C• C•••••• P•••••••: office on the family offices graph

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: 0
Decision makers: 0derived

Relationships

No published relationship touches this entity yet.

Dated events

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

Show 2 bookkeeping events

First seen by DFX
Sep 14, 2026
date not stated
••• Locked
Occurred
Mar 31, 2025
••• Locked

Provenance

Graph: Family Offices
Canonical id: dfx:fo:f08c6caf-f14b-48f1-a506-33ba20459c45
First observed: Sep 14, 2026
Last observed: Sep 16, 2026 6 days ago
Source families: Federal regulator filings, DFX's own graph
2 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.