DFX Intelligence

P•••••• P•••••••• P••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOfficecandidate family office · candidate

P•••••• P•••••••• P••••••• L••

Family Offices

Paramus, NJ

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Search this name across graphsid dfx:fo:30b0d86b-b040-4552-8742-722426b9958a

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 1
Observed: Sep 12, 2026 to Sep 21, 2026
14 observations

Across DFX

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

RIA / Wealth Managementidentity

P•••••• P•••••••• P•••••••• L••

Registered adviser · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $544M299 positions, 2024-12-31; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 0derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
E••• W•••••	Compliance Attorney	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ E••• W•••••PersonCompliance Attorney
factForm 13F

Dated events

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

Show 2 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
P•••••• P•••••••• P••••••• L•• files Form 13F (non_adviser_filer, $543,866,442 in 299 positions)
Occurred
Feb 12, 2025
P•••••• P•••••••• P••••••• L•• reported $543,866,442 across 299 13(f) positions for the quarter ended 2024-12-31

Provenance

Graph: Family Offices
Canonical id: dfx:fo:30b0d86b-b040-4552-8742-722426b9958a
First observed: Sep 12, 2026
Last observed: Sep 21, 2026 29 h ago
Source families: Federal regulator filings, DFX's own graph
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.