DFX Intelligence

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R•• F••••• W••••• A•••••••• L••

Multi-family office· Burlington, MA

Multi-family office, based in Burlington, MA.

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 19
Regulatory AUM: $701M
Last deployment: Aug 2026

Team (19)Mandate

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

Why this matters

11 published business contact points are on record, each with its source.
Contact points 11

Readings, classification basis and verificationidentity confidence 90% · 105 observations · 3 sourcesShow

Multi-family officeVerified Sep 13, 2026 (9 days ago)19 people · 0 investments · 129 public positions · 148 events

Why this class: R•• F••••• W••••• A••••••• of Burlington, a R••• P••••••• Group subsidiary, describes itself as an independent m••••••••• o••••• advisory group..

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.

Overview

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Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)

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

Classification: Multi-family office
Description: unknown
Headquarters: Burlington, MA
Office address: ••• Locked
Business phone: ••• Locked
Website: r•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $482M. Regulatory AUM $701M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $701M as of Apr 24, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Aug 3, 2011 · 21 employeesFact
Client mix (Form ADV 5.D): Individuals: 404 ($114M); Corporations: 57 ($63.3M); Pension plans: 6 ($3.3M); High net worth individuals: 133 ($520M)Fact
Form 13F: $482M across 130 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Multi-family office 90%R•• F••••• W••••• A••••••• of Burlington, a R••• P••••••• Group subsidiary, describes itself as an independent m••••••••• o••••• advisory group.Factverifiedweb.archive.org“••• Locked”
Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference

Family and wealth origin

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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

19 people, 1 with investment decisionsshow

Person	Title	Responsibility	Business contact	Source
D•••• M• G••••	CEO, CIO and Founding Partner	Chief investment officer · investment decisions	email: ••• Locked (unverified)	r•••••••••.com Fact
D•••• M•••••• G••••	Chief Executive Officer, Founding Partner	Leadership	email: ••• Locked (unverified)	reports.adviserinfo.sec.gov Fact
D•••••• •••••• B• F•••••	Director — Wealth Management	Leadership	email: ••• Locked (unverified)	r•••••••••.com Fact
J•••• F• P•••••• J••	Managing Director, Co-Chair Investment Committee	Leadership	email: ••• Locked (unverified)	r•••••••••.com Fact
J••• X• D•••••••••	Director — Portfolio Management	Leadership	email: ••• Locked (unverified)	r•••••••••.com Fact
M••••••• A• G•••••••	S••••• Managing Director	Leadership	email: ••• Locked (unverified)	r•••••••••.com Fact
W•••••• T• E••••• I•	S••••• Managing Director	Leadership	email: ••• Locked (unverified)	r•••••••••.com Fact
B•• Z•••••	Research Analyst, Portfolio Management Administrator	Operations and finance	none on record	r•••••••••.com Fact
B•••••• L•••	Chief Compliance Officer	Operations and finance	none on record	r•••••••••.com Fact
M•••••• C• D•••	Chief Administrative Officer	Operations and finance	none on record	r•••••••••.com Fact
M•••• D••••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Aug 4, 2026)	reports.adviserinfo.sec.gov Fact
M•••• D••••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Aug 4, 2026)	sec.gov Fact
M•••• D••••••	Compliance Director	Operations and finance	phone: ••• Locked (published by the subject, Aug 4, 2026)	sec.gov Fact
M•••• D••••••	Compliance Analyst	Operations and finance	phone: ••• Locked (published by the subject, Aug 4, 2026)	sec.gov Fact
M•••• D••••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Aug 4, 2026)	r•••••••••.com Fact
R••••• D• M•••••••	Chief Financial Officer	Operations and finance	none on record	r•••••••••.com Fact
R••••• D••• M•••••••	Chief Financial Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact
A•••• A•••••••••	Research	Other	none on record	r•••••••••.com Fact
M•••••• D•••	Chief Administrative Officer	Other	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) r•••••••••.com

Investment mandate

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••• 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: $479M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
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.

Fund and manager relationships

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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 130 for the quarter ended Jun 30, 2026; $345M shown of $482M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
I••••	COMMON STOCK	$22.5M	161,322	4.7%
E•• S•• S•••••••• •••••••• Q•••••	COMMON STOCK	$16.9M	102,398	3.5%
T••••• S••••••••• M••••••••• C• L••	COMMON STOCK	$16.1M	33,703	3.3%
A•••••••• T••••••••• I••	COMMON STOCK	$15.1M	76,727	3.1%
M••••••••	COMMON STOCK	$12.7M	33,919	2.6%
A•• R••• I•• C• A•	COMMON STOCK	$12.5M	98,166	2.6%
H••••• A•••••••• I•• C••	COMMON STOCK	$12.3M	45,623	2.5%
N••••• C••• C••	COMMON STOCK	$11.8M	59,013	2.5%
G•••••• E••••••• C•	COMMON STOCK	$11.6M	31,157	2.4%
U•• G•••• A• S••	COMMON STOCK	$10.6M	214,465	2.2%
J• P• M••••• E••••••••• F• T• U••••••••• I••••• E••	COMMON STOCK	$10.0M	198,459	2.1%
J••••••• C••••	COMMON STOCK	$9.7M	29,702	2.0%
i•••••• T• i•••••• U•••• S••••••••• B• E••	COMMON STOCK	$9.6M	189,794	2.0%
B•••••• B•••••• E•• T• S•• B•• I••	COMMON STOCK	$9.6M	300,579	2.0%
E•••••• S•	COMMON STOCK	$9.3M	144,997	1.9%
N••••••• L•• F• T• T•••• A•••••• S•• M•••••• R••• E••	COMMON STOCK	$9.1M	235,026	1.9%
G•••••• C••••••••• I••	COMMON STOCK	$7.8M	49,225	1.6%
E•••••••••	COMMON STOCK	$7.7M	56,676	1.6%
C•••••• G•••• F•• I••••• E•• T• U• S• M••••••••• I••••• E••	COMMON STOCK	$7.7M	282,400	1.6%
i•••••• T• B••••••• • 1• Y••	COMMON STOCK	$7.6M	80,046	1.6%
F•••• T•••• S••••• L••• E••	COMMON STOCK	$7.4M	166,064	1.5%
V••••• V•••••• E•• •• I••• H••• Y•••••	COMMON STOCK	$7.1M	326,346	1.5%
i•••••• T• P•• A•• •••• S•••	COMMON STOCK	$6.9M	227,567	1.4%
T••••••••• L•••••• R••••••••• S••	COMMON STOCK	$6.8M	103,183	1.4%
P••••••• T••••••••• I•• C• A•	COMMON STOCK	$6.7M	57,172	1.4%
A•••••	COMMON STOCK	$6.5M	377,090	1.4%
I•••••• E••••••••• F• T• I• S•• 5•• Q•• M••••••••• E••	COMMON STOCK	$6.1M	139,231	1.3%
I•••••••• E••• T• I•••••••• E••••• D••• D••••••••• 1• B••••• E•• D••	COMMON STOCK	$6.1M	301,896	1.3%
C•••••• G•••• G••••• G••••• E••••• E•• S•• C••••••• U•••	COMMON STOCK	$6.1M	143,812	1.3%
F•••• T• M•••• C•• G••••• A••••••• F• C•• S••	COMMON STOCK	$6.1M	30,273	1.3%
I•••••••• E••• T• I•••••••• E••••• D••• D••••••••• 1• B••••• E•• D••	COMMON STOCK	$6.0M	300,310	1.2%
S••• D•• J•••• I•••• R••• E••••• E••	COMMON STOCK	$5.6M	206,828	1.2%
C•••••• G•••• G••••• E•• S•• C••••••• U•••	COMMON STOCK	$5.4M	114,700	1.1%
M• M•••• C••• C••	COMMON STOCK	$4.9M	87,299	1.0%
i•••••• R•••••• •••• V•••• E•••	COMMON STOCK	$4.8M	21,859	1.0%
J• P• M••••• E••••••••• F• T• U•••• S•••• M•• I••••• E••	COMMON STOCK	$4.6M	89,649	0.9%
i•••••• U• A•••••••• • D•••••• E••	COMMON STOCK	$4.4M	18,058	0.9%
I•••••• A•••••• ••••• E•• F• T• V•• R••• P•••	COMMON STOCK	$4.3M	177,105	0.9%
I•••••• E••••••• T••••• S••• I•••••• F• T• I•••••• R•••••• 1••• D•••••• M••••••••• E••	COMMON STOCK	$4.3M	62,586	0.9%
J• P• M••••• E••••••• •••••• F• N••••• E•• P••••	COMMON STOCK	$4.2M	67,978	0.9%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
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Mar 31, 2026 ••• 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.

Related entities

1show

Signals and timeline

3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Factweb.archive.org
Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Sources and evidence

105show

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. 105 shown.

Score components

Freshness

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

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (6)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (3 sources)

+30 a•••••••••

Research priority

+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($700,744,314)

+8 m••••••••• o•••••

+0 r••• (538)

Mandate confidence

no components; scored 0

Identity confidence

+90 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 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

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-04-24	Apr 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
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, portfolio management businesses institutions, pension consulting, selection of other advisers	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2011-08-03	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Branch offices	10	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	10	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	10	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	10	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	133	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 404; RAUM usd: 114,416,040; Fewer than 5: no; Corporations: clients: 57; RAUM usd: 63,282,789; Fewer than 5: no; Pension plans: clients…	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Employees	21	Apr 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
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 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
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
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
13F positions	130	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	146	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	124	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	120	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	96	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	103	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	73	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$482M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$479M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$455M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$457M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$376M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$351M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$283M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Burlington, MA	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Burlington, MA	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	L•••••• Liability Company	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Apr 24, 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) r•••••••••.com	Fact
Office type (stated)	Multi family office “••• Locked”	Sep 13, 2026	DFX analyst research (G••••••-assisted, every claim URL-cited) web.archive.org	Fact
Office type (stated)	Multi family office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Private funds advised	0	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	600	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$520M	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$701M	Apr 24, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	5	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) r•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website	••• Locked	Apr 24, 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) r•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.com	Fact

Not yet on record: direct investments.