DFX Intelligence
Signals
The change tapeAbout the change tapeThe snapshot is useful; the changes are what matter. Every event has an effective date, the date we observed it, a source and an evidence class. Not every event is equally significant: a 13F position change is routine, a new CIO or a first direct deal in a new sector is not.Ranked by significance: what kind of change it is, times its dollar size, times whose change it is (a family-capital office counts fully, a candidate or a service provider less), times how recently it happened. A deal or a hire this year leads; a fund first reported in 2012 is on the tape as history. Open a row for its score and its evidence.
2,215 events match
| Date | Event | Who | What changed | Basis |
|---|---|---|---|---|
| Sep 13, 2026 | Classification changed | MSD Capital, L.P. | Dell Family Office: FAMILY_INVESTMENT_COMPANY -> CONFIRMED_SFO (The Hilo release describes Dell Family Office as the family investment office of Michael Dell, which is a single family office.) | Fact |
| Sep 13, 2026 | Classification changed | Mingenta Family Office | Mingenta Family Office: PROBABLE_SFO -> PROBABLE_SFO (Mingenta's own site describes a private, family-led international family office rooted in real estate with offices in Basel, Dubai and Montevideo. (the site does not name the principal; matched by the distinctive name)) | Inference |
| Sep 13, 2026 | Classification changed | MasGroup | MasGroup: PROBABLE_SFO -> CONFIRMED_SFO (MasGroup's own boilerplate in the Superior Roofing release describes it as a single-family office investing in infrastructure and healthcare businesses.) | Fact |
| Sep 13, 2026 | Classification changed | MSD Capital, L.P. | MSD Capital, L.P.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (MSD Capital (now DFO Management) is the family office that manages the capital of Michael Dell and his family.) | Fact |
| Sep 13, 2026 | Classification changed | Damier Group | Damier Group: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of one entrepreneur, Yvan Vindevogel.) | Fact |
| Sep 13, 2026 | Classification changed | Brutten Global | Brutten Global: PROBABLE_SFO -> CONFIRMED_SFO (A TriPost release describes Brutten Global as the family office of real estate investor Marc Brutten, parent of Brixton Capital.) | Fact |
| Sep 13, 2026 | Classification changed | Vantage Investment Partners, LLC | Vantage Investment Partners, LLC: CONFIRMED_SFO -> CONFIRMED_SFO (The firm's own website says it operates as a single family office and does not serve the public.) | Fact |
| Sep 13, 2026 | Classification changed | Crow Family Holdings | Crow Family Holdings: PROBABLE_SFO -> CONFIRMED_SFO (A Resolute Energy proxy describes Crow Family Holdings, the d/b/a of Trammell Crow Interests Company, as a family office headquartered in Dallas.) | Fact |
| Sep 13, 2026 | Classification changed | Pine Ridge Advisers LLC | Pine Ridge Advisers LLC: OUTSOURCED_FAMILY_OFFICE -> PROBABLE_SFO (A Schedule 13D in which Pine Ridge is a reporting person says it manages assets for the benefit of Mr. Morcos, his entities and a private charitable foundation, the shape of one family's office. (one 13D on one stake; $14.4bn RAUM is large for one family)) | Inference |
| Sep 13, 2026 | Classification changed | Dauntless Investment Group, LLC | Dauntless Investment Group, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.) | Fact |
| Sep 13, 2026 | Classification changed | Tullman Family Office | Tullman Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Tullman family's own office, whose president directs the family's philanthropic, political, business and impact investments and funds its music education nonprofit.) | Fact |
| Sep 13, 2026 | Classification changed | Lupine Crest Capital | Lupine Crest Capital: CONFIRMED_SFO -> CONFIRMED_SFO (Lupine Crest Capital's own site says JP Conte established it as his family office.) | Fact |
| Sep 13, 2026 | Classification changed | Nordic Group of Companies Ltd | Nordic Group of Companies Ltd: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Nordic Group describes itself as a family-owned holding company making control-equity investments in manufacturers.) | Fact |
| Sep 13, 2026 | Classification changed | Pennant Investors, LP | Pennant Investors, LP: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (After returning outside capital in 2018, Alan Fournier's Summit NJ firm became a family office and GuruFocus coverage names Pennant Investors as that family office.) | Fact |
