI FUND III, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $518,420 | 124 | 2023 | |||||
AD FUND II, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $549,886 | 111 | 2022 | |||||
SA FUND III, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $499,999 | 117 | 2023 | |||||
POG FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $1.1M | 60 | 2021 | |||||
| Culver City, | 1 | |||||||
SA FUND II, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $569,225 | 93 | 2022 | |||||
OV FUND II, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $531,300 | 85 | 2022 | |||||
RE-0516 FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $283,418 | 123 | 2024 | |||||
AL FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $581,783 | 77 | 2022 | |||||
SW FUND II, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $329,833 | 96 | 2022 | |||||
HO FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $255,203 | 98 | 2022 | |||||
SA FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $834,317 | 58 | 2022 | |||||
CO FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $1.4M | 31 | 2021 | |||||
GEN FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $243,015 | 79 | 2022 | |||||
MA FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $499,998 | 59 | 2022 | |||||
AI FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $436,066 | 52 | 2021 | |||||
BAD FUND I, A SERIES OF TEAM UPLYFT, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $124,750 | 66 | 2021 |
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.