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

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Family officesOffice

O••••• G••••• • C• I••

Office on the family office graph

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Search this name across graphsid dfx:fo:254b9b43-1221-4279-b1fc-04c20e5f608b

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 30
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

O••••• G••••• • C• I••

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
J•••• R• F••••	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ J•••• R• F••••PersonChief Compliance Officer
factForm 13F

Dated events

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

Show 30 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
O••••• G••••• • C• I•• found on the SEC adviser roster (client_description)
Occurred
May 6, 2026
O'Brien G••••• & Co. Inc reported $353,315,326 across 193 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
O'Brien G••••• & Co. Inc opened a $6,817,068 position in Lyondellbasell Industries Ord (84,621 shares)
Occurred
Mar 31, 2026
O'Brien G••••• & Co. Inc increased Stonex Group 19,650 -> 29,474 shares ($1,869,304 -> $2,377,078)
Occurred
Mar 31, 2026
O'Brien G••••• & Co. Inc reduced Talen Energy Corp 11,076 -> 4,546 shares ($4,151,728 -> $1,451,220)
Occurred
Mar 31, 2026
O'Brien G••••• & Co. Inc opened a $6,715,412 position in Abb Ltd Sponsored Adr (83,442 shares)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:254b9b43-1221-4279-b1fc-04c20e5f608b
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.