DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| ROCHESTER, | $1.5B | 9 | 2012 | |||||
| Chicago, | 66 | |||||||
| · probable Unsized | New Canaan, | $1.1M | 3 | 4 | ||||
WHITNEY FINANCIAL STRATEGIES, LLC Registered adviser · RIA / Wealth · matched WHITNEY FINANCIAL STRATEGIES LLC | SAN ANTONIO, | $11.3M | 2022 | |||||
| $810M | 1 | 1 | 2021 | |||||
Miles Ahead Management, LLC Company · Sponsors · matched WHITNEY SERVICES, LLC · General freight trucking | Tampa, | 96 | ||||||
| Sheridan, | $130M | 2025 | ||||||
| BOSTON, | $80.2M | 3 | 2019 | |||||
J.H. Whitney Capital Partners, LLC Firm · Private equity · matched Whitney 2011 Management Co., LLC (relying Adviser) | · probable Lower middle market | New Canaan, | $545M | 8 | 3 | 2024 | ||
| Bellows Falls, | 101 | |||||||
| $153M | 4 | 4 | 2032 | |||||
| 1 | ||||||||
Hammond, Kennedy, Whitney & Company, Inc. Firm · Private equity Also on Allocators, RIA / Wealth Management | Lower middle market | Indianapolis, | $623M | 19 | 11 | 15 | 2018 | |
| Woodinville, | 51 | |||||||
| 2014 | ||||||||
| KENNEBUNK, | $445M | 2013 | ||||||
| 2015 | ||||||||
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| NEW ORLEANS, | $306M | 8 | 2012 | |||||
| 2016 | ||||||||
| 2014 | ||||||||
Whitney Weeks Person · RIA / Wealth · matched Whitney W Grisham · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 2014 | ||||||||
| 2012 | ||||||||
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| 2008 | ||||||||
WHITNEY Q NING Person · RIA / Wealth · matched WHITNEY QING CRANER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004 | |||||||
| 2007 | ||||||||
| 2000 | ||||||||
| 2015 | ||||||||
WHITNEY K ZICK Person · RIA / Wealth · matched WHITNEY KIRSTYN HODGES · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010 | |||||||
| Gulfport, | $735M | 13 | 5 | 4 | 2024 | |||
| 2013 | ||||||||
| 2013 | ||||||||
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| 2000 | ||||||||
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| 2016 | ||||||||
WHITNEY RAYMOND Person · RIA / Wealth · matched WHITNEY DIANE HYMES · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007 | |||||||
| NEW YORK, | $313M | 3 | 2011 | |||||
Whitney L Dieter Person · RIA / Wealth · matched WHITNEY L CLARK · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009 | |||||||
| Gulfport, | $787M | 2025 | ||||||
| 2014 | ||||||||
Whitney Dawn Gum Person · RIA / Wealth · matched Whitney Dawn Hummel · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2011 | |||||||
Whitney R Blasko Person · RIA / Wealth · matched WHITNEY WINDMILLER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007 | |||||||
WHITNEY RANDOLPH Person · RIA / Wealth · matched WHITNEY RANDOLPH-FIEDLER · UBS FINANCIAL SERVICES INC. | 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.