DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | Southborough, | $756M | 29 | 1 | 2 | 2018 | ||
| MIDLAND, | $29.2M | 2026 | ||||||
| 1 | ||||||||
| VENICE, | $41.2M | 2026 | ||||||
| Fort Worth, | 113 | |||||||
| Chicago, | $260M | 13 | 2024 | |||||
| · candidate Unsized | 2 | 1 | 2014 | |||||
| 1995 | ||||||||
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan Plan · Allocators · Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. | Boston, | $21.6M | 3 | 1 | 1 | 2025 | ||
| Columbus, | 76 | |||||||
| Westport, | 53 | |||||||
| 1998 | ||||||||
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Corient | 2013 | |||||||
| 1999 | ||||||||
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| 1996 | ||||||||
| 1984 | ||||||||
| 2014 | ||||||||
| 1993 | ||||||||
LEOPOLDO ENRIQUE FERRIS WALLIS Person · RIA / Wealth · matched LEOPOLDO FERRIS · INSIGNEO ADVISORY SERVICES, LLC | 2010 | |||||||
| 2008 | ||||||||
| 2004 | ||||||||
| 1999 | ||||||||
Corient | 2003 | |||||||
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| 2015 | ||||||||
| 1982 | ||||||||
| 2013 | ||||||||
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| 2013 | ||||||||
| 1991 | ||||||||
Catherine Ferris Cole Person · RIA / Wealth · matched Catherine Mary Ferris · BANKERS LIFE ADVISORY SERVICES, INC. | 2014 | |||||||
| 2015 | ||||||||
| 1998 | ||||||||
| 1987 | ||||||||
| 2013 | ||||||||
| 2015 | ||||||||
| 2015 |
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.