DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
| New York, | 897 | |||||||
| Campbell, | 2 | 2 | ||||||
| $37.5M | 2 | 2021 | ||||||
| 2001 | ||||||||
| 2012 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 1997 | ||||||||
Jose Maria Celorio Alvarez Person · RIA / Wealth · matched Jose Maria Celorio · ALTERNA WEALTH MANAGEMENT, INC. | 2016 | |||||||
| 6 | ||||||||
Ocelot Capital Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Austin, | $47.2M | 1 | 1 | 2021 | ||
| LONDON, | 2012 | |||||||
| Pittsburgh, | 764 | |||||||
| Reston, | 649 | |||||||
| Pittsburgh, | 592 | |||||||
| Portland, | 361 | |||||||
| Detroit, | 220 | |||||||
| Creve Coeur, | 135 | |||||||
| Walnut Creek, | 118 | |||||||
| Westlake, | 106 | |||||||
| Denver, | 81 | |||||||
| Clearwater, | 83 | |||||||
| Chicago, | 71 | |||||||
| Enterprise, | 55 | |||||||
| Pittsburgh, | 67 | |||||||
| Schererville, | 53 | |||||||
| Miami, | 51 | |||||||
| South San Francisco, | 1 | |||||||
| Dedham, | 1 | |||||||
| 6 | ||||||||
Marcelo C Hernandez Person · RIA / Wealth · matched Marcelo Cesar Hernandez-Cartaya · W&S BROKERAGE SERVICES, INC. | 2005 | |||||||
| 1992 | ||||||||
| 2001 | ||||||||
| 1999 | ||||||||
| 2007 | ||||||||
| 1998 | ||||||||
Marcelo Flores Person · RIA / Wealth · matched MARCELO NAAN FLORES III · HUNTINGTON FINANCIAL ADVISORS | 2013 | |||||||
| 2008 | ||||||||
| 2007 | ||||||||
| 2009 | ||||||||
MARTHA JON HIX-SICELOFF Person · RIA / Wealth · matched SAM SICELOFF · TRUIST ADVISORY SERVICES, INC. | 1995 | |||||||
| 2006 | ||||||||
ADRIAN MARCELO GONZALEZ VILLARREAL Person · RIA / Wealth · matched ADRIAN MARCELO GONZALEZ · ALTERNA WEALTH MANAGEMENT, INC. | 2011 | |||||||
| 2014 | ||||||||
| 2013 | ||||||||
| 2010 | ||||||||
| 1994 | ||||||||
| 2016 | ||||||||
| 2003 |
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.