DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| GUAYNABO, | 2026 | ||||||
| 1 | |||||||
| Eugene, | 527 | ||||||
| 2014 | |||||||
| 2016 | |||||||
| 2014 | |||||||
| 2016 | |||||||
| Granite Quarry, | 482 | ||||||
| Miami, | 57 | ||||||
| 2013 | |||||||
| 2012 | |||||||
| 2016 | |||||||
| 2015 | |||||||
| 2013 | |||||||
MCKENZIE JEAN LEE Person · RIA / Wealth · matched MCKENZIE JEAN MUSELLA · CREATIVEONE SECURITIES, LLC | 2016 | ||||||
| 2016 | |||||||
| 2016 | |||||||
| 2014 | |||||||
| 2011 | |||||||
| 2013 | |||||||
| 2016 | |||||||
| 2005 | |||||||
Corient | 2013 | ||||||
| 2014 | |||||||
| 2016 | |||||||
| 2005 | |||||||
| 2009 | |||||||
| 2015 | |||||||
| 2016 | |||||||
McKenzie Alexis Shields Person · RIA / Wealth · matched McKenzie Morgan · RAYMOND JAMES & ASSOCIATES, INC. | 2013 | ||||||
| 2016 | |||||||
| 2013 | |||||||
| 2016 | |||||||
| 2016 | |||||||
| 2012 | |||||||
| 2016 | |||||||
| 3 | 1 | 2025 | |||||
| Chicago, | $54.6M | 2025 | |||||
| Chicago, | $54.6M | 2025 | |||||
| Eugene, | $27.8M | 2024 | |||||
| Parsippany, | 137 | ||||||
| Tustin, | 73 | ||||||
| 1999 | |||||||
| 1986 | |||||||
| 2016 | |||||||
| 1996 | |||||||
| 1998 | |||||||
| 2000 | |||||||
| 2012 | |||||||
| 2005 |
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.