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.

Family served

Kiran and Pallavi Patel family

Wealth origin

Freedom Health/America's 1st Choice grown to over $1B revenue, sold to Anthem April 2019

Invests directly

Office holds direct stakes in operating companies spanning medtech, specialty chemicals, biotech, food, radiation-protection tech and EV charging

Investments

6

Direct investments

6

People

3

Decision makers

1derived

Website

patelfamily.com

Also named here, with no published line of their own (reach them through the firm): DR Sheetal Patel (Chief Operating Officer), Shilen Patel (Executive of the family office portfolio; CEO and Founder of HealthAxis).

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

Graph

Family Offices

Canonical id

dfx:fo:9fbc378c-240e-4bd9-847f-9c36294b315a

First observed

Sep 14, 2026

Last observed

Sep 16, 2026 2 days ago

Source families

Firm and issuer disclosures, DFX's own graph

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

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.