Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Find the offices that actually invest in your strategy, and the people who decide.
Offices, their vehicles and the people named on them, built from filings and disclosures rather than from submissions. Free to read, with the source and the date on every row.
What are you trying to do?
Offices with an observed investing record, their vehicles and the people named on them.
- Offices and vehicles
- What they have invested in
- People on the record
Who else is in your strategy, what they hold, and which managers keep appearing.
- Peer offices
- Public holdings
- Managers they use
A market you can address: offices, their foundations and the companies behind the wealth.
- Offices by type
- Foundations
- Source-of-wealth companies
Or keep reading. Everything below is public, and picking a door only changes what leads.
Search by what an office has done, not what it calls itself
Every 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.
The record above stays free. What you pay for is the depth behind it.
Free to read. $249 a month to work in.
The full comparisonNo account. What a visitor and a search engine both see.
- Every entity by name, with its type and its record
- The dated public tape: what changed and when
- The source and the date on every published row
- The methodology, in full
Enough to be useful on its own, and it is how we learn what you came for.
- Follow entities and get a weekly digest of what moved
- Save searches and keep one universe
- A small monthly reveal allowance, to see what a contact looks like
- A small export, with its source column
or 10 months paid yearly. The working tier: the depth and the reach behind every lock on this vertical.
- Reveal the published contact line, with its source
- The whole change history on any record, back to first seen
- Every filter, across the whole record rather than the first page
- CSV export with the source column intact
- 250 follows, 25 saved screens, 5 universes
For the people who work this market every day rather than look things up in it.
- Alerts the day something moves, on an entity, a screen or a universe
- Continuous monitoring with a daily digest
- Exports at the size you actually load into a CRM
- A reveal allowance for a working desk, not a sample
- 2,000 follows, 100 saved screens, 25 universes
All nine verticals, and the joins between them. The one thing here that no list you can buy anywhere else contains.
- Every vertical, at Pro depth
- The same entity across all nine graphs, joined on identity
- Cross-graph search, universes and alerts
- One invoice instead of a collection of subscriptions
The institutional side of the same question: who commits, and to what.
$299 / month
The funds these offices back, and the companies underneath them.
$249 / month
The venture side of the same cheque.
$199 / month
Each is its own subscription. Three or more and the whole Factory costs less, at $599 a month for all nine.
Every row on this page carries its source and its date. The methodology says what is measured, what is inferred, and what DFX does not claim. The Data Factory is this and eight other graphs, joined.