DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Chicago, | 349 | |||||||
| 1 | ||||||||
| Plaistow, | 130 | |||||||
| Roseville, | 63 | |||||||
| 2003 | ||||||||
Luis Fernando Tascon Person · RIA / Wealth · matched TASCON FERNANDO LUIS FERNANDO · JEFFERIES INVESTMENT ADVISERS LLC | 2014 | |||||||
| 2003 | ||||||||
| 2007 | ||||||||
| 1999 | ||||||||
| 1991 | ||||||||
| 2006 | ||||||||
| Cambridge, | 1 | |||||||
Datascope Corp. Pension Plan Plan · Allocators · Datascope Corp. Maquet Cardiovascular Cardiac Assist | Wayne, | $90.4M | 51 | 20 | 3 | 2025 | ||
| Wayne, | 3,709 | |||||||
| Alpharetta, | 473 | |||||||
| Virginia Beach, | 280 | |||||||
| Coppell, | 165 | |||||||
| Pleasanton, | 138 | |||||||
| Itasca, | 114 | |||||||
| Morrisville, | 73 | |||||||
| Minneapolis, | 69 | |||||||
| Atascadero, | 64 | |||||||
Jeri Margolis Glazer Person · RIA / Wealth · matched JERI M. TASCHMAN · IP FINANCIAL ADVISORY SERVICES LLC | 2001 | |||||||
| 1984 | ||||||||
| 1986 | ||||||||
| 2000 | ||||||||
| 2013 | ||||||||
| 2001 | ||||||||
| 1996 | ||||||||
Natascha AnnaMay King Person · RIA / Wealth · matched Natascha AnnaMay King-Shaw · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016 | |||||||
| 2013 | ||||||||
| 1993 | ||||||||
| $25.5M | 5 | 2 | 2028 | |||||
| 4 | 1 | |||||||
| 3 | 1 | |||||||
| 3 | 1 | |||||||
| $7.8M | 15 | 2012 | ||||||
| Cranston, | 1 | |||||||
| 1 | ||||||||
Giuliano Taschetti Ricci Person · Private equity · Mr., VBI Real Estate Also on Venture Capital, Real Estate Funds | 1 | |||||||
PATTI THERESE HOHN Person · RIA / Wealth · matched PATTI THERESE STASCAK · COMMONWEALTH FINANCIAL NETWORK | 2009 | |||||||
Regina N Spence Person · RIA / Wealth · matched Regina Natascha Harrison · CWS FINANCIAL ADVISORS LLC | 2007 | |||||||
| 1 | ||||||||
| 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.