DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| · probable Lower middle market | Lima, | $627M | 1 | 4 | ||||
Lower middle market | Washington, | $112M | 36 | 10 | 2023 | |||
| $198M | 2 | 2016 | ||||||
| Secaucus, | 876 | |||||||
| 1999 | ||||||||
| 2011 | ||||||||
| 2016 | ||||||||
| 1983 | ||||||||
| 2015 | ||||||||
| 2007 | ||||||||
| 2016 | ||||||||
| 2013 | ||||||||
| 2011 | ||||||||
| 2014 | ||||||||
| GENEVA, | 2017 | |||||||
| $56.0M | 16 | 2022 | ||||||
| Tysons, | 2 | |||||||
Safiya Rann Upchurch Person · RIA / Wealth · matched SAFIYA RANN · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2016 | |||||||
Safieh Yazdi Nodooshani Person · RIA / Wealth · matched Safieh Yazdi · T. ROWE PRICE ASSOCIATES, INC. | 2011 | |||||||
| Roseville, | 66 | |||||||
| $10.7M | 14 | 2012 | ||||||
RASHEEDA S ZAMUDIO Person · RIA / Wealth · matched RASHEEDA SAFIYAH LIGGONS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001 | |||||||
Leonora Chryssafis Bitas Person · RIA / Wealth · matched LERA CHRYSSAFIS · J.P. MORGAN SECURITIES LLC | 2015 | |||||||
| 2013 | ||||||||
| 2001 | ||||||||
| $67.5M | 19 | 2016 | ||||||
| $19.8M | 2025 | |||||||
| $85,000 | 13 | 2023 | ||||||
| 2 | ||||||||
| Denver, | 1 | |||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
| Birmingham, | 1 | |||||||
| Dover, |
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.