DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| VENTURA, | $124M | 2012 | |||||
| Houston, | $1.3B | 2025 | |||||
| Pittsburgh, | $615M | 2026 | |||||
| Summit, | $572M | 2025 | |||||
| 1 | |||||||
| 1999 | |||||||
| 1999 | |||||||
| 1988 | |||||||
| 1985 | |||||||
| 1990 | |||||||
Captrust | 1992 | ||||||
| 2008 | |||||||
| 2004 | |||||||
| Madison, | 554 | ||||||
| Tucson, | 60 | ||||||
| 2014 | |||||||
| 2000 | |||||||
| 1994 | |||||||
Deborah Kipp Cundiff Person · RIA / Wealth · matched DEBORAH KIPPCUNDIFF · PROSPERITY CAPITAL ADVISORS | 1994 | ||||||
| 1987 | |||||||
| 2004 | |||||||
| 2015 | |||||||
| 2006 | |||||||
| 2014 | |||||||
| 2001 | |||||||
| 2014 | |||||||
| 2016 | |||||||
| 2015 | |||||||
| 2007 | |||||||
| 2013 | |||||||
| 2014 | |||||||
| 2015 | |||||||
| 3 | |||||||
| 2 | |||||||
MRE KIPP PARTNERS-ER, L.P. Fund · RIA / Wealth · BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS Also on Real Estate Funds | $4.5M | 2 | 2016 | ||||
MRE Kipp Partners-Er, L.P. Real estate fund vehicle · RE funds · Bentallgreenoak Strategic Capital Partners Also on RIA / Wealth Management | $4.5M | 2 | 2016 | ||||
SKIPPING STONES FIDUCIARY CONSULTING Registered adviser · RIA / Wealth · matched SKIPPING STONES ADVISORS LLC | 2026 | ||||||
| Charlotte, | 1 | 1 | |||||
| Mill Creek, | 2 | ||||||
Teresa SKIPPER Bechard Person · RIA / Wealth · matched TERESA SKIPPER JOHNSTON · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1999 | ||||||
| 1998 | |||||||
| 2016 | |||||||
| 2005 | |||||||
| 2000 | |||||||
| 2014 | |||||||
| 2007 | |||||||
Captrust | 2009 | ||||||
CARRIE K NICHOLS Person · RIA / Wealth · matched CARRIE DENISE KIPPENBERGER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1994 | ||||||
| 1999 | |||||||
| 1999 |
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.