First seen by DFX
Sep 13, 2026
date not stated
Independent Family Office L: PROBABLE_SFO -> CONFIRMED_MFO (Independent Family Office in Albany NY says on its own site that it serves a select group of high net worth families across the country on retainer.)
First seen by DFX
Sep 12, 2026
date not stated
Independent Family Office L named as in-care-of on Marc Weill Family Foundation Inc ($1 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Independent Family Office, LLC found on the SEC adviser roster (name)
Independent Family Office, LLC reported $242,996,740 across 90 13(f) positions for the quarter ended 2026-03-31
Independent Family Office, LLC reported $239,500,520 across 79 13(f) positions for the quarter ended 2025-12-31
Independent Family Office, LLC increased Ishares Tr 13,400 -> 20,070 shares ($1,385,024 -> $2,054,967)
Independent Family Office, LLC reported $236,338,047 across 79 13(f) positions for the quarter ended 2025-09-30
Independent Family Office, LLC increased Vanguard Index Fds 18,517 -> 23,655 shares ($10,773,825 -> $14,485,849)
Independent Family Office, LLC reported $215,699,263 across 77 13(f) positions for the quarter ended 2025-06-30
Independent Family Office, LLC increased Vanguard Index Fds 14,448 -> 18,517 shares ($7,424,972 -> $10,773,825)
Independent Family Office, LLC increased Doubleline Etf Trust 37,473 -> 57,623 shares ($1,943,725 -> $2,998,251)
Independent Family Office, LLC increased Listed Fds Tr 105,356 -> 134,886 shares ($4,282,721 -> $5,762,994)
Independent Family Office, LLC reported $190,137,058 across 70 13(f) positions for the quarter ended 2025-03-31
Independent Family Office, LLC reported $192,495,782 across 71 13(f) positions for the quarter ended 2024-12-31
Michael E Porter Family Foundation no longer reports LTQ, LLC (was $0.8M) on its 2024-12-31 return
Michael E Porter Family Foundation no longer reports WP FOUNDERS FUND, LP (was $0.1M) on its 2024-12-31 return
Michael E Porter Family Foundation first reports LTQ, LLC at $0.8M on its 2023-12-31 return
Michael E Porter Family Foundation first reports WP FOUNDERS FUND, LP at $0.1M on its 2023-12-31 return