DFX Intelligence
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Multi-family officeTop 500· Coral Gables, FL
Multi-family office, based in Coral Gables, FL, with 1 direct investment on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 1
- Decision makers
- 24
- Regulatory AUM
- $18B
- Last deployment
- Not established
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
Form ADV, Item 5.F
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 19
Readings, classification basis and verificationidentity confidence 90% · 44 observations · 5 sourcesShowHide
Multi-family officeVerified Sep 13, 2026 (9 days ago)45 people · 1 investments · 0 public positions · 6 events
Why this class: Coral Gables and New York adviser that acts as the family office for multiple client families..
Direct investing
30
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, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 44% (high value, high value shallow; the most valuable missing fact is mandate)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Coral Gables, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- w•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $18B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $18B as of Apr 21, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Feb 14, 2001 · 65 employeesFact
- Client mix (Form ADV 5.D)
- High net worth individuals: 112 ($18B)Fact
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 35%family-named entity with no regulatory signal yetInference
- Sep 14, 2026Candidate 35%family-named entity with no regulatory signal yetInference
- Sep 13, 2026Multi-family office 90%Coral Gables and New York adviser that acts as the family office for multiple client families.Factverifiedw•••••••••.com“••• Locked”
- Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth originshow
- 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.
Team45 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••• F•••••• | Deputy CIO | Chief investment officer · investment decisions | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| A•••• W••••• | Investment Associate | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| A•••• W••••••• | Senior Investment Associate | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| C•••••••• A••••••••• | Investment Analyst | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| J•••• H••••• | Investment Associate | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| R••• L•••••• | Investment Team | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| S•• S••••• | Senior Investment Manager | direct i••••••••• · investment decisions | none on record | w•••••••••.com Fact |
| A••••• S•••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| C••••••• S•••••• | Partner, Director of Reconciliation & Technology | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| C•••••• N••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| J•••• N•••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| M••••• M•••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| M•• L••••••••• | Chief Executive Officer & Managing Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| M•••••• Z••••• | Managing Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| M•••• M•••••• Z••••• | Manager | Leadership | none on record | |
| N•••••• H•••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| P•••• C••••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| P••••••• P•••• | Partner, Head of Reconciliation and Quality Control | Leadership | none on record | w•••••••••.com Fact |
| P•••• R•• | Office Manager | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| R•••••• E• Z•••••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| R•••• O••••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| S••••••• U•••• | Founder & Managing Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| S••••••• U•••• | Manager | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | |
| S••• H•••• | Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | w•••••••••.com Fact |
| A••••• P•••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| C••••••• A•••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| C••••• D•••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| D•••••• A••••••• | Manager of Accounting & Administration | Operations and finance | none on record | w•••••••••.com Fact |
| E••••• D• M••••••••• | Chief Compliance Officer | Operations and finance | none on record | |
| J•••• S•••••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| J••• A•••••• A•••••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| P•••• L••••••• | Analyst | Operations and finance | none on record | w•••••••••.com Fact |
| T•• M••••••••• | Chief Compliance Officer | Operations and finance | none on record | w•••••••••.com Fact |
| C••• C•••••• | Associate | Other | none on record | w•••••••••.com Fact |
| C••••• M••••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| D•••••• A••••••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| D••••••• G•••••• | Associate | Other | none on record | w•••••••••.com Fact |
| D•••• M•••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| F•••• V•••••• | Associate | Other | none on record | w•••••••••.com Fact |
| F••••• C••••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| J•••••••• K•••••• | Associate | Other | none on record | w•••••••••.com Fact |
| M•••• P•••• A•••••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| S•••• M••••• | Executive Assistant | Other | none on record | w•••••••••.com Fact |
| T•••••• M••••••• | Associate Advisor | Other | none on record | w•••••••••.com Fact |
| T•••• F•••••• | Advisor | Other | none on record | w•••••••••.com Fact |
Office contact points
Investment mandateshow
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 investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | P••••• L•••• | Portfolio listing | unknown | unknown | unknown | none named | w•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline6show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factw•••••••••.com
- Mar 18, 2024Office discovered••• LockedDiscoveryFactsec.gov
- Mar 11, 2022Office discovered••• LockedDiscoveryFactsec.gov
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence44show
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. 44 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••••• (16)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+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
+21 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($17,752,394,957)
+8 m••••••••• o•••••
+3 d••••• i••••••••• o• r•••••
+0 r••• (164)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-21 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,selection_of_other_advisers | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2001-02-14 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 5 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 5 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 5 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 5 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 112 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"high_net_worth_individuals":{"clients":112,"raum_usd":17752394957,"fewer_than_5":false}} | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Edgar fts discovery | family office | Mar 18, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Edgar fts discovery | family office | Mar 11, 2022 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Employees | 65 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Coral Gables, FL | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | multi_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Office type (stated) | single_family_office | Mar 18, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Office type (stated) | single_family_office | Mar 11, 2022 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Portfolio listed | P••••• L•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Private funds advised | 0 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 112 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $18B | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $18B | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Website | ••• Locked | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |