DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | 1 | |||||||
Sterling Bay Capital Advisers, LLC Manager · RE funds · matched Cheval Porter Manager, LLC · Under 1b Also on Private Equity, RIA / Wealth Management | · probable | Chicago, | $586M | 12 | 7 | 2023 | ||
| New York, | ||||||||
| 2026 | ||||||||
| 2025 | ||||||||
| Chicago, | 1 | |||||||
| 1 | 1 | |||||||
| Washington, | $126,007 | 2023 | ||||||
| 1994 | ||||||||
| 1990 | ||||||||
| 2013 | ||||||||
ELISHEVA SHARON DEFEO Person · RIA / Wealth · matched ELISHEVA SHARON DE FEO · YHB INVESTMENT ADVISORS INC | 2007 | |||||||
| 2001 | ||||||||
| 1997 | ||||||||
| 2014 | ||||||||
| 2006 | ||||||||
| 2015 | ||||||||
| 2009 | ||||||||
Zarina SASHEVA Stankov Person · RIA / Wealth · matched ZARINA SASHEVA STANKOVA · CHARLES SCHWAB & CO., INC. | 2013 | |||||||
| 2016 | ||||||||
| 2013 | ||||||||
| 2016 | ||||||||
| 2003 | ||||||||
| 2002 | ||||||||
| 2016 | ||||||||
Manuel Alejandro Aguirre-Echevarria Person · RIA / Wealth · matched Manuel Alejandro AguirreEchevarria Collado · J.P. MORGAN SECURITIES LLC | 2015 | |||||||
| 2005 | ||||||||
| 2016 | ||||||||
| 2004 | ||||||||
BORIANA NIKOLAEVA BAKALTCHEVA Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 2013 | ||||||||
| 1996 | ||||||||
| 1987 | ||||||||
DYAN ECHEVARRIA Person · RIA / Wealth · matched DYAN ECHEVARRIA - CEDENO · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 1999 | ||||||||
| 2014 | ||||||||
| 2011 | ||||||||
| 2016 | ||||||||
| 2014 | ||||||||
| 2007 | ||||||||
| 2012 | ||||||||
Kristina Rumenova Doncheva Aldana Person · RIA / Wealth · matched Kristina Rumenova Doncheva · RAYMOND JAMES & ASSOCIATES, INC. | 2008 | |||||||
Lachezara Plamenova Docheva Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 1994 | ||||||||
| 2001 |
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.