DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Bold Management Advisors, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Santa Monica, | 1 | 4 | 19 | 2026 | ||
| · probable | Buffalo, | $4.0M | 1 | 4 | ||||
| Guaynabo, | 129 | |||||||
| SANTA MONICA, | 2025 | |||||||
| 2 | ||||||||
| · candidate | 1 | |||||||
| · candidate | 1 | |||||||
| Muskegon, | 72 | |||||||
BRANCHES + ROOTS INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · matched BOLD CLARITY LLC · 801-132067 | SARATOGA SPRINGS, | 2025 | ||||||
| Delray Beach, | 346 | |||||||
| 2026 | ||||||||
| Fairfield, | 99 | |||||||
| Houston, | 107 | |||||||
| Severna Park, | 1 | |||||||
| 3 | ||||||||
Lower middle market | Greenwich, | $30.3M | 21 | 3 | 2024 | |||
BOLDHAVEN MANAGEMENT Registered adviser · RIA / Wealth · matched BOLDHAVEN MANAGEMENT LLP · 801-120201 | LONDON, | $2.0B | 1 | 2020 | ||||
| New York, | ||||||||
| New York, | ||||||||
| Miami, | $1.6B | 11 | 27 | 2 | 2026 | |||
| $3.0M | 2026 | |||||||
| MILL VALLEY, | 18 | 2025 | ||||||
| Boise, | 3 | |||||||
| Redondo Beach, | 2 | |||||||
| BOULDER, | 2023 | |||||||
| Bainbridge Island, | 1 | |||||||
| $1.6M | 2025 | |||||||
| Miami, | 2 | |||||||
| 2002 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 1986 | ||||||||
| 1999 | ||||||||
TERRI BOLDEN WARD Person · RIA / Wealth · matched TERRI MARIE BOLDEN · UNITED CAPITAL FINANCIAL ADVISORS | 1997 | |||||||
| 2009 | ||||||||
| 1991 | ||||||||
| 1996 | ||||||||
| 2016 | ||||||||
| 2010 | ||||||||
| 1997 | ||||||||
| 2011 | ||||||||
| 2001 | ||||||||
| 2006 | ||||||||
| 1980 | ||||||||
| 2001 | ||||||||
| 2013 | ||||||||
| 2008 | ||||||||
| 2015 |
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.