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.Most important first: the score every DFX event list shares, from the size of the change, how recent it is, what kind of change it is, the strength of its evidence and whether it is the first of its kind for the office, over the last 180 days. The same change reported several ways folds into one line. Latest observed lists the whole tape by the day DFX saw each row.
287 events match
- Effective14 Sep 2026Office discoveredVanderbilt Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Working with Signet Fashion gives us an opportunity to honor that legacy by creating new opportunities for designers, entrepreneurs, brands, and creative talent for generations to come." American Legacy Meets the Future of Fashion A seventh-generation descendant of Cornelius Vanderbilt, Vanderbilt C
- Effective14 Sep 2026Office discoveredPurpose-Governed Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: This opportunity only enhances our unique position and our commitment to a model of family office service prioritizing the growth of a family's human capital alongside the growth of its financial capital." As the firm expands to Dallas, it brings with it a proven model and position as the Purpose-Go
- Effective14 Sep 2026Office discoveredArlington named as a multi family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: DALLAS , Sept. 14, 2026 /PRNewswire/ -- Arlington , an independent multi-family office providing multi-disciplinary services to selected ultra-high net worth families, today announced it will open a Texas office at the historic Old Parkland campus in Dallas.
- Effective10 Sep 2026Office discovered5 eventsOffice discovered: 5 on 10 Sep 2026
- Effective9 Sep 2026Office discoveredDan's Car Wash The Shadday Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About Big Dan's Car Wash The Shadday Family Office, the principal owner of Big Dan's Car Wash, launched the Big Dan's brand in December 2020.
- Effective9 Sep 2026Office discoveredBadar Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: The transaction expanded ZT, owned by the Badar Family Office, to 16 rooftops across Texas, Florida, Georgia and Alabama.
- Effective3 Sep 2026Office discoveredForis Ventures named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: The round was anchored by Foris Ventures, the family office of John Doerr, Chairman of venture firm Kleiner-Perkins.
- Effective11 Sep 2026Office discoveredHeyer Investment Management described on SEC filings as 'family office' (S-1, S-1/A)
Evidence
- Confidence
- 40%
- Effective18 Aug 2026Office discoveredGenerational Capital Partners named as a family investment company on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: For more information, visit cohesivecomponents.com About Brodie Generational Capital Partners Brodie Generational Capital Partners (BGCP) is a family-owned investment firm founded by Steve and Jacob Brodie following the 2021 sale of Purolite Corporation to Ecolab.
- Effective9 Sep 2026Office discoveredAtlas Capital described on SEC filings as 'family office' (8-K)
Evidence
- Confidence
- 40%
- Effective9 Sep 2026Office discoveredOld Post Company, Inc described on SEC filings as 'family office' (DEF 14A, S-1)
Evidence
- Confidence
- 40%
- Effective8 Sep 2026Office discoveredAerion Capital described on SEC filings as 'family office' (10-K, 10-K/A, 8-K, DEF 14A)
Evidence
- Confidence
- 40%
- Effective26 Aug 2026Office discoveredSofico named as a family investment company on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About Sofico Sofico is a family investment company headquartered in Cairo, Egypt, dedicated to backing ambitious businesses and the people who lead them.
- Effective28 Jul 2026Office discoveredTreehouse Family Capital named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Die Serie-B-Finanzierungsrunde wurde von Treehouse Family Capital LLC angeführt, unter Beteiligung von Daikin America, Inc., Veralto, der Bush Foundation, Nord Asset Management, und der Saint Paul & Minnesota Foundation , sowie mit fortgesetzter Unterstützung durch bestehende Investoren.
- Effective13 Jul 2026Office discoveredKaltroco named as a family investment company on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: NASHVILLE, Tenn. , July 13, 2026 /PRNewswire/ -- Kaltroco , a family-owned investment company, has invested in Smile America Partners , the nation's largest school-based mobile dental program.
- Effective19 Aug 2026Office discoveredExuma Capital Partners named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About Exuma Capital Partners: Exuma Capital Partners , founded by serial entrepreneur Anthony Perera, is a family office targeting strategic investments in high-growth middle markets in the technology, real estate, home services and food and beverage, and home services industries.
- Effective11 Jun 2026Office discoveredSuperior Innovaatio Athlon Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Director Corp Development, FC Cincinnati Peter Duffy, Director of Investments and Partner, Radcliffe Capital Management Jaclyn Gardner, Head of Investor Relations, Radcliffe Capital Management Wayne Kimmel, Founder, SeventySix Capital Marley Hughes, Magnolia Hill Partners Bob Malandro, Managing Part
- Effective8 Jun 2026Office discoveredZouari Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: This new commitment reflects our confidence in the potential of Franprix and Monoprix, as well as our desire to accelerate their development with an entrepreneurial spirit and a strengthened investment capacity." Antoine Aussour , Executive Director of the convenience division of the Zouari Family O
- Effective3 Jun 2026Office discovered5 eventsOffice discovered: 5 on 3 Jun 2026
- Inspired Life Family Office named as a single family office on globenewswire
- Group Discover Our Inspired Life Family Office named as a single family office on globenewswire
- Wall Family Enterprise named as a single family office on prnewswire
- Effective17 Aug 2026Office discoveredBower Family Holdings named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: (NYSE American: AGIG) (“Abundia” or the “Company”), a low-carbon energy solutions company focused on converting biomass and plastics waste into high-value low-carbon fuels, today announces it has secured a new $10 million Credit Facility (the “Facility”) from its, direct and indirect, largest shareh
- Effective17 Aug 2026Office discoveredBolt Ventures named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: CINCINNATI , Aug. 17, 2026 /PRNewswire/ -- WeBrokr today confirmed its role as exclusive sell-side advisor to MyGolfSpy on its strategic investment from Graham Sports & Entertainment Partners (GSE) and Bolt Ventures, the family office of sports investor David Blitzer.
- Effective27 May 2026Office discovered3 eventsOffice discovered: 3 on 27 May 2026
- Effective21 May 2026Office discoveredKPThree Capital LLC named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: KPThree Capital LLC is a family office with a diversified portfolio of public and private investments.
- Effective13 May 2026Office discoveredCambridge Information Group named as a family investment company on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Edconic is backed by Cambridge Information Group (CIG), a family-owned investment firm focused on long-term and meaningful enterprises in education, technology, and information services.
- Effective12 May 2026Office discovered6 eventsOffice discovered: 6 on 12 May 2026
- Larry Kraus Family Office named as a single family office on prnewswire
- Larry Kraus Family Office named as a single family office on prnewswire
- Panasiuk Family Office named as a single family office on prnewswire
- Effective6 May 2026Office discoveredO’Reilly Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Prior to joining Fountainhead, Kevin served as Partner and Chief Investment Officer of O’Reilly Development Company, LLC, where he led investment strategy for the O’Reilly Family Office, and also oversaw asset management and capital structuring efforts for a diversified commercial real estate portfo
- Effective29 Apr 2026Office discovered8 eventsOffice discovered: 8 on 29 Apr 2026
- Alabaster named as a single family office on globenewswire
- KSKZ Management named as a single family office on prnewswire
- Stokes Family Office Stokes Family Office named as a single family office on prnewswire
- Effective13 Apr 2026Office discoveredMastermind Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Developed with strategic partners including 1inch, N3XT, Mastermind Family Office powered by B1 Financial, Sarson Funds, American Crypto Academy, Meanwhile, and NFT VIP, the May 4 event is positioned as an intentional early week touchpoint for market participants seeking a selective, institutionally
- Show all 6Effective9 Apr 2026Office discovered6 eventsOffice discovered: 6 on 9 Apr 2026
- Effective8 Apr 2026Office discovered5 eventsOffice discovered: 5 on 8 Apr 2026
- VCDC named as a family investment company on globenewswire
- Koss Olinger named as a multi family office on prnewswire
- Effective7 Apr 2026Office discoveredDalio Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Mustafa brings a track record from a 23-year tenure at Microsoft, where she headed Global Sales & Partnerships for Industrial Metaverse Core, in the Cloud & AI division of Microsoft Based between New York and Abu Dhabi, she was also formerly head of global partnerships for Core 42, which is part of
- Effective1 Apr 2026Office discoveredProperly Investments named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: He is currently Chief Investment Officer of Properly Investments, a Calgary-based family office where he is responsible for capital allocation, investment strategy, and portfolio construction, as well as governance oversight of portfolio companies.
- Effective14 Aug 2026Office discoveredEpochal Corporation named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Dubai, United Arab Emirates, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Epochal Corporation , the private single-family office founded by Neel Khokhani , today announced the opening of a Monaco office, adding a European base alongside its existing operations in Dubai.
- Effective31 Aug 2026Office discoveredINVL Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Alongside these investments, the group expanded its client access to the secondary private equity market: the INVL Family Office raised USD 17.4 million for a fund that invests in Adams Street Partners funds.
- Effective31 Aug 2026Office discoveredFortitude Family Office Fortitude Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About Fortitude Family Office Fortitude Family Office is a Phoenix-based, fully integrated family office providing investment management, wealth management, tax planning, accounting and family office services for ultra-high-net-worth individuals, families and business owners.
- Effective1 Sep 2026Office discoveredBenevolent Capital described on SEC filings as 'family office' (424B4, S-1, S-1/A)
Evidence
- Confidence
- 40%
- Effective11 Aug 2026Office discoveredBanvelca named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: NEW YORK , Aug. 11, 2026 /PRNewswire/ -- As uncertainty becomes an enduring feature of the global economy, Banvelca , the family office that has grown into an organization managing more than $70 billion in assets , believes the time has come to stop treating market volatility as an exceptional event
- Effective31 Aug 2026Office discoveredPink Capital GmbH described on SEC filings as 'family office' (S-1)
Evidence
- Confidence
- 40%
- Effective5 Aug 2026Office discovered3 eventsOffice discovered: 3 on 5 Aug 2026
- Oberoi Family Office named as a single family office on prnewswire
- DAG named as a single family office on globenewswire
- Effective5 Aug 2026Office discovered2 eventsPittco Management, LLC: office discovered, 2 events, on 5 Aug 2026
- Pittco Management, LLC named as a single family office on prnewswire
- Effective4 Aug 2026Office discoveredTarte Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: I am confident our customers will benefit from expanded services, continued innovation, and a long-term commitment to excellence." The acquisition is supported by the Tarte Family Office ( https://tartecapital.com/ ), Genergy's strategic financial partner.
- Effective29 Jul 2026Office discoveredMitchell Companies Mitchell Companies named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About Mitchell Companies Mitchell Companies is a family office and investment platform focused on building and supporting businesses across industrial services, technology-enabled services, healthcare, energy, and related sectors.
- Effective28 Aug 2026Office discoveredHillspire LLC described on SEC filings as 'family office' (10-K, 424B4, 8-K, DEF 14A, S-1, S-1/A)
Evidence
- Confidence
- 40%
- Effective28 Aug 2026Office discoveredLHX Corp described on SEC filings as 'family office' (SCHEDULE 13D)
Evidence
- Confidence
- 40%
- Effective28 Aug 2026Office discoveredPinnacle Family Office Investments L.P. described on SEC filings as 'family office' (SC 13G, SC 13G/A, SCHEDULE 13G, SCHEDULE 13G/A)
Evidence
- Confidence
- 40%
- Effective27 Jul 2026Office discoveredG72 Holdings named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: The firm is backed by G72 Holdings, the family office of Raymond Gindi, whose family co-founded the iconic Century 21 Stores.
- Effective23 Jul 2026Office discoveredHouse of Vanderbilt named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Built to provide fashion designers the capital, technology, and cultural access to grow without sacrificing artistry or ownership; committed to increasing the surface area of opportunity for designers Will Debut AI-Enabled Contextual Commerce and "Click-To-Buy" Runway Integration at New York Fashion
- Effective21 Jul 2026Office discoveredDell Family Office named as a family investment company on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: The round included new investment from Dell Family Office, the family investment office of Michael Dell, Founder, Chairman and CEO of Dell Technologies, alongside continued support from existing backers, reinforcing confidence from leading global technology investors as Hilo expands into the U.S. ma
- Effective13 Jul 2026Office discoveredCafritz Asset Management, LLC named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: The $85.3 million project is being developed within a federally designated Qualified Opportunity Zone and is capitalized in partnership with Cafritz Asset Management, LLC , a private family office, alongside long-term, fully amortizing financing through a HUD Section 221(d)(4) loan originated by Gre
- Effective13 Jul 2026Office discoveredLong-Term Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: A Long-Term Family Office Partnership The project is structured around a long-term, 10-plus-year ownership horizon — directly aligned with both the Opportunity Zone tax benefits and Bonaventure’s long-standing build-and-hold investment philosophy.
- Effective10 Jul 2026Office discoveredWhitebridge Capital Partners named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Whitebridge Capital Partners, a Chicago-based small family office specializing in revitalizing distressed industrial businesses, stepped in to buy the company.
- Effective8 Jul 2026Office discoveredB Wild named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About B Wild Investments, LLC B Wild is the private investment office of Barry W.
- Effective8 Jul 2026Office discoveredJ2 Labs J2 Labs named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: About J2 Labs J2 Labs is a Boca Raton-based family office and permanent-capital firm that acquires all or part of established, profitable businesses and holds them for the long term.
- Effective7 Jul 2026Office discoveredOshen Bio Oshen Holdings SA named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Richard Williams Amount raised: £2,000,000 (oversubscribed) Lead investor: Empirical Ventures Participating investors: DEBRA Research, Cure EB, Oshen Bio, SFC Capital First-in-human target: 2027 Intellectual property: Patents granted in Japan and South Korea; pending in all major markets About Healo
- Effective6 Jul 2026Office discoveredMcGovern Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Recipients of the Family Office Lifetime Achievement Awards presented in Lake Como included: Benedetto Vigna, CEO, Ferrari Kevin McGovern, Chairman and CEO, McGovern Family Office Gordon “Grant” Curtis, CEO and Executive Director, CI Investments Keith Koo, Founder, Silicon Valley Insider Carmelo Cag
- Effective6 Jul 2026Office discoveredLazarian Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Chaz and Eti Lazarian of Lazarian Family Office spoke about the importance of establishing family values and passing them to future generations together with a keen understanding of the family business.
- Effective6 Jul 2026Office discoveredMingenta Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Flohr, Principal of Mingenta Family Office .
- Effective3 Jul 2026Office discoveredMeiner Family Office named as a single family office on globenewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: In parallel, Herb founded the Meiner Family Office - a strategic platform for wealth management, capital deployment, and global investment.
- Effective3 Jul 2026Office discoveredSope Creek Capital Sope Creek Capital named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: With their coast-to-coast presence of parts distribution and service, Road Warrior aims to bring the highest quality parts and service to their customers. www.roadwarriorbrands.com About Sope Creek Capital Sope Creek Capital, an Atlanta-based family office and founded by logistics veteran Kevin Nola
- Effective2 Jul 2026Office discoveredUSA Opal Group Family Office named as a single family office on prnewswire
Evidence
- Confidence
- 60%
- Evidence
- Quote: Date: July 15, 2026 Location: Wynwood, Miami, USA Opal Group Family Office & Private Wealth Legacy Summit An Opal Group summit bringing together family offices, private wealth managers, and high-net-worth investors to discuss investment strategy, wealth preservation, and emerging opportunities acros
The 150 most important first, last 180 days; every subject.