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S•••••• B••• • W••• I••••••••• C•••••• I•••••: office on the family offices graph | DFX Data Factory

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Family officesOffice

S•••••• B••• • W••• I••••••••• C•••••• I•••••

Office on the family office graph

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Search this name across graphsid dfx:fo:420b6895-50b4-4f63-ad57-f8b541b1e9b3

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 34
On other graphs: 0
Observed: n/a to n/a

Across DFX

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.

People

Person	Title	Role	Seniority	Family member	Current	Evidence
M••• S•••••	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ M••• S•••••PersonChief Compliance Officer
factForm 13F

Related to (1)

← K•••••••• a•• J••• D•••• F••••• F••••••••• I••FoundationIn care of
inferenceForm 990-PF

Dated events

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

Show 34 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
S•••••• B••• & W••• Investment named as in-care-of on K•••••••• a•• J••• D•••• F••••• F••••••••• I•• ($1,383,818 in assets)
First seen by DFX
Sep 12, 2026
date not stated
S•••••• B••• & W••• Investment: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $1,383,818 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
S•••••• B••• • W••• I••••••••• C•••••• I•••••: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
S•••••• B••• • W••• I••••••••• C•••••• I••••• files Form 13F (non_adviser_filer, $1,383,736,595 in 154 positions)
First seen by DFX
Sep 12, 2026
date not stated

Provenance

Graph: Family Offices
Canonical id: dfx:fo:420b6895-50b4-4f63-ad57-f8b541b1e9b3
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.