DFX Intelligence

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

E•••• B•• F••••• O•••••

Outsourced family office providerNot hand-verified in 180 days· New York, NY

Outsourced family office provider, based in New York, NY.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Regulatory AUM: $681M
Last deployment: Aug 2026

Contact the team Find similar offices

1 export, up to 7 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 106 observations · 5 sourcesShow

Outsourced family office providerNot yet hand-verified6 people · 0 investments · 141 public positions · 29 events

Why this class: the office describes itself as a outsourced family office (cited).

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% (medium value, medium; the most valuable missing fact is direct investments)

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

Overview

show

Classification: Outsourced family office provider
Description: ••• Locked
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked
Website: e•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $134M. Regulatory AUM $681M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $681M as of Apr 15, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Oct 13, 2015 · 15 employeesFact
Client mix (Form ADV 5.D): Individuals: 13 ($5.6M); High net worth individuals: 37 ($675M)Fact
Form 13F: $134M across 141 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference

Team

6 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
M•••••• D•••• N•••••	Chief Executive Officer	Leadership	email: ••• Locked (verified by provider, Sep 12, 2026)	reports.adviserinfo.sec.gov Fact
C••• B••••••	Compliance Consultant	Operations and finance	phone: ••• Locked (published by the subject, Aug 3, 2026)	sec.gov Fact
W••• G••••	Compliance Consultant	Operations and finance	phone: ••• Locked (published by the subject, Oct 22, 2024)	sec.gov Fact
D•••• L•••• C••••• N••••••	Partner	Leadership	none on record	reports.adviserinfo.sec.gov Fact
C•••••• A•• C••••• N•••••	Chief Compliance Officer, Chief Operating Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact

Full team · 6 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
J•••• L••• S•••	Chief Financial Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

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

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

W••••••: ••• Locked (published by the subject) e•••••••••.com

Signals and timeline

2show

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 changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Investment mandate

show

••• 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: $113M Inference
13F 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 investments

show

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

show

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 141 for the quarter ended Jun 30, 2026; $96.5M shown of $134M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
A•••• I•• •••••	Stock	$11.5M	39,904	8.6%
T•••• I•• •••••	Stock	$10.7M	25,523	8.0%
i•••••• S••••• D••••••• E•• ••••	ETF	$6.1M	38,710	4.5%
C•••••• G•••• N•• G•••••••• •••••	ETF	$5.6M	150,172	4.2%
E•••• V•••• M••••••• O••••••••• E•• •••••	ETF	$4.4M	88,419	3.3%
i•••••• C••• S•• 5•• E•• ••••	ETF	$3.6M	4,813	2.7%
M•••••••• C••• •••••	Stock	$3.3M	8,894	2.5%
A••••••• I•• •••••	Stock	$3.3M	9,272	2.5%
V••••••• F••• D•••••••• M•••••• E•• ••••	ETF	$3.2M	45,079	2.4%
S••••• U• T••• E•• •••••	ETF	$2.8M	105,546	2.1%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
i•••••• R•••••• 1••• E•• ••••	ETF	$2.7M	6,473	2.0%
N••••• C••••••••• •••••	Stock	$2.5M	12,639	1.9%
B•••••••• H••••••• I•• ••••••	Stock	$2.3M	4,520	1.7%
E•••• M•••• C••• ••••	Stock	$2.2M	16,061	1.6%
A••••••• I•• ••••••	Stock	$2.1M	5,904	1.6%
A••••• I•• •••••	Stock	$2.1M	8,312	1.6%
S••• S•• 5•• E•• T•••• ••••	ETF	$2.0M	2,682	1.5%
F••••••• M••• R••• E••••• E•• •••••	ETF	$2.0M	68,053	1.5%
V••••••• G••••• e•••• R••• E••••• E•• •••••	ETF	$1.9M	43,120	1.4%
A••••••••• I•• •••••	Stock	$1.8M	7,367	1.3%
A••••••• C••• ••••	Stock	$1.6M	8,804	1.2%
V••••••• F••• E••••••• M•••••• E•• ••••	ETF	$1.5M	25,791	1.2%
T•• C•••••••• C•••••• •••	Stock	$1.4M	17,692	1.1%
P•• F•••••••• S••••••• G•••• ••••	Stock	$1.4M	5,539	1.0%
V••••••• S•• 5•• E•• ••••	ETF	$1.3M	1,945	1.0%
J•••••• • J•••••• ••••	Stock	$1.1M	4,238	0.8%
M••••• T••••••••• •••	Stock	$1.0M	908	0.8%
A•••••• T••••••••• •••••	Stock	$942,514	4,975	0.7%
I•••••• Q•• T•••• ••••	ETF	$940,383	1,277	0.7%
J••••••• C•••• • C• ••••	Stock	$907,308	2,772	0.7%
i•••••• S•• 5•• •••••• E•••	ETF	$864,926	6,289	0.6%
B••••••• I•• •••••	Stock	$853,051	2,258	0.6%
E•• L•••• A•• C• ••••	Stock	$847,392	706	0.6%
M••• P••••••••• I•• •••••	Stock	$843,395	1,497	0.6%
V••••••• S••••••••• C•••••••• B••• I•••• F••• •••••	Stock	$832,660	10,536	0.6%
A•••••••• D••• P••••••••• I•• ••••	Stock	$832,655	3,690	0.6%
V••••••• M•••••• I•••• F••• E•• S••••• •••	Stock	$819,231	10,168	0.6%
i•••••• S•• 5•• V•••• E••	ETF	$804,928	3,545	0.6%
A••••••• M•••• D•••••• I•• ••••	Stock	$787,970	1,356	0.6%
i•••••• 0•• Y••• T••• B••• E•• •••••	ETF	$761,705	7,456	0.6%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov

All 25 changes

Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov

Real estate

show

No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

show

No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

2show

Sources and evidence

113show

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. 113 shown.

Score components

Freshness

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

Contactability

+30 n•••• d••••••••• (••• Locked)

+10 v••••••• b••••••• e••••• (1)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($680,792,794)

+0 r••• (1622)

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 113 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	Name, services description	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-04-15	Apr 15, 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
Other services (Form ADV)	FAMILY OFFICE SERVICES	Apr 15, 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, other	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2015-10-13	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	7	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	7	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	7	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	7	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	37	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 13; RAUM usd: 5,592,661; Fewer than 5: no; High net worth individuals: clients: 37; RAUM usd: 675,200,133; Fewer than 5: no	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	The office in its own words (description and investment thesis from its home, about, approach and criteria pages) e•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	15	Apr 15, 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
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	141	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	127	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	257	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	109	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	112	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	114	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,002	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,368	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	990	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	974	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$134M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$113M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$137M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$127M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$121M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$118M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$159M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$261M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$165M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$159M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Outsourced family office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Office type (stated)	Outsourced family office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Private funds advised	0	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	475	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$675M	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$681M	Apr 15, 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
Site mentions	Impact, private equity, real estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	Impact, private equity, real estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Site mentions	Impact, private equity, real estate	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website	••• Locked	Apr 15, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com	Fact

Not yet on record: direct investments, decision makers.