DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $50.0M | 1 | 10 | |||||
| VIRGINIA BEACH, | $172M | 2012 | |||||
| Spokane Valley, | 101 | ||||||
| 1 | 2024 | ||||||
| New Britain, | 207 | ||||||
| 1995 | |||||||
| 1993 | |||||||
| 2016 | |||||||
| 2000 | |||||||
| 1990 | |||||||
| 2013 | |||||||
| 2003 | |||||||
| 2013 | |||||||
| 2007 | |||||||
| 2002 | |||||||
| 2016 | |||||||
| 2014 | |||||||
| 2004 | |||||||
| 1991 | |||||||
| 2011 | |||||||
| 1986 | |||||||
| 2014 | |||||||
| 2013 | |||||||
| 2006 | |||||||
| 2015 | |||||||
| 2015 | |||||||
| 2011 | |||||||
| 2015 | |||||||
| 2016 | |||||||
Kristie Jo Monaco Peppy Person · RIA / Wealth · matched KRISTIEJO MONACO · UBS FINANCIAL SERVICES INC. | 1998 | ||||||
| 2016 | |||||||
| 2015 | |||||||
| 2015 | |||||||
| $3.2M | 2026 | ||||||
BRYNA ANN KANAREK Person · RIA / Wealth · matched BRYNA ANN MONACO · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1991 | ||||||
| 1991 | |||||||
| 2014 | |||||||
| 1991 | |||||||
| 1996 | |||||||
| 2015 | |||||||
THERESA L BOULOS Person · RIA / Wealth · matched THERESA LO MONACO · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007 | ||||||
| 2009 | |||||||
| 2016 | |||||||
| 1998 | |||||||
| 1996 | |||||||
| 2015 | |||||||
| 2012 | |||||||
| Santa Fe, | 1 | ||||||
| Santa Fe, | 1 | ||||||
| Reston, | 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.