DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Office 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.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| A••• S•••• | Wealth Advisor | other | unknown | n/a | yes | fact |
| J•••• M••••• | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
| M••••• A••• |
| other |
| unknown |
| n/a |
| yes |
| fact |
| A•••••••• F••••• | Director of Finance | operations | unknown | n/a | yes | fact |
| A••••• M••••• | Senior Wealth Advisor | other | unknown | n/a | yes | fact |
| A•••••• M••••• | Wealth Advisor | other | unknown | n/a | yes | fact |
| A•••••• M••••• | Wealth Advisor Associate | other | unknown | n/a | yes | fact |
| B••••••••• F••••••••• A•••• Q•••••••• | What should I expect when I begin working with B••••••• as my financial advisor? | other | unknown | n/a | yes | fact |
| A••••• C••••• | Senior Wealth Advisor | other | unknown | n/a | yes | fact |
| A••••• M•••••• | Operations Specialist | operations | unknown | n/a | yes | fact |
| A••••• A•••• | Wealth Advisor Associate | other | unknown | n/a | yes | fact |
| J•••• L••• M••••• | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| A••••• S••• | Senior Investment Operations Associate | Direct investments | unknown | n/a | yes | fact |
| B••••••• D••• J•••••• | Managing Member | leadership | principal | n/a | yes | fact |
| J•••• S••••••• W• | Managing Member | leadership | principal | n/a | yes | fact |
| J•••• M••••• | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
| P•••• Z••• | Compliance Coordinator | operations | unknown | n/a | yes | fact |
| Q•••••••• B••••••• H•••• A••••• | How can I coordinate tax strategies with investment decisions? | Direct investments | unknown | n/a | yes | fact |
| A••••• F•••••• | Wealth Advisor Associate Intern | other | unknown | n/a | yes | fact |
| A••• C••••• | Operations Director | operations | unknown | n/a | yes | fact |
| A••• B•••••••• | Partner and Senior Wealth Advisor | Private equity | senior | n/a | yes | fact |
| A•••• G••••••• | Operations Manager | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): R••••••••• P••••••• (Investment Management), A••••• C••••• (Senior Wealth Advisor), A•••••• M••••• (Wealth Advisor Associate), A••••• A•••• (Wealth Advisor Associate), A•••••• M••••• (Wealth Advisor), A••••• M••••• (Senior Wealth Advisor), A••••• M•••••• (Operations Specialist), A••••• S••• (Senior Investment Operations Associate), A•••••••• F••••• (Director of Finance), A•••• G••••••• (Operations Manager), A••••• F•••••• (Wealth Advisor Associate Intern), A••• S•••• (Wealth Advisor).
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