DFX Intelligence

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

H••••••• F••••• O••••••• L••

Outsourced family office provider· Scottsdale, AZ

Outsourced family office provider, based in Scottsdale, AZ.

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

Decision makers: 1 of 14
Regulatory AUM: $423M
Last deployment: Sep 2026

Contact the CIO Find similar offices

1 export, up to 15 contact reveals

Mandate

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

What matters now

+2
new vehicles, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 3 Sep 2026 (G••••• I••); 1 vehicle linked to it by a shared principal appeared on Form D on 1 Sep 2026 (H••••••••• S••• L••).
A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.
InferenceSEC Form D and Form ADV; F••• D• v••••••• l••••• by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →

Readings, classification basis and verificationidentity confidence 90% · 133 observations · 6 sourcesShow

Outsourced family office providerVerified Sep 13, 2026 (9 days ago)14 people · 0 investments · 233 public positions · 77 events

Why this class: A multidisciplinary CPA, law, insurance and advisory firm with offices nationwide that sells a family office experience to affluent families generally..

Private markets

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: direct investing, external managers, 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

show

Classification: Outsourced family office provider
Description: unknown
Headquarters: Scottsdale, AZ
Office address: ••• Locked
Business phone: ••• Locked
Website: h•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $259M. Regulatory AUM $423M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $423M as of Mar 10, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Nov 18, 2022 · 13 employeesFact
Client mix (Form ADV 5.D): Individuals: 170 ($367M); High net worth individuals: 80 ($56.2M)Fact
Private funds advised: 1 (PE 1, VC n/a, hedge n/a, real estate n/a), gross assets $15.0MFact
Form 13F: $259M across 233 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX: Independent Sponsor Intelligence (shared crd)

Classification history

Sep 13, 2026Outsourced family office provider 90%A multidisciplinary CPA, law, insurance and advisory firm with offices nationwide that sells a family office experience to affluent families generally.Factverifiedh•••••••••.com“••• Locked”
Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a multi-family office by constructionInference

Team

14 people, 1 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
T•••• K•••	Chief Investment Officer	Chief investment officer · investment decisions	none on record	h•••••••••.com Fact
M•••••• F••••	Partner, President	Leadership	phone: ••• Locked (published by the subject, Jul 29, 2026)	h•••••••••.com Fact
M•••••• F••••	Partner, President, CCO	Leadership	phone: ••• Locked (published by the subject, Jul 29, 2026)	sec.gov Fact
D•••• M••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Oct 16, 2024) phone: ••• Locked (published by the subject, Aug 1, 2024)	sec.gov Fact
D•••• M••••	Partner/COO	Operations and finance	phone: ••• Locked (published by the subject, Oct 16, 2024) phone: ••• Locked (published by the subject, Aug 1, 2024)	sec.gov Fact

Full team · 14 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
M•••••• F••••	CCO	Operations and finance	phone: ••• Locked (published by the subject, Jul 29, 2026)	sec.gov Fact
B•••• E•••	Director of Wealth Management	Leadership	none on record	h•••••••••.com Fact
M••••••• F••••	Senior Tax Manager	Leadership	none on record	h•••••••••.com Fact
R•••• E•••• N•••••	General Partner	Leadership	none on record	reports.adviserinfo.sec.gov Fact
R•••• N•••••	Partner, CEO	Leadership	none on record	h•••••••••.com Fact
B••••• F••	Controller	Operations and finance	none on record	h•••••••••.com Fact
M•••••• B•••• F••••	General Partner and Chief Compliance Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact
B•••• B•••	Financial Advisor	Other	none on record	h•••••••••.com Fact
R•••• N•••••	Client Relations Associate	Other	none on record	h•••••••••.com Fact

Office contact points

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

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) adviserinfo.sec.gov

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

Signals and timeline

7show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.

Sep 3, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Sep 1, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Sep 13, 2026Classification changed••• Lockedc•••••••••Facth•••••••••.com
Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
Mar 25, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov

Full timeline · 7 events

Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Mar 28, 2025New investment vehicle••• LockedVehiclesInferencesec.gov

Investment mandate

show

••• 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: $225M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised: 1 Inference
Form ADV Item 7.B

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

Direct investments

show

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

Its own private funds (Form ADV Schedule D 7.B.(1))

Fund	Type	Gross asset value	Related share	Reported	Form D
H••••••••• S••• L••	Private Equity Fund	$15.0M Mar 10, 2026	20%	Mar 25, 2024 to now	021-1977819

Investment vehicles (SEC Form D)

G••••• I•• · shared principal · Sep 15, 2026 · via M•••••• F•••• Inference sec.gov
H••••••••• S••• L•• · shared principal · Sep 10, 2026 · via R•••• N••••• Inference sec.gov
H•• S•• T••••• S••• L•• · shared principal · Apr 4, 2025 · via M•••••• F•••• Inference sec.gov

