DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Monticello Associates Investment consultant · Allocators · matched Monticello Also on RIA / Wealth Management | · probable | 8 | 2023 | |||||
| NEOSHO, | $53.0M | 2012 | ||||||
MONTICELLO FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched MONTICELLO FINANCIAL ADVISORS, LLC | MOUNT PLEASANT, | $2.8M | 2026 | |||||
| $872,751 | 2026 | |||||||
Middle market | New York, | $1.9B | 83 | 15 | 2024 | |||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| $9.8M | 2 | 2015 |
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.