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S•••••• C•••••• L••

Outsourced family office providerTop 500· Indianapolis, IN

Outsourced family office provider, based in Indianapolis, IN, with 1 direct investment on record.

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

Direct investments
1
Deal announcements, Form D and filings
Regulatory AUM
$14B
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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1 export, up to 12 contact reveals
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Direct investments (1)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% · 113 observations · 5 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (10 days ago)11 people · 1 investments · 396 public positions · 218 events

Why this class: S•••••• is an independent wealth advisory firm with offices in five cities that offers family office solutions to its clients alongside investment management..

Direct investing
15
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.

Profile completeness 56% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Indianapolis, IN
Office address
••• Locked
Business phone
••• Locked
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $7.6B. Regulatory AUM $14B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$14B as of Mar 17, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 6, 2023 · 59 employeesFact
Client mix (Form ADV 5.D)
Individuals: 289 ($94.3M); Corporations: 6 ($676M); Charitable organizations: 31 ($1.2B); High net worth individuals: 691 ($12B)Fact
Form 13F
$7.6B across 396 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%S•••••• is an independent wealth advisory firm with offices in five cities that offers family office solutions to its clients alongside investment management.Factverifieds•••••••••.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 ('family office services')Inference
Team
11 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M••••••••• R•••••••••Chief Legal Officer and OfficerOperations and finance
media · California, New York (from the bio)
phone: ••• Locked (published by the subject, Oct 11, 2024)
M••••••••• R•••••••••Chief Compliance OfficerOperations and finance
media · California, New York (from the bio)
phone: ••• Locked (published by the subject, Jan 29, 2025)
sec.gov Fact
M••••••••• R•••••••••Chief Compliance OfficerOperations and finance
media · California, New York (from the bio)
phone: ••• Locked (published by the subject, Oct 11, 2024)
sec.gov Fact
E•••• P••••••••Vice PresidentLeadership
financial services, media · New York (from the bio)
none on record
J•••• A••••• R•••••Chief Executive OfficerLeadership
private equity · financial services, media · New York, Washington (from the bio)
none on record
Full team · 11 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
J•••• M••••••••• K••••Partner and Managing DirectorLeadership
media · Colorado, New York (from the bio)
none on record
J•••••• S•••• C••••Partner and Managing DirectorLeadership
venture · media, education · Indiana, New York (from the bio)
none on record
K•••• M•••••• K•••••••••CEO, S•••••• C•••••• Alternative InvestmentsLeadership
private equity, real estate, private credit · healthcare, financial services, media, education · Europe, New York (from the bio)
none on record
R••••• R•••PartnerLeadershipnone on record
T••••• J•••• P••••Partner and Managing DirectorLeadership
private credit · media · New York (from the bio)
none on record
E•••••••• E••••Chief Financial OfficerOperations and financenone on record
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) s•••••••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Facts•••••••••.com
  • 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)
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: 2024-12-30 · First: 2024-12-30 Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$6.6B 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
Stakes the office filed (Schedule 13D, 13G, Section 16)
First filedIssuerFiled asFilings
Dec 30, 2024I•••••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Form 13F holdings

Top 40 positions of 396 for the quarter ended Jun 30, 2026; $6.4B shown of $7.6B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
E•• L•••• • C•COM$1.7B1,447,54022.7%
E• S••••• T••••SAPIENT QUALITY$1.4B49,554,95018.1%
A••••••• C•••COM CL A$575M1,115,8707.5%
A•••• I••COM$334M1,155,7184.4%
A••••••• I••CAP STK CL A$225M629,0762.9%
B••••••• I••COM$177M468,0802.3%
M•••••••• C•••COM$164M438,3942.1%
T••••• S••••••••• M••••••SPONSORED ADS$122M255,6761.6%
J••••••• C•••• • C•COM$115M351,4791.5%
V••••• C•••COM$109M687,9621.4%
All 40 positionslargest value first
IssuerClassValueSharesWeight
S•••• D••••••• I••COM$103M447,6641.3%
A••••• C•• I••COM$97.5M409,1131.3%
N••••• C•••••••••COM$92.7M463,1451.2%
G• V•••••• I••COM$89.4M76,0381.2%
M••••• T••••••••• I••COM$73.5M63,7011.0%
M••• P•••••••• I••CL A$71.4M126,7780.9%
C••••• W•••••••• C•••••••••COM$68.1M72,8060.9%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$66.9M89,4030.9%
B••• O• A••• C•••COM$63.5M1,114,1720.8%
B•••••• H••••••• I••COM$57.0M319,9230.7%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$56.0M263,4000.7%
A••••• I••COM$49.4M196,2360.6%
P••• A••• N••••••• I••COM$46.0M134,8690.6%
B•• T••••••••• I••COM$44.2M227,0970.6%
S••• G••• T•G••• SHS$41.7M113,0860.5%
W•••••• I••COM$39.8M351,2720.5%
A••••••• I••CAP STK CL C$39.6M112,0210.5%
M••••• S••••••COM NEW$37.9M181,3010.5%
V••••••• S••••••••• F••••DIV APP ETF$37.6M158,8320.5%
C•••••••• D•••• I••COM$37.6M418,9660.5%
C•••••• C•••••••••COM$37.4M225,4690.5%
N•••••• I•••COM$33.0M462,8620.4%
M••••••••• P•• S•• I••COM$30.4M21,9740.4%
V••••• H••••••• C•COM CL A$28.2M84,2110.4%
V••••••• I•••• F••TOTAL STK MKT$28.0M75,6180.4%
M••••••••• I•••••••••CL A$27.0M52,5440.4%
M• • T• B• C•••COM$25.8M108,2620.3%
B•••••••• H••••••• I•• D••CL B NEW$25.2M50,4230.3%
S•••• P••• G•••• I•• N••COM$24.6M110,0610.3%
A••••••• P••••• A••ORD SHS$24.6M92,1620.3%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
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All 25 changes
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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
1show
Sources and evidence
120show

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. 120 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••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+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•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+21 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($13,756,996,022)
+3 d••••• i••••••••• o• r•••••
+0 r••• (452)
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 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
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
View all 120 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-17Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S•••••• C•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S•••••• C•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S•••••• C•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S•••••• C•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, selection of other advisers, otherMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2023-02-06Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Branch offices13Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices13Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices13Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices13Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients691Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 289; RAUM usd: 94,251,865; Fewer than 5: no; Corporations: clients: 6; RAUM usd: 675,702,792; Fewer than 5: no; Charitable organizations…Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Employees59Mar 17, 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 positions396Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions443Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions417Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions388Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions373Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions364Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions368Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions389Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions364Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions369Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$7.6BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.6BMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$7.1BDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.5BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.6BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.1BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.2BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.0BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$4.8BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$4.5BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersIndianapolis, INDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersIndianapolis, INMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Outsourced family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)Outsourced family office
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Office type (stated)Outsourced family officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Private funds advised0Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Public stake filed (13D, 13G, Section 16)I•••••••• T••••••••• I•••Dec 30, 2024SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Accounts (Form ADV)6,681Mar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$12BMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$14BMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows8Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website••• LockedMar 17, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact

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