DFX Intelligence
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Multi-family officeTop 500Not hand-verified in 180 days· Sioux Falls, SD
Multi-family office, based in Sioux Falls, SD.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Regulatory AUM
- $1.0B
- Last deployment
- Aug 2026
Form ADV, Item 5.F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 80% · 120 observations · 5 sourcesShowHide
Multi-family officeNot yet hand-verified3 people · 0 investments · 31 public positions · 22 events
Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.
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, private markets, sponsor-friendly, real estate, co-investment.
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
Overviewshow
- Classification
- Multi-family office
- Description
- unknown
- Headquarters
- Sioux Falls, SD
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $114M. Regulatory AUM $1.0B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.0B as of Mar 12, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Aug 29, 2019 · 8 employeesFact
- Client mix (Form ADV 5.D)
- Pooled investment vehicles: 2 ($1.0B)Fact
- Private funds advised
- 2 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $1.0BFact
- Form 13F
- $114M across 31 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Multi-family office 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
Team3 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K••••• O•••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Nov 14, 2024) | sec.gov Fact |
| M•••••• P•••••• B••• | Chief Executive Officer and Managing Member | Leadership | none on record | |
| K••••• L••• O•••• | Chief Compliance Officer | Operations and finance | none on record |
Office contact points
Signals and timeline11show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 11 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Mar 27, 2023Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Dec 16, 2019Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Dec 16, 2019Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Full timeline · 11 eventsShow fewer
- Dec 16, 2019Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Feb 25, 2022Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 27, 2023Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 1, 2021Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Dec 16, 2019Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 24, 2020Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $96.8M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
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))What these figures areEach 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 |
|---|---|---|---|---|---|
| I••••••• F••• C••••••• L•• | Other Private Fund | $515M Jul 29, 2026 | 1% | Dec 16, 2019 to now | 021-353140 |
| G• C••••••• L•• | Other Private Fund | $496M Jul 29, 2026 | 1% | Dec 16, 2019 to now | 021-353688 |
| D•••• C••••••• L•• · no longer reported | Hedge Fund | $547M Feb 25, 2022 | 1% | Dec 16, 2019 to Mar 27, 2023 | 021-352598 |
| S••• • L•••• C••••••• L•• · no longer reported | Private Equity Fund | $109M Mar 1, 2021 | 1% | Dec 16, 2019 to Feb 25, 2022 | 021-354123 |
| S••••••• C••••••• L•• · no longer reported | Hedge Fund | $840,027 Feb 25, 2022 | 100% | Mar 1, 2021 to Mar 27, 2023 |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings31 positionsshow
Form 13F holdings
Top 31 positions of 31 for the quarter ended Jun 30, 2026; $114M shown of $114M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| V••••••• I•••• F•• | S&P 500 ETF SHS | $88.6M | 128,996 | 77.9% |
| V••••••• I••• E••••• I•••• F• | FTSE EMR MKT ETF | $11.9M | 199,747 | 10.5% |
| I•••••• E••••••• T••••• F• T• | S&P500 EQL WGT | $8.5M | 39,820 | 7.4% |
| S••••• S••••• S••• T• | STATE STREET TEC | $664,534 | 3,488 | 0.6% |
| A•••• I•• | COM | $577,563 | 1,996 | 0.5% |
| I•••••• T• | RUS MD CP GR ETF | $483,153 | 3,300 | 0.4% |
| N••••• C••••••••• | COM | $400,180 | 2,000 | 0.4% |
| A••••••• I•• | CAP STK CL C | $312,344 | 884 | 0.3% |
| M•••••••• C••• | COM | $229,780 | 616 | 0.2% |
| V••• I•• | COM CL A | $209,971 | 612 | 0.2% |
All 31 positionsShow fewerlargest value first
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| A••••• C•• I•• | COM | $204,972 | 860 | 0.2% |
| I•••••• T• | RUS 1000 GRW ETF | $188,738 | 1,520 | 0.2% |
| J••••••• C•••• • C• | COM | $188,542 | 576 | 0.2% |
| S•••• S•• S••• S•• 5•• E•• T• | TR UNIT | $156,822 | 210 | 0.1% |
| U••••••••• G•••• I•• | COM | $134,664 | 324 | 0.1% |
| U•••• P•• C••• | COM | $117,504 | 432 | 0.1% |
| H••• D•••• I•• | COM | $104,393 | 296 | 0.1% |
| A•••• I•• | COM | $86,296 | 736 | 0.1% |
| A••••• I•• | COM | $81,531 | 324 | 0.1% |
| E••••• I•• | COM | $76,896 | 276 | 0.1% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $74,058 | 148 | 0.1% |
| T••••• F••••• S••••••••• I•• | COM | $72,196 | 144 | 0.1% |
| O••••• C••• | COM | $69,758 | 476 | 0.1% |
| V••••••• I•••• F•• | REAL ESTATE ETF | $67,887 | 704 | 0.1% |
| J•••••• • J•••••• | COM | $66,032 | 260 | 0.1% |
| G•••••• S•••• G•••• I•• | COM | $60,682 | 60 | 0.1% |
| C•••••• O•• F••• C••• | COM | $53,766 | 268 | 0.0% |
| C•• H••••• C••• | COM | $50,484 | 488 | 0.0% |
| A••••• L••••••••• | COM | $24,681 | 272 | 0.0% |
| C•••••• C••• N•• | CL A | $20,720 | 844 | 0.0% |
| V•••••• M•••• G•••• I•• | COM CL A | $1,188 | 33 | 0.0% |
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities1show
Sources and evidence128show
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. 128 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+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•••
+30 i••••••••• s•••••• (5 sources)
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,011,403,048)
+8 m••••••••• o•••••
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (74)
Mandate confidence
no components; scored 0
Identity confidence
+80 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 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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 128 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-12 | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | S••••••• F••••• O•••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | S••••••• F••••• O•••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | S••••••• F••••• O•••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | S••••••• F••••• O•••••• L•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 2 | Jul 29, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 2 | Mar 6, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $1.0B | Jul 29, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $922M | Mar 6, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Jul 29, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Share of its funds owned by itself and related persons | N | Mar 6, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | Portfolio management pooled vehicles | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2019-08-29 | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Pooled investment vehicles: clients: 2; RAUM usd: 1,011,403,048; Fewer than 5: no | Mar 12, 2026 | SEC Form 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, website) 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, website) sec.gov | Fact |
| Employees | 8 | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-09-30 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-06-30 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-03-31 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 31 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 29 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 29 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 29 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 29 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 48 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 49 | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 49 | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 48 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $114M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $96.8M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $94.1M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $92.3M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $85.4M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $76.2M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $82.6M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $82.3M | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $77.7M | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $74.7M | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Sep 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Jun 30, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Sioux Falls, SD | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Independent Sponsor Intelligence entity | S••••••• F••••• O•••••• L•• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | S••••••• F••••• O•••••• L•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | S••••••• F••••• O•••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | S••••••• F••••• O•••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | S••••••• F••••• O•••••• L•• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 2 | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $1.0B | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 2 | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $1.0B | Mar 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 3 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
Not yet on record: direct investments, decision makers.