DFX Intelligence
Family office profile
C••• W•••••• L••
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Raleigh, NCOutsourced family office provideridentity confidence 80%c•••••••••.com
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 22, 2026 · 159 observations · 6 sources
129 people · 14 investments · 1 public positions · 27 events
Direct investing
70
high
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 53% (low value, low value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
- “••• Locked”c•••••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Raleigh, NC
- Office address
- unknown
- Business phone
- unknown
- Website
- c•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team129 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••• A•••••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| A•••••• S••••••• B•••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| A•• B••••• | Senior Principal | Leadership | none on record | c•••••••••.com Fact |
| A••••• A•••••••• C•• | Partner | Leadership real estate · education · California (from the bio) | none on record | c•••••••••.com Fact |
| A•••• M• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| B•••••• A•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| B••• B•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| B••••• A••••• C•• | Principal | Leadership education · California, Pennsylvania (from the bio) | none on record | c•••••••••.com Fact |
| C•••• F•••• B••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| C•••• B••• | Partner & Chief People Officer | Leadership | none on record | c•••••••••.com Fact |
| C•••• A•••••• | Partner | Leadership direct investments · venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| C•••• B•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| C••••••••• A••••• | Senior Principal | Leadership | none on record | c•••••••••.com Fact |
| D•••• A•••• | Partner & Practice Leader | Leadership manager selection · venture, impact · technology, financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| D•••• B••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| D•••• B•••••••• | Senior Principal | Leadership | none on record | c•••••••••.com Fact |
| D••••• A••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| E•••• v•• B•••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| E••• B••••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| F••••••• B•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| G••• A•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| G••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| G••• B••••••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| H•••• A••••••• | Senior Principal | Leadership | none on record | c•••••••••.com Fact |
| H•••• A•••••••• J• | Senior Principal | Leadership education · California, Massachusetts, New Jersey, New York (from the bio) | none on record | c•••••••••.com Fact |
| I•• B•• | Partner | Leadership | none on record | c•••••••••.com Fact |
| J•••• A•••••••• | Partner | Leadership venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| J•••• A•••••••• | Principal | Leadership venture · technology, financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| J••• B•••••• | Partner & Practice Leader | Leadership | none on record | c•••••••••.com Fact |
| J••• F• B•••• | Partner & Practice Leader | Leadership | none on record | c•••••••••.com Fact |
| J••••• A••••• C•• | Principal | Leadership education · California, Michigan (from the bio) | none on record | c•••••••••.com Fact |
| J••••• A•••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| J••••• A••••••• J• | Principal | Leadership education · California, New York (from the bio) | none on record | c•••••••••.com Fact |
| J••••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| J•••• B•••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| J••••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| K•••• A•••••••• | Principal | Leadership venture · technology, financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| K•••• A•••••• C•• | Partner | Leadership manager selection · financial services, education · California (from the bio) | none on record | c•••••••••.com Fact |
| K•••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| K••• A••••• C•• | Partner | Leadership education · California (from the bio) | none on record | c•••••••••.com Fact |
| L••••• B•••• | Partner & Practice Leader | Leadership | none on record | c•••••••••.com Fact |
| L••••• B••• B•••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| L•••• A••••••••• | Partner & Practice Leader | Leadership venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| L•••• P• A••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| L•••• P• A•••• C••• C••• | Partner | Leadership direct investments · education, food · Asia, California, Southwest (from the bio) | none on record | c•••••••••.com Fact |
| M••• A••••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| M••• A•••••••• J• | Partner | Leadership direct investments · financial services, education · California, Massachusetts (from the bio) | none on record | c•••••••••.com Fact |
| M•••••• B• A••••• | Partner | Leadership venture · financial services, agriculture, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| M•••••• B•••• | Partner & Chief Growth Officer | Leadership | none on record | c•••••••••.com Fact |
| M•••• B• A••••• | Principal | Leadership venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| M••••• A••••••• M•• | Principal | Leadership financial services, education · California, Washington (from the bio) | none on record | c•••••••••.com Fact |
| N•••••• A•••••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| P••••• A••••••• | Senior Principal | Leadership private equity, venture, hedge funds · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| R•••••• A••••••• | Partner & Practice Leader | Leadership | none on record | c•••••••••.com Fact |
| R••••• A•••••• | Partner | Leadership venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| S••••• A••••••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| S••• A•••••• | Principal | Leadership venture, private credit · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| S•••••• B•••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| S••••• B•••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| S•••••••• B••••••••• | Principal & Client Experience Director | Leadership | none on record | c•••••••••.com Fact |
| S••••• B••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| S•••••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| T•••••• A•••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| T••• B•••••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| T••• B•••••• | Partner | Leadership | none on record | c•••••••••.com Fact |
| V•••• B••••• | Principal | Leadership | none on record | c•••••••••.com Fact |
| W•••••• A••••• | Partner | Leadership venture · technology, financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| K••••••• H•••••• | Chief Compliance Officer | Operations and finance venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | phone: 9197849100 (published by the subject, Feb 5, 2026) phone: (919) 784-9100 (published by the subject, Jan 24, 2025) | sec.gov Fact |
| K••••••• H•••••• | CCO | Operations and finance venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | phone: 9197849100 (published by the subject, Feb 5, 2026) phone: (919) 784-9100 (published by the subject, Jan 24, 2025) | sec.gov Fact |
