First seen by DFX
Sep 13, 2026
date not stated
Family Office Research, LLC: CONFIRMED_MFO -> NOT_FAMILY_OFFICE (Family Office Research presents itself as a fiduciary wealth manager for affluent clients; family office is only in its name.)
First seen by DFX
Sep 12, 2026
date not stated
Family Office Research, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Family Office Research, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Family Office Research LLC reported $230,193,451 across 75 13(f) positions for the quarter ended 2026-03-31
Family Office Research LLC exited RTX Corporation (was $3,559,280, 19,299 shares)
Family Office Research LLC reduced Janus Detroit Str Tr 66,971 -> 39,450 shares ($3,385,405 -> $1,987,078)
Family Office Research LLC increased Innovator Etfs Trust 44,445 -> 88,660 shares ($1,488,043 -> $2,967,000)
Family Office Research LLC increased Listed Fds Tr 1,144 -> 3,655 shares ($753,550 -> $2,090,898)
Family Office Research LLC reduced Tesla Inc 5,749 -> 2,199 shares ($2,642,581 -> $817,567)
Family Office Research LLC reported $244,644,742 across 77 13(f) positions for the quarter ended 2025-12-31
Family Office Research LLC increased Janus Detroit Str Tr 33,137 -> 66,971 shares ($1,682,720 -> $3,385,405)
Family Office Research LLC increased Tesla Inc 4,539 -> 5,749 shares ($2,018,691 -> $2,642,581)
Family Office Research LLC opened a $2,893,581 position in Bluerock Pvt Real Estate Fd (190,618 shares)
Family Office Research LLC reported $228,639,226 across 72 13(f) positions for the quarter ended 2025-09-30
Family Office Research LLC reduced Janus Detroit Str Tr 44,420 -> 33,137 shares ($2,254,317 -> $1,682,720)
Family Office Research LLC increased RBB Fd Inc 235,946 -> 344,828 shares ($11,796,144 -> $17,241,436)
Family Office Research LLC increased Tesla Inc 857 -> 4,539 shares ($272,434 -> $2,018,691)
Family Office Research LLC reported $211,458,459 across 67 13(f) positions for the quarter ended 2025-06-30
Family Office Research LLC reduced RBB Fd Inc 380,317 -> 235,946 shares ($19,019,657 -> $11,796,144)
Family Office Research LLC reported $205,306,082 across 70 13(f) positions for the quarter ended 2025-03-31
Family Office Research LLC reported $228,130,817 across 75 13(f) positions for the quarter ended 2024-12-31