DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
Middle market | Boston, | $2.8B | 79 | 9 | 65 | 2022 | ||
| Seattle, | 465 | |||||||
| Palm Beach Gardens, | 1 | |||||||
| Auburn Hills, | 70 | |||||||
| BURLINGAME, | $235M | 1 | 2025 | |||||
| Santa Clara, | 840 | |||||||
| $20.4M | 2 | 2 | 2032 | |||||
| 2001 | ||||||||
| Bellevue, | 202 | |||||||
| Houston, | 2 | |||||||
| OWINGS MILLS, | $5.0B | 63 | 2015 | |||||
| Cedar Falls, | 54 | |||||||
| $16.0M | 1 | 3 | ||||||
AMPERSAND INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched AMPERSAND INVESTMENT MANAGEMENT, LLC · 801-117309 | BRISTOL, | $22.4M | 2019 | |||||
| 3 | ||||||||
| Santa Clara, | 732 | |||||||
| 3 | ||||||||
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC Registered adviser · RIA / Wealth · 801-69518 Also on Allocators | ISELIN, | $1.3B | 2012 | |||||
AMPERSAND INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched AMPERSAND INVESTMENT ADVISORS, PLLC | CAMDEN, | 2026 | ||||||
| Roselle, | 97 | |||||||
| NEW YORK, | $92.1M | 2012 | ||||||
| SAN Francisco, | $148M | 2024 | ||||||
| $2.4M | 2026 | |||||||
| 1 | 2023 | |||||||
| Boonton, | 162 | |||||||
| Woodland, | 110 | |||||||
| Belgrade, | 68 | |||||||
| 3 | 2 | |||||||
| Los Angeles, | 2 | |||||||
AMPERSAND CF LIMITED PARTNERSHIP Fund · RIA / Wealth · AMPERSAND CAPITAL PARTNERS Also on Private Equity | $443M | 76 | 2021 | |||||
AMPERSAND 2023 LIMITED PARTNERSHIP Fund · RIA / Wealth · AMPERSAND CAPITAL PARTNERS Also on Private Equity | $1.2B | 164 | 2023 | |||||
| 1997 | ||||||||
| 2008 | ||||||||
| 1984 | ||||||||
| 1999 | ||||||||
| 2006 | ||||||||
| 1979 | ||||||||
| 2008 | ||||||||
| 2002 | ||||||||
| 1996 | ||||||||
| 2005 | ||||||||
JUAN YAGO SAMPERIO SUAREZ Person · RIA / Wealth · matched JUAN YAGO SAMPERIO · MERCER GLOBAL ADVISORS INC. | 2016 | |||||||
| 2006 | ||||||||
PAMELA STAMPER BRANDT Person · RIA / Wealth · matched PAMELA SUE STAMPER · SUSTAINABLE ADVISORS ALLIANCE LLC | 1981 | |||||||
| 2015 | ||||||||
Captrust | 2008 | |||||||
| 2013 | ||||||||
| 2011 | ||||||||
| 2008 |
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.