DFX Intelligence

Family Office Intelligence

Family office profile

G•••••••• F••••• A••••••• L••

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Miami, FLCandidateidentity confidence 45%Top 500 by research priority

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified

Last observed Sep 21, 2026 · 31 observations · 2 sources

0 people · 0 investments · 0 public positions · 1 events

This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

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.

Overview

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Profile completeness 22% (high value, high value shallow; the most valuable missing fact is classification)

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

Classification: Candidate
Description: unknown
Headquarters: Miami, FL
Office address: 1395 BRICKELL AVE, SUITE 800, Miami, FL, 33131
Business phone: 305 648-6405
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. Regulatory AUM $327M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $327M as of Feb 9, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Nov 10, 2021 · 3 employeesFact
Client mix (Form ADV 5.D): Individuals: 2 ($982,889); Corporations: 1 ($12.4M); High net worth individuals: 13 ($314M)Fact

Classification history

Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference

Family and wealth origin

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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.

Team

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No current professionals on the record.

Office contact points

Business phone: 305 648-6405 (published by the subject) adviserinfo.sec.gov

Office address: 1395 BRICKELL AVE, SUITE 800, Miami, FL, 33131 (published by the subject) adviserinfo.sec.gov

Investment mandate

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Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Nothing to infer from.

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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

Fund and manager relationships

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

Public stakes and holdings

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Form 13F holdings

No 13F filing on the record for this office.

Real estate

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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

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

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Signals and timeline

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Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discoveredG•••••••• F••••• A••••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov

Sources and evidence

31show

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. 31 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)

Contactability

+10 v••••••• b••••••• p••••• (1)

+10 o••••• a••••••

Data confidence

+10 r••••••••• r•••••

+10 i••••••••• s•••••• (2 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 i••••••••• s•••••• (2 sources)

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($327,142,309)

+3 c••••••••• i••••••• u•••••••••

+5 n• d••••••••• y•• •••••••• w•••• a•• o•••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (466)

Mandate confidence

no components; scored 0

Identity confidence

+45 c••••••••• (CANDIDATE_FAMILY_OFFICE (registered adviser with a family-named firm (investments, holdings, capital, wealth)))

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••••• (9 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-02-09	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	G•••••••• F••••• A••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	G•••••••• F••••• A••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	G•••••••• F••••• A••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	G•••••••• F••••• A••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	portfolio_management_individuals,selection_of_other_advisers	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2021-11-10	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	305 648-6405	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	13	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":2,"raum_usd":982889,"fewer_than_5":false},"corporations":{"clients":1,"raum_usd":12378763,"fewer_than_5":false},"high_net_worth_indivi	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Employees	3	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Miami, FL	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Legal form	Limited Liability Company	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	1395 BRICKELL AVE, SUITE 800, Miami, FL, 33131	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	0	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• accounts	120	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• hnw usd	$314M	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
R••• usd	$327M	Feb 9, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) 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 20, 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
Website search	not_found	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference