DFX Intelligence
Family office profile
S•••• C••• A•••••••• L••
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.
Hingham, MAOutsourced family office provideridentity confidence 60%s•••••••••.com
Why this class: registered adviser offering family office services among its advisory services ('advisory consulting, family office and wealth planning').
Not yet hand-verified
Last observed Sep 23, 2026 · 112 observations · 4 sources
12 people · 0 investments · 162 public positions · 27 events
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 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
- “••• Locked”s•••••••••.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
- Hingham, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $400M. Regulatory AUM $685M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $685M as of Mar 23, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Apr 22, 2016 · 8 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 70 ($32.8M); Pension plans: 2 ($1.1M); Charitable organizations: 1 ($580,459); High net worth individuals: 205 ($650M)Fact
- Form 13F
- $400M across 162 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('advisory consulting, family office and wealth planning')Inference
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.
Team12 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K••• S••••••••• | Chief Investment Officer | Chief investment officer · investment decisions | none on record | s•••••••••.com Fact |
| K•••••••• S••••••••• | Chief Investment/chief Compliance Officer | Chief investment officer · investment decisions | phone: ••• Locked (published by the subject, Jul 7, 2026) | |
| M•••••• L••• | Investment Operations Analyst | Direct investments · investment decisions | none on record | s•••••••••.com Fact |
| D•••••• P••••••• | Founder, President, Chief Wealth Strategist | Leadership manager selection · financial services, agriculture, education (from the bio) | none on record | s•••••••••.com Fact |
| D•••••• R••••• P••••••• | Managing Member | Leadership | none on record | |
| J••••••• M••••••• | Managing Director | Leadership | none on record | s•••••••••.com Fact |
| K•••••••• S••••••••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Jul 7, 2026) | sec.gov Fact |
| P••• P••••••• | Chief Financial Officer | Operations and finance venture, infrastructure · energy, media (from the bio) | none on record | s•••••••••.com Fact |
| B•••• P••••••• | Senior Comfort Advisor | Other | none on record | s•••••••••.com Fact |
| E•••• F•••• | Client Advisor | Other | none on record | s•••••••••.com Fact |
| K•••• T•••••• | Client Service Associate | Other financial services, media, education (from the bio) | none on record | s•••••••••.com Fact |
| P•••• M••••• | Client Service Associate | Other healthcare (from the bio) | none on record | s•••••••••.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)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $334M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- 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.
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 162 for the quarter ended Jun 30, 2026; $336M shown of $400M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• T• | CORE S&P500 ETF | $33.7M | 44,954 | 8.4% |
| V••••••• I•••• F•• | S&P 500 ETF SHS | $32.6M | 47,427 | 8.1% |
| V••••••• I••• E••••• I•••• F• | ALLWRLD EX US | $23.5M | 280,218 | 5.9% |
| I•••••• T• | CORE S&P MCP ETF | $21.9M | 284,311 | 5.5% |
| V••••••• I•••• F•• | MID CAP ETF | $21.9M | 272,085 | 5.5% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $18.0M | 36,002 | 4.5% |
| A•••• I•• | COM | $18.0M | 62,103 | 4.5% |
| V••••••• I•••• F•• | TOTAL STK MKT | $16.4M | 44,321 | 4.1% |
| I•••••• T• | CORE US AGGBD ET | $12.1M | 121,827 | 3.0% |
| V••••••• I•••• F•• | SMALL CP ETF | $10.0M | 33,062 | 2.5% |
| I•••••• T• | ISHS 1-5YR INVS | $9.8M | 187,185 | 2.5% |
| V••••••• T••••••••• F•• | VAN FTSE DEV MKT | $9.6M | 135,102 | 2.4% |
| I•••••• T• | CORE MSCI EAFE | $8.5M | 87,703 | 2.1% |
| V••••••• S••••••••• F•••• | DIV APP ETF | $8.4M | 35,522 | 2.1% |
| M••••• S•••••• | COM NEW | $7.3M | 34,988 | 1.8% |
| M•••••••• C••• | COM | $6.1M | 16,244 | 1.5% |
| I•••••• Q•• T• | UNIT SER 1 | $5.9M | 7,985 | 1.5% |
| A••••••• I•• | CAP STK CL A | $5.4M | 15,033 | 1.3% |
| N••••• C••••••••• | COM | $5.3M | 26,695 | 1.3% |
| V••••••• I•••• F•• | GROWTH ETF | $5.3M | 61,969 | 1.3% |
| R••••••••• M•••••••• I•• | COM | $5.1M | 27,008 | 1.3% |
| S•••• S•• S••• S•• 5•• E•• T• | TR UNIT | $5.0M | 6,726 | 1.3% |
| A••••••• I•• | CAP STK CL C | $4.6M | 12,989 | 1.1% |
| A••••• C•• I•• | COM | $4.4M | 18,377 | 1.1% |
| T• R••• P•••• E••••••••• | P•••• DIV GRWT | $4.3M | 87,200 | 1.1% |
| I•••••• E••• T••••• F• T• I• | NASDAQ 100 ETF | $4.1M | 13,478 | 1.0% |
