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.
Also named here, with no published line of their own (reach them through the firm): Daniel Conway (EXECUTIVE DIRECTOR), FR Daniel J Staublin (OTHER DIRECTOR), John a Oberhausen (OTHER DIRECTOR), Micki Kidder (OTHER DIRECTOR), Zareda a Sherwood (OTHER DIRECTOR), Neil P Ramsey (PRESIDENT, TREAS & DIRECTOR), Josh Albertsen (SECRETARY & DIRECTOR), Lisa a Acchiardo (OTHER DIRECTOR), FR Tony Hollowell (OTHER DIRECTOR), GUY N Ramsey (PRESIDENT & DIRECTOR).
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