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.
A••••• G••••• H••••••• L••
Single family office (probable)· Miami, FL
Single family office (probable), based in Miami, FL.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- 2
- 13F holdings
- $264M
- Last deployment
- Aug 2026
The office's site, Form ADV Schedule A and filings
Form 13F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 2
Readings, classification basis and verificationidentity confidence 70% · 24 observations · 4 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)2 people · 0 investments · 23 public positions · 5 events
Why this class: a filing by a third party describes it as a single family office (cited).
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 50% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Miami, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $264M. These are different facts and are never added together.
- Form 13F
- $264M across 23 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- D••• family; the private investment office of founder A••• D•••••••••
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••• D••• | CEO | Leadership | phone: ••• Locked (published by the subject, Aug 14, 2026) | sec.gov Fact |
| A••• D••••••••• family | Founder and Chief Executive Officer | Leadership · investment decisions | none on record | grantspub.com Fact |
Former
A••• D•••, Founder and Chief Executive Officer, until Dec 31, 2019
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- Global public equities, long/short hedge fund strategy Fact hedgeweek.com“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Global public equities, long/short hedge fund strategy
- 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 holdings23 positionsshow
Form 13F holdings
Top 23 positions of 23 for the quarter ended Jun 30, 2026; $264M shown of $264M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• Q•• T• | UNIT SER 1 | $57.4M | 77,995 | 21.8% |
| S•••• S•• S••• S•• 5•• E•• T• | TR UNIT | $33.3M | 44,580 | 12.6% |
| S•••••• C••• | COM | $23.5M | 10,350 | 8.9% |
| S•••••• T••••••••• H••••• P• | ORD SHS | $18.4M | 19,043 | 7.0% |
| I•••• C••• | COM | $16.9M | 121,250 | 6.4% |
| G• V•••••• I•• | COM | $13.9M | 11,850 | 5.3% |
| V••••• H••••••• C• | COM CL A | $13.4M | 39,900 | 5.1% |
| V••••• E•• T•••• | SEMICONDUCTR ETF | $12.2M | 18,600 | 4.6% |
| I•••••• I•• | MSCI STH KOR ETF | $10.1M | 49,794 | 3.8% |
| G•••••• S•••• G•••• I•• | COM | $10.0M | 9,915 | 3.8% |
| M••••• S•••••• | COM NEW | $9.9M | 47,250 | 3.7% |
| S••••••• C••••• C••• | COM | $9.6M | 55,257 | 3.6% |
| B•••• E••••• C••• | COM CL A | $6.5M | 21,400 | 2.5% |
| I•••••• I•• | MSCI JAPAN ETF | $6.0M | 64,575 | 2.3% |
| I•••••• S••••• T• | I•••••• | $4.9M | 91,300 | 1.9% |
| P••••••• T••••••••• I•• | CL A | $4.4M | 37,790 | 1.7% |
| A••••••• I•• | CAP STK CL C | $3.1M | 8,650 | 1.2% |
| L••••••• H•••• I•• | COM | $2.5M | 2,970 | 1.0% |
| R••••• C•• I•• | COM CL A | $2.0M | 125,110 | 0.7% |
| R• | COM | $1.7M | 10,250 | 0.6% |
| W•••••• I•• | CL A | $1.6M | 17,250 | 0.6% |
| F•• C••• | CL A COM | $1.5M | 29,032 | 0.6% |
| Z••• C••••••••• I•• | CL A | $1.1M | 12,300 | 0.4% |
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 entitiesshow
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Mar 23, 2021Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Apr 3, 2023Office relocated••• LockedOrganisationFacthedgeweek.com
- Jan 1, 2001Office formed••• LockedOrganisationFacten.wikipedia.org
Sources and evidence25show
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. 25 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (A••• D••••••••• (Founder and Chief Executive Officer))
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1131)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | Global public equities, long/short hedge fund strategy “••• Locked” | Apr 3, 2023 | DFX analyst research (General-assisted, every claim URL-cited) hedgeweek.com | Fact |
| Aum stated | ••• Locked “A•••••, which manages about $320 million” | Apr 3, 2023 | DFX analyst research (General-assisted, every claim URL-cited) hedgeweek.com | Fact |
| Assets under management | $320M | Apr 3, 2023 | DFX model output (c••••••••• rules, scores, mandates, matches) hedgeweek.com | Fact |
| Board participation | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) grantspub.com | Fact |
| Board participation | ••• Locked “••• Locked” | Jan 1, 2023 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) grantspub.com | Fact |
| Edgar fts discovery | family office | Mar 23, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Family served | D••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) grantspub.com | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | 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 |
| Other managers on 13F | 0 | Jun 30, 2026 | 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 |
| 13F positions | 23 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $264M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | 2001 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Headquarters | Miami, FL | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | single_family_office | Mar 23, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Satellite office | ••• Locked “••• Locked” | Apr 3, 2023 | DFX analyst research (General-assisted, every claim URL-cited) hedgeweek.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) forbes.com | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |