DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ATLANTA, | $3.0B | 9 | 2012 | |||||
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY Registered adviser · RIA / Wealth · matched MONTAG & CALDWELL LLC · 801-15398 | ATLANTA, | $577M | 2012 | |||||
Upper middle market | London, | $7.5B | 79 | 23 | 140 | 2024 | ||
Montage Ventures Firm · Venture · matched Montage Ventures, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Menlo Park, | $210M | 64 | 3 | 12 | 2021 | ||
Montage Capital Firm · Venture · matched Montage Capital Holdings, LLC · Exempt reporting adviser Also on RIA / Wealth Management | · probable | Campbell, | $94.2M | 4 | 6 | 2019 | ||
| NEW YORK, | $4.4B | 2022 | ||||||
| · probable Unsized | Leawood, | $35.8M | 1 | 4 | ||||
| Grand Rapids, | 157 | |||||||
| · probable Lower middle market | Kansas City, | $139M | 1 | 2 | 2024 | |||
Menlo Equities V LLC Firm · Private equity · matched Montague Office Partners LLC (relying Adviser) Also on Real Estate Funds, RIA / Wealth Management | · candidate Unsized | Menlo Park, | $1.5B | 133 | 1 | 78 | ||
| Minneapolis, | 54 | |||||||
La Montagne Holdings, Inc. Company · Venture · matched La Montagne Holdings LLC · Form D equity offering | Chicago, | 1 | ||||||
| $62.1M | 2022 | |||||||
MONTAGE FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MONTAGE FINANCIAL ADVISORS INC. | $100M | 2026 | ||||||
| $2.2B | 41 | 2016 | ||||||
Farther | 2008 | |||||||
| 2014 | ||||||||
| 2013 | ||||||||
| 1990 | ||||||||
| 1992 | ||||||||
| 1999 | ||||||||
| 2012 | ||||||||
| 2002 | ||||||||
DEBBIE L MONTAG-EVANS Person · RIA / Wealth · matched DEBBIE MONTAG · ROBERT W. BAIRD & CO. INCORPORATED | 1997 | |||||||
| 1995 | ||||||||
| 1998 | ||||||||
TESS Montague Papazian Person · RIA / Wealth · matched Tess Montague · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 2016 | |||||||
| 1997 | ||||||||
| 2009 | ||||||||
| $2.8B | 57 | 2020 | ||||||
| 2013 | ||||||||
| 1985 | ||||||||
| 2010 | ||||||||
| 1986 | ||||||||
| 2014 | ||||||||
| 1986 | ||||||||
| 2002 | ||||||||
| 1993 | ||||||||
| 1998 | ||||||||
| 2014 | ||||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2014 | ||||||||
Kristin Cherie Montagne Person · RIA / Wealth · matched KRISTIN CHERIE MONTAGNE-DYRHSEN · EAGLE STRATEGIES LLC | 2015 | |||||||
| 2012 | ||||||||
| 2015 | ||||||||
| 2013 | ||||||||
| 2008 |
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.