DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $16.9M | 4 | 2 | 2029 | |||||
| 1 | ||||||||
| Charlotte, | $310M | 3 | 1 | 1 | 2024 | |||
| Charlotte, | $416M | 51 | 20 | 9 | 2024 | |||
| SEWICKLEY, | $1.6B | 8 | 2012 | |||||
| Gastonia, | $133M | 2024 | ||||||
| 1 | 1 | |||||||
| Paris, | 72 | |||||||
| Mooresville, | 51 | |||||||
| 2007 | ||||||||
| 2014 | ||||||||
| 2010 | ||||||||
Kimberly Belk Kaylor Person · RIA / Wealth · matched KIMBERLY LAYNE BELK · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2008 | |||||||
| 2016 | ||||||||
| 2008 | ||||||||
| 2005 | ||||||||
| 1990 | ||||||||
| 2004 | ||||||||
| 2011 | ||||||||
| 1984 | ||||||||
Daniel Belknap Spanski-Dreffin Person · RIA / Wealth · matched Daniel Belknap Dreffin · CETERA INVESTMENT ADVISERS LLC | 2006 | |||||||
| 1989 | ||||||||
| 1994 | ||||||||
| 1993 | ||||||||
| 1996 | ||||||||
| 1997 | ||||||||
| 2008 | ||||||||
| 2008 | ||||||||
| 2004 | ||||||||
| 2015 | ||||||||
| 1984 | ||||||||
Julie Belknap Bauman Person · RIA / Wealth · matched JULIE MARIE BELKNAP · ESSEX FINANCIAL SERVICES, INC. | 1998 | |||||||
| 2015 | ||||||||
| 1986 | ||||||||
| 2016 | ||||||||
| 2013 | ||||||||
| 2002 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| El Segundo, | 899 | |||||||
| Modesto, | 216 | |||||||
| Houston, | 111 | |||||||
| $23.1M | 1 | 2022 | ||||||
| 2000 | ||||||||
| $30,000 | 2026 | |||||||
| 2011 | ||||||||
| 2002 | ||||||||
| 2010 | ||||||||
| 2014 | ||||||||
| 1997 |
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.