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
Archbridge Family Office
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 16, 2026 · 14 observations · 3 sources
60 people · 0 investments · 0 public positions · 2 events
Identity
80
high
Data depth
45
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
15
moderate
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
50
elevated
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 34% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- ArchBridge Family Office works with ultra-high-net-worth families to simplify their complex financial and private lives.
- Headquarters
- Clayton, MO
- Office address
- unknown
- Business phone
- unknown
- Website
- archbridge.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $42.5M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $42.5M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $21,254,170 in assets (IRS in-care-of)Inference
Family and wealth origin
- 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
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Alex Bates | Director of Investment Research | Direct investments · investment decisions | none on record | archbridge.com Fact |
| Adam Kerschinske | Manager | Leadership | none on record | archbridge.com Fact |
| Andrea Knysak | Manager | Leadership | none on record | archbridge.com Fact |
| Andrew Ogle, CPA | Manager | Leadership | none on record | archbridge.com Fact |
| Andrew Stange | Manager | Leadership | none on record | archbridge.com Fact |
| Anna Bertman | Principal | Leadership | none on record | archbridge.com Fact |
| Anna Sears | Principal | Leadership | none on record | archbridge.com Fact |
| Carrie Kinealy | Manager | Leadership | none on record | archbridge.com Fact |
| Carrie Naylor | Principal | Leadership | none on record | archbridge.com Fact |
| Claire Yount | Manager | Leadership media (from the bio) | none on record | archbridge.com Fact |
| Elli Brunts | Manager | Leadership | none on record | archbridge.com Fact |
| Garrett Blair | Manager | Leadership | none on record | archbridge.com Fact |
| Greg Stokke | Principal | Leadership | none on record | archbridge.com Fact |
| Jennifer Juris | Principal | Leadership | none on record | archbridge.com Fact |
| Jenny Taylor | Manager | Leadership | none on record | archbridge.com Fact |
| Jill Moore | Manager | Leadership | none on record | archbridge.com Fact |
| John Jennings | President and Chief Strategist of ArchBridge Family Office | Leadership | none on record | archbridge.com Fact |
| John Jennings, JD | President and Chief Strategist of ArchBridge Family Office | Leadership | none on record | archbridge.com Fact |
| John Stika | Principal | Leadership | none on record | archbridge.com Fact |
| Julie Lilly | Chief Executive Officer of ArchBridge Family Office | Leadership | none on record | archbridge.com Fact |
| Julie Lilly, JD | Chief Executive Officer of ArchBridge Family Office | Leadership | none on record | archbridge.com Fact |
| Katharine Middleton | Manager | Leadership | none on record | archbridge.com Fact |
| Katie Anibas, CPA | Manager | Leadership | none on record | archbridge.com Fact |
| Katie Fakonas | Principal | Leadership | none on record | archbridge.com Fact |
| Katie Fakonas, JD, CPA | Principal | Leadership | none on record | archbridge.com Fact |
| Kelly Williams | Manager | Leadership | none on record | archbridge.com Fact |
| Kevin Koyn | Manager | Leadership | none on record | archbridge.com Fact |
| Klaire Whiteside | Principal | Leadership | none on record | archbridge.com Fact |
| Kris Anderson | Principal | Leadership | none on record | archbridge.com Fact |
| Kristine Scott | Manager | Leadership | none on record | archbridge.com Fact |
| Leslie Hodges, CPA | Principal | Leadership | none on record | archbridge.com Fact |
| Liz Goldenberg, CPA | Principal | Leadership | none on record | archbridge.com Fact |
| Lollie Coulter | Manager | Leadership | none on record | archbridge.com Fact |
| Michael Small | Executive Vice President and CFO | Leadership | none on record | archbridge.com Fact |
| Paul Hoffman | Principal | Leadership | none on record | archbridge.com Fact |
| Paul Ruppe | Director of Public Markets | Leadership | none on record | archbridge.com Fact |
| Ryan Brandt, CPA | Manager | Leadership | none on record | archbridge.com Fact |
| Sean Sullivan | Manager | Leadership | none on record | archbridge.com Fact |
| Stephen Cooper | Director of Private Markets | Leadership | none on record | archbridge.com Fact |
| Tami Smull | Principal | Leadership | none on record | archbridge.com Fact |
| Taylor Richards | Manager | Leadership | none on record | archbridge.com Fact |
| Trisha Rothgangel, CPA | Manager | Leadership | none on record | archbridge.com Fact |
| Ty Schwieterman | Principal | Leadership | none on record | archbridge.com Fact |
| Ty Schwieterman, JD | Principal | Leadership | none on record | archbridge.com Fact |
| Zach Leeds, CPA | Principal | Leadership | none on record | archbridge.com Fact |
| Logan Carolan | Operations Manager | Operations and finance | none on record | archbridge.com Fact |
| Mike Bartolacci | General Counsel | Operations and finance | none on record | archbridge.com Fact |
| Mike Bartolacci, JD | General Counsel | Operations and finance | none on record | archbridge.com Fact |
| Spencer Burke | Senior Counsel at ArchBridge Family Office | Operations and finance | none on record | archbridge.com Fact |
| Cam Martin | Associate | Other | none on record | archbridge.com Fact |
| Christine Lee | Associate | Other | none on record | archbridge.com Fact |
| Emily Carlisle | Associate | Other | none on record | archbridge.com Fact |
| Gabe Steinhart | Associate | Other | none on record | archbridge.com Fact |
| Gavin Coveney | Associate | Other | none on record | archbridge.com Fact |
| Gavin Coveney, JD | Associate | Other | none on record | archbridge.com Fact |
| Katie Sanders | Associate | Other | none on record | archbridge.com Fact |
| Kim Corpuz | Associate | Other | none on record | archbridge.com Fact |
| Rachel Malin, CPA | Associate | Other | none on record | archbridge.com Fact |
| Rachel Mungenast | Associate | Other | none on record | archbridge.com Fact |
| Vedran Djukic | IT Associate | Other | none on record | archbridge.com Fact |
Office contact points
Investment mandate
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)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
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
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
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 12, 2026Classification changedArchbridge Family Office: PROBABLE_SFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))ClassificationFactno URL
- Sep 12, 2026Office discoveredArchbridge Family Office named as in-care-of on COX Foundation Inc ($21,254,170 in assets)DiscoveryInferenceapps.irs.gov
Sources and evidence
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. 14 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+40 named decision-makers (Katie Anibas, CPA (Manager); Garrett Blair (Manager); Ryan Brandt, CPA (Manager))
+10 verified business phones (1)
Data confidence
+10 website
+10 description
+10 people
+15 independent sources (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 website
+30 independent sources (3 sources)
Research priority
+8 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($42,508,340)
+0 rank (2089)
Mandate confidence
no components; scored 0
Identity confidence
+80 classification (OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited)))
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 source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 direct investment professional on staff
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Description | ArchBridge Family Office works with ultra-high-net-worth families to simplify their complex financial and private lives. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Description | ArchBridge Family Office works with ultra-high-net-worth families to simplify their complex financial and private lives. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Foundation ico signal | COX Foundation Inc | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Team page url | https://archbridge.com/our-team/ | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Team page url | https://archbridge.com/our-team/ | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Team page url | https://archbridge.com/our-team/ | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Website | archbridge.com | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) archbridge.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Website title | Home | ArchBridge Family Office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |
| Website title | Home | ArchBridge Family Office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) archbridge.com | Fact |