DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Foundation on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Gilbert Butler (PRESIDENT/CFO/DIRECTOR), Anthony P Grassi (CHAIRMAN/DIRECTOR), Dana Beach (DIRECTOR), Kristine Tompkins (DIRECTOR EMERITA), Ildiko Butler (DIRECTOR), Carl Carlson (DIRECTOR), R Bradford Malt- Resigned 1524 (DIRECTOR), Lauren Simpson (SECRETARY/CLERK), Robert Charles Howe (DIRECTOR OF PARKLANDS), Joseph Mancari- Elected 42624 (TREASURER), Jennifer Mcgovern (CONTROLLER), Thomas Phillips- Elected 61424 (DIRECTOR).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan