DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
Pathstone | 1999 | ||||
JAMES RICHARD MARSH Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2002 | ||||
| 1982 | |||||
| 2016 | |||||
Richard Marsh Lunsford Person · Private equity · President And Chief Financial Officer, Mill Creek Capital Advisors, 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.