DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
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 | ||||
| · probable Unsized | Newtown Square, | $17B | 19 | 16 | ||||
| WEST LINN, | $667M | 4 | 2024 | |||||
| ST. AUGUSTINE, | $70.1M | 2026 | ||||||
| GREENWICH, | $139B | 5 | 6 | 2012 | ||||
Large cap | New York, | $40B | 52 | 40 | 11 | 2024 | ||
VERITY INVESTMENT PARTNERS Registered adviser · RIA / Wealth · matched VERITY AND VERITY, LLC · 801-63829 | BEAUFORT, | $1.4B | 12 | 2012 | ||||
| OAKLAND, | $2.9B | 1 | 8 | 2012 | ||||
| CHAMBLEE, | $284M | 5 | 2018 | |||||
Verified Capital Firm · Venture · matched Verified Capital LLC · Exempt reporting adviser Also on RIA / Wealth Management | San Francisco, | $197M | 2 | 1 | 2026 | |||
VERITY ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched VERITY ASSET MANAGEMENT, INC. · 801-66730 Also on Real Estate Funds | DURHAM, | $1.2B | 53 | 2011 | ||||
| San Antonio, | 4,308 | |||||||
| Houston, | 4,945 | |||||||
| New York, | ||||||||
| New York, | ||||||||
| LONDON, | $19B | 2015 | ||||||
| 2025 | ||||||||
| Reston, | 1,873 | |||||||
| Louisville, | 817 | |||||||
| Fishers, | 687 | |||||||
| Ellicott City, | 943 | |||||||
| Alpharetta, | 1,419 | |||||||
| Buffalo, | 955 | |||||||
| Livingston, | 1,054 | |||||||
| Ann Arbor, | 432 | |||||||
| Tempe, | 337 | |||||||
| Denver, | $79.0M | 1 | ||||||
Verity Venture Partners, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | San Francisco, | $21.7M | 7 | 2 | 4 | ||
| Costa Mesa, | 109 | |||||||
| Blue Bell, | 451 | |||||||
| Eatontown, | 380 | |||||||
| $15.0M | 2026 | |||||||
| Southborough, | 351 | |||||||
| New York, | 68 | |||||||
| El Cajon, | 284 | |||||||
| $164M | 2011 | |||||||
| SAUSALITO, | $279M | 2 | 2012 | |||||
| Brea, | 162 | |||||||
| Covington, | 431 | |||||||
| AUSTIN, | $70.5M | 2011 | ||||||
| Murrysville, | 141 | |||||||
| BASKING RIDGE, | $51B | 1 | 2012 | |||||
| Spencer, | 122 | |||||||
| FREDERICK, | $551M | 8 | 2021 | |||||
| Reston, | 78 | |||||||
Verisk Analytics, Inc. Pension Plans Allocator · Allocators · matched Verisk Analytics, Inc. · 100M-1B | Jersey City, | $426M | 2025 | |||||
| Bonita Springs, | 73 | |||||||
| Plano, | 82 | |||||||
| Huntersville, | 65 |
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.