DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 4 | |||||||
| DALLAS, | $663M | 7 | 2013 | ||||
GLUSKIN SHEFF + ASSOCIATES (US) INC. Registered adviser · RIA / Wealth · 801-108267 Also on Private Credit | ENGLEWOOD CLIFFS, | $344M | 1 | 2016 | |||
| New Haven, | $638M | 2025 | |||||
| CHICAGO, | $152M | 1 | 2012 | ||||
| 2003 | |||||||
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| 2001 | |||||||
GRACE SHEFFIELD BRETTKELLY Person · RIA / Wealth · matched GRACE WACKER SHEFFIELD · CERITY PARTNERS LLC | 2002 | ||||||
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| 2007 | |||||||
| 1987 | |||||||
JON DONALD SHEFLET Person · RIA / Wealth · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1989 | ||||||
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| 2005 |
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.