DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Credit Suisse Securities (USA) LLC
Latest filing Jan 14, 2025
First filing on the tape Mar 30, 2012 · 145 filings
SEC status approved since Mar 12, 1999
RAUM
$805M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
39
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
145 filings and snapshots on the tape
RAUM$805M as of Jan 14, 2025
Mar 30, 2012$15B then
HNW client RAUM$0 as of Jan 14, 2025
Mar 28, 2018$0 then
State-registered IARs (5.B.3)1 as of Jan 14, 2025
Mar 28, 2013607 then
Employees (5.A)39 as of Jan 14, 2025
Mar 28, 201311,270 then
Private funds20 as of Jan 14, 2025
Mar 30, 20128 then
RAUM +0.0% over the last fiscal year+1.4% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jan 14, 2025; every figure names its basis
- RAUM per advisor
- $805MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $40.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 39.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$805M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 20reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Andrew Guy Stevens to Eagle Strategies LLCOct 23, 2024 · Other
- Megan Von Feldt to UBS Asset Management (Americas) LLCMar 29, 2024 · Other
- Soulemane Bagayoko to Citigroup Global Markets Inc.Dec 19, 2023 · Other
- Matthew J Dowd to Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 1, 2023 · Other
- Jamie E Osullivan to RBC Capital Markets, LLCNov 21, 2023 · Other
- Robert Michael Ivey to Leucadia Asset Management LLCSep 21, 2023 · Other
- Annabelle Bunn to Citigroup Global Markets Inc.Sep 1, 2023 · Other
- Jonathan Nicholas Woo to Citigroup Global Markets Inc.Jul 27, 2023 · Other
- Kathryn Mary Ragaisis to Charles Schwab & Co., Inc.May 19, 2023 · Other
- Jeremy Duksin to Robert W. Baird & Co. IncorporatedMar 1, 2023 · Other
- Jill Ann Jensen to Nuveen Asset Management, LLCNov 2, 2022 · Other
- Ryan Joseph Becker to Oceanus Capital Partners, LLCDec 26, 2021 · Other
- Travis Robert Kruse to Fidelity Personal And Workplace AdvisorsSep 17, 2021 · Other
- Bryan A Scherer to Morgan StanleyApr 21, 2021 · Other
- Ryan Carr to Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2, 2018 · Other
Joined, latest
- Marjorie Dorcedieuseul from Citigroup Global Markets Inc.Jul 21, 2022 · Other
- Matthew J Dowd from Eaton Vance ManagementMay 4, 2022 · Other
- Soulemane Bagayoko from Wells Fargo AdvisorsApr 27, 2022 · Other
- Karen Pawlyk from Morgan StanleyDec 20, 2021 · Other
- Kathryn Mary Ragaisis from Charles Schwab & Co., Inc.Jul 21, 2021 · Other
- Jonathan Nicholas Woo from RBC Capital Markets, LLCJun 25, 2020 · Other
- Bryan A Scherer from Morgan StanleyAug 3, 2018 · Other
- Sharese Jennifer Wilson from UBS Financial Services Inc.Nov 7, 2016 · Other
- Ryan Carr from Citigroup Global Markets Inc.Feb 12, 2016 · Other
- Ryan Joseph Becker from Alpha Capital Funds ManagementDec 4, 2015 · Other
- Patricia Ann Thompson from UBS Financial Services Inc.Sep 21, 2015 · Other
- Cary Ann Murphy from William Blair & Company L.L.C.Sep 3, 2015 · Other
- Darling Silva-Solis from Chase Investment Services Corp.Sep 2, 2015 · Other
- Yulien Brenlla from Hsbc Securities (USA) Inc.Aug 14, 2015 · Other
- Eric Stromfeld from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 23, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Advisory Research IncNov 15, 2016 · Chicago, Il
