DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| 2013 | |||||||
| Westport, | $1.7B | 2024 | |||||
| 2005 | |||||||
FRANCIS JOSEPH D'ALIA Person · RIA / Wealth · matched FRANCIS JOSEPH DALIA · PRINCIPAL SECURITIES, INC. | 2015 | ||||||
| 2006 | |||||||
| 1985 | |||||||
STEVEN D'ALISE Person · RIA / Wealth · matched STEVEN JAMES DALISE · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2002 | ||||||
GIANCARLO DALIMONTE Person · RIA / Wealth · matched GIANCARLO D'ALIMONTE · CAPITOL PRIVATE WEALTH GROUP LLC | 2000 | ||||||
Ingrid Dalicia Clay Person · RIA / Wealth · matched Ingrid Dalicia Boyce · ADVICE AND PLANNING SERVICES | 2013 | ||||||
| 1994 | |||||||
| 2014 | |||||||
| 2001 | |||||||
| 2008 | |||||||
| 1995 | |||||||
| 2014 | |||||||
| 2011 | |||||||
| 2014 | |||||||
Heather Dalice Johnson Person · RIA / Wealth · matched Heather Dalice Hohman · SHADOWRIDGE ASSET MANAGEMENT, LLC | 2016 | ||||||
| 2016 | |||||||
| 2011 | |||||||
| 2016 | |||||||
| 2014 | |||||||
| 2010 | |||||||
| 2016 | |||||||
| 2003 | |||||||
| 2016 | |||||||
| · probable Middle market | New York, | $2.0B | 12 | 25 | 2022 | ||
| 1986 | |||||||
| 2015 | |||||||
| 2001 | |||||||
| 2014 | |||||||
| 1999 | |||||||
| 2001 | |||||||
| CLARKSVILLE, | 2026 | ||||||
| 2007 | |||||||
| 2012 | |||||||
| 1997 | |||||||
MEDALIST PARTNERS CORPORATE FINANCE LLC Registered adviser · RIA / Wealth · 801-77831 Also on Private Credit | ALPHARETTA, | $1.3B | 6 | 2013 | |||
VANDALIA WEALTH Registered adviser · RIA / Wealth · matched VANDALIA WEALTH MANAGEMENT INCORPORATED · 801-135365 | CHARLESTON, | $250M | 14 | 2026 | |||
| 2010 | |||||||
| 2016 | |||||||
| 2014 | |||||||
| 2016 | |||||||
Dalila Doris Toledo Person · RIA / Wealth · matched Dalila Toledo Bajalcaliev · ALERA INVESTMENT ADVISORS, LLC | 2014 | ||||||
| 2012 | |||||||
Medalist Partners Asset-Based Private Credit Fund III Onshore Feeder, L.P. Capital provider · Sponsors | New York, | $239M | |||||
| WESTLAKE VILLAGE, | $151M | 1 | 2018 | ||||
Dalia BRENDA Postigo Person · RIA / Wealth · matched Dalia Brenda Postigo Flores · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006 | ||||||
| 2016 |
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.