DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 2013 | |||||||
| SPOKANE, | $11.0M | 2026 | |||||
| Wayne, | $3.0M | ||||||
OZEME JEANNE BONNETTE COOLEY Person · RIA / Wealth · matched OZEME JEANNE BONNETTE · TRI-QUEST INVESTMENT ADVISORS | 2000 | ||||||
| Malvern, | 339 | ||||||
| Memphis, | 56 | ||||||
| 1990 | |||||||
| 2007 | |||||||
| 1980 | |||||||
| 2015 | |||||||
Iic | 1996 | ||||||
| 2014 | |||||||
| 2015 | |||||||
| 2013 | |||||||
| 2015 | |||||||
Rodney Bozeman II Person · RIA / Wealth · matched RODNEY ORLANDO BOZEMAN · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012 | ||||||
| $5.7M | 5 | 2022 | |||||
Aroz I Bozeman Co-Investor Qof, LP Real estate fund vehicle · RE funds · Argosy Capital Also on RIA / Wealth Management | $5.7M | 5 | 2022 | ||||
JACQUELINE ANN RUNNBERG Person · RIA / Wealth · matched JACQUELINE ANN KOZEMZAK · RIVER STREET ADVISORS, LLC | 1990 | ||||||
KATHRYN L. HALONEN Person · RIA / Wealth · matched KATHRYN LOUISE DOZEMAN · UBS FINANCIAL SERVICES INC. | 1998 | ||||||
Hernan Rozemberg Person · Allocators · EXECUTIVE DIRECTOR OF MARKETING AND COMMUNICATIONS, SAN Antonio Area Foundation | 1 | ||||||
| 1 | |||||||
| Laytonsville, |
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.