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B•••• I••••••••• C•••••• I•••••: office on the family offices graph | DFX Data Factory

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Family officesOffice

B•••• I••••••••• C•••••• I•••••

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:06a266c7-5378-4d01-8bee-a9a5362bdda3

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 14
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

B•••• I••••••••• C••••••• I••

Registered adviser · shared cik

People

Person	Title	Role	Seniority	Family member	Current	Evidence
T•••• Z•••••••	OPerations	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ T•••• Z•••••••PersonOPerations
factForm 13F

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Show 14 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
B•••• I••••••••• C•••••• I••••• files Form 13F (non_adviser_filer, $739,936 in 120 positions)
First seen by DFX
Sep 12, 2026
date not stated
B•••• I••••••••• C•••••• I•••••: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
Occurred
Apr 14, 2025
B•••• I••••••••• C•••••• I••••• reported $679,435,000 across 118 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
B•••• I••••••••• C•••••• I••••• exited Boston Scientific (was $10,443,000, 116,921 shares)
Occurred
Mar 31, 2025
B•••• I••••••••• C•••••• I••••• exited Duolingo, Inc Class A (was $2,060,000, 6,352 shares)
Occurred
Mar 31, 2025
B•••• I••••••••• C•••••• I••••• reduced Kennedy-Wilson Holdings Inc. 411,005 -> 241,282 shares ($4,106,000 -> $2,094,000)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:06a266c7-5378-4d01-8bee-a9a5362bdda3
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.