DFX Intelligence

Family office profile

Q•• F••••• W•••••• L••

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.

Lake Mary, FLCandidateidentity confidence 45%q••••••••.com

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

Not yet hand-verified

Last observed Sep 23, 2026 · 103 observations · 4 sources

17 people · 0 investments · 337 public positions · 28 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

show

Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)

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

Classification: Candidate
Description: ••• Locked
Headquarters: Lake Mary, FL
Office address: ••• Locked
Business phone: ••• Locked
Website: q••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $287M. Regulatory AUM $749M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $749M as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Aug 2, 2024 · 7 employeesFact
Client mix (Form ADV 5.D): Individuals: 53 ($20.7M); Corporations: 8 ($5.9M); High net worth individuals: 144 ($723M)Fact
Form 13F: $287M across 337 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

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

Family and wealth origin

show

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

17 peopleshow

Person	Title	Responsibility	Business contact	Source
C••• H•••••	CEO, Managing Partner and Private Wealth Advisor	Leadership	none on record	q••••••••.com Fact
C••• M•••••• H•••••	Chief Executive Officer/ Managing Partner	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
L••• M••••••••	Private Wealth Senior Client Manager	Leadership	none on record	q••••••••.com Fact
W•••• V••••	You’re a Business Owner Who’s Thinking About Retirement.	Leadership	none on record	q••••••••.com Fact
W••••• D•••• H•••••	Managing Partner	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
W••••• H•••••	Founder, Managing Partner and Private Wealth Advisor	Leadership	none on record	q••••••••.com Fact
D•••••• T••••	Team Lead, Compliance Support	Operations and finance	phone: ••• Locked (published by the subject, Oct 29, 2025)	sec.gov Fact
J•••••• A• S••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Jan 17, 2025) phone: ••• Locked (published by the subject, Apr 16, 2026)	sec.gov Fact
J•••••• A••••• S••••	Chief Compliance Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
M••• F••••••	Private Wealth Portfolio Analyst	Operations and finance	none on record	q••••••••.com Fact
N••••• D• P•••••	Chief Operating Officer	Operations and finance	none on record	q••••••••.com Fact
N••••• D• P•••••	Chief Operations Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
E•••••• I••••••	Admin	Other	phone: ••• Locked (published by the subject, Feb 13, 2026)	sec.gov Fact
E•••••• I•••••• d• l• R••••	Authorized Representative	Other	phone: ••• Locked (published by the subject, Jul 27, 2026)	sec.gov Fact
J••• M•••••	Private Wealth Strategist Associate	Other	none on record	q••••••••.com Fact
K••••• M••••	Consultant	Other	phone: ••• Locked (published by the subject, May 12, 2025)	sec.gov Fact
W••• K••••••••	Private Wealth Strategist	Other	none on record	q••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

Business phone: ••• Locked (published by the subject) q••••••••.com

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

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

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: $240M 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 337 for the quarter ended Jun 30, 2026; $153M shown of $287M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
N••••• C•••••••••	COM	$11.0M	55,165	3.8%
A•••• I••	COM	$10.5M	36,376	3.7%
B••••••••• S••• L•••••• F•	COMMON STOCK	$8.6M	362,376	3.0%
A••••••• I••	CAP STK CL C	$7.5M	21,214	2.6%
T•••• I••	COM	$7.5M	17,789	2.6%
M•••••••• C•••	COM	$7.0M	18,888	2.5%
A••••• G••••• M••• I••	CL A	$6.9M	641,685	2.4%
A••••• C•• I••	COM	$6.8M	28,590	2.4%
I•••••• Q•• T•	UNIT SER 1	$6.0M	8,138	2.1%
V••••••• I•••• F••	S&P 500 ETF SHS	$5.8M	8,494	2.0%
A••••••• I••	CAP STK CL A	$5.7M	15,922	2.0%
B••••••• L••	COM	$5.0M	337,432	1.7%
M••••• T••••••••• I••	COM	$4.9M	4,222	1.7%
B••••••• I••	COM	$4.7M	12,352	1.6%
J•••• D•••••• S•• T•	HENDRSON AAA CL	$4.3M	84,979	1.5%
M••••• S•••••• E•• T••••	EAT INC OPP ETF	$2.9M	58,129	1.0%
B•••••••• H••••••• I•• D••	CL B NEW	$2.9M	5,749	1.0%
P••••••• T••••••••• I••	CL A	$2.7M	23,235	0.9%
J••••••• C•••• • C•	COM	$2.7M	8,244	0.9%
M••• P•••••••• I••	CL A	$2.7M	4,755	0.9%
J•••• D•••••• S•• T•	HEND SECU IN ETF	$2.6M	50,548	0.9%
U••••• P••••• S••• I••	CL B	$2.4M	22,678	0.8%
E•••• M•••• C•••	COM	$2.4M	17,828	0.8%
J•••• D•••••• S•• T•	HENDE INCOM ETF	$2.1M	42,539	0.7%
P•••• F•• T•	US CASH COWS 100	$2.1M	33,729	0.7%
F••••••• W••• O••••• B••••••	SHS	$2.0M	40,017	0.7%
E•• L•••• • C•	COM	$2.0M	1,665	0.7%
A••••••• M•••• D•••••• I••	COM	$1.9M	3,311	0.7%
C••••••••• H•••• I••	CL A	$1.9M	2,491	0.7%
W•••••• I••	COM	$1.8M	16,303	0.6%
I•••• C•••	COM	$1.7M	12,391	0.6%
J•••••• • J••••••	COM	$1.6M	6,364	0.6%
B••••••• P••••••••• I••	COM	$1.6M	161,082	0.6%
C•••••• G•••• D••••••• G••••	SHS ETF	$1.6M	42,866	0.6%
M••••• S•••••• E•• T••••	EATON VANCE FLTG	$1.6M	32,014	0.5%
M•••• • C• I••	COM	$1.5M	12,019	0.5%
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$1.5M	2,035	0.5%
G•••••••• B•••••• T•••• E••	SHS REP COM UT	$1.5M	32,600	0.5%
C•••••• C•••••••••	COM	$1.5M	8,817	0.5%
A•••••• M•••• I••	COM	$1.5M	2,014	0.5%

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
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• 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

Signals and timeline

1show

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 discovered••• LockedDiscoveryInferencea•••••••••.s••.gov

Sources and evidence

103show

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. 103 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••••• (7)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+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•••••• ($749,321,996)

+3 c••••••••• i••••••• u•••••••••

+0 r••• (1059)

Mandate confidence

no components; scored 0

Identity confidence

+45 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

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-03-31	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,pension_consulting,selection_of_other_advisers	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2024-08-02	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	144	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":53,"raum_usd":20662548,"fewer_than_5":false},"corporations":{"clients":8,"raum_usd":5867339,"fewer_than_5":false},"high_net_worth_indi	Mar 31, 2026	SEC Form 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) q••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.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,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	7	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.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
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 admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	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
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
13F positions	337	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	287	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	277	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	255	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	186	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	162	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$287M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$240M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$227M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$211M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$161M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$133M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	Lake Mary, FL	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lake Mary, FL	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds advised	0	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$0	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	801	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$723M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$749M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	6	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Site mentions	private_equity	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Site mentions	private_equity	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Site mentions	private_equity	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Team page url	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Website	••• Locked	Mar 31, 2026	SEC Form 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) q••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Website title	Wealth Management \| Q•• F••••• W••••• :	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Website title	Wealth Management \| Q•• F••••• W••••• :	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact
Website title	Wealth Management \| Q•• F••••• W••••• :	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) q••••••••.com	Fact