DFX Intelligence
Offices on the graph
2,399
every class except false positives
SFO confirmed
270
the office says so, cited
SFO probable
348
a filing names it one, or its shape says so
Multi-family offices
127
registered or cited, serving many families
Candidates
768
one public signal, held for research
Investments on record
2,484
each with a source and a quote
Public holdings
1,030,608
13F positions, latest two quarters
Signals
181,048
dated events with evidence
Offices
Search by what an office has done, not what it calls itselfWhere these offices come fromEvery office here entered through a public record: an SEC adviser filing, a 13F holdings report, a Form D vehicle, or cited research.The class chip says how sure we are and the profile says why. Candidates are shown as candidates; they are not counted as coverage.
Last ingest 9/23/2026, 8:27:40 PM UTC
Start from
205 offices match
| Office | Class |
|---|---|
| Divergent Planning, LLC | Outsourced family office provider |
| WMS Partners | Outsourced family office provider |
| Stonegate Investment Group, LLC | Multi-family office |
| B••••••••• A••••••• L•• | Multi-family office |
| F•••••• J•••• B• J• | Candidate |
The office names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get Family Office Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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