DFX Intelligence

Family Office Intelligence

A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

J•• F••••• O•••••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Denver, COMulti-family officeidentity confidence 80%Top 500 by research priorityj•••••••••.com

Why this class: J•• F••••• O••••• is a $4.5bn Denver RIA with offices in Denver, Arlington and Dallas that grew out of a 40-year single family office and now serves an exclusive clientele of families with integrated family office services..

Verified Sep 13, 2026 (5 days ago)

Last observed Sep 13, 2026 · 77 observations · 5 sources

13 people · 0 investments · 185 public positions · 73 events

Private markets

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: direct investing, external managers, sponsor-friendly, real estate, co-investment.

Overview

show

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: Denver, CO
Office address: 1144 FIFTEENTH STREET, SUITE 3950, Denver, CO, 80202
Business phone: 720-475-1195
Website: j•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $1.5B. Regulatory AUM $4.5B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $4.5B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Mar 7, 2014 · 62 employeesFact
Client mix (Form ADV 5.D): Individuals: 8 ($5.1M); Charitable organizations: 1 ($20.8M); High net worth individuals: 154 ($4.5B); Pooled investment vehicles: 1 ($5.4M)Fact
Private funds advised: 1 (PE 1, VC n/a, hedge n/a, real estate n/a), gross assets $5.4MFact
Form 13F: $1.5B across 185 positions, quarter ended Mar 31, 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 80%J•• F••••• O••••• is a $4.5bn Denver RIA with offices in Denver, Arlington and Dallas that grew out of a 40-year single family office and now serves an exclusive clientele of families with integrated family office services.Factverifiedxn--j-1hnaaaaaaaa.com“serve an exclusive clientele with fully integrated family office services.”
Sep 13, 2026Multi-family office 80%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference

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

13 peopleshow

Person	Title	Responsibility	Business contact	Source
A••••• W•••• W•••••••	Managing Director	Leadership	none on record	reports.adviserinfo.sec.gov Fact
B•••••• C•••••• J••••••	Elected Manager & Ceo	Leadership	none on record	reports.adviserinfo.sec.gov Fact
M••• P•••• M••••••••	Managing Director	Leadership	none on record	reports.adviserinfo.sec.gov Fact
M••• L••• K••••	Managing Director	Leadership	none on record	reports.adviserinfo.sec.gov Fact
P•••••• C••• C•••••••	Managing Director	Leadership	none on record	reports.adviserinfo.sec.gov Fact
W•••••• F• D•••••	Managing Director	Leadership	none on record	reports.adviserinfo.sec.gov Fact
B••••• H••••	Director of Operations	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact
L••• B••••	Chief Compliance Officer	Operations and finance	phone: 720-475-1195 (published by the subject, May 14, 2026)	sec.gov Fact
L••• M•••• B••••	Chief Compliance Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact
W•••• J••••••	General Counsel, CCO	Operations and finance	phone: 720-475-1195 (published by the subject, May 12, 2025)	sec.gov Fact
W•••• M•••• J••••••	General Counsel	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact
K•••••• K•••••••	Chief Learning Officer	Other	none on record	reports.adviserinfo.sec.gov Fact
R••••• L•••• L•••••••	Senior Advisor	Other	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: 720-475-1195 (published by the subject) adviserinfo.sec.gov

Office address: 1144 Fifteenth Street, Suite 3950, Denver, CO, 80202 (published by the subject) sec.gov

W••••••: l•••••••.com (published by the subject) adviserinfo.sec.gov

W••••••: j•••••••••.com (published by the subject) xn--j-1hnaaaaaaaa.com

Investment mandate

show

inferred only: private equity funds advised 1.0, public equity book 1501942567.0

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: $1.5B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
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))

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
J•• F••• L••	Private Equity Fund	$3.8M Dec 12, 2024	27%	Mar 22, 2022 to now

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 185 for the quarter ended Mar 31, 2026; $1.4B shown of $1.5B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• I•••• F••	LARGE CAP ETF	$764M	2,555,957	50.9%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$234M	3,654,573	15.6%
V••••••• I••• E••••• I•••• F•	FTSE EMR MKT ETF	$115M	2,133,041	7.7%
V••••••• I•••• F••	TOTAL STK MKT	$49.5M	154,167	3.3%
V••••••• I•••• F••	SMALL CP ETF	$43.1M	164,577	2.9%
S••••• S•••••••• T•	I••• SCEQT ETF	$28.2M	604,360	1.9%
V••••••• I•••• F••	REAL ESTATE ETF	$18.6M	209,248	1.2%
I•••••• A•••••• M••• E•• F•	OPTIMUM YIELD	$16.4M	948,117	1.1%
S••••• S•••••••• T•	I••• EQTY ETF	$16.0M	646,762	1.1%
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$12.1M	18,671	0.8%
A•••• I••	COM	$10.2M	40,296	0.7%
V••••••• I••• E••••• I•••• F•	FTSE SMCAP ETF	$9.9M	67,703	0.7%
P•••• E•• T•	ENHAN SHRT MA AC	$9.2M	91,096	0.6%
S••••• S•••••••• T•	US LRG CAP ETF	$7.8M	303,852	0.5%
I•••••• T•	CORE S&P500 ETF	$6.2M	9,462	0.4%
S••••• S•••••••• T•	EMRG MKTEQ ETF	$6.1M	186,632	0.4%
H•••••••• L••	COM SHS	$6.1M	414,560	0.4%
I•••••• I••	EM MKT SM-CP ETF	$5.9M	84,781	0.4%
S••••• S•••••••• T•	US LCAP GR ETF	$5.6M	191,790	0.4%
N••••• C•••••••••	COM	$5.3M	30,437	0.4%
M•••••••• C•••	COM	$5.2M	14,066	0.3%
A••••••• I••	CAP STK CL A	$4.0M	13,936	0.3%
A••••••• I••	CAP STK CL C	$3.7M	12,737	0.2%
S••••• S•••••••• T•	SHT TM US TRES	$3.6M	148,256	0.2%
I•••••• Q•• T•	UNIT SER 1	$3.5M	6,077	0.2%
S••• I•••• S•• F••	STATE STREET SPD	$3.5M	52,943	0.2%
A••••• C•• I••	COM	$3.2M	15,530	0.2%
P••••• S••••••• I••	COM	$3.1M	25,118	0.2%
B•••••••• H••••••• I•• D••	CL A	$2.9M	4	0.2%
S••••• S•••••••• T•	US LCAP VA ETF	$2.8M	90,220	0.2%
I•••••• T•	RUS 1000 VAL ETF	$2.6M	12,321	0.2%
I•••••• T•	RUS 1000 ETF	$2.6M	7,331	0.2%
T•••• I••	COM	$2.6M	6,959	0.2%
A••• T••• S••	COM	$2.6M	68,900	0.2%
S••••• S•••••••• T•	INT-TRM U.S TRES	$2.3M	93,394	0.2%
S••• S••••• T••••	STATE STREET SPD	$2.3M	50,560	0.2%
V••••••• C•••••••• F••	TOTAL INT BD ETF	$2.3M	47,080	0.2%
S••••• S•••••••• T•	US REIT ETF	$2.2M	101,221	0.1%
E•••• M•••• C•••	COM	$2.2M	12,768	0.1%
J••••••• C•••• • C•	COM	$1.7M	5,758	0.1%

Changes between the last two quarters

Mar 31, 2026 J•••••• Financial Group, LLC increased T•••• I•• 2,668 -> 6,959 shares ($1,199,632 -> $2,586,825) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased A••••••• I•• 5,332 -> 13,936 shares ($1,668,872 -> $4,007,396) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased S••••• S•••••••• T• 52,174 -> 191,790 shares ($1,701,919 -> $5,586,855) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC reduced P•••• E•• T• 1,199,071 -> 91,096 shares ($120,314,796 -> $9,161,552) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC opened a $2,554,812 position in A••• T••• S•• (68,900 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC reduced Blackstone Secd Lending Fd 77,259 -> 49,875 shares ($2,034,229 -> $1,181,539) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC exited Marriott Intl Inc New (was $2,344,173, 7,556 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased A••••• C•• I•• 7,549 -> 15,530 shares ($1,742,487 -> $3,234,457) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased M•••••••• C••• 7,309 -> 14,066 shares ($3,534,740 -> $5,206,691) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC exited Moodys Corp (was $2,644,670, 5,177 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC reduced N••••• C••••••••• 48,178 -> 30,437 shares ($8,985,188 -> $5,308,205) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased A•••• I•• 23,254 -> 40,296 shares ($6,321,716 -> $10,226,658) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC increased E•••• M•••• C••• 9,262 -> 12,768 shares ($1,114,589 -> $2,166,219) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC exited Blackrock Inc (was $3,787,933, 3,539 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC opened a $2,751,710 position in S••••• S•••••••• T• (90,220 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC exited Raymond James Finl Inc (was $2,719,110, 16,932 shares) sec.gov
Mar 31, 2026 J•••••• Financial Group, LLC reduced B•••••••• H••••••• I•• D•• 6 -> 4 shares ($4,528,800 -> $2,872,560) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $2,344,173 position in Marriott Intl Inc New (7,556 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $3,470,615 position in I•••••• Q•• T• (5,650 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $3,787,933 position in Blackrock Inc (3,539 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $2,644,670 position in Moodys Corp (5,177 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $2,582,048 position in I•••••• T• (12,276 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $2,719,110 position in Raymond James Finl Inc (16,932 shares) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC increased V••••••• I•••• F•• 133,175 -> 211,364 shares ($12,174,861 -> $18,703,556) sec.gov
Dec 31, 2025 J•••••• Financial Group, LLC opened a $2,733,029 position in I•••••• T• (7,319 shares) sec.gov

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

4show

Signals and timeline

4show

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 changedJ•• F••••• O•••••: CONFIRMED_MFO -> CONFIRMED_MFO (J•• F••••• O••••• is a $4.5bn Denver RIA with offices in Denver, Arlington and Dallas that grew out of a 40-year single family office and now serves an exclusive clientele of families with integrated family office services.)c•••••••••Factxn--j-1hnaaaaaaaa.com
Sep 11, 2026Classification changedJ•• F••••• O•••••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction)c•••••••••Inferenceno URL
Sep 11, 2026Office discoveredJ•• F••••• O••••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Mar 22, 2022Private fund first reportedJ•• F••••• O••••• first reported J•• F••• L•• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov

Sources and evidence

77show

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. 77 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (3 days)

Contactability

+40 n•••• d••••••••• (B•••••• C•••••• J•••••• (Elected Manager & Ceo); A••••• W•••• W••••••• (Managing Director); M••• P•••• M•••••••• (Managing Director))

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+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

+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($4,529,119,285)

+8 m••••••••• o•••••

+2 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (134)

Mandate confidence

no components; scored 0

Identity confidence

+80 c••••••••• (CONFIRMED_MFO (J•• F••••• O••••• is a $4.5bn Denver RIA with offices in Denver, Arlington and Dallas that grew out of a 40-year single family office and now serves an exclusive clientele of families with integrated family office services.))

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••••• (5 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	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name,services_description	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Adv lat••• filing date	2026-03-30	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	Jfg \| J•••••• Financial Group LLC \| J•••••• Family Office \| J•• F••••• O•••••	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE SERVICES, HUMAN CAPITAL SERVICES, PHILANTHROPHIC CAPITAL SERVICES	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	1	Dec 12, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$3.8M	Dec 12, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	Dec 12, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,other	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2014-03-07	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	7	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	720-475-1195	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	154	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":8,"raum_usd":5053322,"fewer_than_5":false},"charitable_organizations":{"clients":1,"raum_usd":20837877,"fewer_than_5":false},"high_net	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	62	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	1144 Fifteenth Street, Suite 3950, Denver, CO, 80202	Dec 31, 2024	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	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	2026-03-31	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	185	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	120	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	90	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	77	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	99	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	50	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.5B	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.6B	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$948M	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$854M	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Denver, CO	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Denver, CO	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	J•• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	J•• F••••• O••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	J•• F••••• O••••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	1144 FIFTEENTH STREET, SUITE 3950, Denver, CO, 80202	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	multi_family_office “serve an exclusive clientele with fully integrated family office services.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) xn--j-1hnaaaaaaaa.com	Fact
Private equity funds	1	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	1	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$5.4M	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• accounts	1,745	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• hnw usd	$4.5B	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• usd	$4.5B	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	13	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Website	j•••••••••.com “office w•••••• j•••••••••.com”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) xn--j-1hnaaaaaaaa.com	Fact
Website	l•••••••.com	Mar 30, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact