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): David Stokely (DIRECTOR), Nikki Krawitz (DIRECTOR), Peter Goode (DIRECTOR), Susan Flader (PRESIDENT), Janet Fraley (DIRECTOR), JIM Guldin (DIRECTOR), Edward J Heisel (TREASURER), John Karel (DIRECTOR EMERITUS), Steve Mahfood (SECRETARY), Josh Reeves (VICE-PRESIDENT), Adam Saunders (DIRECTOR), Mike Smith (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