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): Howard Reid (PRESIDENT - TRUSTEE), Alice Lin Fabiano (VP - TRUSTEE (EFF 8/16/24)), Ami Patel (SECRETARY (EFF 6/4/24)), Jessica Moore (TREASURER - TRUSTEE), Dirk Brinckman (TRUSTEE), Casey Murphy-Gerry (TRUSTEE), Lauren Moore (VP - TRUSTEE (TERM 1/30/24)), Daryl Todd (SEC. - trustee (TERM 4/4/24)).
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