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G•••••••

Multi-family officeNot hand-verified in 180 days· Miami, FL

Multi-family office, based in Miami, FL.

Composed from this office's classification, location and record.

Direct investments
Not established
Decision makers
20
The office's site, Form ADV Schedule A and filings
13F holdings
$2.6B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (35)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 85% · 32 observations · 4 sourcesShow
Multi-family officeNot yet hand-verified35 people · 0 investments · 201 public positions · 2 events

Why this class: its own press release describes it as a multi family office (cited).

Direct investing
15
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, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 50% (high value, high value deep; the most valuable missing fact is d••••• investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Multi-family office
Description
••• Locked
Headquarters
Miami, FL
Office address
unknown
Business phone
unknown
Website
g•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $2.6B. These are different facts and are never added together.
Form 13F
$2.6B across 201 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
Family and wealth origin
show
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.

Team
35 peopleshow
PersonTitleResponsibilityBusiness contactSource
J•• B••••Founding Principal, Chief Investment OfficerChief investment officer · investment decisions
email: ••• Locked (verified by provider, Sep 21, 2026)
D•••• R•••• V•••••Investment Reporting AnalystDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
F••• C••Common Investment Terms Benchmark and Index DescriptionsDirect investments · investment decisionsnone on record
F••• C••Common Investment Terms Benchmark and Index DescriptionsDirect investments · investment decisionsnone on record
M••• N••••Director of Alternative Investments, Senior Client AdvisorDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
A•••••• R••••Executive Assistant, NY Office ManagerLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
A•••••••• R•••Director of Family Office ServicesLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
A••••• G•••••Director of Client ExperienceLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
B•••• D• G••••••Managing Director, Senior Client Advisor, Alternative InvestmentsLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
C••••• A•••••Vice President, Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
E•••••• B•••••••••Managing Director, Senior Client AdvisorLeadershipnone on record
E•• C••••Principal, Head of Alternative InvestmentsLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
G••••• P••••Founding Principal, Senior Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
G•• S•••••••Founding Principal, Senior Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
G•••••• P••••••Relationship Manager AssociateLeadershipnone on record
H••• N••••••Principal, Head of Fixed IncomeLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
J•••• A• C•••••••Managing Director, Senior Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
J••••• S••••••Managing Director, Senior Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
M••••• C•••••Information Technology ManagerLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
R••••• R••••Principal, Senior Client AdvisorLeadershipnone on record
C•••• D•••••Trading AnalystOperations and financenone on record
D•••• G••••••Director of OperationsOperations and financenone on record
J••••••• T•••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 6, 2026)
sec.gov Fact
J••••••• T•••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 6, 2026)
K•••• R••••Trading AnalystOperations and financenone on record
M••••• W•••Compliance AnalystOperations and financenone on record
U••••• R•••••Chief Financial OfficerOperations and financenone on record
A••••••••• K•••Business Development AssociateOthernone on record
C••••• G•••••••Advisor AssociateOthernone on record
J•••••• R••••••••Senior AssociateOthernone on record
K•••••• H••••••Advisor AssociateOthernone on record
K••••• D•• S•••••Head of Financial PlanningOthernone on record
M••• D•••Head of NY Office, Senior Client AdvisorOthernone on record
N•••• G••••••••• P••Head of Research, Senior Client AdvisorOthernone on record
Y••• E••••••Senior AssociateOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) g•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) g•••••••••.com
Investment mandate
show
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 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))

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.

FundTypeGross asset valueRelated shareReportedForm D
G• V•••• V•••••• L••Other Private Fund$813,763
Dec 6, 2024
4%Mar 29, 2019 to now021-1736462
G••••••• D••••• A••••• I••• L•• · no longer reportedOther Private Fund$210,508
Jun 29, 2020
4%Oct 5, 2015 to Mar 30, 2021021-250998
G• D••••• A••••• I•• L•• · no longer reportedOther Private Fund$48,600
Jun 29, 2020
4%Feb 14, 2017 to Mar 30, 2021021-280083
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 201 for the quarter ended Jun 30, 2026; $2.3B shown of $2.6B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$558M812,21121.4%
V••••••• B• I•••• F••TOTAL BND MRKT$177M2,415,0906.8%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$132M176,1095.1%
I•••••• T•TIPS BD ETF$124M1,132,3374.8%
I•••••• T•CORE US AGGBD ET$104M1,049,7144.0%
V••••••• I••• E••••• I•••• F•FTSE PACIFIC ETF$99.9M863,6543.8%
I•••••• Q•• T•UNIT SER 1$87.0M118,0753.3%
V••••••• I••• E••••• I•••• F•FTSE EUROPE ETF$86.0M971,4813.3%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$70.3M1,177,2232.7%
S••••••• E••••••• T••••• F••SHORT TERM TREA$67.5M3,302,4502.6%
V••••••• M•• B• F••TAX EXEMPT BD$58.3M1,153,4072.2%
B•••••••• H••••••• I•• D••CL B NEW$54.4M108,6602.1%
I•••••• I••CORE MSCI EMKT$50.2M606,5261.9%
I•••••• T•CORE MSCI EURO$46.7M621,8691.8%
A•••• I••COM$45.3M156,5651.7%
S••••• S••••• S••• T•ST STR ENERG ETF$41.2M775,2901.6%
I•••••• I••MSCI EQUAL WEITE$41.1M360,0541.6%
V••••••• I•••• F••MID CAP ETF$40.6M503,8651.6%
V••••••• I•••• F••TOTAL STK MKT$36.2M97,8251.4%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$34.2M160,8551.3%
G••••• X• F••GLB X MLP ENRG I$28.2M382,9181.1%
G••••• X• F••GLOBAL X URANIUM$27.8M636,8581.1%
S••• S••••• T••••ST STR SP BIOT$27.7M175,1431.1%
I•••••• I••MSCI CDA ETF$22.8M396,3800.9%
A••••• I••COM CL A$20.6M143,6930.8%
N••••• C•••••••••COM$20.0M100,0500.8%
I•••••• I••MSCI SWITZERLAND$19.9M316,5210.8%
V••••••• I•••• F••GROWTH ETF$17.8M206,1730.7%
P•• F••• S••• G•••• I••COM$16.9M68,7010.6%
I•••••• T•CORE S&P500 ETF$16.0M21,4230.6%
D••••••• I••CL A$16.0M86,7550.6%
S••••• C•••••• C•••COM$15.5M167,9240.6%
V••••••• I•••• F••REAL ESTATE ETF$14.1M146,6190.5%
A••••••• I••CAP STK CL C$12.8M36,1630.5%
T•••• I••COM$12.4M29,5670.5%
I•••••• B•••••• T•••• E••SHS BEN INT$12.4M372,1480.5%
E••••••••• P•••• P••••••• L•COM$12.2M332,2010.5%
S••• G••• T•G••• SHS$11.3M30,6050.4%
A••••• C•• I••COM$11.2M46,9500.4%
I•••••• T•CORE MSCI PAC$10.9M132,9790.4%
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.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
36show

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. 36 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••••• (15)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+0 r••• (2095)
Mandate confidence
no components; scored 0
Identity confidence
+85 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
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Private funds reported (latest Form ADV)1Dec 6, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$813,763Dec 6, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNDec 6, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Assets under management$5.0BOct 14, 2025DFX model output (c••••••••• rules, scores, mandates, matches) p•••••••••.comFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions201Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.6BJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) g•••••••••.comFact
Office type (stated)multi_family_officeOct 14, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.comFact
Office type (stated)multi_family_officeOct 14, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.comFact
Site mentionsprivate_creditSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Site mentionsprivate_creditSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Site mentionsprivate_creditSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Site mentionsprivate_creditSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website••• LockedOct 14, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) p•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact