DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Sarasota, FL
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Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Scott Frederick Gurr | Manager | leadership | principal | n/a | yes | fact |
| Erik Charles Popham | Manager | leadership | principal | n/a | yes | fact |
| Jeffrey Render Mullens | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| Jeff Mullens, CFA | Family Investment Officer | Direct investments | unknown | n/a | yes | fact |
| Erik Popham, CFA | Co-Founder, Family Investment Officer | leadership | senior | n/a | yes | fact |
| Jeff Devine, CFA, CAIA | Director of Manager Research | leadership | senior | n/a | yes | fact |
| Scott Gurr | Co-Founder, Family Wealth Advisor | leadership | senior | n/a | yes | fact |
| Jeff Devine | Director of Manager Research | leadership | senior | n/a | yes | fact |
| Kristina B. Bryn | Family Wealth Advisor | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Quick Links (Investment), Jeffrey Render Mullens (Chief Compliance Officer), Erik Charles Popham (Manager), Scott Frederick Gurr (Manager).
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