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D•••••• F••••• O•••••
Outsourced family office provider, based in Tavares, FL, with 3 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 3
- Direct, 12 months 2Direct, all time 3
- Contact points 4
Readings, classification basis and verificationidentity confidence 80% · 108 observations · 3 sourcesShowHide
Why this class: the office describes itself as a outsourced family office (cited).
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, private markets, sponsor-friendly, real estate.
Overviewshow
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Tavares, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- d•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- SEC registration
- RIA since Sep 19, 2025 · 7 employeesFact
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
- Sep 12, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Candidate 50%registered adviser named as a family office; client mix not reportedInference
Team14 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••••• M•••••• | Managing Partner | Leadership | none on record | d•••••••••.com Fact |
| A••••• M•••• M•••••• | Member | Leadership | none on record | |
| B••• N••••• | Partner | Leadership infrastructure · financial services, media (from the bio) | none on record | d•••••••••.com Fact |
| C•••• N•••••• | Partner | Leadership | none on record | d•••••••••.com Fact |
| J•••• a• R••••• | Member | Leadership | none on record |
Full team · 14 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• R••••• | Partner | Leadership | none on record | d•••••••••.com Fact |
| M•••• K•• | About T•• R••••• – Founder and CEO | Leadership media (from the bio) | none on record | d•••••••••.com Fact |
| R•• C•••• | Partner | Leadership | none on record | d•••••••••.com Fact |
| S••••• K•••••• | Client Relationship Manager | Leadership direct investments · food · Florida (from the bio) | none on record | d•••••••••.com Fact |
| T••••• H••• R••••• | Managing Member/chief Compliance Officer | Leadership | none on record | |
| T•• R••••• | Founder & CEO | Leadership | none on record | d•••••••••.com Fact |
| J••••• W•••••• | Wealth Advisor | Other | none on record | d•••••••••.com Fact |
| R••••• H••••• | Wealth Advisor | Other | none on record | d•••••••••.com Fact |
| S••• B•••••• | Head of A• P••••••• and Platform | Other impact · media · Florida (from the bio) | none on record | d•••••••••.com Fact |
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Sep 19, 2025Registered as SEC adviser••• LockedOrganisationFactadviserinfo.sec.gov
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Sep 3, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
- Jul 20, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Investment mandateshow
••• Locked
- States
- none Fact
- Control
- unknown (3) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 3 Fact
- Investment kinds
- direct investment (3) Fact
- First and last deal
- Last: 2026-08-19 · First: 2026-06-09 Fact
- Lead vs participant
- participant (2), unknown (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | S••••• | Direct investment | unknown | participant | unknown | none named | prnewswire.com Fact “••• Locked” |
| Jun 9, 2026 | A• P••••••• | Direct investment | unknown | participant | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed exit Apr 22, 2026 | P•••••• I••••••••• | Direct investment | unknown | unknown | unknown round $16.5M | none named | prnewswire.com Fact “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
Sources and evidence108show
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. 108 shown.
Score components
View all 108 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-25 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | D•••••• F••••• O••••• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | Financial planning, portfolio management individuals, portfolio management pooled vehicles, pension consulting, selection of other advisers | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2025-09-19 | Mar 25, 2026 | SEC Form 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) d•••••••••.com | Fact |
| Branch offices | 3 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Mar 25, 2026 | SEC Form 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) d•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Employees | 7 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Tavares, FL | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Mar 25, 2026 | SEC Form 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) d•••••••••.com | Fact |
| Office type (stated) | Outsourced family office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Office type (stated) | Outsourced family office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Office type (stated) | Outsourced family office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Office type (stated) | Single family office | Sep 14, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Outsourced family office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Office type (stated) | Single family office | Sep 3, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Sep 3, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Sep 3, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Sep 3, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Aug 19, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Aug 19, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Aug 19, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Aug 19, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jul 20, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jul 20, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jul 20, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jul 20, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 2, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 2, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Jun 2, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | May 15, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | May 15, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | May 15, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Apr 22, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Apr 22, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Apr 22, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 17, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Mar 17, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 17, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Feb 25, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Feb 25, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Feb 25, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Dec 23, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Dec 23, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Dec 23, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Dec 17, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Dec 17, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Dec 17, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Multi family office | Nov 24, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Nov 24, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Oct 7, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Oct 7, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Oct 2, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Oct 2, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Private funds advised | 0 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 0 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $0 | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | Co investment, private credit, private equity, real estate, venture | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Site mentions | Co investment, private credit, private equity, real estate, venture | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Site mentions | Co investment, private credit, private equity, real estate, venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Site mentions | Co investment, private credit, private equity, real estate, venture | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Site mentions | Co investment, private credit, private equity, real estate, venture | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website | ••• Locked | Jul 20, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website | ••• Locked | Jun 2, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website | ••• Locked | Mar 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website | ••• Locked | Mar 9, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website robots | disallowed | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com | Fact |
Not yet on record: decision makers, capital scale, last deployment.