| Sep 13, 2026 | Classification changed | Tsao Family Office | Tsao Family Office: PROBABLE_SFO -> CONFIRMED_SFO (Tsao Family Office in Singapore invests the Tsao family's assets (Tsao Assets Trust) to fund the family's philanthropy via the Tsao Foundation and Tsao Family Foundation.) | Fact |
| Sep 13, 2026 | Classification changed | Two Texas Presidents | Two Texas Presidents: PROBABLE_SFO -> CONFIRMED_SFO (Its own release says Two Texas Presidents will deploy capital sourced only from Dallas C. Salazar and his family and will not raise outside capital.) | Fact |
| Sep 13, 2026 | Classification changed | Bollinger Enterprises, LLC | Bollinger Enterprises, LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Red River Bancshares' 8-K describes it as a single-family investment office in Louisiana.) | Fact |
| Sep 13, 2026 | Classification changed | Schooner Capital LLC | Schooner Capital LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Schooner Capital was founded by Vin Ryan in 1971 to manage his private capital from a permanent base, and third-party profiles classify it as a Boston single family office. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | Whitford Management LLC | Whitford Management LLC: FAMILY_INVESTMENT_COMPANY -> CONFIRMED_SFO (Whitford Management's own site calls it a private investment firm and single-family office overseeing its founders' capital, real estate and foundation.) | Fact |
| Sep 13, 2026 | Classification changed | HF Capital, LLC | HF Capital, LLC: PROBABLE_SFO -> CONFIRMED_SFO (A Westrock Coffee press release filed with its June 2023 8-K states that HF Capital invests on behalf of the Haslam family of Knoxville, Tennessee.) | Fact |
| Sep 13, 2026 | Classification changed | Epacria Capital Partners, LLC | Epacria Capital Partners, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Its own site describes a family office investing its own long-term capital in public and private investments with no outside clients. (single is inferred from no client services)) | Inference |
| Sep 13, 2026 | Classification changed | Mercatus Capital | Mercatus Capital: PROBABLE_SFO -> CONFIRMED_SFO (RF Acquisition Corp II's filed release calls it a Singapore family office, and the NYB prospectus says one person, Ravindran Govindan, wholly owns it.) | Fact |
| Sep 13, 2026 | Classification changed | G72 Holdings | G72 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (G72 Holdings is the family office of Raymond Gindi, whose family co-founded Century 21 Stores, and backs Crown Brands Group.) | Fact |
| Sep 13, 2026 | Classification changed | The Invus Group LLC | The Invus Group LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Invus invests the capital of Artal, a European family group, with a continuous capital structure rather than limited-life funds.) | Fact |
| Sep 13, 2026 | Classification changed | Bel Sogno Enterprises | Bel Sogno Enterprises: PROBABLE_SFO -> CONFIRMED_SFO (The ConversionIQ release describes Bel Sogno Enterprises as the family office of John and Marcia Rowley, founders of International Cruise & Excursions.) | Fact |
| Sep 13, 2026 | Classification changed | Sofico | Sofico: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Swvl's filed press release describes Sofico Holdings as a Cairo family investment company.) | Fact |
| Sep 13, 2026 | Classification changed | Banvelca | Banvelca: CONFIRMED_SFO -> CONFIRMED_SFO (Its own site says Banvelca is the private family office through which the Herrera Velutini family stewards its own capital.) | Fact |
| Sep 13, 2026 | Classification changed | West Family Investments, Inc. | West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (A Schedule 13D filed by West Family Investments of Carlsbad CA with Gary and Mary West states it is a family office exempt under the Family Office Exemption.) | Fact |
| Sep 13, 2026 | Classification changed | Tarte Family Office | Tarte Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.) | Fact |
| Sep 13, 2026 | Classification changed | Demetree Global | Demetree Global: CONFIRMED_SFO -> CONFIRMED_SFO (Demetree Global describes itself in its own press release as a family office investing in real estate, venture partnerships and equities for over 75 years, chaired by Mary Demetree.) | Fact |
| Sep 13, 2026 | Classification changed | Consolidated Investment Group LLC | Consolidated Investment Group LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Unregistered 13F filer run by Hot Pockets co-founder David Merage as manager, CEO and president, in Englewood CO where the Merage family foundations sit.) | Fact |