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 17, 2016 · New York, Ny
- 2 left for UBS Financial Services Inc.Jun 23, 2016 · New York, Ny
- 2 left for Wells Fargo AdvisorsMay 11, 2016 · West Conshohocken, Pa
- 3 left for Wells Fargo AdvisorsApr 12, 2016 · Chicago, Il
- 2 left for Wells Fargo AdvisorsApr 11, 2016 · West Conshohocken, Pa
- 3 left for Wells Fargo AdvisorsApr 5, 2016 · San Francisco, Ca
- 9 left for Wells Fargo AdvisorsApr 5, 2016 · New York, Ny
- 2 joined from UBS Financial Services Inc.May 26, 2015 · San Francisco, Ca
- 2 joined from Suntrust Investment Services, Inc.Apr 21, 2015 · Coral Gables, Fl
- 4 joined from J.P. Morgan Securities LLCJan 20, 2015 · Dallas, Tx
Private funds
63 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Dep Can, L.P. | Private Equity Fund | $2.8B | 5 | Mar 31, 2022 |
| Millennium International Hedgefocus Fund Ltd.no longer reported | Hedge Fund | $315M | 277 | Mar 31, 2014 |
| Millennium USA Hedgefocus Fund LPno longer reported | Hedge Fund | $244M | 465 | Mar 31, 2014 |
| Blackgold Opportunity Hedgefocus Fund LPno longer reported | Hedge Fund | $182M | 395 | Mar 31, 2014 |
| York Credit Opportunities Hedgefocus Fund Ltdno longer reported | Hedge Fund | $143M | 41 | Mar 31, 2014 |
| Dep Mh, L.P. | Private Equity Fund | $102M | 5 | Mar 31, 2022 |
| Dep Rl, L.P. | Private Equity Fund | $95.2M | 6 | Mar 30, 2020 |
| Mkp Opportunity Hedgefocus Fund LPno longer reported | Hedge Fund | $88.8M | 106 | Mar 31, 2014 |
| Dep Im, L.P. | Private Equity Fund | $82.3M | 7 | Mar 30, 2021 |
| Dep Rj, L.P. | Private Equity Fund | $63.9M | 6 | Mar 30, 2021 |
| Dep Au, L.P. | Private Equity Fund | $63.6M | 4 | Mar 30, 2020 |
| York Credit Opportunities Hedgefocus Fund LPno longer reported | Hedge Fund | $63.2M | 122 | Mar 31, 2014 |
| Ozdpii Hedgefocus Fund LPno longer reported | Hedge Fund | $62.1M | 117 | Mar 28, 2013 |
| Doonbeg Hedgefocus Fund LPno longer reported | Hedge Fund | $57.3M | 128 | Mar 31, 2014 |
| Blackgold Opportunity Hedgefocus Fund Ltd.no longer reported | Hedge Fund | $52.7M | 153 | Mar 31, 2014 |
| Dep Ui, L.P. | Private Equity Fund | $49.5M | 4 | Mar 28, 2018 |
| Dep Ea, L.P. | Private Equity Fund | $46.3M | 5 | Mar 28, 2019 |
| Cs York Total Return LPno longer reported | Hedge Fund | $46.0M | 89 | Mar 30, 2012 |
| Cs Finisterre Sovereign Debt Fund LPno longer reported | Hedge Fund | $43.2M | 96 | Mar 30, 2012 |
| Dep Bo, L.P. | Private Equity Fund | $41.8M | 6 | Mar 30, 2020 |
| Dep Mt, L.P. | Private Equity Fund | $39.9M | 5 | Mar 31, 2022 |
| Spf Hedgefocus Fund Ltdno longer reported | Hedge Fund | $37.3M | 32 | Mar 31, 2015 |
| Dep Ly, L.P.no longer reported | Private Equity Fund | $34.5M | 10 | Mar 30, 2016 |
| Spf Hedgefocus Fund LPno longer reported | Hedge Fund | $31.3M | 53 | Mar 31, 2015 |
| Dep Dur, L.P | Private Equity Fund | $29.6M | 3 | Mar 31, 2023 |
| Ozosii Hedgefocus Fund Ltdno longer reported | Hedge Fund | $29.5M | 58 | Mar 28, 2013 |
| Absolute Return Capital Hedgefocus Fund LPno longer reported | Hedge Fund | $29.2M | 11 | Mar 28, 2013 |
| Dep Gei, L.P. | Private Equity Fund | $28.9M | 7 | Mar 28, 2019 |
| Mip Pa (Cayman), L.P. | Private Equity Fund | $28.0M | 4 | Mar 28, 2018 |
| Dep Eye, L.P. | Private Equity Fund | $27.6M | 3 | Mar 31, 2022 |
| Mkp Opportunity Hedgefocus Fund Ltd.no longer reported | Hedge Fund | $27.1M | 55 | Mar 31, 2014 |
| Dep Am, L.Pno longer reported | Private Equity Fund | $26.5M | 10 | Mar 31, 2015 |
| Dep Pet, L.P | Private Equity Fund | $25.5M | 3 | Mar 31, 2023 |
| Tide Point Hedgefocus Fund LPno longer reported | Hedge Fund | $23.9M | 60 | Mar 31, 2015 |
| Dep Os, L.P | Private Equity Fund | $23.7M | 15 | Mar 30, 2016 |
| Cs Gavea Global Macro Fund LPno longer reported | Hedge Fund | $19.6M | 61 | Mar 30, 2012 |
| Doonbeg Hedgefocus Fund Ltd.no longer reported | Hedge Fund | $18.2M | 55 | Mar 31, 2014 |
| Cs Finisterre Sovereign Debt Fundno longer reported | Hedge Fund | $17.6M | 41 | Mar 30, 2012 |
| Dep Fd, L.Pno longer reported | Private Equity Fund | $17.3M | 8 | Mar 31, 2015 |
| Cs Gavea Global Marco Fund Ltdno longer reported | Hedge Fund | $17.2M | 41 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Jignesh R Doshi · Board Membercontrolsince 06/2024 · owns less than 5%
- Thomas G Wipf · Chief Executive Officer, Board Membercontrolsince 07/2023 · owns less than 5%
- Maria Chiodi · General Counselsince 03/2023 · owns less than 5%
- Patrick Dimarco · Chief Compliance Officer For The Broker Dealer & The Investment Advisorsince 08/2024 · owns less than 5%
- Gary Hassell · Head Of Operationssince 08/2023 · owns less than 5%
- Wayne J Powers · Chief Financial Officersince 12/2023 · owns less than 5%
Entity owners
- Credit Suisse (USA) LLC · Sole Memberdirect · owns 75% or more · public reporting company
- Credit Suisse Holdings (USA), Inc. · Shareholderindirect · owns 75% or more of Credit Suisse (USA) LLC · public reporting company
- UBS Ag · Shareholderindirect · owns 75% or more of UBS Americas Holding LLC
- UBS Americas Holding LLC · Shareholderindirect · owns 75% or more of Credit Suisse Holdings (USA), Inc
- UBS Group Ag · Shareholderindirect · owns 75% or more of UBS Ag · public reporting company
- Credit Suisse Group Finance (U.S.) LLC · Minority Interestdirect · owns less than 5% · public reporting company
Related persons
Schedule D 7.A
- Credit Suisse Agbroker-dealerinvestment adviserpooled vehicle sponsorCPO or CTAy
- Credit Suisse Asset Management, LLCinvestment adviserbankpooled vehicle sponsornRAUM $60B
- UBS Asset Management (Americas) LLCinvestment adviserbanknRAUM $588B
- UBS Asset Management (US) Inc.broker-dealern
- UBS Farmland Investors LLCinvestment advisern
- UBS Financial Services Inc.broker-dealerinvestment advisertrust companynRAUM $916B
- UBS Fund Services (USA) LLCbroker-dealern
- UBS Hedge Fund Solutionsinvestment adviserbankpooled vehicle sponsornRAUM $39B
- UBS Oconnor LLCinvestment adviserbankpooled vehicle sponsornRAUM $14B
- UBS Realty Investors LLCinvestment adviserpooled vehicle sponsorLP sponsornRAUM $2.3B
- UBS Securities LLCbroker-dealerbanktrust companyn
Advisers that list Credit Suisse Securities (USA) LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Berkeley, Ca | 0 | 0 | 0 | ||
| New York, Ny · principal | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 22 to 20Jan 24, 2024 to Mar 28, 2024
- Advisory employees · 3 to 2Jan 24, 2024 to Mar 28, 2024
- Advisory activities · 2 to 1Jan 24, 2024 to Mar 28, 2024
- BD registered reps · 1,844 to 2Jan 24, 2024 to Mar 28, 2024
- Charity clients · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- Corporate clients · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- HNW clients · 1 to 0Jan 24, 2024 to Mar 28, 2024
- Individual clients · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- Pension plan clients · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- Pooled vehicle clients · 22 to 20Jan 24, 2024 to Mar 28, 2024
- Employees · 3,796 to 39Jan 24, 2024 to Mar 28, 2024
- State-registered IARs · 40 to 1Jan 24, 2024 to Mar 28, 2024
- Private funds · 22 to 20Jan 24, 2024 to Mar 28, 2024
- Discretionary RAUM · $785M to $805MJan 24, 2024 to Mar 28, 2024
- Individual RAUM · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- Pension RAUM · unset to 0.0Jan 24, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $785M to $805MJan 24, 2024 to Mar 28, 2024
- RAUM · $785M to $805MJan 24, 2024 to Mar 28, 2024
- Advisory employees · 5 to 3Mar 8, 2023 to Mar 31, 2023
- BD registered reps · 2,357 to 1,844Mar 8, 2023 to Mar 31, 2023
- Employees · 4,452 to 3,796Mar 8, 2023 to Mar 31, 2023
- State-registered IARs · 49 to 40Mar 8, 2023 to Mar 31, 2023
- Discretionary RAUM · $771M to $785MMar 8, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $771M to $785MMar 8, 2023 to Mar 31, 2023
- RAUM · $771M to $785MMar 8, 2023 to Mar 31, 2023
- Accounts · 16 to 22Nov 18, 2021 to Mar 31, 2022
- BD registered reps · 2,443 to 2,357Nov 18, 2021 to Mar 31, 2022
- Pooled vehicle clients · 16 to 22Nov 18, 2021 to Mar 31, 2022
- Employees · 4,603 to 4,452Nov 18, 2021 to Mar 31, 2022
- State-registered IARs · 53 to 49Nov 18, 2021 to Mar 31, 2022
- Private funds · 16 to 22Nov 18, 2021 to Mar 31, 2022
- Discretionary RAUM · $495M to $771MNov 18, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $495M to $771MNov 18, 2021 to Mar 31, 2022
- RAUM · $495M to $771MNov 18, 2021 to Mar 31, 2022
- Accounts · 14 to 16Oct 1, 2020 to Mar 30, 2021
- BD registered reps · 2,475 to 2,443Oct 1, 2020 to Mar 30, 2021
- Pooled vehicle clients · 14 to 16Oct 1, 2020 to Mar 30, 2021
- Custody of client assets · true to falseOct 1, 2020 to Mar 30, 2021
- Employees · 4,744 to 4,603Oct 1, 2020 to Mar 30, 2021
- State-registered IARs · 52 to 53Oct 1, 2020 to Mar 30, 2021
Signals
27 dated events
- Credit Suisse Securities (Usa) Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $805.3M)May 2, 2025 · Left the SEC roster · derived
- Andrew Guy Stevens left Credit Suisse Securities (Usa) Llc for Eagle Strategies Llc (registered 2026-08-27)Oct 23, 2024 · Advisor changed firm · fact
- Jignesh Doshi (Board Member) appeared on Schedule A of Credit Suisse Securities (Usa) LlcJun 25, 2024 · Control person joined · fact
- Megan Von Feldt left Credit Suisse Securities (Usa) Llc for Ubs Asset Management (Americas) Llc (registered 2024-08-30)Mar 29, 2024 · Advisor changed firm · fact
- Credit Suisse Securities (Usa) Llc reported 1 state-registered advisory representatives, down from 40 (2024-01-24 to 2024-03-28)Mar 28, 2024 · Advisor headcount change · derived
- Soulemane Bagayoko left Credit Suisse Securities (Usa) Llc for Citigroup Global Markets Inc. (registered 2026-01-22)Dec 19, 2023 · Advisor changed firm · fact
- Matthew J Dowd left Credit Suisse Securities (Usa) Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-07-01)Dec 1, 2023 · Advisor changed firm · fact
- Jamie E Osullivan left Credit Suisse Securities (Usa) Llc for Rbc Capital Markets, Llc (registered 2024-01-25)Nov 21, 2023 · Advisor changed firm · fact
- Jerry Preston Leamon (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2023-10-06, absent 2023-10-11)Oct 11, 2023 · Control person left · inference
