DFX Intelligence

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

F•••••••• F••••• O•••••

Multi-family officeTop 500· Scottsdale, AZ

Multi-family office, based in Scottsdale, AZ.

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: 1 of 38
Regulatory AUM: $1.0B
Last deployment: Jul 2026

Contact decision makers Find similar offices

1 export, up to 39 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 90% · 154 observations · 6 sourcesShow

Multi-family officeVerified Sep 13, 2026 (10 days ago)38 people · 0 investments · 2269 public positions · 112 events

Why this class: F••••••••'s own site describes a Scottsdale advisory firm with many clients per advisor and over $3 billion of client net worth under advisement, so it serves many families rather than one..

Direct investing

moderate

Private markets

moderate

Real estate

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, co-investment.

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

Overview

show

Classification: Multi-family office
Description: unknown
Headquarters: Scottsdale, AZ
Office address: ••• Locked
Business phone: ••• Locked
Website: f•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $516M. Regulatory AUM $1.0B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $1.0B as of Mar 24, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Dec 21, 2021 · 28 employeesFact
Client mix (Form ADV 5.D): Individuals: 44 ($28.0M); Corporations: 1 ($7.9M); Charitable organizations: 2 ($3.1M); High net worth individuals: 312 ($824M); Pooled investment vehicles: 2 ($137M)Fact
Private funds advised: 2 (PE 1, VC n/a, hedge n/a, real estate 1), gross assets $137MFact
Form 13F: $516M across 2,276 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%F••••••••'s own site describes a Scottsdale advisory firm with many clients per advisor and over $3 billion of client net worth under advisement, so it serves many families rather than one.Factverifiedf•••••••••.com“••• Locked”
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, 2026Multi-family office 80%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference

Team

38 people, 1 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
S•• W•••••	Senior Analyst \| Investments	Direct investments · investment decisions	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
S•••••• P••••••	Senior Associate \| Advisory Operations , Investments	Direct investments · investment decisions	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
C•••• B•••	Director \| Wealth, Ranching Services	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
D•••• W•••••	Director \| Client Strategies	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
G•••• T•••	Director \| Wealth, Tax	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact

Full team · 38 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
I••• L••••	Director \| Technology	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
J•••• C••••	Senior Director \| Tax, Partner	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
M••• W•••••	Founder & CEO	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	f•••••••••.com Fact
D••• P•••••••	Chief Operating Officer, Partner	Operations and finance	phone: ••• Locked (published by the subject, Oct 25, 2024) phone: ••• Locked (published by the subject, Jul 20, 2026)	f•••••••••.com Fact
D••• P•••••••	COO	Operations and finance	phone: ••• Locked (published by the subject, Oct 25, 2024) phone: ••• Locked (published by the subject, Jul 20, 2026)	sec.gov Fact
D••• A••••• P•••••••	Managing Member/chief Compliance Officer	Leadership	none on record	reports.adviserinfo.sec.gov Fact
L•• I•	Letter from our founder	Leadership	none on record	f•••••••••.com Fact
P•••••• I•••••••••	Former Small Business Owner	Leadership	none on record	f•••••••••.com Fact
P••••••••• P•••••••••	Small Business Owner	Leadership	none on record	f•••••••••.com Fact
R••••••••• S••••••	Small Business Owner	Leadership	none on record	f•••••••••.com Fact
A••••• N••••	Senior Associate \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
C••••• M••••••••	Associate \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
C•••••• N••••••	Executive Assistant \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
D•••• F••••••	Senior Associate \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
K•••••• G••••••••	Director \| Wealth, Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
M•••• M•••••••	9+ Years in Operations	Operations and finance	none on record	f•••••••••.com Fact
M•••• M••••••••	Family Office Operations	Operations and finance	none on record	f•••••••••.com Fact
O•••• E•••••••••	Associate \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
R•••• N•••••••••	Associate \| Advisory Operations	Operations and finance	none on record	f•••••••••.com Fact
A•••••• L••••••	Senior Associate \| Wealth, Tax	Other	none on record	f•••••••••.com Fact
B••••••• B••• M••••••	Associate \| Tax	Other	none on record	f•••••••••.com Fact
C•••••••• N•••••••	Senior Associate \| Tax	Other	none on record	f•••••••••.com Fact
C•••••• P••••	Advisor \| Wealth	Other	none on record	f•••••••••.com Fact
E•••• G•••	Associate \| Wealth, Tax	Other	none on record	f•••••••••.com Fact
G•• E•••••••••	Senior Associate \| Tax	Other	none on record	f•••••••••.com Fact
J•• S•••	Associate \| Family Office	Other	none on record	f•••••••••.com Fact
M••• B•••••	Senior Associate \| Wealth, Tax	Other	none on record	f•••••••••.com Fact
M••• L••••	Advisor \| Wealth	Other	none on record	f•••••••••.com Fact
M••••• M••••	Associate \| Family Services	Other	none on record	f•••••••••.com Fact
R••• S•••••	Associate \| Wealth, Tax	Other	none on record	f•••••••••.com Fact
R••••• W•••••	Senior Strategist \| Tax	Other	none on record	f•••••••••.com Fact
S••••• K••••	Senior Associate \| Family Services	Other	none on record	f•••••••••.com Fact
T••••• M••••	Advisor \| Wealth	Other	none on record	f•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) f•••••••••.com

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

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

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

Signals and timeline

10show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 10 events. 13F position changes are under Public stakes and holdings.

Feb 22, 2024New investment vehicle••• LockedVehiclesInferencesec.gov
Sep 13, 2026Classification changed••• Lockedc•••••••••Factf•••••••••.com
Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Aug 7, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov

Full timeline · 10 events

Oct 10, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Aug 31, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Mar 24, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov
Mar 24, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov

Investment mandate

show

••• 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: $448M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 2 Inference
named professionals with this responsibility
Real estate funds advised: 1 Inference
Form ADV Item 7.B
Private equity funds advised: 1 Inference
Form ADV Item 7.B

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

show

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
F•••••••• P•••••• L•••••• L•••	Private Equity Fund	$79.6M Mar 24, 2026	3%	Oct 10, 2023 to now	021-490450
F•••••••• R••• E••••• C•••••• L•••	Real Estate Fund	$57.2M Mar 24, 2026	2%	Aug 7, 2024 to now	021-505825

Investment vehicles (SEC Form D)

F•••••••• R••• E••••• C•••••• L••• · shared principal · Feb 22, 2024 · via D••• A••••• P••••••• Inference sec.gov

Fund and manager relationships

show

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 2,276 for the quarter ended Jun 30, 2026; $411M shown of $516M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
I•••••• C••• S•• 5•• E••	ETF	$46.4M	62,024	9.0%
A•••••• T•••• E••••• M•••••• E••	ETF	$38.7M	710,489	7.5%
V••••••• 0•• M•••• T••••••• B••• E••	ETF	$29.8M	393,282	5.8%
I•••••• C••• M••• I••••••••• D•••••••• M•••••• E••	ETF	$27.3M	306,418	5.3%
D••••••••• I••••••••• S••••••••• E••	ETF	$22.4M	543,933	4.3%
I••• D•• M•••••• F•••••• S••••••• E••	ETF	$16.9M	552,973	3.3%
V••••••• M•••••• E••	ETF	$16.5M	205,077	3.2%
A•••• I•• C••	Stock	$15.5M	53,549	3.0%
V••••••• F••• D•••••••• M•••••• E••	ETF	$14.6M	205,152	2.8%
V••••••• S•• 5•• E••	ETF	$13.4M	19,488	2.6%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
I•••••• C••• M••• E••••••• M•••••• E••	ETF	$12.7M	152,957	2.5%
A•••••• U••• L•••• C•• V•••• E••	ETF	$12.6M	138,251	2.4%
D••••••••• E••••••• M•••••• C••• E••••• 2• E••	ETF	$12.3M	302,027	2.4%
I•••••• S••••• L••• E••	ETF	$9.8M	482,276	1.9%
I•••••• M••• E••••••• M•••••• E• C•••• E••	ETF	$8.7M	84,760	1.7%
A•••••• I••••••••• S•••• C•• V•••• E••	ETF	$8.2M	79,576	1.6%
I•••••• U••• T••••••••• E••	ETF	$8.1M	32,215	1.6%
I•••••• C••• S•• S•••• C•• E••	ETF	$7.8M	52,673	1.5%
I•••••• C••• S•• M•••••• E••	ETF	$7.8M	101,203	1.5%
A•••••• E••••••• M•••••• E••••• E••	ETF	$7.0M	72,265	1.4%
J•••• H•••••••• A•• C•• E••	ETF	$6.9M	136,295	1.3%
I•••••• C••• M••• E••• E••	ETF	$5.2M	53,550	1.0%
D••••••••• U••• T••••••• V•••• E••	ETF	$5.1M	73,148	1.0%
I•••••• I••••••••• S••••• D••••••• E••	ETF	$4.9M	119,250	1.0%
S••••• F••••••••• U••• L•••• C•••••• E••	ETF	$4.9M	156,641	0.9%
V••••••• F••• E••••••• M•••••• E••	ETF	$4.5M	74,695	0.9%
C•••••• C••••••••• C••	Stock	$4.2M	25,522	0.8%
M••••• T••••••••• I•• C••	Stock	$4.2M	3,652	0.8%
I•••••• Q•• T•••• S••••• I•	ETF	$3.7M	4,969	0.7%
E•• L•••• • C• C••	Stock	$3.7M	3,046	0.7%
A••••••• I•• C•• S•• C• A•	Stock	$3.3M	9,203	0.6%
S•••• S••••• S••• P•••••••• S•• 5•• E••	ETF	$3.2M	36,479	0.6%
N••••• C••••••••• C••	Stock	$3.2M	15,961	0.6%
E••••• T••••••• L• P• C•• U• L•• P••	Stock	$2.8M	147,995	0.5%
V••••••• S•••••••• E••	ETF	$2.6M	8,418	0.5%
K••••••••• T••••• H•••• I•• C• A•	Stock	$2.5M	31,985	0.5%
V••••••• R•••••• 1••• V•••• E••	ETF	$2.5M	23,100	0.5%
V••••••• M•••••• V•••• E••	ETF	$2.4M	12,300	0.5%
V••••••• S•••• C•• V•••• E••	ETF	$2.4M	10,000	0.5%
A•••••• U••• S•••• C•• V•••• E••	ETF	$2.4M	19,357	0.5%

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
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
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
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• 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

Real estate

show

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

show

No co-investor on the record.

Independent sponsor relationships

show

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

154show

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. 154 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••••• (8)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+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•••••• ($1,000,141,727)

+8 m••••••••• o•••••

+6 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (135)

Mandate confidence

no components; scored 0

Identity confidence

+90 c••••••••• (••• Locked)

Real estate propensity

+20 F••• A•• r••• e••••• f••••

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)

+10 F••• A•• r• 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

View all 154 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	Name, services description	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-24	Mar 24, 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)	••• Locked	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	••• Locked	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	2	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	2	Oct 18, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$137M	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$70.1M	Oct 18, 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 24, 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	Oct 18, 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, selection of other advisers, other	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2021-12-21	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Assets over $1bn (Form ADV 1.O)	Y	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) 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 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	312	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 44; RAUM usd: 28,027,742; Fewer than 5: no; Corporations: clients: 1; RAUM usd: 7,919,136; Fewer than 5: no; Charitable organizations…	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	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,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	28	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
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
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	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	2,276	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,890	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,923	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,979	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	2,026	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,147	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,298	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,209	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	963	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	972	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$516M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$448M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$430M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$372M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$305M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$281M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$280M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$253M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$176M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$149M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Scottsdale, AZ	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Scottsdale, AZ	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	F•••••••• F••••• O••••• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	F•••••••• F••••• O••••• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	F•••••••• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	F•••••••• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	F•••••••• F••••• O••••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Single family office	Sep 15, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Multi family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com	Fact
Office type (stated)	Single family office	Aug 31, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Single family office	Aug 31, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Single family office	Aug 31, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Single family office	Aug 31, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Private equity funds	1	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	2	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$137M	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	848	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$824M	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$1.0B	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Real estate funds	1	Mar 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website	••• Locked	Sep 15, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com	Fact
Website	••• Locked	Aug 31, 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) f•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact

Not yet on record: direct investments.