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An AI operator you can just talk to. It does the follow-ups, the inbox, the paperwork, and answers your phone, on your own tools and under your approval. Built for owners who are the bottleneck. Stop hiring. Start delegating.

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TERMS PRIVACY DPAYOUR DATA IS ISOLATED AND ENCRYPTED

T••••• I••••••••• I•••: org on the family offices graph | DFX Data Factory

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Data Factory / Family Offices / Org

Family officesOrg

T••••• I••••••••• I•••

Org on the family office graph

Search this name across graphsid dfx:fo:8e4234ad-5b16-43c6-90fc-0bb38c71555e

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: n/a to n/a

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.

Relationships

Owns (1)

→ I•• I••••••••• A•••••••• L••Office10% to 25% (Shareholder)
Apr 1, 1999 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: Family Offices
Canonical id: dfx:fo:8e4234ad-5b16-43c6-90fc-0bb38c71555e
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.