DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Tulsa, | 53 | |||||||
| New York, | 325 | |||||||
| 2021 | ||||||||
| $750,000 | 30 | 2019 | ||||||
| 2 | ||||||||
| 3 | 2 | 2027 | ||||||
| Bethlehem, | 614 | |||||||
| Bethlehem, | $47.0M | 2025 | ||||||
| Boyertown, | 51 | |||||||
| Chicago, | 95 | |||||||
| NEW YORK, | $1.4B | 2 | 2021 | |||||
| · probable Upper middle market | Chicago, | $19B | 1 | 63 | 26 | 2024 | ||
MELISSA BORNE DUGAS Person · RIA / Wealth · matched MELISSA FAYE BORNE · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005 | |||||||
| 1995 | ||||||||
| 2007 | ||||||||
| 1993 | ||||||||
| 1999 | ||||||||
| 1994 | ||||||||
| 2008 | ||||||||
| 2016 | ||||||||
| 2012 | ||||||||
SARAH BORNEMANN FLAMAN Person · RIA / Wealth · matched SARAH MARIE BORNEMANN · UBS FINANCIAL SERVICES INC. | 2006 | |||||||
| 2010 | ||||||||
| 1992 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 1993 | ||||||||
| 1998 | ||||||||
| 2004 | ||||||||
| 1982 | ||||||||
LAURA JEANETTE BORNHEIMER Person · RIA / Wealth · matched LAURA JEANETTE COGNETTI-BORNHEIMER · GWN SECURITIES INC. | 1996 | |||||||
| 1980 | ||||||||
MEHRNAZ BORNA MENDOZA Person · RIA / Wealth · matched MEHRNAZ BORNA · TRANSAMERICA FINANCIAL ADVISORS, LLC | 2001 | |||||||
| 1993 | ||||||||
| 2014 | ||||||||
| 2013 | ||||||||
| 2016 | ||||||||
| 2006 | ||||||||
| 2013 | ||||||||
| 2006 | ||||||||
| 2012 | ||||||||
| 2005 | ||||||||
| 1985 | ||||||||
| 2001 | ||||||||
| 2008 | ||||||||
| 2016 | ||||||||
| 2010 | ||||||||
| 2002 | ||||||||
| 2011 | ||||||||
| 2005 |
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.