| A••• A••••• | Associate | Other | none on record | c•••••••••.com Fact |
| A••• B•••••••• C•• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| A••• A•••• | Associate | Other venture, public markets · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| A•••• A••••••••• | Senior Associate | Other venture, real estate · financial services, media, agriculture, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| A••••• A•••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| A••• B•••• | Associate | Other | none on record | c•••••••••.com Fact |
| B•••• B•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| C•••••• A•••••••• C•• | Senior Associate | Other education · California (from the bio) | none on record | c•••••••••.com Fact |
| C••••• A•••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| C••• B•••• | Associate | Other | none on record | c•••••••••.com Fact |
| C••••• A•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| C•••• B•••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| C•••••••• B•••• M••• C•• | Associate | Other | none on record | c•••••••••.com Fact |
| C••••••• B•••••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| C••• A•••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| D•••••• A•••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| E••••• B••••• | Associate | Other | none on record | c•••••••••.com Fact |
| G••• A••••••••• C•• | Senior Associate | Other direct investments · financial services, education · California, New York (from the bio) | none on record | c•••••••••.com Fact |
| J••••• A•••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| J•••••• A••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| J•••• A••••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| J•••• B••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| J••••••• A••• | Associate | Other | none on record | c•••••••••.com Fact |
| J•••••• A•••••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| J••••• A••••• | Senior Associate | Other direct investments · venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| J••• A•••• | Senior Associate | Other venture · healthcare, technology, financial services · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| J••••••• B••••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| J••••••• B•••••• | Associate | Other | none on record | c•••••••••.com Fact |
| J••••• B•••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| K•••••• A••••• | Associate | Other venture · industrials, technology, financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| K•• B•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| K••••••• H•••••• | Senior Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | phone: 9197849100 (published by the subject, Feb 5, 2026) phone: (919) 784-9100 (published by the subject, Jan 24, 2025) | sec.gov Fact |
| K•••• B•••••• | Associate | Other | none on record | c•••••••••.com Fact |
| L•••• A••••• | Associate | Other | none on record | c•••••••••.com Fact |
| L••• B••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| L•••• A•••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| M•••••• A•••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| M•••• B•••••• | Associate | Other | none on record | c•••••••••.com Fact |
| M•••• A•••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| M•••••• B•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| M•••••• B•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| M••••••• B••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| N•••• B••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| N•••• A••••••• | Associate | Other | none on record | c•••••••••.com Fact |
| N••••• A•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| N••••• A••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| R•••• A•••• | Senior Associate | Other venture, private credit · technology, financial services, agriculture, education, food · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| R•••••• B•••••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| R••• B•••••• | Associate | Other | none on record | c•••••••••.com Fact |
| S•• B•••• | Associate | Other | none on record | c•••••••••.com Fact |
| S•• B•••••• C•• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| S•••• B•••••• | Senior Associate | Other venture (from the bio) | none on record | c•••••••••.com Fact |
| S••••••• B•••• | Associate | Other | none on record | c•••••••••.com Fact |
| S•••• B•••• | Associate | Other | none on record | c•••••••••.com Fact |
| S••••••• A••••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| S•••• B•••• | Senior Associate | Other | none on record | c•••••••••.com Fact |
| T•••• B• | Associate | Other | none on record | c•••••••••.com Fact |
| T•••••• A••••• | Senior Associate | Other venture · financial services · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
| T••••• B••••• | Associate | Other | none on record | c•••••••••.com Fact |
| W•••• A•••• | Associate | Other venture · financial services, education · Arizona, California, Colorado, Florida, Georgia, Illinois (from the bio) | none on record | c•••••••••.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (14) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 14 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 14 Fact
- Investment kinds
- portfolio listing (14) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (14) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments13 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | C•••• h••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | S••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | E••••••• S•••• O•••••••• P•••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | T•• C••••• P••••••• P••••• E••••••• P••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | N••••••••• P••• M••••••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | S••••• E•••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | C••••• P••••••• C••• M••••••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | B•••• D•••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | O•••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | A•••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | D•••••• C••••••••• S••••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | D•••••• B•••••• P•••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
| n/a | M•••••• F•••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings1 positionsshow
Form 13F holdings
Top 1 positions of 0 for the quarter ended Dec 31, 2025; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| T•••• a•• n• h••••••• | None | $0 | 0 |
Changes between the last two quarters
