DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Pryor, | 661 | |||||||
| 10 | 2025 | |||||||
| Katy, | 141 | |||||||
| 2013 | ||||||||
| $17.7M | 2026 | |||||||
| LONDON, | $274M | 2 | 2017 | |||||
THE RAELIPSKIE PARTNERSHIP Registered adviser · RIA / Wealth · matched RAE & LIPSKIE INVESTMENT COUNSEL INC. · 801-128947 | WATERLOO, | $1.1B | 2023 | |||||
| 2000 | ||||||||
| 2001 | ||||||||
| 2000 | ||||||||
Rae Irene Briney Person · RIA / Wealth · matched RAE IRENE MARTICOFF · AMERIPRISE FINANCIAL SERVICES, LLC | 2012 | |||||||
Rae Hartley Beck Person · RIA / Wealth · matched Michelle Rae Hartley · BRIGHT ROAD WEALTH MANAGEMENT, LLC | 2011 | |||||||
| 2009 | ||||||||
| 2004 | ||||||||
Rae Marie Velasquez Person · RIA / Wealth · matched Rae Marie Linden · CETERA INVESTMENT ADVISERS LLC | 2016 | |||||||
| 2013 | ||||||||
| 47 | 2025 | |||||||
| 4 | 2025 | |||||||
| 2010 | ||||||||
RAE JEAN CECIL ISAACS Person · RIA / Wealth · matched RAE JEAN CECILIA MINNICH · ROBERT W. BAIRD & CO. INCORPORATED | 2000 | |||||||
Rae Denise Haulk Davis Person · RIA / Wealth · matched RAE DENISE HAULKDAVIS · SOUND INCOME STRATEGIES, LLC | 1994 | |||||||
LOFTUS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched LOFTUS, BETTY, RAE · 801-61078 | GOLD RIVER, | $43.0M | 2012 | |||||
| 1986 | ||||||||
| Shelburne Falls, | 121 | |||||||
| Carol Stream, | 69 | |||||||
Canaan Partners Firm · Venture · matched Canaan Israel Advisors Ltd. · Exempt reporting adviser Also on Allocators, RIA / Wealth Management | Stamford, | $5.6B | 151 | 41 | 62 | 2024 | ||
Orbimed Advisors LLC Firm · Private equity · matched Orbimed Israel Partners Limited (relying Adviser) - Israel | · probable Middle market | New York, | $18B | 210 | 6 | 11 | 2025 | |
| Liberty Lake, | 2 | |||||||
| San Mateo, | 90 | |||||||
Blumberg Capital, L.L.C. Firm · Venture · matched Blumberg Capital Israel Ltd. · Exempt reporting adviser Also on RIA / Wealth Management | San Francisco, | $976M | 133 | 13 | 30 | 2023 | ||
| 2007 | ||||||||
| 2001 | ||||||||
| 1995 | ||||||||
| 2009 | ||||||||
| 2010 | ||||||||
Forusall | 2008 | |||||||
KRISTINA RAE ANN RECKER Person · RIA / Wealth · matched KRISTINA RAE ANN TUNE · UBS FINANCIAL SERVICES INC. | 1999 | |||||||
| 2002 | ||||||||
| 1996 | ||||||||
MEREDITH RAE KITSON Person · RIA / Wealth · matched MEREDITH RAE ANDERSON · EDELMAN FINANCIAL ENGINES | 1998 | |||||||
Rebecca Rae MacDonald Person · RIA / Wealth · matched REBECCA RAE CAMPION · ASHTON THOMAS PRIVATE WEALTH | 2005 | |||||||
| 2005 | ||||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 1998 | ||||||||
| 2011 | ||||||||
| 2015 | ||||||||
| 1995 | ||||||||
| 2002 |
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.