DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| BOSTON, | $3.4B | 60 | 2012 | |||||
| MEMPHIS, | $14B | 2013 | ||||||
Factory Hq Firm · Venture · matched Factory Hq Advisors, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Menlo Park, | $266M | 4 | 1 | 2024 | |||
| LAKE FOREST, | $55.7M | 2012 | ||||||
| 1 | ||||||||
Commercial & Professional Services Shepherd Intermediate, LLC Borrower · Private credit · matched FHAS | $6.3M | 2 | 1 | 2030 | ||||
| 21 | 2017 | |||||||
MVP FHA 2022, A SERIES OF MVP-C CO-INVESTS 2022 LLC Fund · RIA / Wealth · MVP VENTURES LLC Also on Venture Capital | $192,650 | 8 | 2024 | |||||
| 1998 | ||||||||
| 2005 | ||||||||
| 2012 | ||||||||
| 2014 | ||||||||
EDWARD SPALDING KAPFHAMMER Person · RIA / Wealth · matched EDWARD SPALDING KAPFHAMMER JR · SPIRE WEALTH MANAGEMENT, LLC | 2010 | |||||||
| 2016 | ||||||||
STEFHANIE M BEARD Person · RIA / Wealth · matched STEFHANIE M BERENDS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005 | |||||||
| 1990 | ||||||||
| $108M | 20 | 2014 | ||||||
| $7.7M | 48 | 2022 | ||||||
| $308,332 | 2025 | |||||||
Tammy Louise Borchers Person · RIA / Wealth · matched TAMMY L KORFHAGE · CETERA INVESTMENT ADVISERS LLC | 2006 | |||||||
BRANDI L SCHNATHORST Person · RIA / Wealth · matched BRANDI LYN BRAAFHART · UBS FINANCIAL SERVICES INC. | 2002 | |||||||
JOSHUA MICHAEL KAUFTHAL Person · RIA / Wealth · matched JOSHUA MICHAEL KAUFHAL · OPPENHEIMER & CO. INC. | 2010 | |||||||
Robyn Renee Cook Person · RIA / Wealth · matched ROBYN RENEE VIEFHAUS · STATE FARM INVESTMENT MANAGEMENT CORP. | 2011 | |||||||
STEPHANIE MARIE TOCCO Person · RIA / Wealth · matched STEPHANIE MARIE SCHAFFHAUSER · AMERIPRISE FINANCIAL SERVICES, LLC | 2003 | |||||||
Qualcomm Company · Venture · matched 20250415_1200_Monochrome Q Logo_remix_01jrwe6q40fhat1b5eym3wk5wj | 3 | |||||||
| New York, | 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.