DFX Intelligence
Family office profile
1••• I••••••••• C••••••• L••
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Baltimore, MDOutsourced family office provideridentity confidence 90%Top 500 by research priority1•••••.com
Why this class: $27.4B investment counsel firm that offers family office services as one line among its services to many clients..
Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 52 observations · 4 sources
17 people · 1 investments · 0 public positions · 5 events
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 contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Baltimore, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- 1•••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $146M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $26B. Related foundation assets $146M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $26B as of Apr 10, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Nov 24, 2004 · 131 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 2213 ($1.0B); Corporations: 102 ($1.8B); Pension plans: 50 ($962M); State municipal: 3 ($40.2M); Investment companies: 2 ($1.0B); Charitable organizations: 146 ($2.4B); High net worth individuals: 2653 ($19B)Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%$27.4B investment counsel firm that offers family office services as one line among its services to many clients.Factverified1•••••.com“••• Locked”
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('nondiscretionary investment advice and certain family office')Inference
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.
Team17 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••••• C•••••• K••• | Managing Member | direct i••••••••• · investment decisions direct investments · financial services (from the bio) | none on record | |
| A••••• R••• | Managing Director, Portfolio Manager | Leadership direct investments · consumer, financial services · Washington (from the bio) | none on record | 1•••••.com Fact |
| C•••••• K••• | Managing Director, Portfolio Manager | Leadership direct investments · financial services (from the bio) | none on record | 1•••••.com Fact |
| H••••• S•••••••• | Managing Director, Sr. C••••• Advisor | Leadership direct investments · financial services · New York, Virginia (from the bio) | none on record | 1•••••.com Fact |
| H•••• O••••••• | President & CEO | Leadership direct investments · venture · financial services, media, agriculture · Maryland, New Jersey, New York, Pennsylvania (from the bio) | none on record | 1•••••.com Fact |
| J••• P•••••••• | Principal, Business Development Officer | Leadership financial services · New York (from the bio) | none on record | 1•••••.com Fact |
| J•••• J•••••• | Managing Director, Portfolio Manager | Leadership financial services · New York (from the bio) | none on record | 1•••••.com Fact |
| L••• F••• | Vice President, Responsible Investing Analyst | Leadership real estate · healthcare, consumer, financial services (from the bio) | none on record | 1•••••.com Fact |
| M••• M••••••• | Principal, Portfolio Manager | Leadership | none on record | 1•••••.com Fact |
| P••• B••••••• | Managing Director, Portfolio Manager | Leadership direct investments · private equity · financial services · New York (from the bio) | none on record | 1•••••.com Fact |
| R•• B•••• | Managing Director, Portfolio Manager | Leadership direct investments · real estate · financial services (from the bio) | none on record | 1•••••.com Fact |
| C•••••••• C••••••••• | C•••••• for the Complete Picture. | Operations and finance financial services (from the bio) | none on record | 1•••••.com Fact |
| F•••• M•••••• M•••••• | Director of Finance | Operations and finance financial services (from the bio) | none on record | |
| M•••••• A•••••••• S•••• | Chief Compliance Officer | Operations and finance | none on record | |
| N••• H•••••• K••••••• | Director of Operations and Administration | Operations and finance technology, financial services · Washington (from the bio) | none on record | |
| P••• J••••• B••••••• | Managing Member | Private equity · investment decisions direct investments · private equity · financial services · New York (from the bio) | none on record | |
| H•••• O•••••• | President and Chief Executive Officer, Managing Member | Venture · investment decisions direct investments · venture · financial services, media, agriculture · Maryland, New Jersey, New York, Pennsylvania (from the bio) | none on record |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- passive (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- public stake 13g (1) Fact
- First and last deal
- Last: 2012-01-10 · First: 2012-01-10 Fact
- Lead vs participant
- unknown (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Venture team
- 1 Inferencenamed professionals with this responsibility
- Private equity team
- 1 Inferencenamed professionals with this responsibility
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- 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))
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 |
|---|---|---|---|---|---|
| S•••••• I••••••••• S••••• F•••• L•• · no longer reported | Hedge Fund | $212,987 Jun 27, 2017 | 0% | May 23, 2014 to Mar 29, 2018 | 021-1550945 |
Fund and manager relationshipsshow
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•••••• 1••• G••••• | The J•••• and H•••• B•••••••• | $19.3M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| N••••• C••• I••••• F••• | The J•••• and H•••• B•••••••• | $15.3M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| L•••• • G•••••• M••• E••• F••• L•• | The J•••• and H•••• B•••••••• | $10.1M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S•••••• I•••••••• W•••••••• S••••••••• F••• | The J•••• and H•••• B•••••••• | $5.3M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S••••••••• Q•••••••• O••••••• F••• L••• | The J•••• and H•••• B•••••••• | $4.7M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| O•••••••• C•••••• G••••• E••••• F••• | The J•••• and H•••• B•••••••• | $4.5M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| I•••• G••••• E••••••••• M•••••• F••• | The J•••• and H•••• B•••••••• | $4.2M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| C••••• C•••••• I• | The J•••• and H•••• B•••••••• | $3.9M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| A•• G••••• F••• L•••••• | The J•••• and H•••• B•••••••• | $3.7M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| R•• E••••••• M•••••• E••••• | The J•••• and H•••• B•••••••• | $3.6M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| A•••••• I••••••••• A•• C•• F••• | The J•••• and H•••• B•••••••• | $2.8M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S••• V••••••• I• | The J•••• and H•••• B•••••••• | $1.6M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| P•••••• O••••••• | The J•••• and H•••• B•••••••• | $1.4M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S••• V••••••• V• | The J•••• and H•••• B•••••••• | $1.4M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| N•• M••••••• P••••••• V• | The J•••• and H•••• B•••••••• | $1.3M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S••• V••••••• I•• | The J•••• and H•••• B•••••••• | $1.2M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S••• V••••••• V• | The