| Sep 13, 2026 | Classification changed | Bender Equity LLC | Bender Equity LLC: PROBABLE_SFO -> CONFIRMED_SFO (The Kalon Capital release describes Bender Equity LLC of Ridgewood, New Jersey as a family office and private investment firm led by Andrew Bender.) | Fact |
| Sep 13, 2026 | Classification changed | East Asset Management | East Asset Management: PROBABLE_SFO -> CONFIRMED_SFO (A Manning & Napier SEC filing describes East Asset Management as the family office of Terrence and Kim Pegula.) | Fact |
| Sep 13, 2026 | Classification changed | Bower Family Holdings | Bower Family Holdings: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Abundia describes Bower Family Holdings, LLC as its largest shareholder and lender, the Bower family holding vehicle, with no description as a family office.) | Fact |
| Sep 13, 2026 | Classification changed | Mitchell Companies | Mitchell Companies: PROBABLE_SFO -> CONFIRMED_SFO (The Marpai release describes Mitchell Companies, chaired by Steve Mitchell, as a family office and investment platform.) | Fact |
| Sep 13, 2026 | Classification changed | McCourt Global | McCourt Global: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own site describes a diversified enterprise extending the McCourt family's businesses, a family holding company rather than a stated family office.) | Fact |
| Sep 13, 2026 | Classification changed | OneRyan Global, LLC | OneRyan Global, LLC: PROBABLE_SFO -> CONFIRMED_SFO (OneRyan Global is the Dallas family office of Ryan LLC founder G. Brint Ryan and his family.) | Fact |
| Sep 13, 2026 | Classification changed | Applied Invest Nordics AB | Applied Invest Nordics: PROBABLE_SFO -> CONFIRMED_SFO (Talkpool's release describes it as the family office and investment platform of Bruce Grant.) | Fact |
| Sep 13, 2026 | Classification changed | Milken Family Office | Milken Family Office: PROBABLE_SFO -> CONFIRMED_SFO (NextNav's SEC-filed press release names M-Cor Capital as the investment arm of the Milken Family Office, the office of the Milken family.) | Fact |
| Sep 13, 2026 | Classification changed | Point Field Partners | Point Field Partners: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Point Field Partners is the Baltimore family office of Ravens owner Steve Bisciotti and also manages the family's private foundation. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | GameAbove CapStone Holdings Inc | GameAbove CapStone Holdings Inc: PROBABLE_SFO -> CONFIRMED_SFO (CapStone's own site calls it a Bonita Springs family office and holding company founded by Keith J. Stone with Heather and Skyler Stone as co-founders.) | Fact |
| Sep 13, 2026 | Classification changed | B Wild | B Wild: PROBABLE_SFO -> CONFIRMED_SFO (The QDOBA release says B Wild Investments, LLC is the private investment office of Barry W. Dubin.) | Fact |
| Sep 13, 2026 | Classification changed | Newlands Management Operations LLC | Newlands Management Operations LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Dallas based Newlands was set up in 2021 as the single family office for WhatsApp co-founder Jan Koum, per an Altss profile consistent with Forbes reporting. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | Apeiron Investment Group | Christian Angermayer's Family Office: PROBABLE_SFO -> CONFIRMED_SFO (Apeiron Investment Group's own Schedule 13D says its principal business is serving as an asset manager and as the family office of Christian Angermayer.) | Fact |
| Sep 13, 2026 | Classification changed | Chaifetz Group | Chaifetz Group: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Chaifetz Group's own site says it invests permanent family capital across venture, private equity and real estate, led by Richard Chaifetz.) | Fact |
| Sep 13, 2026 | Classification changed | Swig Family Office | Swig Family Office: PROBABLE_SFO -> CONFIRMED_SFO (SOJA Ventures, run by Oliver Swig, states that it is an extension of the Swig Family Office, the office of the Swig family.) | Fact |
| Sep 13, 2026 | Classification changed | Foris Ventures | Foris Ventures: PROBABLE_SFO -> CONFIRMED_SFO (A SunPower press release filed with its September 2026 8-K calls Foris Ventures the family office of John Doerr.) | Fact |
| Sep 13, 2026 | Classification changed | Exuma Capital Partners | Exuma Capital Partners: PROBABLE_SFO -> CONFIRMED_SFO (A portfolio company release describes Exuma Capital Partners as a family office founded by entrepreneur Anthony Perera.) | Fact |
| Sep 13, 2026 | Classification changed | Joho Capital LLC | Joho Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Robert Karr closed the Joho Capital hedge fund to outside money in 2013 and converted it into a family office managing his own wealth.) | Fact |
| Sep 13, 2026 | Classification changed | Al Nahyan Family Office | Al Nahyan Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The TruDoc release names the Al Nahyan Family Office as the Private Department of H.E. Sheikh Mohamed Bin Khaled Al Nahyan, investing for that family.) | Fact |
| Sep 13, 2026 | Classification changed | Kopp Family Office, LLC | Kopp Family Office, LLC: PROBABLE_SFO -> CONFIRMED_SFO (Its own Schedule 13G states that Kopp Family Office operates under the SEC family office rule, is wholly owned by Kopp Holding Company and controlled by LeRoy C. Kopp, Bloomington, MN.) | Fact |
| Sep 13, 2026 | Classification changed | Dolby Family Capital Management LLC | Dolby Family Capital Management LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's own venture fund, and the ERA adviser manages that family vehicle rather than outside capital.) | Fact |
| Sep 13, 2026 | Classification changed | Clark Estates Inc/ny | Clark Estates Inc/ny: PROBABLE_SFO -> PROBABLE_SFO (Clark Estates is the New York office founded in 1946 to manage the business and financial interests of the Clark family (Singer fortune), alongside The Clark Foundation. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | Zelkova Strategic Partners LLC | Zelkova Strategic Partners LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Brown-Forman's 2016 proxy lists the Owsley Brown II Family Group's address as care of Zelkova Strategic Partners, and it is also in-care-of on a Louisville family foundation, so it serves as that one family's office. (inferred from a proxy address, no page says family office)) | Inference |
| Sep 13, 2026 | Classification changed | Briar Hall Management LLC | Briar Hall Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Briar Hall Management (Nashville, TN) holds Illinois Tool Works shares for the founding Smith family and is profiled as their single family office. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | Feliciano Initiative | Feliciano Initiative: PROBABLE_SFO -> CONFIRMED_SFO (Press releases describe the Jones Feliciano Initiative as a private family office founded by Kwanza Jones and Jose E. Feliciano.) | Fact |
| Sep 13, 2026 | Classification changed | Black Spade Capital | Black Spade Capital: PROBABLE_SFO -> CONFIRMED_SFO (Black Spade Capital is the family office of Lawrence Ho, Chairman and CEO of Melco Resorts & Entertainment.) | Fact |
| Sep 13, 2026 | Classification changed | Euclidean Capital LLC | Euclidean Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Euclidean Capital is owned and managed by James and Marilyn Simons and manages the Simons family's Greenland for-profit and nonprofit vehicles.) | Fact |
| Sep 13, 2026 | Classification changed | Summer Road LLC | Summer Road LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Summer Road's own 2026 proxy filing at Ingles Markets describes it as a family office investing its own capital across strategies.) | Fact |
| Sep 13, 2026 | Classification changed | Peterson Management LLC | Peterson Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Commercial Observer reports Peterson Management manages the family assets of Blackstone co-founder Peter G. Peterson and relocated with the Peterson Foundation.) | Fact |
| Sep 13, 2026 | Classification changed | Herrmann Family Companies | Herrmann Family Companies: PROBABLE_SFO -> CONFIRMED_SFO (The HC Capital Partners release describes Herrmann Family Companies as a San Antonio family office with multi-generational investments.) | Fact |
| Sep 13, 2026 | Classification changed | Epochal Corporation | Epochal Corporation: CONFIRMED_SFO -> CONFIRMED_SFO (Epochal Corporation's own release describes it as the private single-family office of Neel Khokhani, based in Dubai and Monaco.) | Fact |
| Sep 13, 2026 | Classification changed | Pittco Management, LLC | Pittco: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco Management's own site says it is the single-family office of AutoZone founder Pitt Hyde and his wife Barbara, based in Memphis.) | Fact |
| Sep 13, 2026 | Classification changed | CB3 Holdings | CB3 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (The CT Sports Group release describes CB3 Holdings, led by Calvin L. Butts Jr., as a family office investing in startups.) | Fact |
| Sep 13, 2026 | Classification changed | Shadday Family Office | Shadday Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Big Dan's Car Wash release names the Shadday Family Office as the principal owner of the car wash chain.) | Fact |
| Sep 13, 2026 | Classification changed | Becklin Holdings | Becklin Holdings: CONFIRMED_SFO -> CONFIRMED_SFO (Its own release describes Becklin Holdings as a diversified family office and the investment vehicle of the Becklin family.) | Fact |
| Sep 13, 2026 | Classification changed | Yarbrough Capital, LLC | Yarbrough Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Venture Nashville describes Yarbrough Capital as the family office created by VGT founder Jon Yarbrough.) | Fact |
| Sep 13, 2026 | Classification changed | Tarsadia Capital, LLC | Tarsadia Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13D states that Tarsadia Capital is part of a single-family office controlled by Tushar Patel, managing private vehicles for their owners.) | Fact |
| Sep 13, 2026 | Classification changed | Pittco Management, LLC | Pittco Management, LLC: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco's own release describes it as the Memphis single-family office of AutoZone founder Pitt Hyde and his wife.) | Fact |
| Sep 13, 2026 | Classification changed | Wall Family Enterprise | Wall Family Enterprise: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (A family holding enterprise that oversees four portfolio companies (described elsewhere as a library and education supplies company), not an advisory office.) | Fact |
| Sep 13, 2026 | Classification changed | DS Advisors LLC | DS Advisors LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Its own site describes a US family office investing a permanent capital base, mainly in listed businesses, with no outside clients mentioned.) | Fact |
| Sep 13, 2026 | Classification changed | VP Capital | VP Capital: PROBABLE_SFO -> CONFIRMED_SFO (VP Capital is the single family office of the Van Puijenbroek family, based in Belgium and the Netherlands, as stated in its boilerplate in the HULO seed round release.) | Fact |
| Sep 13, 2026 | Classification changed | Lyra Management LLC | Lyra Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (A family office database profile describes Lyra Management as a San Francisco single-family office managing a multi-generational family's affairs; the family is not named. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | Soros Fund Management LLC | Soros Fund Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (In 2011 the firm returned outside capital and converted to managing assets only for the Soros family.) | Fact |
| Sep 13, 2026 | Classification changed | Dolby Family Ventures LLC | Dolby Family Ventures LLC: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's venture investment vehicle, formed in honor of Ray Dolby, investing family capital in early-stage science and technology companies.) | Fact |
| Sep 13, 2026 | Classification changed | Interlaken Capital | Interlaken Capital: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (W. R. Berkley Corporation's proxy describes Interlaken Capital, Inc. of Greenwich as a company substantially owned and controlled by William R. Berkley.) | Fact |
| Sep 13, 2026 | Classification changed | DPC | DPC: PROBABLE_SFO -> CONFIRMED_SFO (Dunes Point Capital, LP of Rye, New York describes itself in its own release as a family office and private investment firm.) | Fact |
| Sep 13, 2026 | Classification changed | Cleo Thompson Family Office | Thompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (This is the J. Cleo Thompson Family Office in Dallas, which manages the investment portfolio and legacy of one family, that of J. Cleo Thompson Jr.) | Fact |
| Sep 13, 2026 | Classification changed | Carlson Family Office | Carlson Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Carlson of Minnetonka is a third-generation closely held family enterprise whose Carlson Private Capital Partners invests family capital.) | Fact |
| Sep 13, 2026 | Classification changed | Tarsadia Capital, LLC | Tarsadia Group: PROBABLE_SFO -> CONFIRMED_SFO (Sunstone Hotel Investors' release describes Tarsadia Capital as the investment management company of the Tarsadia Group, a single family office.) | Fact |
