DFX Intelligence

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

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Family officesOfficecandidate family office · candidate

S••••••••• A•••••• C••••••••• T•••• o• N•

Family Offices

Trenton, NJ

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Search this name across graphsid dfx:fo:dff189c0-4fa5-4421-8070-d5f10b847764

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 38
On other graphs: 0
Observed: Sep 12, 2026 to Sep 20, 2026
48 observations

Across DFX

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.

Facts

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

13F value: $355M297 positions, 2026-03-31; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 1derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
S••••• K•••	Director	leadership	senior	n/a	yes	fact

Relationships

Employs (1)

→ S••••• K•••PersonDirector
factForm 13F

Dated events

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

Show 38 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
S••••••••• A•••••• C••••••••• T•••• o• N• files Form 13F (non_adviser_filer, $386,884,152 in 210 positions)
Occurred
May 1, 2026
S••••••••• A•••••• C••••••••• T•••• o• N• reported $354,852,511 across 297 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
S••••••••• A•••••• C••••••••• T•••• o• N• reduced Bank America Corp 74,000 -> 45,490 shares ($4,070,000 -> $2,217,638)
Occurred
Mar 31, 2026
S••••••••• A•••••• C••••••••• T•••• o• N• reduced Capital One Finl Corp 9,076 -> 4,305 shares ($2,199,659 -> $785,361)
Occurred
Mar 31, 2026
S••••••••• A•••••• C••••••••• T•••• o• N• reduced Citigroup Inc 22,200 -> 12,115 shares ($2,590,518 -> $1,373,962)
Occurred
Mar 31, 2026
S••••••••• A•••••• C••••••••• T•••• o• N• reduced Merck & Co Inc 49,900 -> 16,806 shares ($5,252,474 -> $2,021,594)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:dff189c0-4fa5-4421-8070-d5f10b847764
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 2 days ago
Source families: Federal regulator filings, 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.