DFX Intelligence
Family office profile
T•• F••••• O••••• P•••••••
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Phoenix, AZOutsourced family office provideridentity confidence 90%Top 500 by research priorityt•••••••••.com
Why this class: T•• F••••• O••••• P••••••• is one firm in the T•• P••••••• group of wealth, family office and trust firms serving many individuals, families and businesses..
Verified Sep 13, 2026 (9 days ago)
Last observed Sep 22, 2026 · 51 observations · 4 sources
5 people · 2 investments · 0 public positions · 3 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
- Phoenix, AZ
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- t•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $5.0B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $5.0B as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Nov 8, 2011 · 88 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 14 ($9.8M); Charitable organizations: 61 ($69.3M); High net worth individuals: 231 ($5.0B)Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%T•• F••••• O••••• P••••••• is one firm in the T•• P••••••• group of wealth, family office and trust firms serving many individuals, families and businesses.Factverifiedt•••••••••.com“••• Locked”
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
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.
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••••• R••••• C•••••• | Chief Investment Officer | Chief investment officer · investment decisions | none on record | |
| C••••••••• E••••• E•••••• | Director, Chairman, Partner, Ceo, Secretary and Treasurer | Leadership | none on record | |
| S•••• M•••••• H••• | President | Leadership | none on record | |
| B••••••• L•••• G•••••• | Chief Operating Officer | Operations and finance | none on record | |
| P••••••• S•• S•••••• | Chief Compliance Officer | Operations and finance | 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
- unknown (2) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- portfolio listing (2) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
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 investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | T•• F••••• O••••• P••••••• | Portfolio listing | unknown | unknown | unknown | none named | t•••••••••.com Fact “••• Locked” |
| n/a | T•• W••••• P••••••• OH | Portfolio listing | unknown | unknown | unknown | none named | t•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
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 entities3show
Signals and timeline3show
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•••••••••Factt•••••••••.com
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Sources and evidence50show
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. 50 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+15 i•••••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+19 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($5,037,052,171)
+6 d••••• i••••••••• o• r•••••
+0 r••• (420)
Mandate confidence
+20 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
+30 o••••••• d••••• i••••••••• (2 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV admission signal | name | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV admission signal | name,services_description | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Latest Form ADV filing | 2026-03-27 | Mar 27, 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 |
| Other services (Form ADV) | FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES | Mar 27, 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,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,educational_seminars,other | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Form ADV status | Approved | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| SEC status effective | 2011-11-08 | Mar 27, 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 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| High net worth clients | 231 | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":14,"raum_usd":9769240,"fewer_than_5":false},"charitable_organizations":{"clients":61,"raum_usd":69254020,"fewer_than_5":false},"high_n | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | The office in its own words (description and investment thesis from its home, about, approach and criteria pages) t•••••••••.com | Fact |
| Employees | 88 | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Headquarters | Phoenix, AZ | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Legal form | Limited Liability Company | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Office address | ••• Locked | Mar 27, 2026 | SEC Form 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) t•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | T•• F••••• O••••• P••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | T•• W••••• P••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | T•• F••••• O••••• P••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | T•• W••••• P••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Visit T•• F••••• O••••• P••••••• Website | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Visit T•• W••••• P••••••• Website | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Private funds advised | 0 | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Private fund gross assets | $0 | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• accounts | 1,939 | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• hnw usd | $5.0B | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| R••• usd | $5.0B | Mar 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov | Fact |
| Schedule a rows | 8 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.com | Fact |
| Website | ••• Locked | Mar 27, 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) t•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | Home - T•• P••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | Home - T•• P••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | Home - T•• P••••••• | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |