DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Foundation on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Michelle Martinson (SEC. & TREAS./VICE PRESIDENT FINANCE), S•••• a B•••••• (BOARD CHAIR), Peter a B•••••• (DIRECTOR), Allison Cowan (DIRECTOR THRU 11/22/24), Geoffrey Cowan (DIRECTOR THRU 11/22/24), Carol Loomis (DIRECTOR THRU 11/22/24), Patti Matson (DIRECTOR THRU 11/22/24), Wallace Weitz (DIRECTOR THRU 11/22/24), Emily Greenberg (DIRECTOR).
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