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.

13F value

$01 positions, 2026-03-31; never AUM

Investments

0

Direct investments

0

People

2

Decision makers

0derived

• McLean Crichton

  Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
  Reveal line
• David Wheelock

  Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
  Reveal line

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

Graph

Family Offices

Canonical id

dfx:fo:523ab069-45ce-432f-b19f-92528babe5ed

First observed

Sep 12, 2026

Last observed

Sep 16, 2026 3 days 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.