DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 2015 | |||||||
| 1987 | |||||||
| 1 | 2024 | ||||||
| 2005 | |||||||
| 1994 | |||||||
| 1994 | |||||||
| 2 | |||||||
| 2005 | |||||||
| 1999 | |||||||
| 2013 | |||||||
| 2011 | |||||||
| 1978 | |||||||
| 1998 | |||||||
| 1981 | |||||||
| 2016 | |||||||
| 2016 | |||||||
| 2006 | |||||||
| 2016 | |||||||
| $76.7M | 16 | 2023 | |||||
CAROL ANN BOWE Person · RIA / Wealth · matched CAROL ANN GINOCCHIO · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1988 | ||||||
| 1 | |||||||
CHRISTINE MUNEYYIRCI Person · RIA / Wealth · matched CHRISTINE MUNEYYIRCI FINOCCHIO · UBS FINANCIAL SERVICES INC. | 2009 | ||||||
LAURA ANN FORLINES Person · RIA / Wealth · matched LAURA ANN TROCCHIO · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996 | ||||||
Benedict Patrick Rocchio Person · Private equity · Principal, Investment Committee Member, Baird Venture Partners Management Company V, LLC | 4 | ||||||
| Tampa, | 1 | ||||||
John Crowley Rocchio Person · Private equity · Co-Founder And Managing Director, Newstone Capital Partners, LLC Also on RIA / Wealth Management | 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.