DFX Intelligence

Family office profile

R••••••••• C•••••• M•••••••••

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New York, NYOutsourced family office provideridentity confidence 70%Top 500 by research priorityr•••••.com

Why this class: R••••••••• C•••••• M••••••••• is a large independent wealth and asset management firm (about $224bn client assets, Viking Global affiliated owners) selling global family office services to many clients, not a single family office..

Verified Sep 13, 2026 (9 days ago)

Last observed Sep 23, 2026 · 106 observations · 8 sources

7 people · 2 investments · 4732 public positions · 2723 events

Direct investing

moderate

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

Overview

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Profile completeness 59% (high value, high value deep; the most valuable missing fact is contacts)

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

Classification: Outsourced family office provider
Description: unknown
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked
Website: r•••••.com
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $524M across 5 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $65B. Regulatory AUM $37B. Related foundation assets $524M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $37B as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Mar 1, 2018 · 602 employeesFact
Client mix (Form ADV 5.D): Individuals: 3335 ($1.6B); Corporations: 374 ($3.0B); Pension plans: 34 ($130M); State municipal: 2 ($185M); Insurance companies: 3 ($119M); Investment companies: 12 ($3.7B); Charitable organizations: 87 ($2.3B); High net worth individuals: 2596 ($21B); Pooled investment vehicles: 47 ($4.7B)Fact
Private funds advised: 39 (PE 8, VC 1, hedge 1, real estate n/a), gross assets $4.1BFact
Form 13F: $65B across 11,392 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, 2026Outsourced family office provider 70%R••••••••• C•••••• M••••••••• is a large independent wealth and asset management firm (about $224bn client assets, Viking Global affiliated owners) selling global family office services to many clients, not a single family office.Factverifiedaltss.com“••• Locked”
Sep 13, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('investment consulting, tax, accounting, family office servic')Inference
Sep 13, 2026Outsourced family office provider 75%R••••••••• C•••••• M••••••••• is a large independent wealth and asset management firm (Viking Global is the largest owner) that sells global family office services to many clients.Factverifiedaltss.com“••• Locked”
Sep 12, 2026Single family office (probable) 70%a press release by Memorial Healthcare System describes it as a single family office (cited)Fact
Sep 12, 2026Candidate 50%in-care-of organisation on 3 private foundation(s) with $187,337,349 in assets (IRS); could be the family's investment company, its manager or its accountantInference
Sep 12, 2026Candidate 50%in-care-of organisation on 3 private foundation(s) with $187,337,349 in assets (IRS); could be the family's investment company or its accountantInference
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('investment consulting, tax, accounting, family office servic')Inference

Family and wealth origin

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Family served: F••• family
Source of wealth: unknown
Operating company origin: unknown

Team

7 peopleshow

Person	Title	Responsibility	Business contact	Source
G•••••• J•••• F••••••	President & Chief Executive Officer	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
S••• G•••••	Senior Vice President	Leadership	phone: ••• Locked (published by the subject, Feb 17, 2026) phone: ••• Locked (published by the subject, Mar 17, 2026)	sec.gov Fact
A••••• T••••• S••••••••	Chief Financial Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
A••••• M•••••••	Chief Operating Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
P••••••• A••• S••••••	Chief Legal Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
R••••• M••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Aug 13, 2026)	sec.gov Fact
W•••• W•••••••••	Chief Compliance Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

Office address: ••• Locked (published by the subject) a•••••••••.s••.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) a•••••••••.s••.gov

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: passive (2) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: public equity (2) Fact
Direct vs fund: Fund: 0 · Direct: 2 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 2 Fact
Investment kinds: public stake 13g (2) Fact
First and last deal: Last: 2025-08-08 · First: 2025-05-15 Fact
Lead vs participant: unknown (2) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Public equity book: $56B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Venture funds advised: 1 Inference
F••• ADV Item 7.B
Private equity funds advised: 8 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

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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
V••••••••• C•••••• M••••• F••• L•	Hedge Fund	$766M Oct 23, 2024	7%	Mar 31, 2021 to now
R••••••••• U• S•••• C••••••••• F••• Q•• L•••	Other Private Fund	$310M Oct 23, 2024	0%	Mar 28, 2018 to now	021-173674
R••••••••• B••••••• F•••• L•	Other Private Fund	$300M Oct 23, 2024	0%	Mar 28, 2018 to now
T•••• S•••• F••• L•	Private Equity Fund	$228M Oct 23, 2024	0%	Mar 31, 2021 to now	021-372980
R••••••••• G••••• E••••• F••• I• Q•• L•	Other Private Fund	$184M Oct 23, 2024	0%	Mar 28, 2018 to now
L•••• F••••• F••• F••• F•••• L•	Other Private Fund	$176M Oct 23, 2024	3%	Mar 28, 2018 to now	021-271468
R••••••••• • C•• U••• S•••• C••••••••• F•••• L•••	Other Private Fund	$109M Oct 23, 2024	1%	Mar 28, 2018 to now
T•••• F•••••• L• ••••• S•••••••• F•••••• L••	Private Equity Fund	$99.4M Oct 23, 2024	2%	Mar 29, 2024 to now	021-437660
L•••• F••• Q•• L•	Other Private Fund	$85.9M Oct 23, 2024	0%	Mar 28, 2018 to now	021-199551
R••••••••• A••••• F••• 2•••• L••	Other Private Fund	$73.1M Oct 23, 2024	0%	Mar 31, 2023 to now	021-249083
R••••••••• G••••• E••••• F••• I•• L•	Other Private Fund	$71.7M Oct 23, 2024	0%	Mar 28, 2018 to now
R••••••••• U••• E••••• F••• I• L•	Other Private Fund	$64.9M Oct 23, 2024	0%	Mar 28, 2018 to now
L•••• F•••• L•	Other Private Fund	$53.6M Oct 23, 2024	0%	Mar 28, 2018 to now
G•••• A••••••• G••••• P•••••••• L•••	Other Private Fund	$52.2M Oct 23, 2024	24%	Mar 29, 2019 to now	021-179772
T•••• P•••••• L•	Private Equity Fund	$50.5M Oct 23, 2024	0%	Mar 29, 2024 to now	021-487435
R••••••••• I••••••••• E••••• F••• I• L•	Other Private Fund	$49.5M Oct 23, 2024	18%	Mar 28, 2018 to now
R••••••••• G••••• D••••••• G••••• F••• Q•• L•	Other Private Fund	$48.3M Oct 23, 2024	0%	Mar 28, 2018 to now	021-195317
R••••••••• G••••• D••••••• G••••• F•••	Other Private Fund	$47.4M Oct 23, 2024	0%	Mar 28, 2018 to now	021-144788
R••••••••• G••••• E••••• F••• I• L•	Other Private Fund	$46.0M Oct 23, 2024	0%	Mar 28, 2018 to now
R••••••••• A••••• F••• 0•••• L••	Other Private Fund	$41.2M Oct 23, 2024	0%	Mar 28, 2018 to now
G•••• A••••••• G••••• L•••• L•••	Other Private Fund	$40.5M Oct 23, 2024	21%	Mar 29, 2019 to now	021-179771
G•••• A••••••• G••••• D••••••••• I••• A• S••••••••• S••••• O• G•••• A••••••• C•••••• I•• L••	Other Private Fund	$39.1M Oct 23, 2024	0%	Mar 29, 2019 to now	021-203799
T•••• B•••• F••• L•	Private Equity Fund	$33.3M Oct 23, 2024	0%	Mar 31, 2022 to now	021-376830
R••••••••• F•••••• I••••••••• F••• I• L•	Private Equity Fund	$26.6M Oct 23, 2024	15%	Mar 29, 2024 to now	021-470414
F• L••••• F••• L•	Other Private Fund	$22.9M Oct 23, 2024	0%	Mar 29, 2019 to now
T•••• T•••• L•	Private Equity Fund	$22.6M Oct 23, 2024	4%	Mar 31, 2023 to now	021-457638
R••••••••• U••• S•••• C•• E•• F•••• L•	Other Private Fund	$12.6M Oct 23, 2024	0%	Mar 28, 2018 to now	021-164347
T••••••••• A••••• L•	Other Private Fund	$12.5M Oct 23, 2024	6%	Mar 31, 2022 to now	021-394943
R••••••••• A••••• F••• I• L••	Other Private Fund	$12.0M Oct 23, 2024	0%	Mar 28, 2018 to now
R••••••••• C•••••••• V••••••• F••• I• L••	Other Private Fund	$11.7M Oct 23, 2024	1%	Mar 28, 2018 to now	021-124016
T•••• P•••••• L•	Private Equity Fund	$8.5M Oct 23, 2024	0%	Mar 31, 2023 to now	021-457371
R••••••••• A••••• F••• 0•••• L••	Other Private Fund	$5.2M Oct 23, 2024	1%	Mar 28, 2018 to now
R••••••••• A••••• F••• I•• L••	Other Private Fund	$3.4M Oct 23, 2024	1%	Mar 28, 2018 to now
R••••••••• S•••••• G••••• O••••••••• D••••••••• F••• L••	Other Private Fund	$3.2M Oct 23, 2024	0%	Mar 28, 2018 to now	021-124022
2••• S•••••• G••••• O••••••••• L••	Other Private Fund	$1.9M Oct 23, 2024	0%	Mar 28, 2018 to now
R••• M••••• L••	Other Private Fund	$1.4M Oct 23, 2024	0%	Mar 28, 2018 to now
R••••••••• C•••••••• V••••••• F•••• L••	Other Private Fund	$1.4M Oct 23, 2024	0%	Mar 28, 2018 to now
R••••••••• O••••••••• C••••• F•••• L••	Other Private Fund	$1.1M Oct 23, 2024	0%	Mar 28, 2018 to now	021-134600
R••••••••• A••••••••• S••••••••• F••• Q•• L•••	Other Private Fund	$1.0M Oct 23, 2024	0%	Mar 28, 2018 to now
V•••••• I•••••••• F••• L••	Other Private Fund	$494,824 Oct 23, 2024	2%	Mar 28, 2018 to now
R••••••••• V•••••• F••• I•• L••	Other Private Fund	$309,144 Oct 23, 2024	6%	Mar 28, 2018 to now
R••••••••• A••••••••• S••••••••• F•••• L•	Other Private Fund	$234,070 Oct 23, 2024	0%	Mar 28, 2018 to now
R••• S••• L••	Other Private Fund	$18,243 Oct 23, 2024	0%	Mar 28, 2018 to now
5••• F•••• L•	Other Private Fund	$0 Oct 23, 2024	0%	Mar 28, 2018 to now
F••••• · no longer reported	Other Private Fund	$66.9M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
F•••• · no longer reported	Other Private Fund	$44.0M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
F••••• · no longer reported	Other Private Fund	$18.2M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
F••••• · no longer reported	Other Private Fund	$8.4M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
F••••• · no longer reported	Other Private Fund	$4.0M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
F••••• · no longer reported	Other Private Fund	$3.3M Mar 1, 2019	0%	Mar 28, 2018 to Mar 29, 2019
R••••••••• C•••••• S•••••••• F•••• L••• · no longer reported	Other Private Fund	$0 Nov 14, 2022	0%	Mar 28, 2018 to Mar 31, 2023	021-179610
R••••••••• A•••• S•••••• L•• · no longer reported	Other Private Fund	$0 Nov 2, 2021	0%	Mar 28, 2018 to Mar 31, 2022	021-137703

Investment vehicles (SEC Form D)

R••••••••• F••••••• O••••••••• L• · Executive Officer/Promoter · May 12, 2026 Inference sec.gov
T•••• T••• I• X• F••• L• · Executive Officer/Promoter · Apr 23, 2026 Inference sec.gov
R••••••••• L••••••••• L• · Executive Officer · Jun 5, 2026 Inference sec.gov

Fund and manager relationships

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Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.

Fund	Manager	Held through	Foundation's fair value	Period	Basis
R••••••••• B••••••• F••• L•	R••••••••• B•••••••	T•• F••••••••• a•• T••••••• F••••••••• I••	$5.0M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

Public stakes and holdings

40 positionsshow

Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filed	Issuer	Filed as	Filings
Aug 8, 2025	R••••••••• M•••••••• O••••••••• F•••	Schedule 13G (passive)	••• Locked sec.gov
May 15, 2025	E•••• V•••• M•••••••• I••••• 2••• T••• T••••	Schedule 13G (passive)	••• Locked sec.gov

Form 13F holdings

Top 40 positions of 11,392 for the quarter ended Jun 30, 2026; $28B shown of $65B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$2.1B	2,829,298	3.2%
A•••• I••	COM	$2.0B	7,078,849	3.1%
N••••• C•••••••••	COM	$1.9B	9,264,434	2.8%
A••••••• I••	CAP STK CL A	$1.5B	4,252,828	2.3%
M•••••••• C•••	COM	$1.5B	3,931,897	2.2%
A••••• C•• I••	COM	$1.5B	6,086,443	2.2%
B••••••• I••	COM	$1.1B	3,017,771	1.7%
V••••••• I•••• F••	S&P 500 ETF SHS	$997M	1,452,227	1.5%
I•••••• T•	CORE S&P500 ETF	$901M	1,203,391	1.4%
I•••••• Q•• T•	UNIT SER 1	$847M	1,150,570	1.3%
J••••••• C•••• • C•	COM	$805M	2,459,728	1.2%
A••••••• I••	CAP STK CL C	$775M	2,192,491	1.2%
E•• L•••• • C•	COM	$671M	559,339	1.0%
T•••• T•••• I••	ROCK GL EQUI ETF	$666M	19,040,950	1.0%
T•••• T•••• I••	ROCK US SMAL ETF	$618M	21,355,875	0.9%
M••• P•••••••• I••	CL A	$601M	1,067,698	0.9%
I•••••• T•	RUS 1000 GRW ETF	$573M	4,613,036	0.9%
G• V•••••• I••	COM	$494M	420,587	0.8%
V••• I••	COM CL A	$478M	1,393,950	0.7%
A••••••• M•••• D•••••• I••	COM	$467M	804,661	0.7%
T••••• S••••••••• M••••••	SPONSORED ADS	$459M	960,273	0.7%
V••••••• I•••• F••	TOTAL STK MKT	$426M	1,150,345	0.7%
M••••• T••••••••• I••	COM	$417M	360,839	0.6%
C••••• W•••••••• C•••••••••	COM	$405M	432,646	0.6%
C••••••••• H•••• I••	CL A	$395M	517,577	0.6%
I•••••• T•	RUS 1000 VAL ETF	$372M	1,534,580	0.6%
S••••• S••••• S••• T•	ST STR TECHN ETF	$364M	1,911,305	0.6%
H••• D•••• I••	COM	$364M	1,032,263	0.6%
I•••••• E••••••• T••••• F• T•	S&P500 EQL WGT	$352M	1,655,841	0.5%
S••• G••• T•	G••• SHS	$351M	952,134	0.5%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$347M	4,871,595	0.5%
P••• A••• N••••••• I••	COM	$335M	983,075	0.5%
I•••••• T•	MSCI EAFE ETF	$334M	3,218,966	0.5%
V••••••• I•••• F••	VALUE ETF	$323M	1,483,132	0.5%
C••••••••• I••	COM	$318M	298,639	0.5%
A•••••• M•••• I••	COM	$318M	439,457	0.5%
V••••••• I•••• F••	G••••• ETF	$317M	3,676,126	0.5%
I•••••• T•	CORE MSCI EAFE	$303M	3,141,044	0.5%
B•••••••• H••••••• I•• D••	CL B NEW	$302M	604,069	0.5%
J•••••• • J••••••	COM	$289M	1,137,643	0.4%

Changes between the last two quarters

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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. This office is also on the sponsor graph; see Elsewhere in DFX above.

Related entities

13show

Signals and timeline

80show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 80 of 118 shown. 13F position changes are under Public stakes and holdings.

Jun 5, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
May 12, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Apr 23, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Mar 29, 2024Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Sep 13, 2026Classification changed••• Lockedc•••••••••Factaltss.com
Sep 13, 2026Classification changed••• Lockedc•••••••••Factaltss.com
Sep 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Mar 29, 2024Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Jul 27, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Mar 29, 2024Fund gross assets down••• LockedVehiclesFacta•••••••••.s••.gov
Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Fund gross assets down••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Fund gross assets down••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2024Fund gross assets down••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2021Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2021Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2022Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2022Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 29, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2023Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 31, 2022Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 28, 2018Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov

Sources and evidence

106show

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. 106 shown.

Score components

Freshness

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

Contactability

+30 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (4)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+15 i•••••••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (8 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (8 sources)

+30 a•••••••••

Research priority

+24 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($56,396,064,511)

+6 d••••• i••••••••• o• r•••••

+10 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (31)

Mandate confidence

+20 m•••••• s•••••••• b• o••••••• i•••••••••

Identity confidence

+70 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

+40 f••••• n•••• (F••• family)

Private markets propensity

+15 F••• A•• p• f••• c•••• (8.0)

+10 F••• A•• v• 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

+30 o••••••• d••••• i••••••••• (2 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	services_description	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-03-31	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other services (Form ADV)	••• Locked	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds reported (latest Form ADV)	46	Oct 23, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Gross assets of its private funds	$3.2B	Oct 23, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Share of its funds owned by itself and related persons	N	Oct 23, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_investment_companies,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,other	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2018-03-01	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	345	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	345	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	345	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	345	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	2,596	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":3335,"raum_usd":1599179812,"fewer_than_5":false},"corporations":{"clients":374,"raum_usd":2990512270,"fewer_than_5":false},"pension_pl	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Employees	602	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Family served	F••• family	n/a	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Filing address	••• Locked	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	4	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	11,392	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	11,499	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	7,364	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	7,371	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	6,202	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3,065	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3,118	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3,248	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$65B	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$56B	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$56B	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$56B	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$51B	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$40B	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$41B	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$39B	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Foundation ico signal	T•• F••••••••• a•• T••••••• F••••••••• I••	Dec 1, 2024	IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Fact
Foundation ico signal	F••• F••••• F•••••••••	Dec 1, 2024	IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Fact
Foundation ico signal	O••••• F••••• C••••••••• T•	Dec 1, 2024	IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Fact
Hedge funds	1	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	R••••••••• C•••••• M••••••••• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	R••••••••• C•••••• M••••••••• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	R••••••••• C•••••• M••••••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	R••••••••• C•••••• M••••••••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	R••••••••• C•••••• M••••••••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office type (stated)	outsourced_family_office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) altss.com	Fact
Office type (stated)	outsourced_family_office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) altss.com	Fact
Office type (stated)	single_family_office	Jul 27, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Private equity funds	8	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds advised	39	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$4.1B	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Public stake filed (13D, 13G, Section 16)	R••••••••• M•••••••• O••••••••• F•••	Aug 8, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E•••• V•••• M•••••••• I••••• 2••• T••• T••••	May 15, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
R••• accounts	10,479	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$21B	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$37B	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	6	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Venture funds	1	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Website	••• Locked	Mar 31, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	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 robots	disallowed	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••.com	Fact
Website robots	disallowed	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••.com	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••.com	Fact
Website search	not_found	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference