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M••••••

Outsourced family office providerTop 500Not hand-verified in 180 days· Overland Park, KS

Outsourced family office provider, based in Overland Park, KS, with 7 direct investments on record.

Composed from this office's classification, location and record.

Direct investments
7
Deal announcements, Form D and filings
Decision makers
1 of 8
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$125B
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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Direct investments (7)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 60% · 129 observations · 5 sourcesShow
Outsourced family office providerNot yet hand-verified8 people · 7 investments · 3517 public positions · 3460 events

Why this class: registered adviser offering family office services among its advisory services ('family office services').

Direct investing
70
high
Private markets
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, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
unknown
Headquarters
Overland Park, KS
Office address
••• Locked
Business phone
••• Locked
Website
p•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $95B. Regulatory AUM $125B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$125B as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 24, 2006 · 1,889 employeesFact
Client mix (Form ADV 5.D)
Individuals: 32261 ($11B); Corporations: 257 ($880M); Pension plans: 458 ($3.8B); State municipal: 1 ($13.2M); Insurance companies: 4 ($273M); Banking institutions: 56 ($4.0B); Charitable organizations: 145 ($684M); Other investment advisers: 6 ($205M); High net worth individuals: 22322 ($105B); Pooled investment vehicles: 2 ($9.2M)Fact
Private funds advised
2 (PE 2, VC n/a, hedge n/a, real estate n/a), gross assets $11.4MFact
Form 13F
$95B across 4,694 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 ('family office services')Inference
Team
8 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
B•••••• D•••• R••••••Chief Investment OfficerChief investment officer · investment decisionsnone on record
A••• D•••••General Counsel and Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 13, 2024)
sec.gov Fact
A••• D•••••General Counsel and Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 13, 2024)
sec.gov Fact
M••••• C••••••••• B•••••••Chief Executive OfficerLeadershipnone on record
M•••••• K•• K•••••••••Senior Vice President, ComplianceLeadershipnone on record
Full team · 8 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
C••••• R•••• B•••••••Chief Operating OfficerOperations and financenone on record
J•••••• A•••• P••Chief Financial OfficerOperations and financenone on record
D•••• M•••••• E•••••Chief Services OfficerOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) p•••••••••.com
Signals and timeline
27show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 27 events. 13F position changes are under Public stakes and holdings.

Full timeline · 27 events
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (6), significant influence (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (7) Fact
Direct vs fund
Fund: 0 · Direct: 7 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
7 Fact
Investment kinds
insider stake (6), public stake 13d (1) Fact
First and last deal
Last: 2015-02-06 · First: 2006-08-21 Fact
Lead vs participant
unknown (7) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$86B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised
2 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))
FundTypeGross asset valueRelated shareReportedForm D
M••••••••• L••Private Equity Fund$10.3M
Aug 5, 2026
62%Mar 28, 2019 to now021-1736538
M•••••• M••••••• I•• L••Private Equity Fund$1.0M
Aug 5, 2026
8%Mar 26, 2014 to now021-256025
M•••••• 2••• P•••••• O••••••••• F•••• L• · no longer reportedPrivate Equity Fund$25.1M
May 4, 2021
49%Mar 30, 2021 to Jul 30, 2021021-375286
M•••••• 2••• P•••••• O••••••••• F•••• L• · no longer reportedPrivate Equity Fund$19.2M
May 4, 2021
30%Mar 29, 2020 to Jul 30, 2021021-346196
A••••• P••• S•• H•••••••• L•• • S••••• 1• · no longer reportedOther Private Fund$9.4M
Mar 30, 2023
69%Mar 30, 2021 to Mar 28, 2024021-352245
All 12 funds
FundTypeGross asset valueRelated shareReportedForm D
M•••••• I••••••••• G•••• P••• T•••• · no longer reportedOther Private Fund$8.6M
Nov 18, 2014
41%Mar 26, 2014 to Mar 30, 2015
M•••••• C•••••• P•••••••• L•• · no longer reportedVenture Capital Fund$3.4M
Sep 21, 2012
100%Mar 30, 2012 to Oct 9, 2012021-104905
M•••••• S••• C••••••• L•• · no longer reportedPrivate Equity Fund$1.7M
Sep 29, 2017
98%Mar 28, 2017 to Mar 29, 2018021-256024
M••••••••• L•• · no longer reportedPrivate Equity Fund$36,846
Dec 18, 2020
37%Mar 30, 2015 to Mar 30, 2021021-256017
W••• L•• · no longer reportedPrivate Equity Fund$557
Oct 21, 2024
22%Apr 1, 2013 to Aug 5, 2026021-256021
M••••••••• L•• · no longer reportedPrivate Equity Fund$31
Oct 21, 2024
16%Aug 11, 2017 to Aug 5, 2026021-284659
M••••••••• S••••• L••••• F•••• L•• · no longer reportedPrivate Equity Fund$0
Oct 10, 2022
0%Mar 26, 2014 to Mar 30, 2023021-256016
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
Stakes the office filed (Schedule 13D, 13G, Section 16)
First filedIssuerFiled asFilings
Feb 6, 2015T••••••• E••••• I••••••••• F•••• I•••Section 16 insider••• Locked sec.gov
Jan 12, 2015P••••• S••••• O••••••••• I••••• F•••Section 16 insider••• Locked sec.gov
Dec 5, 2011T••••••• P••••••• • E••••• F•••• I•••Section 16 insider••• Locked sec.gov
Aug 6, 2010T••••••• M•• F•••• I•••Section 16 insider••• Locked sec.gov
Oct 19, 2009T••••••• E••••• I••••••••• C•••Section 16 insider••• Locked sec.gov
All 7 stakes
First filedIssuerFiled asFilings
Oct 19, 2009T••••••• P•••• • E••••• I••••••••• F••• I••Section 16 insider••• Locked sec.gov
Aug 21, 2006T••• F•••••••• I•• ••Schedule 13D (with intent)••• Locked sec.gov
Form 13F holdings

