DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $465M | 1 | 1 | ||||||
| 2026 | ||||||||
| $416M | 33 | 2012 | ||||||
| $416M | ||||||||
| 1 | ||||||||
| Fergus Falls, | $342M | 2025 | ||||||
| $230M | 2014 | |||||||
| · probable Unsized | Boston, | $63B | 1 | 19 | ||||
| PALM BEACH GARDENS, | $71.3M | 2 | 2011 | |||||
| San Francisco, | 2 | |||||||
| North Charleston, | 215 | |||||||
| STAMFORD, | 2025 | |||||||
| MIAMI, | $125M | 1 | 2022 | |||||
| Saint Paul, | 117 | |||||||
| Fergus Falls, | $329M | 3 | 1 | 2024 | ||||
| Fort Collins, | 1,060 | |||||||
BLUE OTTER FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched BLUE OTTER FINANCIAL PLANNING, LLC | 2026 | |||||||
| North Holywood, | 3 | |||||||
| Grand Rapids, | 225 | |||||||
| $30.9M | 27 | 2012 | ||||||
| Charlotte, | 56 | |||||||
| 2006 | ||||||||
| 2003 | ||||||||
| 1982 | ||||||||
| 2005 | ||||||||
| 1992 | ||||||||
| 1999 | ||||||||
| 2015 | ||||||||
| 1986 | ||||||||
| 2014 | ||||||||
| 2002 | ||||||||
| 2013 | ||||||||
| 2011 | ||||||||
| 2015 | ||||||||
| 2011 | ||||||||
Brandy Mae Otterbacher Ragan Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 2011 | ||||||||
Joey Michael Van Otterloo Person · RIA / Wealth · matched Joey Michael VanOtterloo · EAGLE STRATEGIES LLC | 2015 | |||||||
| 1998 | ||||||||
| 2016 | ||||||||
| $9.4M | 3 | 2012 | ||||||
| $17.5M | 2 | 2023 | ||||||
Otter Investment Holdings-K LLC Fund · Private equity · Prysm Capital, L.P. Also on RIA / Wealth Management | $17.5M | 2023 | ||||||
AA OTTER ASSETCO INVESTOR, L.P. Fund · RIA / Wealth · APOLLO CAPITAL MANAGEMENT, L.P. Also on Private Equity | $323M | 3 | 2022 | |||||
| Campbellsport, | 105 | |||||||
| $253M | 3 | 2022 | ||||||
| $125M | 8 | 2022 | ||||||
AA Otter Investor, L.P. Fund · Private equity · Apollo Capital Management, L.P. Also on RIA / Wealth Management | $337M | 2022 | ||||||
| Philadelphia, | $214M | 2025 |
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.