DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Troy, | 115 | |||||||
| $129M | 2 | 2025 | ||||||
| Scarborough, | 53 | |||||||
| San Francisco, | 239 | |||||||
| BLOOMFIELD HILLS, | $337M | 2012 | ||||||
| 2004 | ||||||||
| 2001 | ||||||||
| 2011 | ||||||||
| 2003 | ||||||||
| 2007 | ||||||||
| 2013 | ||||||||
| 2003 | ||||||||
| 2016 | ||||||||
| 2013 | ||||||||
| 1988 | ||||||||
JENNIFER MOUSER CAPELL Person · RIA / Wealth · matched JENNIFER DAWN MOUSER-CAPELL · LPL FINANCIAL LLC | 2009 | |||||||
| 1992 | ||||||||
| 2013 | ||||||||
| 2001 | ||||||||
| 2013 | ||||||||
| 2012 | ||||||||
| 2002 | ||||||||
| 2014 | ||||||||
| 2005 | ||||||||
| 2008 | ||||||||
Onedigital | 2001 | |||||||
| Corry, | 54 | |||||||
| $44.0M | 5 | 1 | 2029 | |||||
| $86.9M | 24 | 2012 | ||||||
H.I.G. CAPITAL - TMRS CAPELLA SMA, L.P. Fund · RIA / Wealth · H.I.G. CAPITAL, LLC Also on Private Equity | $288M | 2 | 2019 | |||||
| 2 | 1 | 2025 | ||||||
| 5 | ||||||||
INNOVIUS CAPITAL CAPELLA I LP Fund · RIA / Wealth · INNOVIUS CAPITAL MANAGEMENT, LLC Also on Venture Capital | $11.0M | 12 | 2022 | |||||
LVP CAPELLA INVESTORS III L.P. Fund · RIA / Wealth · LEVENSOHN VENTURE PARTNERS LLC Also on Venture Capital | $1.7M | 35 | 2013 | |||||
LVP CAPELLA INVESTORS II, L.P. Fund · RIA / Wealth · LEVENSOHN VENTURE PARTNERS LLC Also on Venture Capital | $138,408 | 38 | 2012 | |||||
LVP CAPELLA INVESTORS, L.P. Fund · RIA / Wealth · LEVENSOHN VENTURE PARTNERS LLC Also on Venture Capital | 42 | 2012 | ||||||
| $242,556 | 15 | 2023 | ||||||
| $132,783 | 12 | 2023 | ||||||
| $102M | 45 | 2024 | ||||||
| 2001 | ||||||||
Robert Nicholas Cappelli Person · RIA / Wealth · matched ROBERT NICHOLAS CAPELLI · JANNEY MONTGOMERY SCOTT LLC | 2006 | |||||||
JEANNE C GOEDECKE Person · RIA / Wealth · matched JEANNE C CAPELLA · CARDEROCK CAPITAL MANAGEMENT, INC. | 2012 | |||||||
Sharon Kapluto Person · RIA / Wealth · matched Sharon Capeluto · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
Ann Katherine Moore Person · RIA / Wealth · matched ANN KATHERINE CAPELL · INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2008 | |||||||
JAMES MATTHEW CAPPELLO Person · RIA / Wealth · matched JAMES MATTHEW CAPELLO · GAGNON SECURITIES, LLC | 2015 | |||||||
| 2015 | ||||||||
NICHOLAS EMANUEL CAPPELLO Person · RIA / Wealth · matched NICHOLAS EMANUEL CAPELLO · LEBENTHAL GLOBAL ADVISORS, LLC | 2011 | |||||||
| Lehi, | 3 | 1 | ||||||
| Boulder, | 1 | |||||||
| Fenton, | 1 |
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.