- Bruce Tilton Richards (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2023-10-06, absent 2023-10-11)Oct 11, 2023 · Control person left · inference
- Morris Wayne Applewhite (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2023-10-06, absent 2023-10-11)Oct 11, 2023 · Control person left · inference
- Thomas Wipf (Chief Executive Officer, Board Member) appeared on Schedule A of Credit Suisse Securities (Usa) LlcOct 11, 2023 · Control person joined · fact
- Robert Michael Ivey left Credit Suisse Securities (Usa) Llc for Leucadia Asset Management Llc (registered 2024-02-29)Sep 21, 2023 · Advisor changed firm · fact
- Annabelle Bunn left Credit Suisse Securities (Usa) Llc for Citigroup Global Markets Inc. (registered 2023-09-19)Sep 1, 2023 · Advisor changed firm · fact
- Jonathan Nicholas Woo left Credit Suisse Securities (Usa) Llc for Citigroup Global Markets Inc. (registered 2023-07-14)Jul 27, 2023 · Advisor changed firm · fact
- David Lawrence Miller (Global Head Of Investment Banking, Capital Markets And Credit. Head Of Credit Suisse Americas) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2023-06-01, absent 2023-07-11)Jul 11, 2023 · Control person left · inference
- Kathryn Mary Ragaisis left Credit Suisse Securities (Usa) Llc for Charles Schwab & Co., Inc. (registered 2023-07-31)May 19, 2023 · Advisor changed firm · fact
- Jeremy Duksin left Credit Suisse Securities (Usa) Llc for Robert W. Baird & Co. Incorporated (registered 2023-02-21)Mar 1, 2023 · Advisor changed firm · fact
- Jill Ann Jensen left Credit Suisse Securities (Usa) Llc for Nuveen Asset Management, Llc (registered 2022-12-02)Nov 2, 2022 · Advisor changed firm · fact
- Credit Suisse Securities (Usa) Llc reported RAUM $771.4M, up 56% from $494.7M (2021-11-18 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Eric Morris Varvel (Board Member And Chief Executive Officer) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2022-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Morris Wayne Applewhite (Board Member) appeared on Schedule A of Credit Suisse Securities (Usa) LlcMay 12, 2021 · Control person joined · fact
- Brian Matthew Chin (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2021-04-23, absent 2021-05-12)May 12, 2021 · Control person left · inference
- Joachim Christian Oechslin (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2020-06-24, absent 2020-09-09)Sep 9, 2020 · Control person left · inference
- Credit Suisse Securities (Usa) Llc reported RAUM $404.0M, up 35% from $298.8M (2020-01-23 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- James Louis Amine (Board Member) no longer on Schedule A of Credit Suisse Securities (Usa) Llc (listed 2020-01-23, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- David Lawrence Miller (Board Member) appeared on Schedule A of Credit Suisse Securities (Usa) LlcMar 30, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Credit Suisse Securities (USA) LLC · Independent Sponsorsshared crd · intermediary
- Credit Suisse Securities (USA) LLC · Private Equityshared crd · organization
- Credit Suisse Securities (USA) LLC · Venture Capitalshared crd · org
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Credit Suisse Securities (USA) LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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