DFX Intelligence
Family Office Intelligence
Family office profile
O••••••• I••
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New York, NYOutsourced family office provideridentity confidence 80%o•••••••.com
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 22, 2026 · 61 observations · 4 sources
2 people · 0 investments · 0 public positions · 3 events
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 31% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- o•••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $102M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $102M as of Mar 24, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Mar 31, 2023 · 2 employeesFact
- Client mix (Form ADV 5.D)
- Corporations: 6 ($92.6M); High net worth individuals: 1 ($9.3M)Fact
- Private funds advised
- 1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $45.0MFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office; spv consulting services')Inference
Family and wealth originshow
- 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.
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K•••••• H••••••• M••••••••• | President / Chief Compliance Officer | Leadership | none on record | |
| G••••• K• M••••••••• | Secretary | Operations and finance | none on record |
Office contact points
Investment mandateshow
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)
Nothing to infer from.
- 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 |
|---|---|---|---|---|---|
| M•• G•••• M••••••• F••• L•• | Other Private Fund | $40.8M Mar 22, 2024 | 0% | Mar 22, 2024 to now |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities2show
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changedO••••••• I••: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
- Mar 22, 2024Private fund first reportedO••••••• I•• first reported M•• G•••• M••••••• F••• L•• on F••• ADV at $40.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 11, 2026Office discoveredO••••••• I•• found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence60show
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. 60 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($101,854,177)
+2 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (1178)
Mandate confidence
no components; scored 0
Identity confidence
+80 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
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 |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-24 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | O••••••• I•• | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | O••••••• I•• | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | O••••••• I•• | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | O••••••• I•• | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE; SPV CONSULTING SERVICES | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 1 | Mar 22, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $40.8M | Mar 22, 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 | Mar 22, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,other | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2023-03-31 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 1 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"corporations":{"clients":6,"raum_usd":92594464,"fewer_than_5":false},"high_net_worth_individuals":{"clients":1,"raum_usd":9259713,"fewer_than_5":false}} | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | The office in its own words (description and investment thesis from its home, about, approach and criteria pages) o•••••••.com | Fact |
| Employees | 2 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | New York, NY | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | O••••••• I•• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | O••••••• I•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | O••••••• I•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | O••••••• I•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | O••••••• I•• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Corporation | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Private funds advised | 1 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $45.0M | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 7 | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $9.3M | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $102M | Mar 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 2 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | private_equity | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Site mentions | private_equity | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Site mentions | private_equity | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Site mentions | private_equity | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Site mentions | private_equity | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Site mentions | private_equity | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website | o•••••••.com | Mar 24, 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) o•••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |
| Website title | Welcome to OneWelth | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••.com | Fact |