DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 5 | ||||||||
| 1 | ||||||||
| San Francisco, | 286 | |||||||
| Nashville, | $156M | 988 | 2025 | |||||
| 2004 | ||||||||
JULIANNA OURANIA MCPHERSON Person · RIA / Wealth · matched JULIANNA OURANIA MICHAEL · BLACKROCK INVESTMENT MANAGEMENT, LLC | 2010 | |||||||
| 2016 | ||||||||
| 2003 | ||||||||
| Englewood, | 194 | |||||||
Entourage Effect Capital, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | Dallas, | $113M | 40 | 21 | 18 | 2023 | ||
LEGACY KNIGHT STRATEGIC OPPORTUNITIES FUND - OURA SERIES Fund · RIA / Wealth · LEGACY KNIGHT MFO, LLC Also on Private Equity, Venture Capital | $160M | 32 | 2022 | |||||
Lower middle market | Nashville, | $1.1B | 9 | 8 | 2024 | |||
| NORFOLK, | $481M | 3 | 2012 | |||||
| · probable Lower middle market | New York, | $65.6M | 13 | 1 | 12 | |||
| $133M | 1 | 1 | 2012 | |||||
| PORTSMOUTH, | $282M | 2012 | ||||||
| · probable Unsized | Boca Raton, | $52.1M | 5 | 1 | 2013 | |||
| Summit, | $107M | 1 | 2024 | |||||
| NORFOLK, | $44.2M | 2026 | ||||||
| $134,277 | 2023 | |||||||
| 2026 | ||||||||
| Minneapolis, | $27.2M | 4 | 1 | 2025 | ||||
| Baltimore, | 244 | |||||||
| Austin, | 220 | |||||||
| Fairfield, | 136 | |||||||
| Woodland, | 123 | |||||||
| Westlake Village, | 98 | |||||||
| Bridgewater, | 98 | |||||||
| Old Saybrook, | 84 | |||||||
| Orlando, | 53 | |||||||
| Princeton, | 50 | |||||||
| Cypress, | 53 | |||||||
| Edison, | 1 | |||||||
| Newton, | 1 | |||||||
| 1996 | ||||||||
| 2005 | ||||||||
| 2006 | ||||||||
| 2012 | ||||||||
| 2005 | ||||||||
| 2000 | ||||||||
ROBERT MOURAD Person · RIA / Wealth · CITIGROUP GLOBAL MARKETS INC. Also on Private Equity, Venture Capital | 1995 | |||||||
| 2012 | ||||||||
| 2014 | ||||||||
Margin | 2008 | |||||||
| 2015 | ||||||||
| 1997 | ||||||||
| 1988 | ||||||||
| 2016 | ||||||||
Ana Carolina Bourasseau-Calderon Person · RIA / Wealth · matched Ana Bourasseau · EQUITABLE ADVISORS, LLC | 2013 | |||||||
| 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.