DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| Newburyport, | 1 | ||||||
| 2013 | |||||||
MELISSA MABLEY MARTIN Person · RIA / Wealth · matched MELISSA MARY MABLEY · BARTLETT & CO. WEALTH MANAGEMENT LLC | 2008 | ||||||
| 2013 | |||||||
| 2012 | |||||||
| 2012 | |||||||
| Round Rock, | 3 | ||||||
| Framingham, | 55 | ||||||
| San Diego, | 1 | ||||||
| Round Rock, | 1 | ||||||
| Round Rock, | 1 | ||||||
| Round Rock, | 1 | ||||||
| Round Rock, | 1 | ||||||
| Round Rock, | 1 | ||||||
| Round Rock, | 1 | ||||||
SUSAN MABEL MORSE Person · RIA / Wealth · matched SUSAN MABLE SHENBERGER · UBS FINANCIAL SERVICES INC. | 1984 | ||||||
LINDA MONTOYA MULLEN Person · RIA / Wealth · matched LINDA MABLE GENE MONTOYA-MULLEN · WELLS FARGO ADVISORS | 2013 | ||||||
| 1998 | |||||||
| $944M | 3 | 1 | 2026 | ||||
| 2016 | |||||||
| $169M | 6 | 1 | 2030 | ||||
| $77.9M | 6 | 3 | 2028 | ||||
| $14.0M | 1 | 1 | |||||
| 1 | 1 | 2027 | |||||
s Health Care Technology CareCloud Borrower · Private credit · matched Inc. 11% Series A Cumulative Redeemable Perpetual | 1 | 1 | |||||
| 1 | 1 | 2029 | |||||
COMPANYON BEAMABLE PRE-A, A SERIES OF COMPANYON 2021 SIDECARS, LLC Fund · RIA / Wealth · COMPANYON VENTURES Also on Venture Capital | $860,510 | 16 | 2022 | ||||
COMPANYON BEAMABLE PRE-A II, A SERIES OF COMPANYON 2021 SIDECARS, LLC Fund · RIA / Wealth · COMPANYON VENTURES Also on Venture Capital | $584,334 | 20 | 2022 | ||||
| $32,500 | 2025 | ||||||
| 2025 | |||||||
Pixelligent Technologies LLC Company · Venture · matched Programmable Lithograph, L.L.C. · Form D equity offering | Baltimore, | 2 | |||||
| 1 | |||||||
| 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.