DFX Intelligence

Family office profile

M••••• W•••••

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St. Louis, MOCandidateidentity confidence 45%m•••••••••.com

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified

Last observed Sep 21, 2026 · 100 observations · 6 sources

23 people · 0 investments · 286 public positions · 45 events

This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

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 47% (medium value, unresolved; the most valuable missing fact is classification)

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

Classification: Candidate
Description: unknown
Headquarters: St. Louis, MO
Office address: ••• Locked
Business phone: ••• Locked
Website: m•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $977M. Regulatory AUM $2.0B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $2.0B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Nov 24, 2021 · 22 employeesFact
Client mix (Form ADV 5.D): Individuals: 453 ($173M); Corporations: 9 ($48.8M); Pension plans: 13 ($72.3M); Charitable organizations: 11 ($24.1M); High net worth individuals: 321 ($1.7B)Fact
Form 13F: $977M across 286 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)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

23 peopleshow

Person	Title	Responsibility	Business contact	Source
C•••• H•••••••	Senior Wealth Advisor, Investments	Direct investments · investment decisions	none on record	m•••••••••.com Fact
B•••• M• K••••	Director, Sports Management	Leadership	none on record	m•••••••••.com Fact
C••••• K••••	Client Service Manager	Leadership	none on record	m•••••••••.com Fact
D•••• H•••••••	Managing Director, S••••sdale	Leadership	none on record	m•••••••••.com Fact
L•••• S••••••	Principal	Leadership	none on record	m•••••••••.com Fact
M•••• B••••	Principal	Leadership	none on record	m•••••••••.com Fact
S•••• W•••	Senior Wealth Advisor, Principal	Leadership	none on record	m•••••••••.com Fact
S•••• H•••••••	President & CCO	Leadership	phone: ••• Locked (published by the subject, Apr 30, 2026)	sec.gov Fact
S•••• H•••••••	President and Principal	Leadership	phone: ••• Locked (published by the subject, Apr 30, 2026)	m•••••••••.com Fact
S•••• R••••••	Principal, Denver	Leadership	none on record	m•••••••••.com Fact
T•••• C••••	Managing Director and Principal	Leadership	none on record	m•••••••••.com Fact
D•••• H•••	Business Operations Team Leader	Operations and finance	none on record	m•••••••••.com Fact
G••• W•••	Operations Team Leader	Operations and finance	none on record	m•••••••••.com Fact
A•••• C•••••••	Client Service Associate	Other	none on record	m•••••••••.com Fact
B•••• K••••	Wealth Advisor	Other	none on record	m•••••••••.com Fact
G•••• C•••	Wealth Advisor	Other	none on record	m•••••••••.com Fact
J••• L•••••	Associate Wealth Advisor	Other	none on record	m•••••••••.com Fact
J•• S••••••	Senior Wealth Advisor	Other	none on record	m•••••••••.com Fact
J•• C••••	Wealth Advisor	Other	none on record	m•••••••••.com Fact
K•••• L••••	Associate Wealth Advisor	Other	none on record	m•••••••••.com Fact
M•••••• P•••••	Financial Planning Associate	Other	none on record	m•••••••••.com Fact
S••• N••••	Senior Wealth Advisor	Other	none on record	m•••••••••.com Fact
T••••• C••••••	Wealth Advisor	Other	none on record	m•••••••••.com Fact

Office contact points

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

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

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

W••••••: ••• Locked (published by the subject) m•••••••••.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: $977M 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.

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 286 for the quarter ended Mar 31, 2026; $762M shown of $977M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• G••••• E••	G••••• ETF	$147M	336,299	15.0%
D••••••••• U• L•••• C•• V•••• E••	US L•••• CAP VAL	$107M	2,995,202	10.9%
X•••••••• M••• E••• H••••• E••••• E••	XTRACK M••• E•••	$74.0M	1,497,101	7.6%
V••••••• S•••••••• G••••• E••	SML CP GRW ETF	$36.8M	121,688	3.8%
D••••••••• E••••••• M•••••• C••• E••••• 2• E••	E••••••• MKTS CO	$36.7M	1,062,087	3.8%
V••••••• V•••• E••	V•••• ETF	$35.8M	182,239	3.7%
D••••••••• U• S•••• C•• V•••• E••	US S•••• CAP VAL	$35.0M	997,993	3.6%
V••••••• F••• D•••••••• M•••••• E••	F••• DEV MKT ETF	$33.3M	520,084	3.4%
D••••••••• U••• T••••••• V•••• E••	US T••••••• VLU	$30.5M	488,594	3.1%
D••••••••• I••••••••• C••• E••••• 2• E••	INTL C••• EQUITY	$22.6M	636,539	2.3%
A•••• I•• C••	COM	$18.4M	72,408	1.9%
D••••••••• U• M••••••••• V•••• E••	US MKTWIDE V••••	$16.3M	335,593	1.7%
V••••••• T•••• B••• M••••• E••	T•••• BND MRKT	$15.4M	208,677	1.6%
S•••• S••••• S••• P•••••••• S•• 5•• E••	P•••••••• S&P500	$11.7M	152,673	1.2%
V••••••• F••• E••••••• M•••••• E••	F••• EMR MKT ETF	$10.8M	200,729	1.1%
V••••••• S•••• C•• V•••• E••	SM CP VAL ETF	$7.7M	35,434	0.8%
V••••••• M•••••• V•••• E••	MCAP VL IDXVIP	$7.6M	41,197	0.8%
C•••••• G•••• C••• B••• E••	C••• B••• ETF	$6.9M	261,568	0.7%
B••• C••• C••	COM	$6.6M	112,020	0.7%
S•••• S••••• S••• S•• 5•• E••	TR UNIT	$6.3M	9,665	0.6%
W••••••••• U••• L••••••• D••••••• F•••	US L••••••• DIVD	$6.0M	66,825	0.6%
V••••••• S•• 5•• G••••• E••	500 GRTH IDX F	$6.0M	14,608	0.6%
N••••• C••••••••• C••	COM	$5.8M	33,120	0.6%
V••••••• M•••••• G••••• E••	MCAP GR IDXVIP	$5.6M	21,654	0.6%
C•••••• G•••• M•••••••• I••••• E••	M•••••••• I•••••	$5.5M	202,761	0.6%
M•••••••• C••• C••	COM	$5.3M	14,430	0.5%
B•••••••• H••••••• I•• D•• C• B• N••	CL B NEW	$5.0M	10,339	0.5%
V••••••• M•••••• E••	MID CAP ETF	$4.8M	16,812	0.5%
A••••• C•• I•• C••	COM	$4.8M	22,969	0.5%
A••••••• I•• C•• S•• C• C•	CAP STK CL C	$4.7M	16,530	0.5%
R••••••••• G•••• A••• I•• C•• N••	COM NEW	$4.6M	22,406	0.5%
V••••••• S•••• D••••••• T••••••••• B••• E••	S•••• TAX EXEMPT	$4.5M	58,614	0.5%
V••••• F••••• A•••• H••• Y•••• B••• E••	F••••• A•••• HG	$4.5M	155,455	0.5%
P••• T•••• R••••• B••• E••	T•••• R••••• BON	$4.4M	105,337	0.4%
I•••••• M••• E••• E••	M••• E••• ETF	$4.3M	44,104	0.4%
W•••••• I•• C••	COM	$4.2M	34,103	0.4%
I•••••• R•••••• 1••• G••••• E••	RUS 1000 GRW ETF	$4.1M	9,601	0.4%
L••••••• A•••••••• E••	L••••••• ADVANTG	$4.0M	69,400	0.4%
S••• G••• S•••••	G••• SHS	$3.9M	9,175	0.4%
M••••• T••••••••• I•• C••	COM	$3.6M	10,580	0.4%

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.

Related entities

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Signals and timeline

1show

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••• LockedDiscoveryInferenceadviserinfo.sec.gov

Sources and evidence

100show

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. 100 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••••• (3)

+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)

Research priority

+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,041,642,008)

+3 c••••••••• i••••••• u•••••••••

+0 r••• (853)

Mandate confidence

no components; scored 0

Identity confidence

+45 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 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-30	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS	Mar 30, 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,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,other	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2021-11-24	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	5	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	5	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	5	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	5	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	321	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":453,"raum_usd":173418882,"fewer_than_5":false},"corporations":{"clients":9,"raum_usd":48792456,"fewer_than_5":false},"pension_plans":{	Mar 30, 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,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar fts mention	1	Sep 12, 2026	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.gov	Fact
Employees	22	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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	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 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
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	2026-03-31	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	286	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	243	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	237	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	229	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	215	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	213	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$977M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$912M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$855M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$785M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$704M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$693M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	St. Louis, MO	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	St. Louis, MO	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• accounts	4,827	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• hnw usd	$1.7B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• usd	$2.0B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Team page url	https://m•••••••••.com/	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Team page url	https://m•••••••••.com/	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Team page url	https://m•••••••••.com/	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Team page url	https://m•••••••••.com/	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Team page url	https://m•••••••••.com/	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website	••• Locked	Sep 14, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) m•••••••••.com	Inference
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website title	M••••• W•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website title	M••••• W•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website title	M••••• W•••••	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact
Website title	M••••• W•••••	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com	Fact