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Family Offices

••• Locked

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Data as of Sep 23, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 24, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Sep 14, 2026 to Sep 23, 2026
11 observations

Candidate family office with no filing identifier. Treat the facts on this page as unverified.

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

Investments: 0
Direct investments: 0
People: 4
Decision makers: 2derived
Website: ••• Locked

People

Person	Title	Role	Seniority	Family member	Current	Evidence
R•••• E•• G••••••	Founder & CEO	leadership	senior	n/a	yes	fact
T•••••• F••••••••	Coo	operations	unknown	n/a	yes	fact
L••• A••••

Relationships

Foundation allocation (1)

→ E••••• I•••••••••Funda foundation tied to it (T•• S••••• a•• J••• F•••••• J••••• H••••••• F•••••••••) holds it
inferenceForm 990-PF

Employs (4)

→ C•••• A•••••PersonDevelopment Associate
factThe subject's own site
→ L••• A••••PersonMarketing & Social Media Manager
factThe subject's own site
→ T•••••• F••••••••

Dated events

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

Order

Occurred
31 Dec 2023
Foundation assets changed
••• Locked
T•• S••••• a•• J••• F•••••• J••••• H••••••• F•••••••••Form 990-PF
$65.8M
Occurred
31 Dec 2022
Foundation assets changed
••• Locked
T•• S••••• a•• J••• F•••••• J••••• H••••••• F•••••••••Form 990-PF
down $94.9M

Show 2 bookkeeping events

First seen by DFX
Sep 20, 2026
date not stated
••• Locked
Occurred
Dec 31, 2022
••• Locked

Provenance

Graph: Family Offices
Canonical id
First observed: Sep 14, 2026
Last observed: Sep 23, 2026 19 h ago
Source families: Federal regulator filings, Firm and issuer disclosures, 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.