DFX Intelligence

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E•••••• P••••• F••••• O•••••

Multi-family officeTop 500· Miami, FL

Multi-family office, based in Miami, 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: 14
Regulatory AUM: $1.2B
Last deployment: Aug 2026

Team (17)Mandate

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

Why this matters

21 published business contact points are on record, each with its source.
Contact points 21
Also held on 1 other DFX graph, matched on shared identifiers.
Graphs 1

Readings, classification basis and verificationidentity confidence 90% · 130 observations · 6 sourcesShow

Multi-family officeVerified Sep 13, 2026 (9 days ago)17 people · 0 investments · 90 public positions · 38 events

Why this class: E•••••• P•••••'s own team page describes the firm as a m••••••••• o••••• serving high-net-worth families and family offices, with 50+ client families..

Direct investing

moderate

Private markets

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.

Overview

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Profile completeness 59% (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: Multi-family office
Description: ••• Locked
Headquarters: Miami, FL
Office address: ••• Locked
Business phone: ••• Locked
Website: e•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $621M. Regulatory AUM $1.2B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $1.2B as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Feb 10, 2016 · 11 employeesFact
Client mix (Form ADV 5.D): Pension plans: 1 ($1.9M); High net worth individuals: 52 ($1.2B); Pooled investment vehicles: 1 ($2.3M)Fact
Private funds advised: 1 (PE 1, VC n/a, hedge n/a, real estate n/a), gross assets $2.3MFact
Form 13F: $621M across 90 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 13, 2026Multi-family office 90%E•••••• P•••••'s own team page describes the firm as a m••••••••• o••••• serving high-net-worth families and family offices, with 50+ client families.Factverifiede•••••••••.com“••• Locked”
Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference

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

17 peopleshow

Person	Title	Responsibility	Business contact	Source
C••••• A• D••••••••	President & Chief Investment Officer	Chief investment officer · investment decisions direct investments · hedge funds · media (from the bio)	email: ••• Locked (verified by provider, Sep 12, 2026)	e•••••••••.com Fact
C••••• A•••••• D••••••••	Chief Investment Officer, Manager, Partner	Chief investment officer · investment decisions direct investments · hedge funds · media (from the bio)	email: ••• Locked (verified by provider, Sep 12, 2026)	reports.adviserinfo.sec.gov Fact
C••••• D••••••••	President and Chief Investment Officer	Chief investment officer · investment decisions direct investments · hedge funds · media (from the bio)	email: ••• Locked (verified by provider, Sep 12, 2026) phone: ••• Locked (published by the subject, Aug 7, 2026) phone: ••• Locked (published by the subject, May 7, 2026)	sec.gov Fact
A••••• C••••••••	Analyst, Investment Management	Direct investments · investment decisions manager selection · Florida, New Jersey (from the bio)	email: ••• Locked (unverified)	e•••••••••.com Fact
D•••• S••••	Chief Executive Officer	Leadership direct investments · private equity, venture, real estate, private credit, public markets · Florida (from the bio)	email: ••• Locked (unverified) phone: ••• Locked (published by the subject, Feb 14, 2025)	e•••••••••.com Fact
J••• C• R••••••••	Vice President, Client Service Manager	Leadership	email: ••• Locked (unverified)	e•••••••••.com Fact
J••••••• A• J•••••	Vice President, Wealth Planning Specialist	Leadership	email: ••• Locked (unverified)	e•••••••••.com Fact
K••••••••• K••• M•••••	Partner	Leadership Florida (from the bio)	email: ••• Locked (unverified)	reports.adviserinfo.sec.gov Fact
K••••••••• M•••••	Partner & Wealth Advisor	Leadership	email: ••• Locked (unverified)	e•••••••••.com Fact
N•••• B• G••••••••	Senior Vice President & Chief Compliance Officer	Leadership Latin America, Massachusetts, Mexico, New York (from the bio)	email: ••• Locked (unverified)	e•••••••••.com Fact
N•••• B••• G••••••••	Senior Vice President and Chief Compliance Officer	Leadership Latin America, Massachusetts, Mexico, New York (from the bio)	email: ••• Locked (unverified)	reports.adviserinfo.sec.gov Fact
S•••••••• O••••••• C••	Vice President, Investment Management	Leadership direct investments · Florida (from the bio)	email: ••• Locked (unverified)	e•••••••••.com Fact
G•••• C••••	Analyst, Portfolio Reporting and Analytics	Operations and finance venture · Florida, South Carolina (from the bio)	none on record	e•••••••••.com Fact
K•••••• Z••••••	Senior Client Service Associate	Other direct investments · Connecticut (from the bio)	email: ••• Locked (unverified)	e•••••••••.com Fact
S•••• B•••	Associate, Wealth Advisor	Other private credit, public markets · Arizona, Canada, New York (from the bio)	none on record	e•••••••••.com Fact
D•••• N•• S••••	Chief Executive Officer, Chief Operations Officer, Partner, and Manager	Private equity · investment decisions direct investments · private equity, venture, real estate, private credit, public markets · Florida (from the bio)	email: ••• Locked (unverified)	reports.adviserinfo.sec.gov Fact
D•••• S••••	CEO	Private equity · investment decisions direct investments · private equity, venture, real estate, private credit, public markets · Florida (from the bio)	email: ••• Locked (unverified) phone: ••• Locked (published by the subject, Feb 14, 2025)	sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

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

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

W••••••: ••• Locked (published by the subject) e•••••••••.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: $530M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity team: 2 Inference
named professionals with this responsibility
Direct investment team: 1 Inference
named professionals with this responsibility
Private equity funds advised: 1 Inference
F••• ADV Item 7.B

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))

Fund	Type	Gross asset value	Related share	Reported	Form D
E•••••• P••••• D••• A••••• F•••• L•	Private Equity Fund	$2.3M Jul 30, 2026	3%	Mar 11, 2021 to now	021-399954

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 90 for the quarter ended Jun 30, 2026; $596M shown of $621M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
I•••••• T•	Core S&P500 Etf	$235M	313,184	37.8%
S•••• S•• S••• S•• 5•• E•• T•	Tr Unit	$54.0M	72,251	8.7%
I•••••• T•	Core Msci Eafe	$31.8M	328,745	5.1%
S••• S••••• T••••	St Str Sp Trans	$27.5M	237,784	4.4%
I•••••• T•	1 3 Yr Treas Bd	$27.3M	332,037	4.4%
I•••••• T•	Us Hlthcr Pr Etf	$26.7M	482,108	4.3%
J• P• M••••• E••••••• T••••• F•	Income Etf	$22.3M	485,022	3.6%
V••••••• S••••••••• F••	Short Term Treas	$19.0M	326,174	3.1%
I•••••• T•	Msci Usa Qlt Fct	$15.5M	70,691	2.5%
I•••••• I••	Msci Japan Etf	$15.3M	164,237	2.5%
I•••••• T•	S&P 500 Grwt Etf	$11.8M	85,698	1.9%
N••••• C•••••••••	Com	$11.7M	58,581	1.9%
A••••••• I••	Cap Stk Cl A	$9.4M	26,428	1.5%
V••••••• I•••• F••	Growth Etf	$8.9M	103,752	1.4%
D••••••••• E•• T••••	Intl Small Cap E	$8.6M	246,108	1.4%
V••••••• I•••• F••	S&P 500 Etf Shs	$8.2M	11,911	1.3%
W•••• G••• T•	S••• Gld Minis	$7.6M	95,869	1.2%
A•••• I••	Com	$5.2M	17,961	0.8%
V••••••• M•• B• F••	Tax Exempt Bd	$5.0M	99,015	0.8%
I•••••• T•	Rus 1000 Grw Etf	$3.5M	27,972	0.6%
S•••• S•• S••• S•• M••••• 4•	Utser1 S&Pdcrp	$3.2M	4,500	0.5%
I•••••• B•••••• T•••• E••	Shs Ben Int	$3.1M	92,524	0.5%
F••••••• W••• O••••• B••••••	Shs	$3.1M	60,029	0.5%
A••••••• I••	Cap Stk Cl C	$2.8M	7,906	0.4%
B••••••• I••	Com	$2.6M	6,930	0.4%
D••• T••••••••• I••	Cl C	$2.5M	5,813	0.4%
I•••••• T•	Rus 1000 Val Etf	$2.4M	9,764	0.4%
S••• G••• T•	G••• Shs	$2.3M	6,187	0.4%
B••• O• N• M••••• C•••	Com	$2.2M	15,010	0.3%
A••••••• M•••• D•••••• I••	Com	$2.1M	3,671	0.3%
S••••• S••••• S••• T•	St Str Techn Etf	$2.1M	10,986	0.3%
I•••••• T•	Core S&P Mcp Etf	$1.9M	24,445	0.3%
S••••• S••••• S••• T•	St Str Care Etf	$1.9M	11,867	0.3%
M••• P•••••••• I••	Cl A	$1.8M	3,269	0.3%
M•••••••• C•••	Com	$1.8M	4,774	0.3%
M•••••• T••••••••• I••	Com	$1.7M	5,661	0.3%
A••••• C•• I••	Com	$1.4M	5,809	0.2%
S•••••••• T••••••••• I••	Com	$1.3M	22,080	0.2%
S•••••• I••	Cl A Sub Vtg Shs	$1.3M	11,220	0.2%
A••• H••• N•	N Y Registry Shs	$1.2M	614	0.2%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
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Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov

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

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Signals and timeline

7show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Facte•••••••••.com
Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
May 5, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Mar 11, 2021Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jun 4, 2021Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov

Sources and evidence

133show

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. 133 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (3)

+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•••••• (6 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,218,377,295)

+8 m••••••••• o•••••

+2 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (206)

Mandate confidence

no components; scored 0

Identity confidence

+90 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•••• (1.0)

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 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name,services_d•••••••••	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-27	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
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
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	CONSULTING AND FAMILY OFFICE ADVISORY SERVICES	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Jul 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Oct 8, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$2.3M	Jul 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$6.3M	Oct 8, 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	Jul 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Share of its funds owned by itself and related persons	N	Oct 8, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,other	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2016-02-10	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Branch offices	3	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	3	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	52	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"pension_plans":{"clients":1,"raum_usd":1920710,"fewer_than_5":false},"high_net_worth_individuals":{"clients":52,"raum_usd":1214119733,"fewer_than_5":false},"p	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	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
Employees	11	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.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	90	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	86	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	88	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	75	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	67	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	67	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	70	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$621M	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$530M	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$517M	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$469M	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$413M	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$411M	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$425M	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Miami, FL	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Miami, FL	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	E•••••• P••••• F••••• O••••• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	E•••••• P••••• F••••• O••••• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	E•••••• P••••• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	E•••••• P••••• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	E•••••• P••••• F••••• O••••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
News read	news-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Office address	••• Locked	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	multi_family_office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com	Fact
Office type (stated)	multi_family_office	May 5, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	multi_family_office	May 5, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	multi_family_office	May 5, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Private equity funds	1	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Portfolio listed	C•••• h•••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Portfolio page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Portfolio page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Private funds advised	1	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$2.3M	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	412	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$1.2B	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$1.2B	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	4	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Site mentions	real_estate	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	real_estate	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	real_estate	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	real_estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	real_estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	real_estate	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com	Fact
Website	••• Locked	May 5, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Website	••• Locked	Mar 27, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact