DFX Intelligence

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S•••••• O••••••••• F•••• L••: vehicle on the family offices graph | DFX Data Factory

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Family officesVehicle

S•••••• O••••••••• F•••• L••

Vehicle on the family office graph

Search this name across graphsid dfx:fo:d77c254c-550c-4c21-8463-59363d51df0d

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 21, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 2
Observed: n/a to n/a

Across DFX

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

Private Equityidentity

R•••••• O••••••••• F••• L••

Private equity fund · shared adv fund id

RIA / Wealth Managementidentity

R•••••• O••••••••• F••• L••

Private fund · shared adv fund id

Relationships

Uses service provider (5)

→ UMB FUND SERVICESOrgadministrator
factForm ADV
→ FIRST REPUBLIC BANKOrgcustodian
factForm ADV
→ UMB BANK, NAOrgcustodian
factForm ADV
→ FIDELITY BROKERAGE SERVICES LLCOrgcustodian
fact

Dated events

Occurred
Mar 27, 2024
Private fund GAV increased
S•••••• O••••••••• F•••• L••: gross asset value $0.0M to $36.4M between the 2023-12-19 and 2024-03-27 filings (+0%)
Form ADVobserved 8 days ago
$36.4M
Occurred
Mar 30, 2023
Private fund gav decreased
S•••••• O••••••••• F•••• L••: gross asset value $53.8M to $0.0M between the 2022-10-05 and 2023-03-30 filings (-100%)
Form ADVobserved 8 days ago
$-53.8M
Occurred
Mar 30, 2023
Private fund reported
Geller Advisors LLC first reported S•••••• O••••••••• F•••• L•• on Form ADV at $53.8M gross asset value
Form ADVobserved 8 days ago
$53.8M

Provenance

Graph: Family Offices
Canonical id: dfx:fo:d77c254c-550c-4c21-8463-59363d51df0d
First observed: n/a
Last observed: n/a : not yet measured
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.