DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 1 | ||||||||
| 2003 | ||||||||
| 2016 | ||||||||
| NEW YORK, | $6.2B | 19 | 8 | 2012 | ||||
| Bend, | $129M | 7 | 1 | 2 | 2025 | |||
Treesdale Partners, LLC Firm · Private equity · matched Treebrook Macro Master Fund Ltd Also on RIA / Wealth Management | · probable Unsized | New York, | $522M | 1 | 1 | |||
| 1 | 2023 | |||||||
| Farmers Branch, | 266 | |||||||
| Fall River, | 236 | |||||||
| Donald, | 148 | |||||||
| Wichita, | 115 | |||||||
| Ludington, | 73 | |||||||
| Butler, | 55 | |||||||
| Waterloo, | 58 | |||||||
| 2011 | ||||||||
Oneseven | 2004 | |||||||
| 1999 | ||||||||
CHARLENE KATHERINE DOLAN Person · RIA / Wealth · matched CHARLENE K MACDONALD · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1998 | |||||||
| 2006 | ||||||||
| 2008 | ||||||||
| 1992 | ||||||||
| 1991 | ||||||||
| 2014 | ||||||||
Mariner | 2015 | |||||||
| 2016 | ||||||||
ALLAN MARK MACVEAN Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1975 | |||||||
| 1997 | ||||||||
| 2007 | ||||||||
| 1981 | ||||||||
| 2014 | ||||||||
| 2008 | ||||||||
| 1999 | ||||||||
| 2013 | ||||||||
| 2001 | ||||||||
| 1984 | ||||||||
| 1986 | ||||||||
| 2010 | ||||||||
| 2012 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| $140M | 51 | 2016 | ||||||
| $152M | 7 | 2012 | ||||||
| $10.9M | 4 | 2023 | ||||||
| $4.6M | 4 | 2014 | ||||||
| San Diego, | 2 | |||||||
| 2 | ||||||||
| West Jordan, | 1 | |||||||
| 1 | ||||||||
| 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.