Capital activity in North Carolina

281 advisory firms and 44 recorded private offerings, concentrated mostly around Charlotte. Here is the breakdown.

📋 281RIA Firms $3.0T Most concentrated in Charlotte

📑 44Form D Filings $14.2B Most concentrated in Charlotte

🏛 603Brokers Most concentrated in Charlotte

🏦 1,290Pension Plans Most concentrated in Charlotte

🎓 4Endowments $4.2B Most concentrated in Charlotte

💼 2213F Managers $1.5T Most concentrated in Charlotte

National rank by advisory firms#15

National rank by private offerings#15

Cities with recorded activity20

Top cities

Charlotte756 recorded$3.1T

Raleigh296 recorded$1.3T

Greensboro158 recorded$20.0B

Durham99 recorded$3.8B

Winston-Salem71 recorded$8.3B

Cary52 recorded$10.4B

Asheville46 recorded$6.6B

Wilmington44 recorded$3.6B

Chapel Hill42 recorded$29.4B

Morrisville37 recorded

Winston Salem36 recorded$8.5B

Davidson28 recorded

About these figures. This is our own compiled dataset, assembled and maintained by us for orientation only. We do not guarantee that it is accurate, current or complete, and it should not be relied on for any decision. Verify anything that matters to you independently.

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