DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Unsized | Newtown Square, | $17B | 19 | 16 | ||||
Pathstone Family office · Family offices · matched Veritable · Founded by Michael Stolper (served 200+ unrelated wealthy client families before the merger) family | Englewood, | $110B | 161 | 6 | ||||
| $39.1M | 64 | 2012 | ||||||
| PHILADELPHIA, | 2026 | |||||||
| San Francisco, | 168 | |||||||
| $56.5M | 146 | 2012 | ||||||
Pathstone | $9.5M | 20 | 2012 | |||||
| $3.2M | 32 | 2012 | ||||||
| $947,669 | 52 | 2014 | ||||||
| $202,237 | 127 | 2012 | ||||||
| $404,951 | 24 | 2012 | ||||||
| $22.3M | 33 | 2012 | ||||||
| $906,481 | 2015 | |||||||
| $2.7M | 152 | 2012 | ||||||
Pathstone | $17.6M | 23 | 2014 | |||||
Pathstone | $5.0M | 20 | 2013 | |||||
| $39.7M | 66 | 2012 | ||||||
Pathstone | $39.9M | 2012 | ||||||
| $2.3M | 121 | 2012 | ||||||
| $17.9M | 17 | 2012 |
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.