The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
Reading the graph
Family Offices
York, PA
It takes a team of experts – investment managers, accountants, attorneys, and business advisers – working in unison, to properly serve the needs of high-net worth families. At Collective Family Office, we are your CFO, serving as your advocate, and integrating the advice from these specialists in order to help you better manage your family’s financial and intergenerational affairs.
Data as of (this record's last observation) from dfx_research, office_website, sec_edgar_submissions, sec_form_13f, sec_form_adv. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| David Scott Sivel | Managing Member | leadership | principal | n/a | yes | fact |
| Trevor N. Hoffman | CCO/COO | operations | unknown | n/a | yes | fact |
| Trevor Nathan Hoffman | Managing Member/chief Compliance Officer | leadership | principal | n/a | yes | fact |
| Brian David Luster | Managing Member | leadership | principal | n/a | yes | fact |
| Trevor N. Hoffman | COO/CCO | operations | unknown | n/a | yes | fact |
| David Sivel | Principal, Chief Executive Officer | leadership | senior | n/a | yes | fact |
| Trevor D Kasulen | Not Just an Advisor. | other | unknown | n/a | yes | fact |
| Brian Luster | Principal, Chief Investment Officer | cio | senior | n/a | yes | fact |
| Trevor Hoffman | Principal, Chief Operating Officer | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Trevor D Kasulen (Not Just an Advisor.), Trevor Hoffman (Principal, Chief Operating Officer), Brian Luster (Principal, Chief Investment Officer), David Sivel (Principal, Chief Executive Officer), Brian David Luster (Managing Member), Trevor Nathan Hoffman (Managing Member/chief Compliance Officer), David Scott Sivel (Managing Member).
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