DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Foundation on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
Also named here, with no published line of their own (reach them through the firm): Robert B Herman (DIRECTOR & PRESIDENT FROM 10/24), Mindy Herman (DIRECTOR & SECRETARY), C Richard Beyda (DIRECTOR & SECRETARY THROUGH 10/24), Sylvan C Herman (DIRECTOR & PRESIDENT THROUGH 10/24), Dwayne Holt (DIRECTOR), Gary Levine (DIRECTOR), Richard F Levin (DIRECTOR), J Scott Ogden (DIRECTOR), Beth Stone (DIRECTOR), Caroline Cantrell (DIRECTOR), DR Michael Knable (DIRECTOR).
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