DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | 160 | |||||||
| MIDLAND, | 2026 | |||||||
| 2 | ||||||||
| Boston, | 1 | 1 | ||||||
| 1 | ||||||||
| 1 | ||||||||
| 1996 | ||||||||
Sanctuary Advisors, LLC Firm · Venture · matched Famiglia Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
Conegliano Ventures, LLC Firm · Venture · matched Conegliano Ventures GP, LLC (relying Advisor) · Exempt reporting adviser Also on RIA / Wealth Management | Princeton, | $909M | 10 | 1 | 2025 | |||
| Berlin, | $85.8M | 2 | 5 | |||||
| RALEIGH, | $496M | 1 | 2024 | |||||
| VALLEY STREAM, | $39.0M | 2026 | ||||||
Retirement Plan for Bargaining Unit Employees of Marcegaglia USA, Inc. Plan · Allocators · Marcegaglia USA, Inc. | Richburg, | $2.9M | 44 | 17 | 1 | 2025 | ||
| 1 | 2022 | |||||||
| New York, | 147 | |||||||
| Richburg, | 144 | |||||||
| Scotts Valley, | 81 | |||||||
| Lyndhurst, | 88 | |||||||
| Chicago, | 84 | |||||||
| 1996 | ||||||||
| 1989 | ||||||||
| 2003 | ||||||||
| 2001 | ||||||||
| 1995 | ||||||||
| 2005 | ||||||||
| 1992 | ||||||||
| 1998 | ||||||||
| 2015 | ||||||||
| 2011 | ||||||||
| 1989 | ||||||||
| 2006 | ||||||||
| 1998 | ||||||||
John S. Battaglia Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2002 | |||||||
| 2008 | ||||||||
| 2015 | ||||||||
MICHAEL ANDREW BATTAGLIA Person · RIA / Wealth · matched MICHAEL BUTTAGLIA · CETERA INVESTMENT ADVISERS LLC | 1997 | |||||||
| 1994 | ||||||||
| 2015 | ||||||||
| 1992 | ||||||||
| 1997 | ||||||||
| 1998 | ||||||||
| 1991 | ||||||||
Thomas Christian Tenaglia Person · RIA / Wealth · matched THOMAS TENEGLIA · GALLAGHER FIDUCIARY ADVISORS, LLC | 2008 | |||||||
| 1981 | ||||||||
| 2008 | ||||||||
| 2000 | ||||||||
| 1987 | ||||||||
| 2001 | ||||||||
| 1998 | ||||||||
| 2011 |
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.