DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
Summer Road LLC Family office · Family offices · Summer Road LLC files 13F holdings on behalf of Richard Sackler (13F-NT names Summer Road as filer) | West Palm Beach, | $142M | 10 | 6 | ||||
| MASON, | $1.2B | 10 | 2012 | |||||
Lower middle market | $255M | 10 | 11 | 2023 | ||||
| Woonsocket, | 144 | |||||||
| Mckinney, | 73 | |||||||
| New York, | 1 | |||||||
| Valencia, | 60 | |||||||
| $30.2M | 2026 | |||||||
| NEW YORK, | $3.9B | 3 | 2020 | |||||
| 2015 | ||||||||
| $50.8M | 1 | 2012 | ||||||
| 2004 | ||||||||
| Stamford, | 3 | |||||||
| 2002 | ||||||||
| Mclean, | 75 | |||||||
| 2014 | ||||||||
| STAMFORD, | 2026 | |||||||
| $14.3M | 2 | 2 | 2031 | |||||
| 2011 | ||||||||
| Buda, | 2 | |||||||
SUMMER VAUGHAN Person · RIA / Wealth · matched Summer Alyse Koonce · GAINLINE FINANCIAL PARTNERS, LLC | 2016 | |||||||
| 2016 | ||||||||
| 2001 | ||||||||
Fenway Summer Investment Management LLC Firm · Venture · matched Fenway Summer Ventures GP LLC · Exempt reporting adviser Also on RIA / Wealth Management | Washington, | $81.6M | 3 | 3 | 2018 | |||
| 2014 | ||||||||
| 2011 | ||||||||
| 2007 | ||||||||
| 2000 | ||||||||
| 2014 | ||||||||
| 1999 | ||||||||
| 2015 | ||||||||
| 1998 | ||||||||
| 2004 | ||||||||
SUMMER PARMER DEAL Person · RIA / Wealth · matched SUMMER DAWN PARMER · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2010 | |||||||
| 2003 | ||||||||
SUMMER A BLANCHARD Person · RIA / Wealth · matched SUMMER ALIA BROWN · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008 | |||||||
Summer Berman Diaz Person · RIA / Wealth · matched SUMMER MELISSA BERMAN · AMERIPRISE FINANCIAL SERVICES, LLC | 2001 | |||||||
| FORT WAYNE, | $67.0M | 2026 | ||||||
| 2 | 2 | 2029 | ||||||
SUMMER ANNE ROBERTS Person · RIA / Wealth · matched SUMMER ROBERTS ODOM · FAMILY CAPITAL ADVISORS, LLC | 2007 | |||||||
| 2007 | ||||||||
| 2010 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2 | 1 | |||||||
| 1997 | ||||||||
SUMMER MARIE JACKMAN Person · RIA / Wealth · matched SUMMER MARIE POPEJOY · STATE FARM INVESTMENT MANAGEMENT CORP. | 2007 | |||||||
| 2014 |
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.