DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| BRYN MAWR, | $2.6B | 2021 | ||||||
| 2 | ||||||||
| LINCOLNWOOD, | $29.9M | 2026 | ||||||
| Cambridge, | $14.6M | 3 | 4 | |||||
| Atlanta, | 2 | |||||||
| 2000 | ||||||||
| Minneapolis, | 1 | |||||||
| Andover, | 75 | |||||||
Corient | 1995 | |||||||
| 2002 | ||||||||
| 2016 | ||||||||
| 2003 | ||||||||
| 1990 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 2012 | ||||||||
| 2015 | ||||||||
| 1 | 1 | |||||||
Soracha Haley Person · RIA / Wealth · matched Soracha Bunjirdpitapon · COLUMBIA ADVISORY PARTNERS, LLC | 2015 | |||||||
| 2007 | ||||||||
| 1 | 1 | |||||||
| 2001 | ||||||||
| CDMX, | $334M | 2012 | ||||||
| $3.4M | 33 | 2022 | ||||||
SORAYA BATISTA-GARCIA Person · RIA / Wealth · matched SORAYA BATISTAGARCIA · BOLTON GLOBAL ASSET MANAGEMENT | 1997 | |||||||
| 2015 | ||||||||
| $6.3M | 3 | 2022 | ||||||
| 2014 | ||||||||
| 1999 | ||||||||
| MIAMI, | 2 | 2020 | ||||||
| 2015 | ||||||||
| 2015 | ||||||||
Mariner | 2013 | |||||||
| 2016 | ||||||||
Mary K Huff-Earnest Person · RIA / Wealth · matched MARY K SORARUF · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004 | |||||||
| 2014 | ||||||||
| 2014 | ||||||||
OSCAR RAFAEL MESORANA COLON Person · RIA / Wealth · matched OSCAR RAFAEL MESORANA · POPULAR SECURITIES, LLC | 2000 | |||||||
TESORA LETIZIA SPECCA Person · RIA / Wealth · matched TESORA LETIZIA LEO · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1987 | |||||||
| $54,500 | 2024 | |||||||
| Seattle, | 2 | |||||||
| 1 | ||||||||
| 2 | ||||||||
| 1 | ||||||||
| Boise, | 1 | |||||||
| Chicago, | 1 | |||||||
| 1 | ||||||||
Scott Soracoe Person · Private equity · Managing Director and Deputy Head of Underwriting, Comvest Credit Advisors, LLC | 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.