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B••••• P•••••••• L••

Multi-family officeTop 500· Miami, FL

Multi-family office, based in Miami, FL.

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

Regulatory AUM
$1.3B
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
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 90% · 108 observations · 6 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)1 people · 0 investments · 169 public positions · 62 events

Why this class: Miami firm describing itself as a m••••••••• o••••• platform serving 25 core families..

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 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
••• Locked
Headquarters
Miami, FL
Office address
••• Locked
Business phone
••• Locked
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $415M. Regulatory AUM $1.3B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$1.3B as of Mar 23, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 3, 2008 · 16 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 79 ($1.3B); Pooled investment vehicles: 1 ($162,737)Fact
Private funds advised
1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $162,737Fact
Form 13F
$415M across 170 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 90%Miami firm describing itself as a m••••••••• o••••• platform serving 25 core families.Factverifiedb•••••••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('portfolio consulting, family office & consolidated reporting')Inference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
P•••• B••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Oct 16, 2024)
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) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) b•••••••••.com
Signals and timeline
6show

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.

Full timeline · 6 events
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
$356M 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.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
B••••• C•••••• P••••••• T•••• C••••Other Private Fund$162,737
Mar 23, 2026
0%Mar 30, 2017 to now
B••••• C•••••• P•••••• O••••••••• 4• C•••• · no longer reportedOther Private Fund$0
Mar 29, 2019
0%Mar 30, 2017 to Jun 27, 2019
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 170 for the quarter ended Jun 30, 2026; $284M shown of $415M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$30.8M41,1357.4%
B•••••••• H••••••• I•• D••CL A$20.2M274.9%
N••••• C•••••••••COM$15.9M79,5313.8%
V••••••• I••• E••••• I•••• F•FTSE EUROPE ETF$13.0M146,3903.1%
J••••••• C•••• • C•COM$12.2M37,2902.9%
P••• A••• N••••••• I••COM$11.3M33,1502.7%
I•••••• T•RUSSELL 3000 ETF$10.7M25,2002.6%
A••••••• I••CAP STK CL A$10.5M29,4092.5%
I•••••• B•••••• T•••• E••SHS BEN INT$9.9M297,4512.4%
S••••• S••••• S••• T•ST STR TECHN ETF$9.3M48,8642.2%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A•••• I••COM$7.7M26,5161.8%
S••••• S••••• S••• T•ST STR CARE ETF$7.6M48,2031.8%
G• V•••••• I••COM$7.4M6,2831.8%
J• P• M••••• E••••••• T••••• F•BETABULDRS JAPAN$7.3M96,9201.8%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$7.1M33,2291.7%
B•••••••• H••••••• I•• D••CL B NEW$6.4M12,8521.5%
A••••••• I••CAP STK CL C$6.2M17,6151.5%
S••• G••• T•G••• SHS$5.9M16,0381.4%
G•••••• S•••• G•••• I••COM$5.8M5,7091.4%
G• A••••••••COM NEW$5.6M15,1001.4%
B••••••••• I••COM$5.4M45,9051.3%
I•••••• T•ESG OPTIMIZED$4.9M32,0001.2%
A••••• C•• I••COM$4.3M18,2451.0%
I•••••• T•US AER DEF ETF$4.3M17,5641.0%
R•• C•••••••••COM$4.0M20,9221.0%
D•••••• C••• D••COM$3.8M19,8950.9%
M•••••••• C•••COM$3.7M10,0490.9%
M•••• • C• I••COM$3.6M27,9600.9%
U••••••••• G•••• I••COM$3.6M8,6940.9%
I•••••• E••••••• T••••• F• T•S&P500 PUR VAL$3.6M31,6990.9%
T••••• S••••••••• M••••••SPONSORED ADS$3.5M7,3070.8%
B••••••• I••COM$3.5M9,1560.8%
M••• P•••••••• I••CL A$3.4M6,0000.8%
S••••• S••••• S••• T•ST STR FINL ETF$3.3M61,8200.8%
S••••• S••••• S••• T•ST STR INDL ETF$3.3M17,5700.8%
S•••• S•• S••• D•• J•••• I••UT SER 1$3.2M6,1690.8%
H•••••••• I••• I••COM$3.0M13,5550.7%
H•••••••• A•••••••• I••COM$3.0M13,5550.7%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$3.0M50,1000.7%
I•••••• T•RUS 1000 ETF$2.9M7,1000.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
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  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
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  • Mar 31, 2026 ••• Locked sec.gov
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  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• 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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities
show
Sources and evidence
115show

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. 115 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
+30 a•••••••••
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,281,842,581)
+8 m••••••••• o•••••
+4 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (95)
Mandate confidence
no components; scored 0
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 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 115 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-23Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)••• LockedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1Jan 31, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$162,737Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$3.2MJan 31, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNJan 31, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)Portfolio management individuals, portfolio management pooled vehicles, selection of other advisers, otherMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2008-04-03Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients79Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)High net worth individuals: clients: 79; RAUM usd: 1,281,679,844; Fewer than 5: no; Pooled investment vehicles: clients: 1; RAUM usd: 162,737; Fewer than 5: noMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Employees16Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions170Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions164Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions161Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions159Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions155Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions154Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions154Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions163Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions155Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions150Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$415MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$356MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$412MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$408MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$396MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$369MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$350MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$363MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$327MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$319MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMiami, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityB••••• P•••••••• L•• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityB••••• P•••••••• L•• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityB••••• P•••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityB••••• P•••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityB••••• P•••••••• L•• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formLimited Liability CompanyMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.comFact
Private funds advised1Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$162,737Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)226Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$1.3BMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$1.3BMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Site mentionsCo investment, private equity, real estate, ventureSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.comInference
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact

Not yet on record: direct investments, decision makers.