DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
| $342M | 1 | 2012 | ||||||
| DES PLAINES, | $45.5M | 3 | 2012 | |||||
| RESTON, | $36.4M | 2014 | ||||||
Fiduciary Trust International, LLC Firm · Private equity · matched Athena Stonehorse Fund GP LLC (relying Adviser) Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Lincoln, | $6.3B | 3 | 4 | 2015 | ||
| East Setauket, | 146 | |||||||
| AUSTIN, | $2,000 | 2023 | ||||||
| Philadelphia, | 100 | |||||||
| 2025 | ||||||||
| 2021 | ||||||||
| Superior, | 1 | |||||||
| RENO, | $174M | 1 | 2022 | |||||
| Vacaville, | 2 | |||||||
| SACRAMENTO, | $2,500 | 1 | 2014 | |||||
| Gaithersburg, | 1,067 | |||||||
| Plymouth Meeting, | 52 | |||||||
| MURRIETA, | $5.0M | 2026 | ||||||
| 2014 | ||||||||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| 2001 | ||||||||
| 2008 | ||||||||
| 1995 | ||||||||
| 2012 | ||||||||
| 1 | 2022 | |||||||
| SAN FRANCISCO, | $20.0M | 2012 | ||||||
| 2007 | ||||||||
| New York, | 1 | |||||||
| 2015 | ||||||||
| 2003 | ||||||||
| $262M | 70 | 2015 | ||||||
ATHENA CLO II, LLC Fund · RIA / Wealth · BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC Also on Private Credit | $480M | 1 | 2024 | |||||
| 1994 | ||||||||
ATHENA LYNNE MORROW Person · RIA / Wealth · matched ATHENA LYNNE FRAZAR · AMERIPRISE FINANCIAL SERVICES, LLC | 2006 | |||||||
ATHENA CRISTINA YOST Person · RIA / Wealth · matched ATHENA CRISTINA PAPAZEKOS · CHARLES SCHWAB & CO., INC. | 2006 | |||||||
| 4 | 3 | |||||||
ATHENA MARIA ROBBINS Person · RIA / Wealth · matched ATHENA MARIA BOOCK · CETERA INVESTMENT ADVISERS LLC | 1994 | |||||||
ATHENA KAULANA STONE Person · RIA / Wealth · matched ATHENA KAULANA SALWOLKE · ATTENTIVE INVESTMENTS, LLC | 2003 | |||||||
ATHENA IRENE MALLIOS Person · RIA / Wealth · matched ATHENA IRENE PETREDIS · PETREDIS INVESTMENT ADVISORS | 2014 | |||||||
| 2004 | ||||||||
| Pittsburgh, | 1 | |||||||
| · probable | San Mateo, | 2 | 5 | |||||
ATHENA ELIZABETH McGuire Person · RIA / Wealth · matched ATHENA ELIZABETH SORIERO · AMERIPRISE FINANCIAL SERVICES, LLC | 2006 | |||||||
ATHENA JOHNSON FELHANDLER Person · RIA / Wealth · matched ATHENA JOHNSON CAMPBELL · OSAIC ADVISORY SERVICES, LLC | 2004 | |||||||
| Goodlettsville, | 74 | |||||||
| Boston, | 4,675 | |||||||
| $2.2M | 8 | 2015 | ||||||
| $31.2M | 1 | 2014 | ||||||
| GREENWOOD VILLAGE, | $80.4M | 2012 | ||||||
| $21.0M | 1 | 2014 |
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.