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

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Family officesOfficecandidate family office · candidate

O•••••• C•••••• P•••••••

Family Offices

New York, NY

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Search this name across graphsid dfx:fo:693600c7-1826-4e8b-aa1d-38a286b4359d

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2026 to Sep 16, 2026
3 observations

Candidate family office with no filing identifier. A record with a filing identifier carries the same name; DFX has not confirmed they are the same firm: UBS Asset Management (americas) LLC.

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Investments: 0
Direct investments: 0
People: 0
Decision makers: 0derived

Relationships

Related to (1)

← O•••••• F•• F•••••••••FoundationIn care of
inferenceForm 990-PF

Dated events

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

Occurred
Dec 31, 2022
Foundation officer joined
WILLIAM O'CONNOR (TRUSTEE) appears on O•••••• F•• F•••••••••'s 2022-12-31 return
O•••••• F•• F•••••••••Form 990-PFobserved 8 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
O•••••• C•••••• P••••••• named as in-care-of on O•••••• F•• F••••••••• ($7,772,625 in assets)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:693600c7-1826-4e8b-aa1d-38a286b4359d
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings, DFX's own graph
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.