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G•••••••• G•••••••• L••

Multi-family officeTop 500· Fayetteville, AR

Multi-family office, based in Fayetteville, AR.

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

Direct investments
Not established
Decision makers
16
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$2.0B
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (32)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 90% · 100 observations · 5 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)32 people · 0 investments · 168 public positions · 53 events

Why this class: The firm's own About page describes it as a m••••••••• o••••• investment firm serving high-net-worth families nationwide..

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

Overview
show
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
Classification
Multi-family office
Description
••• Locked
Headquarters
Fayetteville, AR
Office address
••• Locked
Business phone
••• Locked
Website
g•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $2.1B. Regulatory AUM $2.0B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$2.0B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Sep 30, 1982 · 26 employeesFact
Client mix (Form ADV 5.D)
Individuals: 568 ($211M); Corporations: n/a ($208,022); Pension plans: 30 ($80.8M); Charitable organizations: 16 ($27.1M); Other investment advisers: n/a ($169,629); High net worth individuals: 483 ($1.6B); Pooled investment vehicles: 4 ($5.5M)Fact
Private funds advised
1 (PE 1, VC n/a, hedge n/a, real estate n/a), gross assets $5.2MFact
Form 13F
$2.1B across 168 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%The firm's own About page describes it as a m••••••••• o••••• investment firm serving high-net-worth families nationwide.Factverifiedg•••••••••.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 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
32 peopleshow
PersonTitleResponsibilityBusiness contactSource
C••••• H•••••Analyst, Investment ManagementDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 21, 2026)
R••••••••• T•••• D•••Senior Associate, Investment Management J•• M• F••• I•Direct investments · investment decisionsnone on record
T•••• D•••Senior Associate, Investment ManagementDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 21, 2026)
C•••• P••••Director, Accounting & Tax Services, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
D•••• A•••• A•••Director, Portfolio Management, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
D••••• A•••••••Director, Portfolio ManagementLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
phone: ••• Locked (published by the subject, Feb 13, 2025)
sec.gov Fact
D•••• E••Chief Relationship Officer, Head of Wealth Management, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
D••• H•••••Managing Director, Investment Management, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
G• B•••• G•••••••President & PrincipalLeadershipnone on record
G••••• B• G•••••••Chief Executive Officer Compliance OfficerLeadershipnone on record
J••• B••••Director, Wealth Advisor, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
J••••• K•••••••Managing DirectorLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
J•• M• F••• I•Director, Wealth Advisor, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
M•••••• V• B••••••Manager, Client ExperienceLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
R••••• P••••••Director, Wealth AdvisorLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
T••••• M••••••••Director, Wealth Advisor, ShareholderLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
A•• P••••••Director, Administration & Retirement Plan ServicesOperations and financenone on record
D••••• J•••• E••Chief Operating OfficerOperations and financenone on record
D•••• W•••••Analyst, Client ExperienceOperations and financenone on record
J• D••••• A•••••••Analyst, Client ExperienceOperations and financenone on record
L••• A• B••••Chief Operating OfficerOperations and financenone on record
L••• B••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Jul 24, 2026)
sec.gov Fact
S•••• A•••••Director, Client OperationsOperations and financenone on record
A•••• J•••••Associate, Client ExperienceOthernone on record
C•••• H••••Senior Associate, Client ExperienceOthernone on record
E•••• M••••••Senior Tax AssociateOthernone on record
H•••• S•••••••Associate, Wealth PlannerOthernone on record
H•••••• K••••••Associate, Wealth PlannerOthernone on record
J••• T• M••••Tax AssociateOthernone on record
K••• M•••••Associate, Client ExperienceOthernone on record
K•••• F•••••Associate Wealth AdvisorOthernone on record
M•••• S• L•••Associate, Wealth PlannerOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) g•••••••••.com
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) g•••••••••.com
W••••••: ••• Locked (published by the subject) 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
$1.8B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
3 Inference
named professionals with this responsibility
Private equity funds advised
1 Inference
F••• 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))
FundTypeGross asset valueRelated shareReportedForm D
G• Z• S•• 1• L••Private Equity Fund$5.2M
Jul 24, 2026
2%Mar 17, 2023 to now021-1924160
G• C• S•• 1• L•• · no longer reportedReal Estate Fund$1.5M
Dec 11, 2024
3%Mar 17, 2023 to Jul 24, 2026021-1930981
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 168 for the quarter ended Jun 30, 2026; $2.0B shown of $2.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$197M287,1549.2%
V••••••• S••• F••VG TL I••• STK F$126M1,474,4385.9%
S••••• S•••••••• T•US LRG CAP ETF$109M3,709,6215.1%
I•••••• T•ISHS 5-10YR INVT$96.9M1,822,0544.5%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$92.4M1,827,2934.3%
I•••••• T•7-10 YR TRSY BD$80.8M854,0923.8%
S••••• S••••• S••• T•ST STR CARE ETF$76.0M479,2263.5%
I•••••• T•I•••••• SEMICDTR$74.2M115,8233.5%
A•••• I••COM$68.9M238,1033.2%
I•••••• Q•• T•UNIT SER 1$66.7M90,5713.1%
W•••••• I••COM$65.9M581,5613.1%
N••••• C•••••••••COM$60.2M300,7982.8%
A••••••• I••CAP STK CL C$58.2M164,6502.7%
H••• J• B• T•••• S••• I••COM$55.7M192,3692.6%
I•••••• T•ISHS 1-5YR INVS$55.0M1,050,2072.6%
I•••••• T•RUSSELL 2000 ETF$53.1M176,8162.5%
I•••••• T•CORE S&P MCP ETF$49.6M643,3082.3%
S••••• S••••• S••• T•ST STR INDL ETF$48.3M260,5682.2%
M•••••••• C•••COM$42.7M114,4102.0%
S••••• S••••• S••• T•ST STR STAPL ETF$39.6M476,6881.8%
B•••••••• H••••••• I•• D••CL B NEW$34.5M68,8781.6%
V••••••• I••• E••••• I•••• F•FTSE PACIFIC ETF$33.3M287,9201.5%
A••••• C•• I••COM$31.3M131,2181.5%
S••••• S••••• S••• T•ST STR FINL ETF$30.7M572,6221.4%
P••• A••• N••••••• I••COM$28.9M84,6301.3%
V••••••• W•••• F•ENERGY ETF$28.2M187,5451.3%
J• P• M••••• E••••••• T••••• F•J••••••• I••• VL$24.8M270,2281.2%
J••••••• C•••• • C•COM$24.0M73,2711.1%
C••••••••• I••COM$22.6M21,2161.1%
S••••• S••••• S••• T•ST STR UTIL ETF$20.8M459,0561.0%
V••••••• T••••••••• F••VAN FTSE DEV MKT$19.5M273,1070.9%
B••••••• I••COM$19.2M50,9540.9%
M••• P•••••••• I••CL A$18.3M32,5270.9%
L•••••• M•••• C••• D••COM LBTY ONE S C$18.3M192,0020.8%
V••••••• I•••• F••REAL ESTATE ETF$16.7M173,3670.8%
T•••• I••COM$15.3M36,3240.7%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$14.8M69,4350.7%
A••••••• E•••••• C•COM$12.9M38,0280.6%
V••••••• I•••• F••TOTAL STK MKT$12.6M34,0450.6%
S••••••••• I••COM$12.5M79,5320.6%
Changes between the last two quarters
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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
1show
Signals and timeline
5show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
100show

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. 100 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••••• (13)
+20 v••••••• b••••••• p••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,972,258,363)
+8 m••••••••• o•••••
+4 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (141)
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
+15 F••• A•• p• 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
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-30Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1Jul 24, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)2Dec 11, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$5.2MJul 24, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$4.6MDec 11, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNJul 24, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNDec 11, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,otherMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective1982-09-30Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices2Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices2Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices2Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices2Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients483Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 568; RAUM usd: 211,242,804; Fewer than 5: no; Corporations: RAUM usd: 208,022; Fewer than 5: no; Pension plans: clients: 30; RAUM usd…Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Employees26Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC 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
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC 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
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions168Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions134Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions109Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions104Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions105Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions106Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions130Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.1BJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.8BMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.8BDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.6BJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.4BMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.5BDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersFayetteville, ARDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFayetteville, ARDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityG•••••••• G•••••••• L•• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityG•••••••• G•••••••• L•• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityG•••••••• G•••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityG•••••••• G•••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityG•••••••• G•••••••• L•• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formLimited Liability CompanyMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)outsourced_family_officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Office type (stated)multi_family_office
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.comFact
Private equity funds1Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised1Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$5.2MMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)3,101Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$1.6BMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$2.0BMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
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Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) g•••••••••.comInference
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Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.comFact