H•••••• C•••••• A•••••••• L••
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.
Why this class: H•••••• C•••••• A••••••• is a wealth management RIA that offers family office services to its client families..
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, real estate, co-investment.
Overviewshow
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Tysons Corner, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- h•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $549M. Regulatory AUM $701M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $701M as of Feb 27, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Mar 1, 2013 · 11 employeesFact
- Client mix (Form ADV 5.D)
- High net worth individuals: 55 ($701M)Fact
- Private funds advised
- 2 (PE 2, VC n/a, hedge n/a, real estate n/a), gross assets $10.8MFact
- Form 13F
- $549M across 299 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
- Sep 13, 2026Outsourced family office provider 90%H•••••• C•••••• A••••••• is a wealth management RIA that offers family office services to its client families.Factverifiedh•••••••••.com“••• 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 originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team17 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| T••••• S• K••• C•• | Managing Partner and Chief Investment Officer | Chief investment officer · investment decisions financial services · Maryland, New York, Washington (from the bio) | none on record | h•••••••••.com Fact |
| M••••• L• W••• | Investment Insights | Direct investments · investment decisions Michigan (from the bio) | phone: ••• Locked (published by the subject, Jul 15, 2026) | h•••••••••.com Fact |
| M•••••• E••••••• C•• | Portfolio Manager | Direct investments · investment decisions direct investments · real estate · Washington (from the bio) | none on record | h•••••••••.com Fact |
| B•••• D••• | Managing Partner and Chief Operating Officer | Leadership private credit · financial services · Washington (from the bio) | none on record | h•••••••••.com Fact |
| E•••••••• S••• D••• | Member | Leadership | none on record | |
| J•••• M••• | Managing Director and Family Wealth Advisor | Leadership financial services · Virginia (from the bio) | none on record | h•••••••••.com Fact |
| K•••• G• H••••••• | Managing Director and General Counsel | Leadership | none on record | h•••••••••.com Fact |
| N••• B•••• | Managing Director and Portfolio Manager | Leadership | none on record | h•••••••••.com Fact |
| T••••• S•••••• K•• | Managing Member | Leadership financial services · Maryland, New York, Washington (from the bio) | none on record | |
| B•••• M• T•••• | Analyst | Operations and finance financial services · Texas, Virginia (from the bio) | none on record | h•••••••••.com Fact |
| K•••• G••••• H••••••• | General Counsel | Operations and finance California, Pennsylvania, Virginia, Washington (from the bio) | none on record | |
| M••••• L• W••• | CCO | Operations and finance Michigan (from the bio) | phone: ••• Locked (published by the subject, Jul 15, 2026) | sec.gov Fact |
| M••••• L•••••• W••• | Chief Compliance Officer | Operations and finance Michigan (from the bio) | none on record | |
| C•••••••• A•••• | Family Wealth Advisor | Other | none on record | h•••••••••.com Fact |
| C•••••••• A••••• J• | Family Wealth Advisor | Other consumer · Virginia, Washington (from the bio) | none on record | h•••••••••.com Fact |
| E•••••••• H••••••• | Family Wealth Advisor | Other | none on record | h•••••••••.com Fact |
| R•••• M••••••• | Associate Family Wealth Advisor | Other | none on record | h•••••••••.com Fact |
Investment mandateshow
••• Locked
- Public equity book
- $525M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 2 Inferencenamed professionals with this responsibility
- Private equity funds advised
- 2 InferenceF••• ADV Item 7.B
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| H••••••• L• | Private Equity Fund | $9.5M Mar 27, 2024 | 43% | Mar 24, 2018 to now | 021-297944 |
| H••••••• L• | Private Equity Fund | $2.7M Mar 27, 2024 | 60% | Jan 16, 2014 to now | 021-202049 |
Fund and manager relationshipsshow
Public stakes and holdings40 positionsshow
Top 40 positions of 299 for the quarter ended Jun 30, 2026; $318M shown of $549M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| B••••••• I•• | COM | $20.7M | 51,739 | 3.8% |
| A•••• I•• | COM | $18.4M | 58,327 | 3.3% |
| E•• L•••• • C• | COM | $18.1M | 15,228 | 3.3% |
| C•••• C••• | COM NEW | $17.8M | 38,547 | 3.2% |
| L•• R••••••• C••• | COM NEW | $15.1M | 43,186 | 2.8% |
| I•••••• T• | CORE MSCI EAFE | $14.8M | 152,459 | 2.7% |
| J••••••• C•••• • C• | COM | $14.7M | 43,632 | 2.7% |
| A••••••• I•• | CAP STK CL C | $14.0M | 39,377 | 2.5% |
| M•••••••• C••• | COM | $10.7M | 27,838 | 2.0% |
| A••••• C•• I•• | COM | $10.3M | 42,134 | 1.9% |
| V••• I•• | COM CL A | $9.8M | 28,116 | 1.8% |
| N••••• C••••••••• | COM | $9.1M | 43,029 | 1.7% |
| I•••••• T• | RUS 1000 GRW ETF | $8.1M | 65,576 | 1.5% |
| I•••••• T• | RUS 1000 VAL ETF | $7.2M | 29,277 | 1.3% |
| A••••••• I•• | CAP STK CL A | $6.9M | 19,342 | 1.3% |
| P••• A••• N••••••• I•• | COM | $6.9M | 21,062 | 1.3% |
| I•••••• I•• | CORE MSCI EMKT | $6.7M | 82,652 | 1.2% |
| C••••••• C••• | COM | $6.6M | 20,384 | 1.2% |
| H••• D•••• I•• | COM | $6.6M | 19,104 | 1.2% |
| A••••••• C••• | CL A | $6.2M | 38,742 | 1.1% |
| R•• C••••••••• | COM | $6.1M | 31,019 | 1.1% |
| C••••• W•••••••• C••••••••• | COM | $5.9M | 6,488 | 1.1% |
| M••• P•••••••• I•• | CL A | $5.8M | 8,725 | 1.1% |
| C•••• T••••••••• G•••• H•••• | ORDINARY SHARES | $5.8M | 22,510 | 1.1% |
| C•••••• C••••••••• | COM | $5.1M | 28,855 | 0.9% |
| T••••••• U• I•• | COM | $4.5M | 24,018 | 0.8% |
| I•••••• T• | CORE S&P500 ETF | $4.5M | 5,914 | 0.8% |
| B•••••• H••••••• I•• | COM | $4.3M | 23,998 | 0.8% |
| S•••• D••••••• I•• | COM | $4.2M | 18,600 | 0.8% |
| B•••••••• I•• | COM | $4.2M | 4,087 | 0.8% |
| U••••••••• G•••• I•• | COM | $4.1M | 9,586 | 0.7% |
| A••••• N••••••• I•• | COM SHS | $4.0M | 21,643 | 0.7% |
| I•••••• T• | RUSSELL 2000 ETF | $4.0M | 13,598 | 0.7% |
| I•••••• T• | RUS 1000 ETF | $4.0M | 9,730 | 0.7% |
| T••••• S••••••••• M•••••• | SPONSORED ADS | $4.0M | 9,227 | 0.7% |
| T••••• F••••• S••••••••• I•• | COM | $3.9M | 7,355 | 0.7% |
| D•••• I••• I•• | COM | $3.8M | 8,963 | 0.7% |
| I••••••••• E••••••• I• | COM | $3.8M | 28,061 | 0.7% |
| A••••••• H••••••••• R••• I•• | COM SHS | $3.8M | 70,590 | 0.7% |
| B••• O• A••• C••• | COM | $3.8M | 63,333 | 0.7% |
- 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
- 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
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Sep 30, 2025 ••• Locked sec.gov
- Jun 30, 2025 ••• Locked sec.gov
- Jun 30, 2025 ••• Locked sec.gov
- Jun 30, 2025 ••• Locked sec.gov
- Mar 31, 2025 ••• Locked sec.gov
- Mar 31, 2025 ••• Locked sec.gov
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities2show
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Facth•••••••••.com
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
- Jan 16, 2014Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
- Mar 24, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Sources and evidence109show
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. 109 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV admission signal | services_description | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Latest Form ADV filing | 2026-02-27 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | H•••••• C•••••• A•••••••• L•• | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | H•••••• C•••••• A•••••••• L•• | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | H•••••• C•••••• A•••••••• L•• | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other names (Form ADV 1.B) | H•••••• C•••••• A•••••••• L•• | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private funds reported (latest Form ADV) | 2 | Mar 27, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Gross assets of its private funds | $12.3M | Mar 27, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Share of its funds owned by itself and related persons | N | Mar 27, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,other | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV status | Approved | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| SEC status effective | 2013-03-01 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Business phone | ••• Locked | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| High net worth clients | 55 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Client mix (Form ADV 5.D) | {"high_net_worth_individuals":{"clients":55,"raum_usd":701078839,"fewer_than_5":false}} | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | The office in its own words (description and investment thesis from its home, about, approach and criteria pages) h•••••••••.com | Fact |
| Employees | 11 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 299 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 280 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 275 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 277 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 287 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 271 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 270 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $549M | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $525M | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $491M | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $489M | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $475M | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $404M | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $449M | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Headquarters | Tysons Corner, VA | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Tysons Corner, VA | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Independent Sponsor Intelligence entity | H•••••• C•••••• A•••••••• L•• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | H•••••• C•••••• A•••••••• L•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | H•••••• C•••••• A•••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | H•••••• C•••••• A•••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | H•••••• C•••••• A•••••••• L•• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office address | ••• Locked | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.com | Fact |
| Private equity funds | 2 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private funds advised | 2 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private fund gross assets | $10.8M | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• accounts | 413 | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• hnw usd | $701M | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• usd | $701M | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.com | Fact |
| Website | ••• Locked | Feb 27, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |
| Website title | H•••••• C•••••• A••••••• | | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.com | Fact |