DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Middle market | Baton Rouge, | $4.0B | 42 | 10 | 56 | 2023 | ||
| Baton Rouge, | 2,098 | |||||||
| 1 | ||||||||
| Northbrook, | 90 | |||||||
| Melbourne Beach, | 1 | |||||||
| 2016 | ||||||||
| $35.3M | 1 | 2 | ||||||
| MCLEAN, | $667M | 2012 | ||||||
| Lenoir, | 1,381 | |||||||
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Captrust | 2001 | |||||||
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Teresa Ann Magaw Person · RIA / Wealth · matched THERESA ANN BERNHARD · AMERIPRISE FINANCIAL SERVICES, LLC | 1991 | |||||||
Charleen Nicole Maune Person · RIA / Wealth · matched Charleen Nicole Bernhardt · FOGUTH WEALTH MANAGEMENT, LLC. | 2012 | |||||||
KRISTEN M FARIS Person · RIA / Wealth · matched KRISTEN MARIE BERNHARDT · UBS FINANCIAL SERVICES INC. | 2008 | |||||||
| 1988 | ||||||||
Jessica Marie Voci Person · RIA / Wealth · matched Jessica M Bernhardt · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2011 | |||||||
| New York, | 2 | |||||||
| Birmingham, | 3 |
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.