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.
Also named here, with no published line of their own (reach them through the firm): Charles J Boulier III (DIRECTOR, CHAIR), Laurence a Tanner (DIRECTOR, VICE CHAIR), Sheri C Pasqualoni (DIRECTOR, SECRETARY), David Davison (DIRECTOR, TREASURER), Caitlyn Bee (DIRECTOR, ASSISTANT SECRETARY), Paula Gilberto (DIRECTOR, ASSISTANT TREASURER), Michael Carrier (DIRECTOR), James Jones (DIRECTOR), Melvin J Kelley IV (DIRECTOR (BEGAN 6/20/2024)), John Miller (DIRECTOR), Loan Nguyen (DIRECTOR), Bruce Noe (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