DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Winter Park, | $170M | 10 | 2 | 2025 | |||
| · probable Unsized | Chicago, | $130B | 10 | ||||
| TULSA, | $45.4M | 2026 | |||||
| BOSTON, | 2012 | ||||||
| Canton, | 472 | ||||||
| Natick, | 308 | ||||||
| DARIEN, | $534M | 2016 | |||||
| Thomaston, | 194 | ||||||
| Rochester, | 163 | ||||||
| Concord, | 98 | ||||||
| RICHMOND, | $246M | 2012 | |||||
| Cambridge, | 187 | ||||||
| Beloit, | 66 | ||||||
| Freeport, | 256 | ||||||
| Holland, | 75 | ||||||
| Portage, | 99 | ||||||
| 1993 | |||||||
SHERRIL ANN MORSE Person · RIA / Wealth · matched SHERRIL MORSE BANKS · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1995 | ||||||
| 2000 | |||||||
| 2007 | |||||||
MATTHEW STEPHEN MORSE Person · RIA / Wealth · GRIMES & COMPANY Also on Private Equity, Venture Capital | 2016 | ||||||
| 2007 | |||||||
| 2010 | |||||||
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| 1984 | |||||||
| 1991 | |||||||
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| 2009 | |||||||
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| 1986 | |||||||
| 1992 | |||||||
| 1993 | |||||||
| 1986 | |||||||
| 2014 | |||||||
| 1990 | |||||||
| 2000 | |||||||
| 1991 |
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.