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.
10 events match
- Effective14 Aug 2026Office expandedEpochal Corporation opens Monaco office alongside Dubai
Evidence
- Confidence
- 85%
- Evidence
- Quote: Monaco will serve as the centre for European research and portfolio coverage.
- Effective28 Apr 2026New asset classSignificant acceleration of oil and gas investments
Evidence
- Confidence
- 85%
- Evidence
- Quote: As the firm aggressively pursues new acquisition and development opportuniti
- Effective29 Apr 2026Registered as SEC adviserSettian Capital LP became an SEC RIA with $156,515,602 RAUM
Evidence
- After
- Signals: Client description; Firm type: RIA
- Confidence
- 100%
- Evidence
- CRD: 297691; Stamp: ia050126
$157M - Effective23 Apr 2026Office relocatedHeyman Enterprise relocates to 499 Park Avenue, Manhattan
Evidence
- Confidence
- 85%
- Evidence
- Quote: relocating its offices to 499 Park Avenue in Manhattan's Plaza District
- Effective28 Apr 2026Service provider changedStrategic relationship with Bank of America Energy Wealth Management for mineral management
Evidence
- Confidence
- 85%
- Evidence
- Quote: it has enlisted Bank of America's specialized mineral management team to provide institutional-grade back-office support.
- Effective20 Apr 2026Office relocated13F filings move the office from 8500 Normandale Lake Blvd, Bloomington to 701 Carlson Parkway, Minnetonka between the January and April 2026 reports
Evidence
- Confidence
- 85%
- Evidence
- Quote: Kopp Family Office, LLC Address: 701 CARLSON PARKWAY SUITE 1030 MINNETONKA , MN 55305
- Effective27 Apr 2026Registered as SEC adviserPLH Family Office, LLC became an SEC RIA
Evidence
- After
- Signals: Name; Firm type: RIA
- Confidence
- 100%
- Evidence
- CRD: 339235; Stamp: ia050126
- Effective24 Apr 2026Registered as SEC adviserDOW Family Office Advisory, LLC became an SEC RIA
Evidence
- After
- Signals: Name; Firm type: RIA
- Confidence
- 100%
- Evidence
- CRD: 340475; Stamp: ia050126
- Effective13 Apr 2026Registered as SEC adviserFamily Office Investment Advisory LLC became an SEC RIA
Evidence
- After
- Signals: Name; Firm type: RIA
- Confidence
- 100%
- Evidence
- CRD: 339607; Stamp: ia050126
- Effective3 Apr 2026Registered as SEC adviserFairlead Strategies LLC became an SEC RIA
Evidence
- After
- Signals: Client description; Firm type: RIA
- Confidence
- 100%
- Evidence
- CRD: 341167; Stamp: ia050126
most important first, last 180 days; offices only.