DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Robert J Kleberg Jr and Helen C Kleberg Foundation Allocator · Allocators · 100M-1B Also on Family Offices | SAN Antonio, | $294M | 2 | 2 | 1 | 2024 | ||
| RED BANK, | $123M | 2012 | ||||||
The Sealark Foundation Inc C/o Robert J Laughlin Esq Allocator · Allocators · 100M-1B Also on Family Offices | Boston, | $100M | 2024 | |||||
| Nashville, | 841 | |||||||
| $1.4M | 2026 | |||||||
| Malden, | 309 | |||||||
THE ROBERT J. WILKES PLANNING FORUM Registered adviser · RIA / Wealth · matched ROBERT J. WILKES, JR. | BINGHAMTON, | 2019 | ||||||
| Massillon, | 152 | |||||||
| 2026 | ||||||||
| Gaithersburg, | 57 | |||||||
| 2008 | ||||||||
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ROBERT J SWINDAMAN Person · RIA / Wealth · matched ROBERT J SUINDAMAN · EMVISION CAPITAL ADVISORS, LLC | 2008 | |||||||
Robert J Covello Person · RIA / Wealth · matched ROBERT JAMES COVELLO JR · ONEAMERICA SECURITIES, INC. | 2000 | |||||||
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ROBERT J DI GIACOMO Person · RIA / Wealth · matched ROBERT JOSEPH DIGIACOMO · UBS FINANCIAL SERVICES INC. | 1982 | |||||||
| 1993 | ||||||||
| 2013 | ||||||||
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| 2016 |
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.