- Jun 30, 2025 C••• W•••••• L•• exited Ishares Tr (was $12,829,825, 75,732 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Microsoft Corp (was $4,902,735, 11,525 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Nvidia Corporation (was $2,281,721, 20,444 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Vanguard Index Fds (was $59,108,457, 115,143 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Apple Inc (was $5,600,925, 26,256 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited B••••rock Enhanced Equity Di (was $3,168,364, 381,271 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Dimensional Etf Trust (was $10,968,726, 222,309 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Erie Indty Co (was $4,467,778, 12,724 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Ishares Tr (was $20,208,043, 491,919 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Ishares Tr (was $2,297,654, 18,875 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Vanguard Index Fds (was $12,536,035, 48,801 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited American Centy Etf Tr (was $10,256,445, 169,416 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Global X Fds (was $4,518,822, 276,719 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Invesco Actively Managed Exc (was $2,614,653, 56,217 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Ishares Tr (was $8,998,191, 86,198 shares) sec.gov
- Jun 30, 2025 C••• W•••••• L•• exited Ishares Tr (was $17,923,593, 782,348 shares) sec.gov
- Mar 31, 2025 C••• W•••••• L•• reduced Vanguard Index Fds 10,817 -> 5,776 shares ($2,616,577 -> $1,585,628) sec.gov
- Mar 31, 2025 C••• W•••••• L•• reduced B••••rock Enhanced Equity Di 521,586 -> 381,271 shares ($4,584,741 -> $3,168,364) sec.gov
- Mar 31, 2025 C••• W•••••• L•• reduced Global X Fds 420,677 -> 276,719 shares ($7,811,963 -> $4,518,822) sec.gov
- Mar 31, 2025 C••• W•••••• L•• increased Ishares Tr 361,175 -> 491,919 shares ($13,999,153 -> $20,208,043) sec.gov
- Mar 31, 2025 C••• W•••••• L•• opened a $10,256,445 position in American Centy Etf Tr (169,416 shares) sec.gov
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changedC••• W•••••• L••: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
- Sep 12, 2026Office discoveredC••• W•••••• L•• files Form 13F (non_adviser_filer, $213,206,745 in 55 positions)DiscoveryInferencesec.gov
Sources and evidence159show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 159 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (6)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
Research priority
+15 d••••• i••••••••• o• r•••••
+0 r••• (1413)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+80 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (14 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Branch offices | 0 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Edgar former name | C••• W••••• MANAGEMENT GROUP LLC | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Edgar forms | 13F-HR,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 52 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 55 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $206M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $213M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Raleigh, NC | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Raleigh, NC | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Raleigh, NC | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Raleigh, NC | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | M•••••• F•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• B•••••• P•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• C••••••••• S••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | A•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | B•••• D•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | eMoney | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••• P••••••• C••• M••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S•••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••••• E•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | N••••••••• P••• M••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | T•• C••••• P••••••• P••••• E••••••• P••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | E••••••• S•••• O•••••••• P•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••••• E•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | N••••••••• P••• M••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | eMoney | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | M•••••• F•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••• P••••••• C••• M••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• B•••••• P•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• C••••••••• S••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | A•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | T•• C••••• P••••••• P••••• E••••••• P••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S•••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | B•••• D•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | E••••••• S•••• O•••••••• P•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | M•••••• F•••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• B•••••• P•••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• C••••••••• S••••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | A•••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | E••••••• S•••• O•••••••• P•••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | eMoney | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••••• E•••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S•••••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | N••••••••• P••• M••••••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••• P••••••• C••• M••••••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | B•••• D•••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | T•• C••••• P••••••• P••••• E••••••• P••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | M•••••• F•••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• B•••••• P•••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• C••••••••• S••••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | A•••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | B•••• D•••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | eMoney | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••• P••••••• C••• M••••••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S•••••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••••• E•••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | N••••••••• P••• M••••••••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | T•• C••••• P••••••• P••••• E••••••• P••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | E••••••• S•••• O•••••••• P•••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | M•••••• F•••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• B•••••• P•••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | D•••••• C••••••••• S••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | A•••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | B•••• D•••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | eMoney | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••• P••••••• C••• M••••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S•••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••••• E•••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | N••••••••• P••• M••••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | T•• C••••• P••••••• P••••• E••••••• P••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | E••••••• S•••• O•••••••• P•••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | https://c•••••••••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | venture | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | https://c•••••••••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website | c•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) c•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | Custom, Comprehensive Wealth Management | C••••• Partners | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |