DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Bozeman, | 5 | |||||||
MEILI CATHLEEN BARLOW Person · RIA / Wealth · matched MEILI CATHLEEN NOVAK · TFO FAMILY OFFICE PARTNERS | 2015 | |||||||
| 1999 | ||||||||
| 2015 | ||||||||
| 2014 | ||||||||
| 2010 | ||||||||
| $7.0M | 6 | 2024 | ||||||
| $3.0M | 14 | 2024 | ||||||
| $760,487 | 6 | 2024 | ||||||
PATRICIA R VITALE Person · RIA / Wealth · matched PATRICIA ROSALEEN MEILI · UNITED CAPITAL FINANCIAL ADVISORS | 1998 | |||||||
| 2010 | ||||||||
| 1 | ||||||||
| Carlsbad, | ||||||||
| 1 | ||||||||
Sian Cameilia Stella Savage Person · Private equity · Head Of Group Risk & Compliance, Stonehage Fleming Private Equity Limited | 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.