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P••••••••• P•••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOffice

P••••••••• P•••••••• L••

Office on the family office graph

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Search this name across graphsid dfx:fo:fa5893a0-0ddb-4ad5-af48-566475171efd

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 18
On other graphs: 0
Observed: n/a to n/a

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.

People

Person	Title	Role	Seniority	Family member	Current	Evidence
C•••• H•••	Filing Agent	other	unknown	n/a	yes	fact

Relationships

Employs (1)

→ C•••• H•••PersonFiling Agent
factForm 13F

Dated events

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

Show 18 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
P••••••••• P•••••••• L••: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (P••••••••• P••••••• is a St. Paul fee-only wealth management RIA with about $1.2 billion that Savant Wealth Management acquired in 2025.)
First seen by DFX
Sep 12, 2026
date not stated
P••••••••• P•••••••• L•• files Form 13F (non_adviser_filer, $956,541 in 392 positions)
Occurred
Jul 25, 2025
P••••••••• P•••••••• L•• reported $1,034,004,000 across 397 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
P••••••••• P•••••••• L•• increased American Centy Etf Tr 40,069 -> 55,420 shares ($1,822,000 -> $2,480,000)
Occurred
Jun 30, 2025
P••••••••• P•••••••• L•• reduced Vanguard Mun Bd Fds 87,156 -> 61,434 shares ($4,324,000 -> $3,012,000)
Occurred
Jun 30, 2025
P••••••••• P•••••••• L•• reduced Vanguard Wellington Fd 40,868 -> 29,572 shares ($4,107,000 -> $2,984,000)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:fa5893a0-0ddb-4ad5-af48-566475171efd
First observed: n/a
Last observed: n/a : not yet measured
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.