| Sep 13, 2026 | Classification changed | 72 Investment Holdings, LLC | 72 Investment Holdings, LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Steven A. Cohen's personal holding company at the Point72 address, of which he is the sole member.) | Fact |
| Sep 13, 2026 | Classification changed | RFA Management Company LLC | RFA Management Company LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (RFA Management Company in Atlanta was formed to oversee the Rollins family's holdings and has no outside capital. (a family office database's profile, not the office or the press)) | Inference |
| Sep 13, 2026 | Classification changed | USK Capital | USK Capital: PROBABLE_SFO -> CONFIRMED_SFO (USK Capital is the family office of Uday Kotak, founder and former CEO of Kotak Mahindra Bank, and bought Go Raw from Juggernaut Capital Partners.) | Fact |
| Sep 13, 2026 | Classification changed | Kapor Enterprises Inc | Kapor Enterprises Inc: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Another company's proxy statement describes Kapor Enterprises as a family office, and Mitchell Kapor's holdings are addressed in its care.) | Fact |
| Sep 13, 2026 | Classification changed | Broe Family Office | Broe Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.) | Fact |
| Sep 13, 2026 | Classification changed | Bolt Ventures | Bolt Ventures: PROBABLE_SFO -> CONFIRMED_SFO (The WeBrokr release describes Bolt Ventures as the family office of sports investor David Blitzer.) | Fact |
| Sep 13, 2026 | Classification changed | House of Vanderbilt | House of Vanderbilt: PROBABLE_SFO -> CONFIRMED_SFO (Press release calls it the first official family office of the Vanderbilt family, founded by Consuelo Vanderbilt Costin.) | Fact |
| Sep 13, 2026 | Classification changed | Dolby Family Ventures LLC | Dolby Family Ventures LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (registered adviser whose private funds are 99.0% owned by itself and its related persons ($136M gross): proprietary capital, not clients' money) | Inference |
| Sep 13, 2026 | Classification changed | Nickolas Asset Management | Nickolas Asset Management: PROBABLE_SFO -> CONFIRMED_SFO (A Kreate press release describes Nickolas Asset Management as the Reinhart family's family office holding its manufacturing companies.) | Fact |
| Sep 13, 2026 | Classification changed | Fortune Light Assets Ltd | Fortune Light Assets Ltd: PROBABLE_SFO -> CONFIRMED_SFO (U Power's press release names Fortune Light Assets Ltd as the family office of Chatchaval Jiaravanon of the CP Group family.) | Fact |
| Sep 13, 2026 | Classification changed | Hall Capital Holdings | Hall Capital Holdings: PROBABLE_SFO -> CONFIRMED_SFO (The XLCS release describes Hall Capital Holdings of Palm Harbor, Florida as a single-family office.) | Fact |
| Sep 13, 2026 | Classification changed | Littlejohn Capital | Littlejohn Capital: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of Angus C. Littlejohn Jr., separate from the PE firm Littlejohn & Co.) | Fact |
| Sep 13, 2026 | Classification changed | Sope Creek Capital | Sope Creek Capital: PROBABLE_SFO -> CONFIRMED_SFO (Sope Creek Capital own site says Kevin Nolan established it as his family office.) | Fact |
| Sep 13, 2026 | Classification changed | Weinberg Capital Group | Weinberg Capital Group: CONFIRMED_SFO -> PROBABLE_SFO (Weinberg Capital Group's own website describes the Cleveland private equity firm as a family office. (its Form Ds show investor LLCs with outside co-investors)) | Inference |
| Sep 13, 2026 | Classification changed | Cleo Thompson Family Office | Cleo Thompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The J. Cleo Thompson Family Office in Dallas manages the investment portfolio and legacy of one family, that of Texas oilman J. Cleo Thompson Jr., led by principal Christy Thompson.) | Fact |
| Sep 13, 2026 | Classification changed | Schusterman Interests, LLC | Schusterman Interests, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Press coverage of its 13F filing describes Tulsa-based Schusterman Interests as tied to the Schusterman family office, with a Schusterman Family Investments managing director signing the filing.) | Fact |
| Sep 12, 2026 | Classification changed | RiO Family Office | RiO Family Office: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a press release by ICEYE describes it as a single family office (cited)) | Fact |
