DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Charleston, | 1 | 1 | ||||||
| CAMBRIDGE, | $1.9B | 8 | 3 | 2021 | ||||
| Des Moines, | 1 | |||||||
VALEO FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · 801-66402 Also on Private Equity, Real Estate Funds | CARMEL, | $13B | 108 | 2012 | ||||
Lower middle market | Houston, | $113M | 11 | 28 | 5 | 2024 | ||
| LUGANO, TICINO, | $1.3B | 2016 | ||||||
VALEO VENTURES Registered adviser · RIA / Wealth · matched VALEO VENTURES MANAGEMENT, LLC · 801-131779 | $119M | 2024 | ||||||
| New York, | ||||||||
| New York, | ||||||||
| $19.0M | 2026 | |||||||
| 2026 | ||||||||
Valeas Capital Partners Capital provider · Sponsors · matched VALEAS CAPITAL PARTNERS MANAGEMENT LP Also on Private Equity, RIA / Wealth Management | San Francisco, | $2.4B | 13 | |||||
| $413M | 3 | 7 | 2031 | |||||
| BEND, | $138M | 2012 | ||||||
| PAOLI, | $483M | 2 | 2026 | |||||
| Ft Lauderdale, | 149 | |||||||
| Smithtown, | 492 | |||||||
| Denver, | 420 | |||||||
| Dallas, | $397M | 256 | 2023 | |||||
| $196M | 4 | 12 | 2028 | |||||
| $27B | 194 | 2015 | ||||||
| Canyon Lake, | 175 | |||||||
| Irwin, | 123 | |||||||
| Valencia, | 80 | |||||||
| Phoenix, | 110 | |||||||
| San Francisco, | 83 | |||||||
| St. Louis, | 55 | |||||||
| Columbus, | 55 | |||||||
| Dallas, | $164M | 159 | 2016 | |||||
| Honolulu, | 72 | |||||||
| New York, | $25.3M | 7 | 1 | 2019 | ||||
| Chicago, | 50 | |||||||
| The Woodlands, | 1,108 | |||||||
| Lisle, | 50 | |||||||
| San Ramon, | 1,246 | |||||||
| DALLAS, | $64.0M | 1 | 2012 | |||||
| Denver, | $1.0M | 1 | ||||||
| 1 | 1 | 2027 | ||||||
| SAN Antonio, | $3.3B | 2025 | ||||||
| SCOTTSDALE, | 2026 | |||||||
| $197M | 2 | 1 | 2031 | |||||
| $50.0M | 1 | 5 | ||||||
| New York, | 395 | |||||||
| Austin, | 1 | |||||||
| · probable Unsized | New York, | |||||||
| $200M | 1 | |||||||
| NEW YORK, | $158M | 2 | 2012 | |||||
CATHERINE MARY ARNET-VALEGA Person · RIA / Wealth · matched CATHERINE MARY VALEGA · LPL FINANCIAL LLC | 1992 | |||||||
| 1994 | ||||||||
| 2003 |
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.