J•••• and H•••• B•••••••• | $1.1M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| V•••• E••••• P••••••• F••• V•• | The J•••• and H•••• B•••••••• | $1.0M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S•• V••••••• I•• L••• | The J•••• and H•••• B•••••••• | $1.0M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| T•• R••• F••• I•• L• | The J•••• and H•••• B•••••••• | $937,592 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| N•• M••••••• P••••••• V• | The J•••• and H•••• B•••••••• | $780,871 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| I••••••• V••••••• S•••••••• F• V•• | The J•••• and H•••• B•••••••• | $610,609 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| E•••••••• I••••••••• P••••••• I• | The J•••• and H•••• B•••••••• | $600,342 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| L••• E••• C•••••• V•• L• | The J•••• and H•••• B•••••••• | $571,368 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| G••••••••• S••••••••• S•••••••• F••• I• | The J•••• and H•••• B•••••••• | $463,260 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| G••••••• C•••••• O•• F••• | The J•••• and H•••• B•••••••• | $433,425 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| T•• R••• F••• I•• L• | The J•••• and H•••• B•••••••• | $424,067 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| R•• A••••••••• H•••••• F••• | The J•••• and H•••• B•••••••• | $383,432 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| S•• V••••••• V• L• | The J•••• and H•••• B•••••••• | $301,697 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| I••••••• V••••••• S•• F• V••• | The J•••• and H•••• B•••••••• | $220,876 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| F•••••• F••• B• L• | The J•••• and H•••• B•••••••• | $217,032 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| C•••••• ••• C••••• P•••••••• N•••• F••• I• | The J•••• and H•••• B•••••••• | $172,395 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| C•••••• N•••• F••• I•• | The J•••• and H•••• B•••••••• | $164,119 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| C•••••• N•••• I• ••• C••••• P••••••• E•••••••• | The J•••• and H•••• B•••••••• | $153,500 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| N•• M••••••• P••••••• V•• | The J•••• and H•••• B•••••••• | $123,774 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| H•••••••• V••••••• V• | The J•••• and H•••• B•••••••• | $119,447 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| A•• V• L• | The J•••• and H•••• B•••••••• | $94,304 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| R••• A••••••••• H•••••• P••••••••• F••• V• | The J•••• and H•••• B•••••••• | $68,373 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| E••••• I••••• P••••••• F••••••• F••• I•• | The J•••• and H•••• B•••••••• | $50,000 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| L•••••••• C•••••• P••••••• V•• | The J•••• and H•••• B•••••••• | $42,049 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| H•••••••• P•••••• E••••• I• | The J•••• and H•••• B•••••••• | $29,730 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| R•• V•• F•••••• L•• | The J•••• and H•••• B•••••••• | $9,971 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| H•••••••• P•••••• E••••• I•• | The J•••• and H•••• B•••••••• | $2,253 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| O•••••• R• O•• F••• V• | The J•••• and H•••• B•••••••• | $2,203 | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| A•• S•••••••• F••• V• | The J•••• and H•••• B•••••••• | $1,005 | Dec 31, 2024 | Inference at the office's address apps.irs.gov |
Public stakes and holdingsshow
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 |
|---|---|---|---|
| Jan 10, 2012 | A• M••••••• I••••••••• T••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
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 timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Fact1•••••.com
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
- May 23, 2014Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
- Mar 29, 2018Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Sources and evidence52show
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. 52 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+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)
+30 a•••••••••
Research priority
+22 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($26,036,166,216)
+3 d••••• i••••••••• o• r•••••
+2 F••• D• v••••••• l•••••
+0 r••• (332)
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 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV admission signal | services_d••••••••• | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Latest Form ADV filing | 2026-04-10 | Apr 10, 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 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private funds reported (latest Form ADV) | 0 | Mar 27, 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 | Mar 27, 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_businesses_institutions,pension_consulting,selection_of_other_advisers,other | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV status | Approved | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| SEC status effective | 2004-11-24 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Branch offices | 27 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 27 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 27 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Branch offices | 27 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Business phone | ••• Locked | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| High net worth clients | 2,653 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":2213,"raum_usd":1015405892,"fewer_than_5":false},"corporations":{"clients":102,"raum_usd":1758882726,"fewer_than_5":false},"pension_pl | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Description | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Employees | 131 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Headquarters | Baltimore, MD | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Legal form | L•••••• Liability Company | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office address | ••• Locked | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) 1•••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Private funds advised | 0 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private fund gross assets | $0 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | ••• Locked | Jan 10, 2012 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| R••• accounts | 5,169 | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• hnw usd | $19B | Apr 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• usd | $26B | Apr 10, 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 |
| Team page url | https://1•••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Team page url | https://1•••••.com/ | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) 1•••••.com | Fact |
| Website | ••• Locked | Apr 10, 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) 1•••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |
| Website title | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••.com | Fact |