Top 40 positions of 4,694 for the quarter ended Jun 30, 2026; $48B shown of $95B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••COM$5.2B18,017,0245.5%
N••••• C•••••••••COM$5.2B25,953,2795.5%
I•••••• T•CORE S&P500 ETF$4.2B5,571,7684.4%
V••••••• T••••••••• F••VAN FTSE DEV MKT$2.6B37,068,0722.8%
M•••••••• C•••COM$2.0B5,468,6392.1%
A••••••• I••CAP STK CL A$1.6B4,585,5391.7%
A••••• C•• I••COM$1.6B6,573,8381.6%
I•••••• T•CORE US AGGBD ET$1.5B14,864,3101.5%
B••••••• I••COM$1.3B3,565,7211.4%
I•••••• T•CORE S&P MCP ETF$1.3B16,401,4501.3%
All 40 positionslargest value first
IssuerClassValueSharesWeight
M••••• T••••••••• I••COM$1.1B945,7931.1%
V••••••• I•••• F••VALUE ETF$1.1B4,957,1631.1%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$1.1B1,435,5071.1%
J••••••• C•••• • C•COM$1.0B3,158,9771.1%
I•••••• T•CORE MSCI EAFE$983M10,178,8691.0%
V••••••• I•••• F••GROWTH ETF$962M11,171,8931.0%
I•••••• T•CORE UNIVRSL USD$957M20,743,2781.0%
A••••••• I••CAP STK CL C$875M2,475,2790.9%
E•• L•••• • C•COM$860M716,7550.9%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$844M14,143,5750.9%
M••• P•••••••• I••CL A$805M1,428,9710.8%
T•••• I••COM$797M1,893,9900.8%
C•••••• I••COM$733M2,868,8330.8%
I•••••• I••CORE MSCI EMKT$732M8,850,6510.8%
I•••••• Q•• T•UNIT SER 1$723M981,3340.8%
V••••••• I•••• F••MID CAP ETF$704M8,738,2520.7%
V••••••• I•••• F••SMALL CP ETF$691M2,278,9490.7%
V••••••• I•••• F••TOTAL STK MKT$674M1,822,2720.7%
S••••• S•••••••• T•US LCAP GR ETF$653M19,308,6030.7%
B•••••••• H••••••• I•• D••CL B NEW$623M1,244,9060.7%
V••••••• I•••• F••S&P 500 ETF SHS$561M816,7840.6%
G• V•••••• I••COM$542M461,7050.6%
A••••• G••••• M••• I••COM$539M4,681,6720.6%
W•••••• I••COM$537M4,743,4930.6%
J•••••• • J••••••COM$493M1,940,9980.5%
C••••••••• H•••• I••CL A$486M637,2750.5%
A•••••• M•••• I••COM$470M649,8770.5%
I•••••• T•S&P 500 GRWT ETF$450M3,269,5200.5%
P•••••• • G••••• C•COM$417M2,841,0600.4%
A•••• I••COM$396M1,094,2410.4%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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All 25 changes
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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
1show
Sources and evidence
129show

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. 129 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•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
Research priority
+25 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($125,408,489,288)
+15 d••••• i••••••••• o• r•••••
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (9)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
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
+15 F••• A•• p• f••• c•••• (2.0)
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
+70 o••••••• d••••• i••••••••• (7 on the record)
Independent sponsor propensity
no components; scored 0
View all 129 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalServices descriptionMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-27Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)2Aug 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)4Oct 21, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$11.4MAug 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$14.2MOct 21, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNAug 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNOct 21, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, portfolio management pooled vehicles, portfolio management businesses institutions, pension consulting, selection of other advisers and 3 moreMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2006-04-24Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1,126Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1,126Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1,126Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1,126Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients22,322Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 32,261; RAUM usd: 10,674,559,823; Fewer than 5: no; Corporations: clients: 257; RAUM usd: 879,707,891; Fewer than 5: no; Pension plans…Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees1,889Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions4,694Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,619Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,567Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,558Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,449Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,370Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,272Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions5,147Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions4,978Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions4,944Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
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13F table value$60BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$56BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$52BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$48BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersOverland Park, KSDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityM•••••• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
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Independent Sponsor Intelligence entityM•••••• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
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Office address••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private equity funds2Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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Public stake filed (13D, 13G, Section 16)P••••• S••••• O••••••••• I••••• F•••Jan 12, 2015SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••• P••••••• • E••••• F•••• I•••Dec 5, 2011SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••• M•• F•••• I•••Aug 6, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••• P•••• • E••••• I••••••••• F••• I••Oct 19, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••• E••••• I••••••••• C•••Oct 19, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
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Accounts (Form ADV)186,791Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$105BMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$125BMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows7Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
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Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
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