DFX Intelligence

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P••• R•••• A••••••• L••

Single family office (probable)Top 500· New York, NY

Single family office (probable), based in New York, NY.

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

Decision makers: 3 of 4
Regulatory AUM: $14B
Last deployment: Aug 2026

Contact decision makers Find similar offices

1 export, up to 5 contact reveals

Mandate

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

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 140 observations · 6 sourcesShow

Single family office (probable)Verified Sep 16, 2026 (8 days ago)4 people · 0 investments · 40 public positions · 80 events

Why this class: A Schedule 13D in which P••• R•••• is a reporting person says it manages assets for the benefit of Mr. Morcos, his entities and a private charitable foundation, the shape of one family's office. (one 13D on one stake; $14.4bn R••• is large for one family).

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.

Profile completeness 69% (high value, high value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Single family office (probable)
Description: ••• Locked
Headquarters: ••• Locked
Office address: ••• Locked
Business phone: ••• Locked
Website: p•••••••••.com
Year established: unknown
Assets under management: $14B as of Mar 31, 2026Fact
Foundation assets (IRS): $225M across 3 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Regulatory AUM (Form ADV): $14B as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jun 7, 2018 · 14 employeesFact
Client mix (Form ADV 5.D): Corporations: 18 ($8.9B); Charitable organizations: 3 ($275M); High net worth individuals: 22 ($5.2B); Pooled investment vehicles: 1 ($83.9M)Fact
Private funds advised: 1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $59.2MFact
Form 13F: $1.7B across 42 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, 2026Single family office (probable) 75%A Schedule 13D in which P••• R•••• is a reporting person says it manages assets for the benefit of Mr. Morcos, his entities and a private charitable foundation, the shape of one family's office. (one 13D on one stake; $14.4bn R••• is large for one family)Inferenceverifiedsec.gov“••• Locked”
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services.')Inference

Family and wealth origin

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Family served: D•••••• family
Source of wealth: ••• Locked
Operating company origin: unknown

Team

4 people, 3 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
B•••• F•••••	Chief Compliance Officer	Leadership · investment decisions	phone: ••• Locked (published by the subject, Nov 12, 2024)	sec.gov Factsec.gov Fact2 sources agree
F•••••••• D•••••• family	Founder, Lipedema Foundation	Family principal · investment decisions	none on record	lipedema.org Fact
S•••• D•••••• family	Co-founder, Hudson River Trading and Chaincode Labs	Family principal · investment decisions	none on record	chaincode.com Fact
B••••••••• F•••••	Managing Member, Chief Compliance Officer	Leadership	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

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

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

W••••••: ••• Locked (published by the subject) p•••••••••.com

Signals and timeline

11show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 11 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Inferencesec.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov

Full timeline · 11 events

Mar 28, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Oct 22, 2021Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 27, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Dec 31, 2024Foundation schedule restated••• LockedFoundationFactapps.irs.gov
Dec 31, 2023Foundation schedule restated••• LockedFoundationFactapps.irs.gov
Mar 31, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

Asset classes: ••• Locked Inference sec.gov
“••• Locked”

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $1.6B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: Holds spot-bitcoin ETFs (iShares B•••••• Trust, F••••••• W••• O••••• B••••••) in the public book, consistent with the family's B••••••-industry background at Chaincode Labs
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
P•• C•••••• P••••••• L••	Other Private Fund	$59.2M Mar 31, 2026	0%	Oct 22, 2021 to now

Fund and manager relationships

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The office's own managers

i•••••• B•••••• T•••• E•• · Spot bitcoin exposure via ETF Fact “••• Locked” sec.gov

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

Fund	Manager	Held through	Foundation's fair value	Period	Basis
C•• M••••• C•••••• C•••••••••	CAZ M••••• Capital Investment	2• F••••••••• I••	$1.6M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
S••••• C•••••• • P••••••••• F•••	S••••• Capital P•••••••••	2• F••••••••• I••	$1.0M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
F•• S•••• C•• F••• I•	FPC S•••• Cap	2• F••••••••• I••	$750,226	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
2•• C•••••• I•• L•••	22c Capital	2• F••••••••• I••	$739,959	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
K••••••• • C•••••• F••• X•	K••••••• Company	2• F••••••••• I••	$231,037	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

All 7 foundation holdingslargest fair value first

Fund	Manager	Held through	Foundation's fair value	Period	Basis
D••••••••• P••••••• R••• E••••• F••• I•	D••••••••• Real Estate	2• F••••••••• I••	$115,693	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
B••• O•• T••• H••••••• I•	B••• Owl T•••	2• F••••••••• I••	$95,484	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 42 for the quarter ended Jun 30, 2026; $1.7B shown of $1.7B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$612M	819,675	36.9%
I•••••• Q•• T•	UNIT SER 1	$104M	141,208	6.3%
I•••••• T•	CORE S&P500 ETF	$101M	135,052	6.1%
V••••••• I•••• F••	MID CAP ETF	$98.7M	1,224,488	6.0%
I•••••• T•	CORE S&P MCP ETF	$81.1M	1,051,800	4.9%
I•••••• B•••••• T•••• E••	SHS BEN INT	$74.7M	2,243,827	4.5%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$66.8M	937,201	4.0%
I•••••• T•	CORE S&P SCP ETF	$50.7M	341,881	3.1%
F••••••• W••• O••••• B••••••	SHS	$42.6M	834,367	2.6%
V••••• E•• T••••	SEMICONDUCTR ETF	$37.0M	56,475	2.2%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
T•••• I•• Call	COM	$33.6M	80,000	2.0%
A•••• E••••• S•••••••• I••	COM NEW	$30.6M	1,844,036	1.8%
V••••••• I•••• F••	TOTAL STK MKT	$29.3M	79,214	1.8%
I•••••• T•	CORE MSCI EAFE	$26.6M	275,902	1.6%
S••• G••• T•	G••• SHS	$26.2M	71,225	1.6%
A••••••• I••	CAP STK CL C	$24.8M	70,330	1.5%
I•••••• E••••••• T••••• F• T•	S&P500 EQL WGT	$16.4M	77,104	1.0%
T•••• I••	COM	$16.2M	38,610	1.0%
N••••• C•••••••••	COM	$16.0M	80,000	1.0%
A••• H••• N•	N Y REGISTRY SHS	$15.9M	8,005	1.0%
B••• O•• T••••••••• F•• C•••	COMMON STOCK	$15.9M	1,534,102	1.0%
A••••••• I••	CAP STK CL A	$15.3M	42,780	0.9%
V••••••• I••• E••••• I•••• F•	FTSE EMR MKT ETF	$13.2M	221,067	0.8%
S•••• E••••••••• T•••• C•••	CLASS A COM STK	$12.8M	75,000	0.8%
B•••••• B•••••• E•• T•	SHS BEN INT	$10.7M	336,325	0.6%
R•••••• S••••••• L••	SHS	$9.8M	276,530	0.6%
A•••• I••	COM	$9.0M	31,205	0.5%
S•••••• H•••• I••	CL A	$8.5M	659,840	0.5%
I•••••• T•	RUSSELL 2000 ETF	$7.8M	26,022	0.5%
C•••••• R•• L••• I••• I••	COM	$7.7M	34,000	0.5%
A••••• C•• I••	COM	$7.6M	31,780	0.5%
J••••••• C•••• • C•	COM	$7.0M	21,500	0.4%
M••• P•••••••• I••	CL A	$5.8M	10,235	0.3%
M•••••••• C•••	COM	$5.2M	13,850	0.3%
V••••••• I•••• F••	REAL ESTATE ETF	$5.1M	52,639	0.3%
B•••••••• H••••••• I•• D••	CL A	$3.7M	5	0.2%
V••••••• I•••• F••	S&P 500 ETF SHS	$3.5M	5,075	0.2%
N••••• C••••••••• Call	COM	$2.4M	120,000	0.1%
V••••••• S••• F••	VG TL I••• STK F	$621,598	7,271	0.0%
I•••••• T•	RUSSELL 3000 ETF	$461,791	1,083	0.0%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov

All 25 changes

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

4show

Sources and evidence

140show

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. 140 shown.

Score components

Freshness

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

Contactability

+30 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 s••••• m••••••

+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

+21 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($14,416,008,054)

+15 s••••• f••••• o• f••••• i••••••••• c••••••

+2 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (36)

Mandate confidence

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+75 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••

+40 f••••• n•••• (D•••••• family)

+20 f••••• p•••••••• o• s••••

Private markets propensity

no components; scored 0

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

View all 140 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	services_d•••••••••	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-31	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	P••• R•••• A••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	P••• R•••• A••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	P••• R•••• A••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	P••• R•••• A••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE SERVICES.	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Mar 28, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$59.2M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$35.8M	Mar 28, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Share of its funds owned by itself and related persons	N	Mar 28, 2024	SEC Form 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, other	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2018-06-07	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Asset classes	••• Locked “I•••••• B•••••• T•••• E••”	Jun 30, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Inference
Assets under management	$14B	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	22	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Corporations: Clients: 18; RAUM usd: 8,869,020,808; Fewer than 5: no; Charitable organizations: Clients: 3; RAUM usd: 274,762,493; Fewer than 5: no; High net…	Mar 31, 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) p•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Employees	14	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Family served	D•••••• family	n/a	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	42	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	41	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	38	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	38	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	40	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	35	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	35	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	35	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	34	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.7B	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.6B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.7B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.7B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.6B	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.2B	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.0B	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$938M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$855M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	••• Locked “••• Locked”	Aug 14, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	P••• R•••• A••••••• L•• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	P••• R•••• A••••••• L•• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	P••• R•••• A••••••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	P••• R•••• A••••••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	P••• R•••• A••••••• L•• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Multi family office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Philanthropy program	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) lipedema.org	Fact
Philanthropy program	Lipedema Foundation mission statement “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) lipedema.org	Fact
Philanthropy program	Lipedema Foundation mission statement “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) lipedema.org	Fact
Philanthropy program	••• Locked “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) lipedema.org	Fact
Private funds advised	1	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$59.2M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	44	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$5.2B	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$14B	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Source of wealth	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) chaincode.com	Inference
Source of wealth	••• Locked “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) chaincode.com	Inference
Website	••• Locked	Mar 31, 2026	SEC Form 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) p•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact

Not yet on record: direct investments.