DFX Intelligence

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C•••••• F•••••••• G••••• I•••

Outsourced family office providerNot hand-verified in 180 days· Deerfield Beach, FL

Outsourced family office provider, based in Deerfield Beach, FL.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Regulatory AUM: $430M
Last deployment: Aug 2026

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1 export, up to 4 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 132 observations · 4 sourcesShow

Outsourced family office providerNot yet hand-verified3 people · 0 investments · 51 public positions · 35 events

Why this class: the office describes itself as a outsourced family office (cited).

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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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: Deerfield Beach, FL
Office address: ••• Locked
Business phone: ••• Locked
Website: c•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $237M. Regulatory AUM $430M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $430M as of Mar 26, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Apr 7, 2003 · 6 employeesFact
Client mix (Form ADV 5.D): Individuals: 33 ($22.0M); High net worth individuals: 87 ($408M)Fact
Form 13F: $237M across 51 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office')Inference

Team

3 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
B•••• C• S••••	Chief Compliance Officer	Leadership	phone: ••• Locked (published by the subject, Nov 4, 2024) phone: ••• Locked (published by the subject, Aug 7, 2025)	sec.gov Factsec.gov Factc•••••••••.com Factsec.gov Factsec.gov Fact5 sources agree
J•• L• S••••	Founder Emeritus	Leadership education (from the bio)	none on record	c•••••••••.com Fact
L••••• K•• S••••	Vice President / Secretary	Leadership	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Business phone: ••• Locked (published by the subject) c•••••••••.com

Office address: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) c•••••••••.com

Signals and timeline

2show

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 changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Investment mandate

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••• Locked

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)

Public equity book: $222M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 51 for the quarter ended Jun 30, 2026; $232M shown of $237M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
i•••••• C••• S•• 5•• E••	COM	$32.6M	43,571	13.8%
i•••••• R•••••• 3••• E••	COM	$20.5M	48,145	8.7%
I•••••• R•••••• 1••• G••••• E••	COM	$16.2M	130,115	6.8%
P••••••••• F••• R••• U• 1••• P••••••••	COM	$14.0M	259,744	5.9%
V••••••• T•••• S•••• M••••• E••	COM	$11.0M	29,800	4.7%
J•••• H•••••••• A•• C•• E••	COM	$10.6M	209,475	4.5%
S••• P•••••••• S•• 5•• G••••• E••	COM	$10.6M	88,830	4.5%
D••••••••• E••••••• C••• E••••• M••••• E••	COM	$9.8M	244,216	4.1%
I•••••••• U• S•••• C•• P•••• B••••• E••	COM	$8.9M	239,489	3.8%
D••••••••• N••••••• M•••••••• B••• E••	COM	$8.0M	164,506	3.4%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
V••••••• F••• D•••••••• M•••••• E••	COM	$7.4M	104,107	3.1%
D••••••••• I••••••••• V•••• E••	COM	$7.2M	134,097	3.1%
i•••••• B••••••• 7••• Y••• T••••••• B••••	COM	$6.4M	67,777	2.7%
C•••••• G•••• C••• P••• I••••• E••	COM	$6.4M	286,925	2.7%
V••••••• S••••••••• I••••••••• S•••••••••	COM	$4.8M	94,673	2.0%
S•••• S••••• S••• S•• 5•• E••	COM	$4.7M	53,133	2.0%
D••••••••• L•••• C•• V•••• E••	COM	$3.9M	98,165	1.6%
S••• P•••••••• T•••• S•••• M••••• E••	COM	$3.7M	40,802	1.6%
J• M••••• U••••••••• I••••• E••	COM	$3.3M	65,041	1.4%
i•••••• G••• T••••	COM	$3.2M	42,580	1.4%
J••••••• A••••• B••• E••	COM	$3.1M	58,014	1.3%
i•••••• C••• U••• A•••••••• B••• E••	COM	$2.9M	28,826	1.2%
P•••• E••••••• S•••• M••••••• A••••• E••	COM	$2.7M	26,894	1.1%
V••••••• E••••••• M••••• B••• E••	COM	$2.4M	36,104	1.0%
i•••••• M•• E••	COM	$2.4M	25,641	1.0%
i•••••• I••••••••• A•••••••• B••• E••	COM	$2.4M	47,061	1.0%
i•••••• T•••• B•••• U•• I••••••••• G••••	COM	$2.4M	45,894	1.0%
S•• S••••• U•••••••• S••• I•••• F•••	COM	$2.2M	47,429	0.9%
V••••••• I••••••••• T••• B••• E••	COM	$2.1M	27,835	0.9%
D••••••• A•••••• B•••• C•••••••• S••••••• E••	COM	$2.0M	62,158	0.9%
S••• P•••••••• A•••••••• B••• E••	COM	$2.0M	77,707	0.8%
V••••••• U••••••••• B••• E••	COM	$2.0M	39,613	0.8%
V••••••• S••••••••• C•••••••• B••• E••	COM	$1.9M	24,280	0.8%
E••••• S••••• S••••• S••• E••	COM	$1.7M	31,966	0.7%
J• M••••• U••••••••• M•••••••• I••••• E••	COM	$1.5M	29,520	0.6%
S••• P•••••••• S•••• T••• C•••••••• B••• E••	COM	$1.4M	48,310	0.6%
P•••• E••••••• L•• D••••••• A••••• E••	COM	$1.3M	13,104	0.5%
i•••••• S•• N••••••• M••• B••• F•••	COM	$1.1M	10,084	0.5%
P•••• 0•• Y••• H••• Y•••• C•••••••• B••• I••••	COM	$826,810	8,841	0.3%
i•••••• S•• N••••••• S•••• T••• M•••••••• B•••	COM	$776,060	7,289	0.3%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov

All 23 changes

Jun 30, 2026 ••• Locked sec.gov
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Sep 30, 2025 ••• Locked sec.gov
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Jun 30, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Jun 30, 2024 ••• Locked sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

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Sources and evidence

132show

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. 132 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (9)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (3 sources)

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($429,741,750)

+0 r••• (1701)

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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

View all 132 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	Services description	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-26	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F•••••••• G••••• I•••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F•••••••• G••••• I•••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F•••••••• G••••• I•••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F•••••••• G••••• I•••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, other	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2003-04-07	Mar 26, 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	3	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	87	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: Clients: 33; RAUM usd: 21,992,000; Fewer than 5: no; High net worth individuals: Clients: 87; RAUM usd: 407,749,750; Fewer than 5: no	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	The office in its own words (description and investment thesis from its home, about, approach and criteria pages) c•••••••••.com	Fact
Employees	6	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 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
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	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	Sep 30, 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 filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	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	Sep 30, 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	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	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	2025-09-30	Sep 30, 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
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	51	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	47	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	46	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	39	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	37	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	40	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	40	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	38	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	36	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$237M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$222M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$227M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$223M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$199M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$195M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$209M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$216M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$201M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$188M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Deerfield Beach, FL	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Deerfield Beach, FL	Mar 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 (description and investment thesis from its home, about, approach and criteria pages) c•••••••••.com	Fact
Legal form	Corporation	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	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
Private funds advised	0	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	431	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$408M	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$430M	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	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
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website	••• Locked	Mar 26, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	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 read	site-fo-3	Sep 12, 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
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact

Not yet on record: direct investments, decision makers.