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): Margaret M Maguire (Chair & Pres. Board Member), Lisa J Oman (Secretary, Board Member), Anjie L Vannoy (Controller, Board Member), Stephen R Styles (Board Member), Gary H Lau (Assistant Secretary), Tonya Adams (Board Member), Lisa T Murphy (Board Member), Sam Yamoah (Board Member), Lindsay A Harris (Board Member), Andrew J Over (Dir of Strategy, Board Member), Mark H Ruszczyk (Board Member), Leslie Foren (Director Program Strategy).
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