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): John F Fortier Jr Thru 930 (PRESIDENT, TREASURER, CLER), Rolf Carle (DIRECTOR, PRESIDENT (EFF 10/1)), William Keith Wiseman (TREASURER (EFF 10/1)), Renata Lakas (DIRECTOR, CLERK (EFF 10/1)), Teresa Toro (DIRECTOR, VICE PRESIDENT (EFF (10/1)).
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