Fund and manager relationships

show

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 233 for the quarter ended Jun 30, 2026; $168M shown of $259M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$12.0M	168,696	4.6%
A••••••• C•••• E•• T•	INTL EQT ETF	$11.8M	132,413	4.6%
A••••••• C•••• E•• T•	AVANTIS EMGMKT	$9.8M	101,232	3.8%
I•••••• T•	RUSEL 2500 ETF	$8.2M	89,987	3.2%
S••• I•••• S•• F••	ST PORT MARK ETF	$7.9M	153,497	3.1%
S••••• S•••••••• T•	US AGGREGATE B	$7.3M	314,239	2.8%
A•••• I••	COM	$7.0M	24,145	2.7%
N••••• C•••••••••	COM	$6.8M	34,193	2.6%
I•••••• T•	MSCI EAFE ETF	$6.1M	58,846	2.4%
S••• S••••• T••••	ST STR P500ETF	$6.0M	68,319	2.3%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
I•••••• T•	CORE S&P500 ETF	$5.9M	7,931	2.3%
V••••••• C•••••••• F••	TOTAL INT BD ETF	$5.4M	110,573	2.1%
G•••••••• B•••••• M••• T• E•	SHS NEW	$5.3M	205,477	2.1%
M•••••••• C•••	COM	$4.4M	11,842	1.7%
I•••••• T•	BROAD USD HIGH	$4.1M	111,311	1.6%
X••• I••	COM	$4.1M	81,802	1.6%
V••••••• I•••• F••	TOTAL STK MKT	$3.9M	10,603	1.5%
A••••• C•• I••	COM	$3.5M	14,490	1.3%
B••••••• I••	COM	$3.4M	8,981	1.3%
W•••• G••• T•	S••• GLD M•••S	$3.3M	41,784	1.3%
A••••••• I••	CAP STK CL A	$3.1M	8,788	1.2%
I•••••• T•	CORE US AGGBD ET	$2.8M	28,089	1.1%
I•••••• T•	CORE MSCI EAFE	$2.8M	28,617	1.1%
K•• C•••	COM NEW	$2.6M	8,737	1.0%
I•••••• T•	JPMORGAN USD EMG	$2.5M	26,282	1.0%
A••••••• I••	CAP STK CL C	$2.5M	7,143	1.0%
E•• L•••• • C•	COM	$2.3M	1,911	0.9%
V••••••• I•••• F••	MID CAP ETF	$2.1M	26,580	0.8%
I•••••• I••	CORE MSCI EMKT	$1.9M	23,484	0.8%
A••••••• C•••	CL A	$1.9M	10,928	0.7%
W•••• F•••• • C•	COM	$1.9M	22,998	0.7%
V••••••• I•••• F••	SMALL CP ETF	$1.9M	6,137	0.7%
V••••••• W•••••••• F••	EM MK GOV BD ETF	$1.9M	27,649	0.7%
S••• S••••• T••••	ST PORT HIGH ETF	$1.8M	76,483	0.7%
M••••• T••••••••• I••	COM	$1.8M	1,529	0.7%
A•••• E•••	BBRG ALL COMD K1	$1.7M	77,454	0.7%
T•••• I••	COM	$1.7M	4,052	0.7%
B•••••••• H••••••• I•• D••	CL B NEW	$1.6M	3,213	0.6%
M••• P•••••••• I••	CL A	$1.6M	2,801	0.6%
V••••• E•• T••••	URANI NUCLE ETF	$1.5M	13,348	0.6%

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 25 changes

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
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
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
Jun 30, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov

Real estate

show

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

show

No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.

Related entities

5show

Sources and evidence

141show

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. 141 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••••• (5)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($423,261,650)

+4 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (541)

Mandate confidence

no components; scored 0

Identity confidence

+90 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

+15 F••• A•• p• f••• c•••• (1.0)

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

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

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

View all 141 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-10	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	H••••••• F••••• O••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	H••••••• F••••• O••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	H••••••• F••••• O••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	H••••••• F••••• O••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	May 30, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$15.0M	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$13.0M	May 30, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Share of its funds owned by itself and related persons	N	May 30, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, portfolio management businesses institutions, pension consulting, selection of other advisers	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2022-11-18	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	80	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 170; RAUM usd: 367,059,991; Fewer than 5: no; High net worth individuals: clients: 80; RAUM usd: 56,201,659; Fewer than 5: no	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	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 forms	13F-HR,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	13	Mar 10, 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	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	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
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 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	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	2024-06-30	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	233	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	196	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	202	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	197	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	181	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	177	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	184	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	180	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	168	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	168	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	177	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$259M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$225M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$220M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$215M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$198M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$196M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$200M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$194M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$180M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$180M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$196M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Scottsdale, AZ	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Phoenix, AZ	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Phoenix, AZ	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	H••••••• F••••• O••••••• L•• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	H••••••• F••••• O••••••• L•• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	H••••••• F••••• O••••••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	H••••••• F••••• O••••••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	H••••••• F••••• O••••••• L•• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Partnership	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Outsourced family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.com	Fact
Private equity funds	1	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	1	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$15.0M	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	1,057	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$56.2M	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$423M	Mar 10, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	2	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) h•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.com	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) twitter.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com	Fact

Not yet on record: direct investments.