| J••••••• C•••• • C• | COM | $3.3M | 10,142 | 0.8% |
| E•• L•••• • C• | COM | $2.7M | 2,284 | 0.7% |
| A••••••• M•••• D•••••• I•• | COM | $2.7M | 4,628 | 0.7% |
| M••• P•••••••• I•• | CL A | $2.5M | 4,412 | 0.6% |
| A•••••• M•••• I•• | COM | $2.1M | 2,907 | 0.5% |
| V••••••• I•••• F•• | VALUE ETF | $2.0M | 9,069 | 0.5% |
| J•••••• • J•••••• | COM | $2.0M | 7,731 | 0.5% |
| I•••• C••• | COM | $1.9M | 13,902 | 0.5% |
| V••••••• W•••• F• | INF TECH ETF | $1.7M | 13,939 | 0.4% |
| E•••• M•••• C••• | COM | $1.6M | 11,819 | 0.4% |
| B••••••• I•• | COM | $1.5M | 4,053 | 0.4% |
| B••••••••• I•• | COM | $1.5M | 12,956 | 0.4% |
| I•••••• T• | MSCI EAFE ETF | $1.5M | 14,668 | 0.4% |
| C••••••••• I•• | COM | $1.4M | 1,349 | 0.4% |
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
- Mar 31, 2026 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Dec 31, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Mar 31, 2025 ••• Locked sec.gov
- Mar 31, 2025 ••• Locked 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 entities2show
Signals and timeline1show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Sources and evidence112show
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. 112 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••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+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
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($684,905,062)
+0 r••• (1614)
Mandate confidence
no components; scored 0
Identity confidence
+60 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 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 |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV admission signal | services_d••••••••• | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Latest Form ADV filing | 2026-03-23 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other services (Form ADV) | ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,selection_of_other_advisers,other | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV status | Approved | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| SEC status effective | 2016-04-22 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Branch offices | 2 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 2 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 2 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Business phone | ••• Locked | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| High net worth clients | 205 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":70,"raum_usd":32835448,"fewer_than_5":false},"pension_plans":{"clients":2,"raum_usd":1143112,"fewer_than_5":false},"charitable_organiz | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Employees | 8 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.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 |
| 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 |
| 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 |
| 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 |
| 13F positions | 162 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 144 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 142 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 139 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 131 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 120 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 125 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $400M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $334M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $338M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $313M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $277M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $249M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $255M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Headquarters | Hingham, MA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Hingham, MA | 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) s•••••••••.com | Fact |
| Legal form | Limited Liability Company | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office address | ••• Locked | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Portfolio listed | P•••••• b• T••••• O••• T•• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Private funds advised | 0 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private fund gross assets | $0 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• accounts | 1,057 | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• hnw usd | $650M | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• usd | $685M | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Schedule a rows | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website | ••• Locked | Mar 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |