This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Owners

Segall Bryant & Hamill, Geller Advisors LLC

Owned since

Jan 15, 2025

Industry

financial_services

Add-ons on file

0add-on transactions linked to this company on the graph

Add-ons evidenced

0derived0 in 24 months, from sponsor and platform websites and press; record tier discovery, not independently verified

Transactions

2

Investors

2

• Occurred

  Jan 15, 2025
  Transaction announced

  Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

  Segall Bryant & HamillNews and newswireobserved yesterday
• Occurred

  Jan 15, 2025
  Platform investment

  Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

  News and newswireobserved yesterday
• Occurred

  Jan 15, 2025
  Exit

  Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

  News and newswireobserved yesterday

Graph

Private Equity

Canonical id

dfx:pe:6cdd065f-5bba-4d27-8b33-647ef76ba314

First observed

Sep 17, 2026

Last observed

Sep 18, 2026 7 h ago

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.