DFX Intelligence
Reading the graph
Reading the graph
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Family Offices
Itasca, IL
••• Locked
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| M•••••• K•••• M• W•••••• | Partner and Chief Compliance Officer | operations | senior | n/a | yes | fact |
| T••••• A•••• P••••• | Partner | leadership | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): M•••••• K•••• M• W•••••• (Partner and Chief Compliance Officer), T••••• A•••• P••••• (Partner).
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