Data Factory
Reading the graph
Reading the graph
Family Offices
Coral Gables, FL
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 |
|---|---|---|---|---|---|---|
| Ariadna Tomas Vila | Cco | other | senior | n/a | yes | fact |
| Andrea Merchan | Member | leadership | principal | n/a | yes | fact |
| Albert Rovira | Senior Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Juan Carlos Riera | Compliance Officer | operations | unknown | n/a | yes | fact |
| Barbara Dalle Pezze | External Advisor in Family Coaching | other | unknown | n/a | yes | fact |
| Santiago Pardo Fajardo | Managing Partner | leadership | senior | n/a | yes | fact |
| Enrique Carrillo | Member & Principal | Direct investments | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Barbara Dalle Pezze (External Advisor in Family Coaching), Albert Rovira (Senior Portfolio Manager), Juan Carlos Riera (Compliance Officer), Santiago Pardo Fajardo (Managing Partner), Nuestro Equipo (Founding Partner), Andrea Merchan (Member), Ariadna Tomas Vila (Cco), Enrique Carrillo (Member & Principal).
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