DFX Intelligence
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C•••••••
Multi-family officeNot hand-verified in 180 days· North Palm Beach, FL
Multi-family office, based in North Palm Beach, FL.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- 24
- 13F holdings
- $2.0B
- Last deployment
- Jul 2026
The office's site, Form ADV Schedule A and filings
Form 13F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 26
Readings, classification basis and verificationidentity confidence 80% · 48 observations · 3 sourcesShowHide
Multi-family officeNot yet hand-verified38 people · 0 investments · 672 public positions · 5 events
Why this class: the office describes itself as a multi family office (cited).
Direct investing
15
moderate
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 50% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- North Palm Beach, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- c•••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $2.0B. These are different facts and are never added together.
- Form 13F
- $2.0B across 674 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 20, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
- Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
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.
Team38 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| S•••• W•••• | Chief investment officer , Partner | Chief investment officer · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| H••••••• P••• | Director of alternative investments | Direct investments · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| H••••••• P•••• C••• | Director of alternative investments | Direct investments · investment decisions | none on record | c•••••••.com Fact |
| M•••••• J••••• | Investment and Portfolio Associate | Direct investments · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| A••••• C••••••• | Senior director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| A••• Y• | Associate director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| C•••••• V• D••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| C•••• H• S•••••• | Senior director | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| C••••••••• S• H••••••••• | Partner | Leadership | none on record | c•••••••.com Fact |
| E••• R••••• | Director of Financial Reporting | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| G•••••• A•••• | Chief Growth Officer | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| G••••••• C•••• | Managing Director, Head of Institutional Wealth | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| H•••• M• W•••••• | Associate director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| J••••• J• B•••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| L•••• H•••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| M••••• C•••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| M••• H• U••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| M••• P• P•••••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| M•••••• D• N••••••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | c•••••••.com Fact |
| N••••••• L• R••••• | Family office director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| R•••• B•••• | Director of Corporate Development | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| R••• F• S•••• C•• | Family office managing director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| R••• A• B•••• J•• | Director of Technology & Innovation | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| S•••• H••••••• | Director of marketing | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | c•••••••.com Fact |
| A•••• L•••• | Controller of Private Funds | Operations and finance | none on record | c•••••••.com Fact |
| B•••• T••••• | Family Office Controller | Operations and finance | none on record | c•••••••.com Fact |
| P••• F••••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Jul 28, 2026) | sec.gov Fact |
| R•••••• C•••••••• | Business Analyst of Technology and AI | Operations and finance | none on record | c•••••••.com Fact |
| C•••• G•••••• | M•••eting Associate | Other | none on record | c•••••••.com Fact |
| C•••• R••••• | Associate | Other | none on record | c•••••••.com Fact |
| C••••••• L•••• | Associate | Other | none on record | c•••••••.com Fact |
| E•• F••••• | Associate | Other | none on record | c•••••••.com Fact |
| E•••• N••••• | Associate | Other | none on record | c•••••••.com Fact |
| G•••••• S••••• | Technology Associate | Other | none on record | c•••••••.com Fact |
| G••••• B•••• | Associate | Other | none on record | c•••••••.com Fact |
| G•••••• W• M••••• | Senior Associate | Other | none on record | c•••••••.com Fact |
| J•••••• U••••• | Associate | Other | none on record | c•••••••.com Fact |
| L•••• L••• | Head of Digital Strategy | Other | none on record | c•••••••.com Fact |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Investment vehicles (SEC Form D)
- e•••••• i••• · shared principal · Apr 23, 2026 · via S•••• W•••• Inference sec.gov
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings40 positionsshow
Form 13F holdings
Top 40 positions of 674 for the quarter ended Jun 30, 2026; $1.4B shown of $2.0B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| M••••• T••••••••• I•• C•• | Stock | $311M | 269,762 | 15.3% |
| C•••••••• I•• C•• N•• | Stock | $119M | 846,920 | 5.8% |
| A•••• I•• | Stock | $86.6M | 299,721 | 4.3% |
| V••••••• S•• 5•• E•• | ETF | $77.7M | 113,125 | 3.8% |
| G•••••• E••••••• C• C•• | Stock | $69.5M | 186,037 | 3.4% |
| O•••••• H•••• I•• C•• | Stock | $56.8M | 931,578 | 2.8% |
| I•••••• C••• S•• 5•• E•• | ETF | $55.5M | 74,626 | 2.7% |
| N••••• C••• C•• | Stock | $54.4M | 272,565 | 2.7% |
| I•••• C••• C•• | Stock | $45.9M | 328,834 | 2.3% |
| M••••• S•••••• C•• N•• | Stock | $42.9M | 205,123 | 2.1% |
| S••••• U••• L•••••••• G••••• E•• | ETF | $35.1M | 1,038,460 | 1.7% |
| N•• Y••• C•••• B•••••• I•• C•• | Stock | $31.7M | 2,124,280 | 1.6% |
| B• O• A•••••• C••• C•• | Stock | $28.8M | 505,847 | 1.4% |
| A••••••• I•• C•• S•• C• A• | Stock | $28.2M | 79,475 | 1.4% |
| W•••• F•••• C• N•• C•• | Stock | $25.8M | 312,648 | 1.3% |
| I•••••• Q•• T•••• | ETF | $25.3M | 34,499 | 1.2% |
| P•• F••• S••• G•••• I•• C•• | Stock | $25.2M | 102,285 | 1.2% |
| A••••••••• I•• C•• | Stock | $22.3M | 93,810 | 1.1% |
| M•••••••• C••• C•• | Stock | $21.9M | 58,655 | 1.1% |
| I•••••• S•• S•••••••• F••• | ETF | $20.9M | 141,083 | 1.0% |
| F••• M•• C• D•• C•• | Stock | $18.8M | 1,351,081 | 0.9% |
| S••• S•• 5•• E•• | ETF | $17.5M | 23,492 | 0.9% |
| F••••••••• S•••• G••••• B•••• I••••••••• I•••• F••• | ETF | $17.4M | 271,415 | 0.9% |
| F••••••••• I•• C• B• | Stock | $16.0M | 255,187 | 0.8% |
| V••••••• F••• D•••••••• M•••••• E•• | ETF | $15.4M | 216,406 | 0.8% |
| E•••• M•••• C••• C•• | Stock | $14.4M | 105,578 | 0.7% |
| V•••••• C••••••••• I•• C•• | Stock | $13.6M | 322,081 | 0.7% |
| I•••••• R•••••• 1••• V•••• E•• | ETF | $13.6M | 56,216 | 0.7% |
| A••••••• I•• C•• S•• C• C• | Stock | $13.5M | 38,161 | 0.7% |
| W••••••••• U• V•••• F••• O• B•••• I••••••• | ETF | $12.6M | 123,471 | 0.6% |
| M••• P•••••••• I•• C• A• | Stock | $12.5M | 22,303 | 0.6% |
| V••••••• T•••• S•••• M••••• I•••• F••• | ETF | $12.4M | 33,466 | 0.6% |
| I•••••• U••• T••••••••• E•• | ETF | $11.6M | 46,029 | 0.6% |
| V••••••• F••• E••••••• M•••••• E•• | ETF | $11.4M | 191,106 | 0.6% |
| P••• A••• N••••••• I•• C•• | Stock | $10.3M | 30,085 | 0.5% |
| W••••••••• U••• Q•••••• D••••••• G••••• F••• | ETF | $10.0M | 105,076 | 0.5% |
| B••••• C• C•• | Stock | $9.6M | 44,320 | 0.5% |
| L•• R••••••• C••• C•• | Stock | $9.1M | 21,107 | 0.5% |
| S••• B•••••••• B••••••• 1•• M•••• T••••• E•• | ETF | $9.1M | 99,596 | 0.4% |
| S••••• U••• L•••••••• V•••• E•• | ETF | $9.0M | 259,028 | 0.4% |
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 entities1show
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Apr 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Jan 13, 2026Office discovered••• LockedDiscoveryFactp•••••••••.com
- Jan 13, 2026Office discovered••• LockedDiscoveryFactp•••••••••.com
- Sep 20, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence48show
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. 48 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (22)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+2 F••• D• v••••••• l•••••
+0 r••• (1924)
Mandate confidence
no components; scored 0
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
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| 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 |
| Filing address | ••• Locked | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 674 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Form13f table v•••• usd | $2.0B | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | North Palm Beach, FL | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | multi_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Office type (stated) | multi_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) | multi_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Office type (stated) | multi_family_office | Jan 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Jan 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Jan 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Site mentions | co_investment,direct_investments,private_credit,private_equity,real_estate,venture | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website | ••• Locked | Jan 13, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.com | Fact |
| 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 title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website title | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.com | Fact |