| Sep 12, 2026 | Classification changed | QVT Family Office Onshore LP | QVT Family Office Onshore LP: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 12, 2026 | Classification changed | Woodlock Family Capital, L.P. | Woodlock Family Capital, L.P.: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 12, 2026 | Classification changed | DS Advisors LLC | DS Advisors LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited)) | Fact |
| Sep 12, 2026 | Classification changed | KV Family Holdings LLC | KV Family Holdings LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 12, 2026 | Classification changed | Vantage Investment Partners, LLC | Vantage Investment Partners, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (the office describes itself as a single family office (cited)) | Fact |
| Sep 12, 2026 | Classification changed | Chameleonic Family Holdings | Chameleonic Family Holdings: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 12, 2026 | Classification changed | Nordic Group of Companies Ltd | Nordic Group of Companies Ltd: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited)) | Fact |
| Sep 12, 2026 | Classification changed | Enceladus Partners | Enceladus Partners: CONFIRMED_SFO -> PROBABLE_SFO (a press release by Enceladus Partners, LLC describes it as a single family office (cited)) | Fact |
| Sep 12, 2026 | Classification changed | Clark Estates Inc/ny | Clark Estates Inc/ny: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,007,964: the shape of a single family office (structural inference, no self-description found)) | Inference |
| Sep 12, 2026 | Classification changed | Digital Family Office LLC | Digital Family Office LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a press release by Tsai Capital Corporation describes it as a single family office (cited)) | Fact |
| Sep 12, 2026 | Classification changed | Whitford Management LLC | Whitford Management LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited)) | Fact |
| Sep 12, 2026 | Classification changed | Stuart Shaw Family Partnership LP | Stuart Shaw Family Partnership LP: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 12, 2026 | Classification changed | HF Capital, LLC | HF Capital, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,453,836: the shape of a single family office (structural inference, no self-description found)) | Inference |
| Sep 12, 2026 | Classification changed | Stride Family Investments II, L.P. | Stride Family Investments II, L.P.: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified) | Inference |
| Sep 11, 2026 | Classification changed | Vantage Investment Partners, LLC | Vantage Investment Partners, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company) | Inference |
| Sep 11, 2026 | Classification changed | Clark Estates Inc/ny | Clark Estates Inc/ny: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company) | Inference |
| Sep 11, 2026 | Classification changed | Kopp Family Office, LLC | Kopp Family Office, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (unregistered 13F filer named as a family office: a multi-family office would have to register) | Inference |
| Sep 11, 2026 | Classification changed | West Family Investments, Inc. | West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (family-named 13F filer on no adviser roster (investments, holdings, capital, trust)) | Inference |
| Sep 11, 2026 | Classification changed | Summer Road LLC | Summer Road LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company) | Inference |
| Sep 11, 2026 | Classification changed | Stephens Group, LLC | Stephens Group, LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the firm describes itself as the private investment firm backed by two named families and invests the families' capital directly; it does not call itself a family office) | Fact |
| Sep 11, 2026 | Classification changed | Duquesne Family Office LLC | Duquesne Family Office LLC: PROBABLE_SFO -> CONFIRMED_SFO (the filer names itself a family office on its own SEC Form 13F filings, is on no adviser roster, and independent financial press identifies it as Stanley Druckenmiller's family office) | Fact |
| Sep 11, 2026 | Classification changed | Stephens Group, LLC | Stephens Group, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company) | Inference |
| Sep 11, 2026 | Classification changed | Soros Fund Management LLC | Soros Fund Management LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company) | Inference |
