The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
Reading the graph
Family Offices
Portland, ME
Wealth Management - Providing stewardship for high-net-worth families and individuals. Family Office - Delivering comprehensive family counsel and services. Mission + Impact - Collaborating with families to reach desired outcomes using philanthropic and other resources.
Data as of (this record's last observation) from office_website, sec_form_13f, sec_form_adv. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| John Barker Sullivan | Ceo; Member (class B Units); Elected Manager | leadership | principal | n/a | yes | fact |
| David E Smith | Chief Financial Officer, Treasurer, Director | operations | senior | n/a | yes | fact |
| Leslie Kathryn Klenk | Chief Compliance Officer;secretary; Units) | operations | senior | n/a | yes | fact |
| Leslie K. Klenk | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): David E Smith (Chief Financial Officer, Treasurer, Director), Leslie Kathryn Klenk (Chief Compliance Officer;secretary; Units)), John Barker Sullivan (Ceo; Member (class B Units); Elected Manager).
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