DFX Intelligence
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G••••• A••••••• L••
Multi-family officeTop 500· New York, NY
Multi-family office, based in New York, NY.
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
- Not established
- 13F holdings
- $1.5B
- Last deployment
- Feb 2025
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 75% · 27 observations · 7 sourcesShowHide
Multi-family officeVerified Sep 13, 2026 (9 days ago)1 people · 0 investments · 253 public positions · 31 events
Why this class: G••••• A••••••• is the advisory arm of New York based G•••••, a m••••••••• o••••• whose MFO business was acquired by C•••••• in 2025..
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 47% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- unknown
- Headquarters
- New York, NY
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $31.0M across 3 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $1.5B. Related foundation assets $31.0M. These are different facts and are never added together.
- Form 13F
- $1.5B across 253 positions, quarter ended Dec 31, 2024. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Multi-family office 75%G••••• A••••••• is the advisory arm of New York based G•••••, a m••••••••• o••••• whose MFO business was acquired by C•••••• in 2025.Factverifiedfamilywealthreport.com“••• Locked”
- Sep 12, 2026Candidate 50%in-care-of organisation on 3 private foundation(s) with $30,991,021 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 50%in-care-of organisation on 3 private foundation(s) with $30,991,021 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth originshow
- Family served
- M••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| B•••••• D••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Feb 14, 2025) | sec.gov 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
- $1.5B Inference13F table value, quarter ended 2024-12-31; long 13(f) securities only
- 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.
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 |
|---|---|---|---|---|---|
| G••••• S••••• A••••••••• L•• | Hedge Fund | $207M Oct 7, 2024 | 4% | May 15, 2013 to now | 021-196352 |
| G••••• M••••••••• I•• L•• | Private Equity Fund | $125M Oct 7, 2024 | 0% | Mar 31, 2022 to now | 021-427059 |
| G••••• M••••••••• I••• L•• | Private Equity Fund | $86.6M Oct 7, 2024 | 1% | Aug 23, 2018 to now | 021-315457 |
| G••••• M••••••••• I•• L•• | Private Equity Fund | $73.0M Oct 7, 2024 | 2% | Mar 30, 2017 to now | 021-266148 |
| G••••• M••••••••• I• L•• | Private Equity Fund | $63.5M Oct 7, 2024 | 3% | Apr 1, 2015 to now | 021-210126 |
| G••••• S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $48.3M Oct 7, 2024 | 2% | Mar 26, 2018 to now | 021-286961 |
| G••••• M•••• V•••••• R••• E••••• I• L•• | Private Equity Fund | $45.2M Oct 7, 2024 | 0% | Aug 23, 2018 to now | 021-315461 |
| G••••• S•••••• O••••••••• F••• I•• L•• | Private Equity Fund | $38.2M Oct 7, 2024 | 3% | Mar 29, 2021 to now | 021-1805799 |
| S•••••• O••••••••• F•••• L•• | Private Equity Fund | $36.4M Oct 7, 2024 | 4% | Mar 30, 2023 to now | 021-387694 |
Investment vehicles (SEC Form D)
- G••• O••••••••• F••• L•• · Executive Officer/Promoter · Jun 22, 2026 Inference sec.gov
Fund and manager relationshipsshow
Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| B•••• U•• P••••••• F••• | B•••• USA | M••• F••••• F••••••••• | $1.0M | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| M•• O•• F•••• L• | MAK One | F•••••• M•••• F••••••••• | $201,688 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdings40 positionsshow
Form 13F holdings
Top 40 positions of 253 for the quarter ended Dec 31, 2024; $1.4B shown of $1.5B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| V••••••• I•••• F•• | S&P 500 ETF SHS | $622M | 1,153,704 | 40.8% |
| D•• E•• T• | XTRACK MSCI EAFE | $244M | 5,903,060 | 16.1% |
| S••• S•• 5•• E•• T• | TR UNIT | $142M | 241,658 | 9.3% |
| I•••••• T• | RUS 1000 VAL ETF | $67.9M | 367,037 | 4.5% |
| I•••••• T• | RUSSELL 2000 ETF | $47.9M | 216,800 | 3.1% |
| I•••••• T• | CORE US AGGBD ET | $31.1M | 321,417 | 2.0% |
| I•••••• E••••••• T••••• F• T• | FTSE RAFI 1000 | $20.6M | 511,883 | 1.4% |
| I•••••• E••••••• T••••• F• T• | S&P500 EQL WGT | $19.7M | 112,515 | 1.3% |
| M•••••••• C••• | COM | $19.5M | 46,296 | 1.3% |
| I•••••• T• | RUS 2000 GRW ETF | $17.1M | 59,334 | 1.1% |
| A•••• I•• | COM | $16.5M | 65,700 | 1.1% |
| I•••••• Q•• T• | UNIT SER 1 | $14.7M | 28,720 | 1.0% |
| V••••••• I•••• F•• | MID CAP ETF | $13.8M | 52,086 | 0.9% |
| I•••••• T• | S&P 100 ETF | $11.7M | 40,390 | 0.8% |
| I•••••• T• | CORE S&P SCP ETF | $11.5M | 99,570 | 0.8% |
| N••••• C••••••••• | COM | $9.4M | 70,196 | 0.6% |
| M••••• S•••••• | COM NEW | $7.0M | 55,388 | 0.5% |
| A••••••• I•• | CAP STK CL A | $6.1M | 32,036 | 0.4% |
| A••••• C•• I•• | COM | $6.1M | 27,621 | 0.4% |
