DFX Intelligence
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C••••••• F••••• O••••••• L••
Multi-family officeTop 500· Sarasota, FL
Multi-family office, based in Sarasota, FL, with 2 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 2
- Decision makers
- 1 of 9
- Regulatory AUM
- $541M
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
Form ADV, Item 5.F
As of · 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% · 63 observations · 3 sourcesShowHide
Multi-family officeVerified Sep 13, 2026 (9 days ago)9 people · 2 investments · 0 public positions · 2 events
Why this class: C••••••• F••••• O•••••• is a Sarasota RIA that serves a limited number of ultra wealthy families..
Direct investing
45
elevated
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.
Profile completeness 50% (high value, high value deep; the most valuable missing fact is wealth origin)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Sarasota, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- c•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $541M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $541M as of Apr 23, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Oct 11, 2018 · 6 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 68 ($23.6M); Charitable organizations: 4 ($5.7M); High net worth individuals: 68 ($512M)Fact
Classification history
- Sep 13, 2026Multi-family office 90%C••••••• F••••• O•••••• is a Sarasota RIA that serves a limited number of ultra wealthy families.Factverifiedc•••••••••.com“••• Locked”
- Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Team9 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• M••••••• C•• | Family Investment Officer | direct i••••••••• · investment decisions manager selection · consumer, financial services · C•••••••••, Florida (from the bio) | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
| E••• C•••••• P••••• | Manager | Leadership manager selection · real estate · consumer, energy, financial services, agriculture · C•••••••••, Florida (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | |
| E••• P•••••• C•• | Co-Founder, Family Investment Officer | Leadership manager selection · real estate · consumer, energy, financial services, agriculture · C•••••••••, Florida (from the bio) | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
| J••• D••••• | Director of Manager Research | Leadership | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
| J••• D•••••• C••• C••• | Director of Manager Research | Leadership manager selection · consumer, financial services · C•••••••••, Florida (from the bio) | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
Full team · 9 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| S•••• F•••••••• G••• | Manager | Leadership consumer, financial services, education · C•••••••••, Florida, Southeast, Southwest (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | |
| S•••• G••• | Co-Founder, Family Wealth Advisor | Leadership consumer, financial services, education · C•••••••••, Florida, Southeast, Southwest (from the bio) | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
| K••••••• B• B••• | Family Wealth Advisor | Other | email: ••• Locked (published by the subject) | c•••••••••.com Fact |
| J•••••• R••••• M•••••• | Chief Compliance Officer | Operations and finance manager selection · consumer, financial services · C•••••••••, Florida (from the bio) | none on record |
Office contact points
Signals and timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factc•••••••••.com
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (2) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- portfolio listing (2) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | L••• P•••••• P••••• | Portfolio listing | unknown | unknown | unknown | none named | c•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities2show
Sources and evidence63show
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. 63 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)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+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•••••• ($540,828,257)
+8 m••••••••• o•••••
+6 d••••• i••••••••• o• r•••••
+0 r••• (319)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
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 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+30 o••••••• d••••• i••••••••• (2 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 63 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-23 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••••• F••••• O••••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••••• F••••• O••••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••••• F••••• O••••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••••• F••••• O••••••• L•• | 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, selection of other advisers | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2018-10-11 | Apr 23, 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) c•••••••••.com | 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 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 68 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Individuals: clients: 68; RAUM usd: 23,606,814; Fewer than 5: no; Charitable organizations: clients: 4; RAUM usd: 5,680,493; Fewer than 5: no; High net worth… | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Employees | 6 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Sarasota, FL | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Office address | ••• Locked | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | Multi family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com | Fact |
| Portfolio listed | Form CRS | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | Form CRS | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | Form CRS | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio listed | C••••••••• C••••••• P•••••• A•• ••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Private funds advised | 0 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 324 | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $512M | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $541M | Apr 23, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 3 | 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) c•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com | Fact |
| Website | ••• Locked | Apr 23, 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) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website robots | disallowed | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
Not yet on record: last deployment.