DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| CHARLOTTE, | $4.7B | 15 | 2012 | ||||
| Long Beach, | 959 | ||||||
| $3.2M | 2025 | ||||||
| HOUSTON, | $469M | 2 | 2020 | ||||
| $9.3M | 2026 | ||||||
| Santa Barbara, | 54 | ||||||
| 4 | 1 | ||||||
| Augusta, | 63 | ||||||
| Fort Bragg, | 56 | ||||||
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Captrust | 2015 | ||||||
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KIMBERLY SUE MILLER Person · RIA / Wealth · matched KIMBERLY SUE BRAGG · ROBERT W. BAIRD & CO. INCORPORATED | 2016 | ||||||
| 2008 | |||||||
Sara R Larocco Person · RIA / Wealth · matched Sara R Bragg · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 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.