| Sep 13, 2026 | Classification changed | Angell Family Partners LLC | Angell Family Partners LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $926,406 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Family Office Solutions LLC | Family Office Solutions LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $28,439,285 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Acadia Family Office | Acadia Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $1,115,994 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Taylor Family Office | Taylor Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $109,183,305 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Wadhwani Family Office | Wadhwani Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $711,350,300 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Henshaw Capital LLC | Henshaw Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $3,348,844,584: the shape of a single family office, unconfirmed (structural lead)) | Inference |
| Sep 13, 2026 | Classification changed | HW Capital LLC | HW Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | CTC Priv Client Family Office | CTC Priv Client Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $101,690 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Baldwin Family Office LLC | Baldwin Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $0 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Rattner Family Office | Rattner Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $18,155,577 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Mcdonagh Family Office | Mcdonagh Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $2,351,872 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Cornerstone Family Office | Cornerstone Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 4 private foundation(s) with $94,598,249 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Family Office of Hawaii LLC | Family Office of Hawaii LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $2,543,692 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Flynn Family Office | Flynn Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $1 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Calamos Family Office | Calamos Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $56,507,546 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Family Office Mgmt Services | Family Office Mgmt Services: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $6,504,193 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Paul-Mccoy Family Office | Paul Mccoy Family Office Services: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $14,187,170 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Paul-Mccoy Family Office | Paul-Mccoy Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $77,099,695 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Systematic Alpha Investments, LLC | Systematic Alpha Investments, LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | Jones Family Office | Jones Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $10 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Pritzker Family Office LLC | Pritzker Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $775,615,710 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Walnut Private Equity Partners, LLC | Walnut Private Equity Partners, LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | Dolan Family Office LLC | Dolan Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $500 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | SK Family Office | SK Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $16,310,944 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Matters Capital LLC | Matters Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | GS Partners Family Office | GS Partners Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $18,262,051 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Fairman Group Family Office | Fairman Group Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $4,066,312 in assets (IRS in-care-of); one family or several is unread) | Inference |
| Sep 13, 2026 | Classification changed | Brooklawn Capital Advisors | Brooklawn Capital Advisors: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | PF Advisors | PF Advisors: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape)) | Inference |
| Sep 13, 2026 | Classification changed | Southern Family Investments | Southern Family Investments: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $1,932,869 in assets (IRS in-care-of); one family or several is unread) | Inference |