| A••••••• I•• | CAP STK CL C | $5.2M | 27,549 | 0.3% |
| M••• P•••••••• I•• | CL A | $4.5M | 7,727 | 0.3% |
| I•••••• T• | CORE S&P500 ETF | $4.3M | 7,338 | 0.3% |
| I••••••• T••• W•• I•• | COM | $4.2M | 16,504 | 0.3% |
| M••••••••• I••••••••• | CL A | $4.2M | 7,921 | 0.3% |
| C••••• W••• C••• N•• | COM | $4.0M | 4,340 | 0.3% |
| I•••••• E••• T••••• F• T• I• | S&P500 LOW VOL | $3.9M | 55,257 | 0.3% |
| H••• D•••• I•• | COM | $3.8M | 9,742 | 0.2% |
| V••• I•• | COM CL A | $3.5M | 11,044 | 0.2% |
| H••••• E•• T•••• | LONG TERM GROWER | $3.4M | 126,312 | 0.2% |
| T•••• I•• | COM | $3.4M | 8,507 | 0.2% |
| V••••••• S••••••••• F•• | VNG RUS2000IDX | $3.3M | 37,354 | 0.2% |
| E•• L•••• • C• | COM | $3.0M | 3,895 | 0.2% |
| B••••••• I•• | COM | $2.9M | 12,458 | 0.2% |
| S•••••• W••••••• C• | COM | $2.8M | 8,363 | 0.2% |
| R••••••• S••• I•• | COM | $2.6M | 12,913 | 0.2% |
| P•••••• I•• | COM | $2.4M | 15,419 | 0.2% |
| I•••••• T• | RUSSELL 3000 ETF | $2.2M | 6,580 | 0.1% |
| I•••••• T• | CORE S&P TTL STK | $2.2M | 16,770 | 0.1% |
| N•••••• I•• | COM | $2.2M | 2,414 | 0.1% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $2.1M | 4,719 | 0.1% |
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 entities8show
Signals and timeline30show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 30 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factfamilywealthreport.com
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Mar 27, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 27, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Nov 30, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Mar 30, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- May 15, 2013Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Aug 23, 2018Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Aug 23, 2018Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 26, 2018Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Apr 1, 2015Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2021Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2017Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 26, 2018Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2023Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 26, 2018Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 27, 2014Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2020Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2019Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Nov 30, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Mar 30, 2017Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2016Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Sources and evidence27show
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. 27 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (7 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (7 sources)
+30 a•••••••••
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,522,081,818)
+8 m••••••••• o•••••
+10 F••• D• v••••••• l•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (55)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (M••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
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 |
|---|---|---|---|---|
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 10 | Oct 7, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $827M | Oct 7, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Oct 7, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Branch offices | 0 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 19, 2026 | SEC F••• 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, website) sec.gov | Fact |
| Edgar former name | G••••• Family Office Services, LLC | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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, website) sec.gov | Fact |
| Edgar fts mention | 100 | 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 |
| Family served | M••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Filing address | ••• Locked | Dec 31, 2024 | 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 |
| Form13f other m••••••s | 0 | Dec 31, 2024 | 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 | 253 | Dec 31, 2024 | 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 |
| Foundation ico signal | F•••••• M•••• F••••••••• | Dec 1, 2025 | IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | M••• F••••• F••••••••• | Nov 1, 2025 | IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | G••••• C••••• I•• | Dec 1, 2024 | IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | New York, NY | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | multi_family_office “C•••••• acquired US-based G•••••’s m••••••••• o••••• business.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familywealthreport.com | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |