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C•••••• S••••• A•••••••: office on the family offices graph | DFX Data Factory

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Family officesOfficeoutsourced family office · candidate

C•••••• S••••• A•••••••

Family Offices

Marion, MA

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Search this name across graphsid dfx:fo:c6a8ca0d-79e1-4389-9331-f4b12b043a5e

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 29
On other graphs: 1
Observed: Sep 12, 2026 to Sep 21, 2026
70 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

C•••••• S••••• A•••••••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $334MForm ADV, as of 2026-03-06
13F value: $231M138 positions, 2026-03-31; never AUM
Private funds: 0
Investments: 0
Direct investments: 0
People: 1
Decision makers: 0derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
A••• S••••	Agent	other	unknown	n/a	yes	fact

Relationships

Employs (1)

→ A••• S••••PersonAgent
factForm 13F

Dated events

29 bookkeeping events (roster, classification and holdings changes) folded below

Show 29 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
C•••••• S••••• A••••••• found on the SEC adviser roster (services_description)
Occurred
Apr 20, 2026
C•••••• S••••• A••••••• LLC reported $231,147,262 across 138 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
C•••••• S••••• A••••••• LLC increased Fidelity Low Duration 47,462 -> 62,706 shares ($2,383,992 -> $3,138,456)
Occurred
Mar 31, 2026
C•••••• S••••• A••••••• LLC increased Janus Henderson Short 16,665 -> 51,718 shares ($818,918 -> $2,526,967)
Occurred
Mar 31, 2026
C•••••• S••••• A••••••• LLC increased Jpmorgan Ultra-Short 129,882 -> 171,808 shares ($6,570,726 -> $8,695,226)
Occurred
Jan 26, 2026
C•••••• S••••• A••••••• LLC reported $236,415,042 across 143 13(f) positions for the quarter ended 2025-12-31

Provenance

Graph: Family Offices
Canonical id: dfx:fo:c6a8ca0d-79e1-4389-9331-f4b12b043a5e
First observed: Sep 12, 2026
Last observed: Sep 21, 2026 22 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
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.