DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 2015 | ||||||||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| 2014 | ||||||||
Tess Johnson Person · RIA / Wealth · matched Allison Tess Snider · NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | 2015 | |||||||
| 1998 | ||||||||
| 2013 | ||||||||
| 2013 | ||||||||
| 2012 | ||||||||
| 2005 | ||||||||
| 2015 | ||||||||
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| 2014 | ||||||||
| 2016 | ||||||||
| 2011 | ||||||||
| BURLINGAME, | $162M | 3 | 2025 | |||||
| 2015 | ||||||||
TESS CORINNE MAGOVERN Person · RIA / Wealth · matched Tess Leonhardt · BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | 2013 | |||||||
| 2016 | ||||||||
| 2013 | ||||||||
TESS Montague Papazian Person · RIA / Wealth · matched Tess Montague · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 2016 | |||||||
| 2005 | ||||||||
TESS ELIZABETH GLASSPOOL Person · RIA / Wealth · matched TESS ELIZABETH LIEBETRAU · WELLS FARGO ADVISORS | 2012 | |||||||
| Colorado Springs, | 61 | |||||||
| Wichita, | 216 | |||||||
| Dayton, | 69 | |||||||
| St. Louis, | 50 | |||||||
| 1 | 1 | |||||||
| New York, | 1 | 1 | ||||||
| · probable | Merced, | $1.5M | 2 | 1 | 2022 | |||
| Winter Park, | 1 | |||||||
| Skaneateles, | 1,489 | |||||||
| Saratoga, | 62 | |||||||
| LARKSPUR, | $187M | 2011 | ||||||
| Los Altos, | 1 | |||||||
Onedigital | 2003 | |||||||
| 2012 | ||||||||
| Cupertino, | 97 | |||||||
| 2016 | ||||||||
| 2000 | ||||||||
| 1997 | ||||||||
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| 2010 | ||||||||
| 2009 | ||||||||
| 1996 | ||||||||
| 1986 | ||||||||
| 1998 |
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.