DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Cleo Capital Management Company, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | $23.3M | 1 | 3 | 1 | 2021 | |||
| Albany, | 2 | |||||||
| $6.0M | 2 | 2022 | ||||||
| 2 | ||||||||
| San Francisco, | 170 | |||||||
| Albany, | 1 | |||||||
| Rockford, | 282 | |||||||
| 2007 | ||||||||
| 2 | 1 | |||||||
| 1982 | ||||||||
CLEO B COATES Person · RIA / Wealth · matched Cleo Niki Beletsis · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012 | |||||||
| Rockford, | 315 | |||||||
| 1 | ||||||||
| 2016 | ||||||||
Cleo Thompson Family Office Family office · Family offices · matched J Cleo Thompson Family Office · Family of J. Cleo Thompson Sr. and J. Cleo Thompson Jr. (Dallas oil and gas) | 3 | 2 | ||||||
| 3 | 3 | |||||||
| Burlington, | 1 | |||||||
| $54.2M | 1 | 2 | 2027 | |||||
| $7.0M | 2018 | |||||||
| 1997 | ||||||||
| 2007 | ||||||||
| 2009 | ||||||||
| 2012 | ||||||||
| 1974 | ||||||||
| 2008 | ||||||||
| 2012 | ||||||||
| 2002 | ||||||||
| $10.4M | 2021 | |||||||
| 2015 | ||||||||
| $5.9M | 2021 | |||||||
CLEONA LYNN HERNANDEZ Person · RIA / Wealth · matched CLEONA LYNN PRICE · GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | 1997 | |||||||
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. Registered adviser · RIA / Wealth · matched MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. · 801-65005 | MOBILE, | $2.7B | 10 | 2012 | ||||
| 2002 | ||||||||
| 2006 | ||||||||
| $53.3M | 3 | 2022 | ||||||
| 1 | 1 | |||||||
| SAO PAULO, SP, | $280M | 1 | 2018 | |||||
| $177,981 | 2022 | |||||||
| ALBANY, | $128M | 2012 | ||||||
Tiger Infrastructure Partners Cleopatra Holdco LLC Fund · Private equity · Tiger Infrastructure Partners LP Also on RIA / Wealth Management | $29.2M | 2020 | ||||||
USCA CLEO CAPITAL SEGREGATED PORTFOLIO Fund · RIA / Wealth · USCA ASSET MANAGEMENT LLC Also on Venture Capital | $1.3M | 20 | 2022 | |||||
| FAIRHOPE, | $468M | 6 | 2014 | |||||
FI FUND I, A SERIES OF CLEO CAPITAL AL VEHICLES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $360,400 | 6 | 2022 | |||||
LI-1006 FUND I, A SERIES OF CLEO-SHAM, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $64,802 | 7 | 2024 | |||||
CH FUND I, A SERIES OF CLEO CAPITAL AL VEHICLES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $593,011 | 2 | 2021 | |||||
CH FUND II, A SERIES OF CLEO CAPITAL AL VEHICLES, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $105,613 | 3 | 2023 | |||||
| $1.9B | 56 | 2014 | ||||||
| 2001 | ||||||||
| $1.7B | 59 | 2014 | ||||||
| Birmingham, | 756 |
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.