This office's name and 3 more people

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Single family office in Florida

Single family office (probable)· Florida

As of Oct 17, 2026 · the latest observation of this office; filed figures carry their own dates

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As of Oct 17, 2026 · the latest observation of this office; filed figures carry their own dates

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Who: Single family office (probable), Florida
Capital: Office: At least $50M, grade A, evidence current to Mar 2026 · Family wealth: At least $50M, grade A, evidence current to Mar 2026
Contact: 1 decision maker, 0 with a verified contact

Office capital: At least $50M; grade A, as of Mar 30, 2026
Decision makers: 1; 0 with a verified contact, 3 on the team

This office's name and 3 more people

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Relationship network

3 connected entities

From announced and filed investments, co-investments, manager and foundation allocations, service providers, the office's people and its family's entities in the family office graph. Dollar figures appear only where a source disclosed one.

Some relationships on this record are counted rather than named here. They open with the full profile.

3 more people on this record

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Relationships

3 linked records elsewhere in DFX on record.

People

1 decision maker, 0 with a verified contact, 3 on the team

3 people at this office, 1 decision maker, 0 with a verified contact.

Capital

each figure labelled, never added together

Office investable capital

At least $50M

grade A, as of Mar 30, 2026

Regulatory assets (Form ADV): $97.3M, Mar 30, 2026

Family wealth (a separate band, never added)

At least $50M

grade A, as of Mar 30, 2026

office floor: $97.3M, Mar 30, 2026

Regulatory assets (Form ADV): $97.3M, Mar 30, 2026the adviser's regulatory assets, not the family's wealth

Sources

17 distinct facts, each once with first and last seen

DFX RIA Intelligence graph (ria_*, Form ADV)8 facts, last read Sep 25, 2026
Office or third-party page5 facts, last read Oct 17, 2026
SEC Form ADV monthly roster (RIA + exempt reporting advisers)3 facts, last read Oct 17, 2026
Office or third-party page1 fact, last read Sep 26, 2026

View every fact with its source, first and last seen →

No mark: verified (filed, published by the office, or two sources agree). one reputable third-party source. inferred by a DFX rule over filings. ~ italic: estimated.

Not yet on record: an investment, a verified decision-maker contact, the family behind the office, a change in the last 18 months, a stated mandate.

Across the graphs

Single family office in Florida is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

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