DFX Intelligence
Reading the graph
Reading the graph
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Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): S. Caribou Honig (Executive Officer), Allison Caribou Baum (Executive Officer), Steve Caribou Kim (Executive Officer), Colin Caribou Tobias (Executive Officer), Greg Golub (Executive Officer), Robert Peters (Executive Officer), Allison Baum Gates (Executive Officer), Robby Peters (Executive Officer), Colin Baum Tobias (Executive Officer), Steve Baum Kim (Executive Officer).
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