DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Merced, | 1 | ||||||
CARIS INVESTMENT PARTNERS Registered adviser · RIA / Wealth · matched CARIS INVESTMENT PARTNERS, INC. | $48.4M | 2026 | |||||
| Irving, | 2,065 | ||||||
| $97.2M | 2 | 3 | 2031 | ||||
| $4.5M | 2026 | ||||||
| Miami, | 191 | ||||||
Aimee Carissa Daigle Person · RIA / Wealth · matched Aimee Carissa English · AMERIPRISE FINANCIAL SERVICES, LLC | 2006 | ||||||
KIMBERLY CARIS GOOD Person · RIA / Wealth · matched KIMBERLY SUE CARIS · KCG INVESTMENT ADVISORY SERVICES LLC | 1988 | ||||||
NILA CARISSA VILLASENOR Person · RIA / Wealth · matched NILA CARISSA PRIYAMBODO · UBS FINANCIAL SERVICES INC. | 2010 | ||||||
| 2012 | |||||||
| 1996 | |||||||
| 1977 | |||||||
| 1999 | |||||||
| 2014 | |||||||
LEEANNE CARIS MCCABE Person · RIA / Wealth · matched LEEANNE CARIS POWELL · AMERITAS ADVISORY SERVICES, LLC | 2014 | ||||||
| 2007 | |||||||
| $50.1M | 2 | 2 | 2029 | ||||
| 2014 | |||||||
| 2006 | |||||||
CARISSA B MARZ Person · RIA / Wealth · matched CARISSA B GLAZER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2000 | ||||||
| 2015 | |||||||
| 2009 | |||||||
| 2015 | |||||||
| 2016 | |||||||
| 2 | 1 | 2029 | |||||
Carissa Jackson Person · RIA / Wealth · matched CARISSA MARIELLE TESSMANN · J.P. MORGAN SECURITIES LLC | 1998 | ||||||
Carissa Fratzke Person · RIA / Wealth · matched Carissa Kathleen Cole · STATE FARM INVESTMENT MANAGEMENT CORP. | 2016 | ||||||
| 2010 | |||||||
Partnership Interests Borrower · Private credit · matched Warrants of Net Assets Issuer Name Carisk Parent, LP | 4 | 1 | |||||
| 1 | 1 | ||||||
| 2016 | |||||||
| 1984 | |||||||
| 2012 | |||||||
| 2011 | |||||||
Carissa Ann Peters Person · RIA / Wealth · matched Carissa Ann Betancourt · U.S. BANCORP ADVISORS, LLC | 2005 | ||||||
| 2015 | |||||||
Carissa J Guernsey Person · RIA / Wealth · matched Carissa Janelle Rixse · ROBERT W. BAIRD & CO. INCORPORATED | 2011 | ||||||
| 2000 | |||||||
| 2010 | |||||||
| 2007 | |||||||
| 2016 | |||||||
| 1998 | |||||||
Carissa Froome Healy Person · RIA / Wealth · matched CARISSA HEALY FROOME · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996 | ||||||
| 2015 | |||||||
CARISA DAWN EPPERSON Person · RIA / Wealth · matched CARISA DAWN GRIMES · AMERIPRISE FINANCIAL SERVICES, LLC | 2007 | ||||||
| 2015 | |||||||
| 2003 | |||||||
| 2013 | |||||||
| 2015 | |||||||
CARISSA L. MORGANSTEIN Person · RIA / Wealth · matched CARISSA L. CAMA · ROCKEFELLER CAPITAL MANAGEMENT | 2010 |
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.