DFX Intelligence

S•••• C••• P• • A••••••••• P• C•••: office on the family offices graph | DFX Data Factory

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Family officesOffice

S•••• C••• P• • A••••••••• P• C•••

Office on the family office graph

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Search this name across graphsid dfx:fo:64f57049-ba39-4973-ab08-45d542571b56

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 1:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

C•• I••••••••• A•••••••

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
L•••• S•••••	Cco	operations	unknown	n/a	yes	fact
J•••• B•••••	Portfolio Analyst	operations	unknown	n/a	yes	fact
A••••• H••••

Relationships

Employs (3)

→ L•••• S•••••PersonCco
factForm 13F
→ A••••• H••••PersonCompliance Officer
factForm 13F
→ J•••• B•••••PersonPortfolio Analyst
factForm 13F

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
S•••• C••• P• • A••••••••• P• C•••: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
S•••• C••• P• • A••••••••• P• C••• files Form 13F (non_adviser_filer, $1,990,785,694 in 179 positions)
First seen by DFX
Sep 12, 2026
date not stated
S•••• C••• P• • A••••••••• P• C•••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Occurred
May 12, 2026
S•••• C••• P• • A••••••••• P• C••• reported $1,842,989,310 across 176 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
S•••• C••• P• • A••••••••• P• C••• increased Accenture Plc Ireland 126,435 -> 158,779 shares ($33,922,583 -> $31,484,219)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:64f57049-ba39-4973-ab08-45d542571b56
First observed: n/a
Last observed: n/a : not yet measured
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.