DFX Intelligence

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C••••• W••••• P•••••••

Outsourced family office providerTop 500Not hand-verified in 180 days· St. P•••rsburg, FL

Outsourced family office provider, based in St. P•••rsburg, 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

Direct investments: Not established
Decision makers: 21
Regulatory AUM: $3.2B
Last deployment: Jul 2026

Team (30)Mandate

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

Why this matters

6 published business contact points are on record, each with its source.
Contact points 6
Also held on 1 other DFX graph, matched on shared identifiers.
Graphs 1

Readings, classification basis and verificationidentity confidence 60% · 94 observations · 4 sourcesShow

Outsourced family office providerNot yet hand-verified30 people · 0 investments · 517 public positions · 257 events

Why this class: registered adviser offering family office services among its advisory services ('advisory consulting/family office and wealth planning servic').

Direct investing

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.

Overview

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Profile completeness 53% (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: Outsourced family office provider
Description: ••• Locked
Headquarters: St. P•••rsburg, 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 $2.1B. Regulatory AUM $3.2B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $3.2B as of Mar 25, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jun 3, 2020 · 28 employeesFact
Client mix (Form ADV 5.D): Individuals: 644 ($218M); Corporations: 4 ($4.2M); Charitable organizations: 2 ($48.3M); High net worth individuals: 575 ($2.9B)Fact
Private funds advised: 1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $39.0MFact
Form 13F: $2.1B across 517 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 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('advisory consulting/family office and wealth planning servic')Inference

Family and wealth origin

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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.

Team

30 peopleshow

Person	Title	Responsibility	Business contact	Source
D•••• L••••••	Director	Board	none on record	r••••••.a•••••••••.s••.gov Fact
E••• B••••••	Director Investments	Direct investments · investment decisions	none on record	c•••••••.com Fact
A••• H•••	Vice President, CW BOSS	Leadership	none on record	c•••••••.com Fact
A••• L•••••	Marketing Manager	Leadership	none on record	c•••••••.com Fact
A••••• A••••••••	Senior Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
C•••••• D•••••••••	Executive Assistant to CEO	Leadership	none on record	c•••••••.com Fact
G•••• R••••••••	Senior Vice President	Leadership	none on record	c•••••••.com Fact
J••••• P••••••	Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
J•••• B••••••••	Senior Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
L•••• A•••	Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
M••• K••••••	President/CEO	Leadership	none on record	c•••••••.com Fact
M•••••• D• L•••••	Relationship Manager	Leadership	none on record	c•••••••.com Fact
P••••••• C••••	Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
P••• F•••••••	Director	Leadership	none on record	c•••••••.com Fact
R••• K•••	Account Vice President, Financial Advisor	Leadership	none on record	c•••••••.com Fact
R••• Q•••••	Vice President Financial Planning	Leadership	none on record	c•••••••.com Fact
S•••• C•••••	Vice President, CW BOSS	Leadership	none on record	c•••••••.com Fact
S••••• R•••••••••	Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
S•••••• M••••••• K••••••	Chief Compliance Officer/president/ceo	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
T•••• D•••	Client Relationship Manager	Leadership	none on record	c•••••••.com Fact
T•• H•••••	Vice President, CW BOSS	Leadership	none on record	c•••••••.com Fact
T•••• K••••••	Vice President Wealth Management	Leadership	none on record	c•••••••.com Fact
B••••• F•••••••	Operations Associate	Operations and finance	none on record	c•••••••.com Fact
D••• L••••••	Chief Operating Officer	Operations and finance	none on record	c•••••••.com Fact
S•••••• M• K••••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Jul 21, 2026) phone: ••• Locked (published by the subject, Jan 21, 2025)	sec.gov Fact
S•••••• G•••••••	Relationship Manager/Portfolio Analyst	Operations and finance	none on record	c•••••••.com Fact
A•••••• M••••••	Client Experience Associate	Other	none on record	c•••••••.com Fact
G••• B•••••	Financial Advisor, Corporate Retirement Plans	Other	none on record	c•••••••.com Fact
K••• K••••••	Financial Advisor	Other	none on record	c•••••••.com Fact
R•••• T••••••	Financial Advisor	Other	none on record	c•••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

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

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

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

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: $1.9B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 1 Inference
named professionals with this responsibility

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.

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

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

Fund	Type	Gross asset value	Related share	Reported	Form D
C••••• I••••• O••••••••• L•	Other Private Fund	$39.0M Aug 13, 2026	0%	Aug 13, 2026 to now	021-453412

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 517 for the quarter ended Jun 30, 2026; $1.0B shown of $2.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
M•••••••• C•••	COM	$71.8M	192,374	3.4%
A•••• I••	COM	$67.5M	233,368	3.2%
B••••••• I••	COM	$64.5M	170,727	3.0%
N••••• C•••••••••	COM	$63.4M	317,047	3.0%
A••••• C•• I••	COM	$47.6M	199,523	2.2%
A••••• I••	COM	$34.5M	137,211	1.6%
A••••••• I••	CAP STK CL A	$33.8M	94,514	1.6%
F•••• T• E••••••• T••• F• V•	FST TR GLB FD	$31.3M	1,157,535	1.5%
V••••••• I•••• F••	SMALL CP ETF	$31.1M	102,541	1.5%
F••••••• M•••••••• S•• T•	TOTAL BD ETF	$30.2M	662,811	1.4%
T••••• S••••••••• M•• L••	SPONSORED ADS	$29.7M	62,222	1.4%
F•••• T• E••••••••• F•	CORE INVESTMENT	$25.8M	1,239,068	1.2%
J••••••• C•••• • C••	COM	$25.4M	77,465	1.2%
F•••• T• E••••• T••••• F• V•	TCW UNCONSTRAI	$21.7M	872,866	1.0%
E•• L•••• • C•	COM	$21.5M	17,927	1.0%
I•••••• T•	ISHS 5-10YR INVT	$21.3M	400,135	1.0%
P•••••••• E••••••• T••••• F•	ACTIVE HIGH YL	$21.2M	1,112,557	1.0%
I•••••• A••••••• M•••••• E••	ULTRA SHRT DUR	$21.0M	419,129	1.0%
F•••• T• E••••••••• F•	SENIOR LN FD	$21.0M	469,326	1.0%
E•••• M•••• C•••	COM	$20.9M	153,038	1.0%
V••••••• I•••• F••	GROWTH ETF	$20.2M	234,304	1.0%
J•••••• • J••••••	COM	$19.9M	78,287	0.9%
I•••••• T•	CORE S&P500 ETF	$19.4M	25,907	0.9%
I•••••• G••• T•	I•••••• NEW	$18.7M	247,086	0.9%
M••• P•••••••• I••	CL A	$18.2M	32,366	0.9%
S••••• P••••••• G••• T•	UNIT	$17.6M	583,054	0.8%
O••••• C•••	COM	$17.2M	117,650	0.8%
T•• C•• I•• N••	COM	$17.2M	113,765	0.8%
C•••• S•• I••	COM	$16.7M	142,072	0.8%
H••• D•••• I••	COM	$16.4M	46,632	0.8%
S••• S•• 5•• E•• T•	TR UNIT	$15.6M	20,827	0.7%
P•••• D•••••• I••••• F•	SHS	$15.5M	927,452	0.7%
A••••• D•••••• I••	COM	$15.4M	38,880	0.7%
N••••• F••••••• R••• I•••••	COM	$15.3M	1,999,420	0.7%
L•••• P••	SHS	$15.2M	29,288	0.7%
M••••• S••••••	COM NEW	$14.8M	70,839	0.7%
A••••• L•••	COM	$14.8M	162,929	0.7%
A••••• G•••• I••	COM	$14.3M	199,235	0.7%
M•••• • C• I••	COM	$13.9M	108,426	0.7%
T•••• I••••• I••	COM	$13.7M	46,127	0.6%

Changes between the last two quarters

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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

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

Related entities

3show

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 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Mar 27, 2023Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov

Sources and evidence

97show

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. 97 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•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,151,489,364)

+2 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (418)

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 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	services_d•••••••••	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-03-25	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other services (Form ADV)	ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds reported (latest Form ADV)	1	Aug 13, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds reported (latest Form ADV)	1	Aug 28, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Gross assets of its private funds	$39.0M	Aug 13, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Gross assets of its private funds	$33.5M	Aug 28, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Share of its funds owned by itself and related persons	N	Aug 13, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Inference
Share of its funds owned by itself and related persons	N	Aug 28, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,other	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2020-06-03	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	9	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	9	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	9	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	9	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	575	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":644,"raum_usd":218455898,"fewer_than_5":false},"corporations":{"clients":4,"raum_usd":4225833,"fewer_than_5":false},"charitable_organi	Mar 25, 2026	SEC F••• 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) c•••••••.com	Fact
Employees	28	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	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
13F filer	Y	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	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
Other managers on 13F	0	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	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
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	517	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	478	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	477	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	474	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	465	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	448	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	441	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$2.1B	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.9B	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.9B	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.8B	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.7B	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.5B	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.5B	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	St. P•••rsburg, FL	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. P•••rsburg, FL	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	C••••• W••••• P••••••• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	C••••• W••••• P••••••• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	C••••• W••••• P••••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	C••••• W••••• P••••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	C••••• W••••• P••••••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds advised	1	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$39.0M	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	5,330	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$2.9B	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$3.2B	Mar 25, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	5	Sep 11, 2026	SEC F••• 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) c•••••••.com	Fact
Website	••• Locked	Mar 25, 2026	SEC F••• 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) 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 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