DFX Real Estate Intelligence

Resolve a firm, fund, person or company name to canonical dfx ids from the Data Factory's index of every published name and alias (former names, dbas, legal names) on the family office, sponsor, venture, private equity, RIA, allocator, private credit and real estate fund graphs as each graph is indexed. Each row carries the ROLES the institution holds across graphs where the identity layer publishes them, so one institution that is a private equity manager, a registered adviser, a private credit manager, a real estate fund manager and a manager holding allocator capital comes back as one identity with the id on each graph, never as five unrelated firms. Ranked exact, prefix, then word match; one row per entity; typically under 200 ms. The first call before get_entity. Real estate organisations are resolved by resolve_organization instead. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Turn an owner, manager, lender or servicer name into canonical DFX entity ids. A name is treated as a blocking key and never as an identity, so all candidates are returned rather than a guess. Free. Person lookup is deliberately not offered.

Resolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and `resolved` is false. With a firm name, the current firm is tried first, then prior registrations with that firm. The card that comes back is the same as get_ria_advisor's summary; call get_ria_advisor(dfx_id) for the history. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Family offices (and, with family_capital_only false, every 13F filer on the family office graph) that hold public positions in a sector per their latest Form 13F: for each office, the value held in the sector, the number of positions, the sector's share of the office's 13F book, its top five positions (issuer, ticker, value, share of book), its class (single or multi family office) and state, and the 13F filing. Sectors are the SEC's own SIC codes on each issuer (CUSIP to ticker to SEC CIK to EDGAR SIC). Give SIC codes (3674 semiconductors, 6021/6022 banks, 1311 oil and gas, 2834 pharmaceuticals, 7372 software) or a sector word matched against the SEC description. A 13F lists US listed long equity positions only: private holdings are not on it. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

One row per line of a plan's own disclosure: allocator, fund as printed, manager and fund resolved to the pe / vc graphs where the resolver matched, bucket, the plan's commitment amount, status (COMMITTED with the plan's closing date; DISCLOSED_HOLDING as of the report date), vintage, re-up / first-time-manager in the plan's words, the plan's own paid-in, distributed, remaining value, IRR and multiple where printed, and the source URL with a quote. Filter by allocator, manager (who backs this manager), fund, consultant, status, bucket, re-ups only, first-time only, since date; sort by date, amount or vintage. A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The capital-owner graph: public pensions (every Census unit), corporate and Taft-Hartley DB plans (Form 5500), endowments and foundations (IRS), state pools and investment offices, as compact cards with dfx:al: ids carrying reported assets and basis, funded status, policy targets, commitment counts and adviser counts. entity_type=consultant lists consultants and OCIOs by their own ADV filing with client counts on the tape; entity_type=manager lists managers by the public LPs that disclose a fund of theirs (who backs this manager); entity_type=fund lists funds by public LPs. A bare query with no entity_type runs the alias-aware search (CalPERS resolves). A target is never an actual, a disclosed holding is never an approval, commitment dollars repeat across reports, re-ups are the plan's own words, estimates are labelled and nothing predictive is published. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Search 4,313 FDIC-insured banks by their commercial real estate book at the June 2026 call report: total CRE, construction and multifamily in dollars and against equity and assets, noncurrent and net charge-off ratios, ROA, and two screens against the 2006 Interagency CRE guidance (construction over 100%, total CRE over 300%). For 4,242 of them, UBPR's peer-group and national percentile RANKS on the same concentrations. Filter by state, name, CRE-to-equity range, guidance screen, minimum assets or minimum noncurrent ratio; sort by cre_to_equity (default), construction_to_equity, noncurrent, cre_total, assets or multifamily. Free. THE GUIDANCE IS QUOTED, NOT APPLIED: it tests TOTAL RISK BASED CAPITAL; the ratios here are on equity and the ranks on Tier 1 plus the allowance, so above_*_guidance_on_equity is a screen against a proxy. Every row states its quarter. No person appears in this data.

For a term (software, tariffs, AI, healthcare, energy, consumer, office, crypto or any word), every active BDC whose latest 10-K or 10-Q names it, compared sentence by sentence with the filing before: whether the language changed, how many sentences were added, removed or rewritten, and those sentences (clipped), with both filings cited. The answer to 'which BDCs added language about software risk this quarter'. A refreshed number is reported as numbers_updated, not as a change. For the passages themselves use search_documents. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The borrower to sponsor chain: a BDC borrower, linked through a graded identity bridge to its company record, then to the private equity firms that invested (fund, entry and exit dates, whether the source states the investment is current, and the page that says so), beside the borrower's latest BDC picture: principal held across BDCs (a lower bound), fair value over cost, BDC count, credit status (PERFORMING, NON_ACCRUAL from the BDCs' own footnotes), and the dates PIK was first and last added or increased and non-accrual last placed. Give a borrower for its sponsors, a sponsor for its borrowers, or filters alone: pik_since='2026-01-01' with group='sponsor' answers 'which sponsors own portfolio companies where PIK was introduced in 2026'; on_non_accrual_now answers 'which sponsors have borrowers on non-accrual'. group='sponsor' ranks firms by matching borrowers over the whole chain. Coverage: about 2,150 borrowers and 880 firms carry a graded chain; a borrower without one is not 'unsponsored'. Returns dfx:pc: borrower ids and dfx:pe: sponsor ids. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The change tape for the three capital graphs by FIRST SIGHT: the day DFX first saw each row, which is the only order a poller can trust. Commitments and re-ups disclosed by public plans, allocation targets moved, consultants changed, new borrowers and lenders on the credit tape, facilities marked down, maturities moving, sponsor and lender pairs forming, vehicles reported and dropped. Rows that existed when the arm was created are excluded, so history never reads as this week. Poll with the `next_since` the answer returns. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Loans on the ACTIVE CMBS tape (SEC ABS-EE, each loan's latest monthly reading, read within 100 days of the newest period) with the servicer's own fields: payment status (current, 30/60/90 days, non performing matured balloon), special servicer and transfer date, whether it is in special servicing now, workout strategy, modification, current DSCR with its basis, occupancy, appraisal and LTV, balance, maturity, originator, and the sponsor as the prospectus annex discloses it (sponsor column, else carve-out guarantor, labelled). Each row carries the core property id where the building chain resolved it, for get_property_record. Filter by state, property type, maturity window, distress or sponsor text, or ask for ONE building with property (its name or street address, e.g. 'Park West Village', '1384 Broadway') or property_dfx_id (the id resolve_address or get_property_record gave). The answer to 'Texas multifamily loans maturing in 18 months that are in special servicing, and who sponsors them'. Conduit CMBS only: bank balance sheet, agency and debt fund loans are not on this tape. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Every conduit CMBS loan whose servicer reported a foreclosure, REO or deed in lieu workout (SEC ABS-EE), with how it ended: resolved or still pending, the SEC liquidation code decoded (disposition/liquidation, discounted payoff, payoff, repurchase), the liquidation date, the balance before resolution, the last reported realized loss and loss severity, the special servicer, and the trust filing that reported the resolution. Plus a summary by resolution and the total loss reported. The answer to 'which CMBS loans went to foreclosure and how were they resolved'. A zero realized loss is stored as absent, so 'not reported' is never 'no loss'. For live loans and their current status use search_cmbs_loans. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Debt facilities still on a BDC schedule whose tagged or written maturity falls inside the window (default the next 24 months from today), ordered by date: borrower, sponsor with basis, lien, principal held (a lower bound), mark on cost, the BDCs holding it. Filter by sponsor, lien and minimum principal. A BDC that tags no maturity contributes nothing here. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Credit stress on the BDC tape, counted over every event: NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL (from each BDC's schedule of investments footnotes), PIK_ADDED and PIK_INCREASED (from the PIK rate each BDC tags). group='bdc' compares the latest quarter end with the one before for every BDC (events, change, borrowers, and each type), sort='change' for 'which BDCs increased non-accruals last quarter'. group='period' is the quarterly series ('is non-accrual rising'). group='borrower' lists the borrowers behind the events with the BDCs and the sponsor where the chain has one. Each event is one BDC and one borrower, per the BDC's own filing. For the individual dated events use search_private_credit_changes(event_type=...). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Full-text search over DFX's document index: verbatim passages from the documents the graph already points at (SEC filings and BDC schedules of investments, public pension board minutes, ACFRs and investment reports, 990s, Form D, firm press and team pages). Each result is one passage with its document (URL, accession, CIK, type, rights class, publication and effective dates), the graph row it was read into, the dfx ids it names, and any claim it states (a commitment amount, an allocation target). Give dfx_id to see only passages naming that entity. Use for 'show me the filing / minutes / quote behind X'. Every row carries a citation; an answer that could not cite a row is refused, never returned. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

One search across family offices, independent sponsors and their capital providers, private companies, venture firms, private equity firms and funds, and real estate organisations: by name, or by filters (entity_type, domain, state, sector, ...). Compact cards with stable dfx ids and a per-domain coverage note. Breadth across every domain in one query, with fewer per-domain filters than the domain searches. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Dated events across family offices, sponsors, venture, private equity and real estate: investments announced, vehicles formed, Form D and ADV filings, people joining and leaving, funds raised, acquisitions, plan final filings, record departures, loan maturities. Filter by domain, subject dfx_id, event_type, state, significance and window. Routine 13F position and fund-reporting noise is excluded unless asked for. Ordered and windowed by when events occurred. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Dated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Family offices as compact cards: class (single, multi, embedded...) with confidence, whether they invest directly, sectors and asset classes on record, check size where stated, direct investment count, latest investing activity (private or public 13F/13D), and counts of people, sponsor and real estate relationships. A list filter sorted by one column: for a ranked answer to a buyer's criteria use rank_family_offices. Filter by states or region, canonical industries, direct investing, manager allocation, recent activity, AUM, an event type since a date, or a named co-investor. Returns dfx:fo: ids. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Forward opportunities across DFX: an entity, the event a measured pattern points to (a borrower reaching non-accrual, a pension plan re-upping with a manager, an RIA entering succession, a nursing home closing), the horizon, the pattern's lift over its base rate with the lower bound of its interval and a band (BASELINE, ELEVATED, HIGHLY_ELEVATED, EXCEPTIONAL, cut on the lower bound), an economic range with its unit, dated why-now facts, the evidence labelled by kind, confidence by dimension, and whether a person is identified. Each row says whether it may be read as 'likely to' (a VALIDATED pattern) or only as an emerging indicator. The likelihood belongs to the pattern, never to the entity: do not restate a lift as the chance this entity acts. Filter by vertical, predicted event, persona, horizon, economic size, band, contact coverage or entity. Rows come ranked by the model's entity rank (rank.position, rank.family_percentile). Use FIRST for any question about what is likely, next, near-term, about to happen, or who shows indicators. Say which status each row has: VALIDATED may be described as a measured pattern; TESTING and PROSPECTIVE_ONLY are emerging indicators and must not be called predictions. An empty answer means no governed forward row matches, not that nothing is developing: then say plainly that DFX has no validated forward signal for it (get_forward_signal_ledger shows what was tested and failed), and never offer completed events (a move that happened, a completed succession) as a forecast. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Verified independent sponsor firms (deal-by-deal acquirers of lower middle market companies) as compact cards: verification status, classification, mandate summary, principals, vehicle count and latest vehicle, and how many companies resemble the sponsor's observed deals. Only firms whose identity evidence names them (eligibility VERIFIED_SPONSOR_FIRM) are returned unless include_unverified is true, which returns the unverified filing groups and candidates as a labelled research list. With `sector`, the answer is OBSERVED behaviour: verified sponsors with observed deals in that vertical first. Returns dfx:isi: ids. Capital providers and target companies are not in these results. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

ISI opportunities in the shared opportunity contract (rule isi-opp-1): deal_provider_gap (counsel, bank or accountant not on record for a recent sponsor deal), repeat_acquirer, active_capital_provider, and three types HELD by blind QA (deal_no_capital_partner_on_record, new_geography, repeat_capital_pair) which are returned only with status=held and their hold reason. Each row: what happened, why now, why it may matter, who it is relevant to, the firms on record, the roles not on record, people with a contact class (no contact value), the announcement URL. A deal DFX first held more than 90 days after it was announced is history and held. total is the full count. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Opportunity summaries: the condition (credit deterioration, refinancing window, lender group change, capital raised, advisor movement, servicing distress ...), the subject with its dfx id, the signal families and published signals behind it, first and last observed dates, exposure with basis, the intelligence class (JOINED, INFERRED, DERIVED, DFX_EXCLUSIVE ...), beneficiary classes, and COUNTS of named and reachable beneficiaries. No contacts and no sales state. Filter by condition, class, subject id or minimum rank. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Search the assessor parcel layer with filters instead of one exact address. Filter by state, municipality, assessor land use code, owner-occupancy, tax-exempt status, year built and assessed value range; results carry assessed value, gross building area, assessed value per square foot, the annual tax and the year built. This is the way to ask a QUESTION of the parcel layer without an address in hand. Every answer states the true match count alongside the sample, and a search that matches nothing names the filter that emptied it rather than returning a bare empty list. At least one filter is required. Free. EVERY ROW CARRIES A `dfx_id` AND IT IS A HANDLE, NOT A LABEL: the canonical parcel id this server uses for that parcel's events, ownership, debt and recorded sales.

Private equity firms (management companies and advisers) as compact cards: the classifier's class with its state, confidence and basis; size band with the evidence it was sized on; fund counts, latest vintage and Form ADV gross assets reported for private equity funds since 2024 (reported gross assets, NOT fund size or dry powder); portfolio and transaction counts (36 and 12 months); team counts; acquisition appetite and investment velocity values. Filter by name, sector, class, class_state, size_band, state or minimum transactions in 36 months. A sector word (software, healthcare, industrials) goes in `sector`, never in `query`, which matches firm names only. Returns dfx:pe: ids. Funds, people, transactions, scores with their components and counterparties are on get_pe_firm, not on these cards. Not for family offices, independent sponsors or venture firms (search_family_offices, search_independent_sponsors, search_vc_firms). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Funds on the private equity graph with every amount under its own name and beside its basis: target, first close, final close, announced size, Form D offering and sold, and the Form ADV gross asset value with its as-of date. adv_gross_asset_value is the gross assets the adviser REPORTED for the fund: it is not fund size, not commitments and not dry powder. Also vintage with basis, ADV fund type, lifecycle state, owner and LP counts. Filter by name, manager, ADV fund type, vintage range, lifecycle or minimum reported gross assets. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Companies that act as a platform (a sponsor's platform investment, or a company that has made add-ons): industry, add-on counts (total and last 24 months) and latest add-on date, current owners with role, status and dates, ownership since, and the platform acquisition activity and exit readiness scores. Filter by name, state, industry text, minimum add-ons in 24 months or owner firm. Returns dfx:pe: company ids for find_pe_addons_for_platform. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Acquisitions, add-ons, recapitalisations, carve-outs, secondary sales and exits on the private equity graph: type, status, announced and closed dates, target with industry and state, platform for an add-on (with the basis for calling it one), control, every party with role, side and attribution, and money (enterprise value, purchase price, equity value, target revenue and EBITDA) ONLY where disclosed, each beside its basis. An undisclosed amount is absent, never estimated. Filter by firm (any party), target, platform, type, target state, since-date, add-ons only, control or target name. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

OFFICIAL state records that a skilled nursing facility's ownership, control or operator is changing, before the change takes effect (Kentucky, New York, Rhode Island, New Jersey, Maine): facility, CCN, beds, current and proposed operator, real estate owner where public, the state's own stage, record class (OFFICIAL_PENDING_FILING, DERIVED_STATUS, CONFIRMED_EFFECTIVE_CHANGE, WITHDRAWN_OR_DENIED), first public record date, days pending, planned close, evidence tags with their facts, source URL and last checked. With changed_since, returns what changed (new application, agenda, vote, withdrawal, effective) instead. Not predictions. Each state's audited fields are listed; proposed owners and percentages are not returned as fact. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Investment professionals, principals and family office staff as names with titles, roles, seniority, investment responsibility, organisation and tenure, from public filings and firm pages; with domain=ria, IAPD-registered advisors by name or firm. By name, or by organization_dfx_id, or by role. cross_graph_only=true answers 'which venture people are connected to family offices' in one call. organization (a firm name) or organization_dfx_id returns everyone on record at that institution across every graph it is on (one institution is several ids) and every contact source. At least one of query, organization, organization_dfx_id, role, investment_responsibility or cross_graph_only is required; a call with none of them is refused with INVALID_ARGUMENT. Contact points are withheld over MCP; each card whose organisation is on a contact graph carries `reachability` booleans instead (a verified email or phone on record for that name at that organisation, never the value). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

US private companies whose filings (Form 5500 plan history, final filings, ownership changes) record a change: vertical, plan participants as a size proxy, EBITDA band where derivable, and rule scores 0 to 100 for opportunity, dealability, transition readiness and urgency, each backed by observations. The scores are NOT a prediction: replayed against later transactions (backtest 2026-09-13) the composite's top decile transacted at 0.94x the base rate at 24 months, so never present a high score as a company likely to sell or transact; present the filed changes as the evidence. Filter by vertical, state, NAICS prefix, size and minimum opportunity. Returns dfx:isi: ids. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The capital structure graph behind private markets, built from every BDC's schedule of investments each quarter since 2022. `query` is a name (trigram matched across names and aliases: Ares, Ares Capital and ARCC resolve to the adviser, the BDC and its ticker as distinct rows); without a query, filters list providers (class, state, BDC advisers only) or borrowers (sponsor, industry, minimum BDC lenders, maturity before a date, sort). Every row names its fact class (filed: the BDC's own figure; derived: arithmetic over filed figures, a sum of pieces is a lower bound; carried: from another DFX graph with its source; inferred: an attribution by rule with confidence). A mark below cost is a mark, not impairment; a moved maturity is an observed term change, not an amendment. Non-accrual IS on the tape: each BDC's own schedule footnotes give NON_ACCRUAL_PLACED and RETURNED_TO_ACCRUAL events and a borrower's credit_status (search_credit_stress rolls them up); it is never inferred from a mark. Default, restructuring and covenants are not on the tape. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Dated changes by effective date (the quarter end where the change is visible) or by first-seen: new borrowers on any schedule, lenders joining and leaving facilities, facilities leaving every schedule, markdowns across lenders, PIK appearing or rising, a BDC placing a borrower on non-accrual or returning it to accrual (NON_ACCRUAL_PLACED, RETURNED_TO_ACCRUAL, from the BDC's own footnotes), maturities and spreads moving (observed term changes, not amendments), maturities approaching, sponsor x lender pairs forming and repeating. Routine changes (each new piece, increase, decrease, single-lender mark) only with include_routine. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Dated events over US properties and parcels, with provenance and a human-readable headline. Covers LIHTC compliance period endings (the Year 15 recapitalisation trigger, 11,956 of them), HUD subsidy contract expiries (4,721), scheduled loan maturities (3,298) now national rather than Massachusetts, CMBS distress and workout reporting (3,041 delinquency flags across 26 states, 123 foreclosures across 21), issued building permits and demolition filings (Boston only), and recorded sales (49,391, 4 states). 9,258 events fall inside the next 548 days, measured 2026-10-16. Filter by event type, state and days ahead. An unrecognised event type is REFUSED with the served vocabulary, never answered with an empty list. Free. ORDER: results are sorted by `occurred_at`. A family whose events lie AHEAD is returned soonest first, so the first row is the next thing to happen. A family whose events have already happened is returned NEWEST first, so the first row is the most recent thing that did. The tie-break is stable, so paging never reorders what you have already seen. FORWARD, soonest first: COMPLIANCE_PERIOD_ENDING, LEASE_EXPIRING, LOAN_MATURITY_SCHEDULED, SUBSIDY_CONTRACT_EXPIRING. HISTORICAL, newest first: BANKRUPTCY_EVENT, CERTIFICATE_OF_OCCUPANCY, DEED_RECORDED, DEMOLITION_FILED, DISTRESS_FLAG_RAISED, FORECLOSURE_EVENT, FORECLOSURE_FILED, LOAN_MATURED, LOAN_MODIFIED, OWNERSHIP_CHANGED, PERMIT_ISSUED, PORTFOLIO_CONTRACTED, PORTFOLIO_EXPANDED, PROPERTY_SOLD, TAX_LIEN_LISTED, USE_CONVERSION_PERMITTED, ZONING_EVENT. Measured 2026-10-16. Passing `within_days` asks about a future whatever the family, so it sorts soonest first. PAGING: a full page carries `next_cursor`. Supplied as `cursor` with every other argument unchanged, it continues the traversal; `next_cursor` is null on the last page, and that is the only signal the traversal has ended. The cursor carries the sort it was issued under, so a cursor replayed against a different `event_type` is REFUSED rather than quietly paging you back through rows you have seen. The counts above are therefore all reachable.

Manager by lender pairs from the loans at the manager's validated holdings: the lender group, loans, principal, properties, property types and states, first and latest loan dates, new originations and refinancings in the last 24 months, the lender's share of the manager's loans, and the trend. Securitization trusts and trustees are not lenders and are left out. Give a manager (dfx id or CRD) for its lenders, or a lender name for the managers it finances. Use this for 'who financed <real estate manager>', not the corporate private credit tools. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Loans bound to a real estate fund manager through a validated property binding: lender of record (labelled when it is the CMBS trust holding the note rather than the originator), instrument, amount with its basis, origination, recorded and maturity dates, whether still open, address, state and property type where recorded, and the source. Filter by manager (dfx id or CRD), a name in the manager, holding or address, lender, state, property type, instrument (cmbs, mortgage...), maturing within N days or a maturity range; open loans only by default. group_by=manager rolls the matched loans up per manager (loans, amount, next maturity, lenders): the answer to 'which managers have loans maturing in the next 24 months'. A manager without a validated holding has no loans here, which is coverage, not an absence of debt. Property type is recorded on a minority of CMBS rows. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The public LP tape resolved to real estate fund managers and vehicles: the plan (allocator id), the manager and vehicle with the basis of each resolution, the fund as the plan printed it, the plan's commitment amount with its basis, status, commitment and approval dates, vintage, re-up, the plan's own paid-in, distributed, value, IRR and multiple where printed, and the source document with a quote. Filter by manager (dfx id or CRD), vehicle, allocator, a name, allocator state, commitment type, private real estate only, minimum amount, since. similar_to=<manager> reads the LPs of the managers with the same strategy class and a shared property type (the subject excluded): the answer to 'which LPs back managers like X'. group_by=allocator rolls the rows up per plan with the managers it backs. A commitment is the plan's number, never the fund's size; plans disclose on their own schedule, so absence is not evidence of no commitment. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Advisers that swear a Real Estate Fund vehicle on Form ADV Schedule D 7.B.(1): one manager is one CRD, with its registration and latest filing, regulatory assets under management, the summed gross asset value of its non-feeder, non-quarantined real estate vehicles with its size band, vehicles current and ever, strategy class with its state and basis, operator model, property types and markets with their bases, validated property bindings and their loans, and the public plans that disclose commitments. Filter by state (the manager's headquarters), strategy class, size band, operator model, gross asset value, vehicles, property type, holdings or public LPs, and by ACTIVITY on its validated holdings: acquisitions or financings in the last 12 months, a loan maturing before a date, the latest vintage, the year of its first real estate vehicle (emerging managers). similar_to gives the managers with the same strategy class and a shared property type, the subject excluded. Sort by gav, acquisitions, financings, maturity, vintage, newest, loans, lps, recent. Every row carries its activity numbers. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Vehicles sworn as Real Estate Funds by their SEC fund id (805-...): the fund and its family and sequence, master, feeder or fund of funds, gross asset value latest, first and peak with the filing date, years reported, vintage with its basis, owners and minimum investment, the Form D file number, lifecycle state with the components behind it, and the public plans that disclosed a commitment. `query` takes a name, an 805- fund id or an 021- Form D number. lifecycle_state RAISING or FORMING is the vehicle raising or newly formed on its filings (the live fundraising read). Feeders are excluded unless asked for (a feeder's assets are its master's, counted twice). Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Allocator x manager pairs from published LP commitments: distinct funds, total committed, first and latest commitment, re-up, the latest funds with their source. manager is a name family ('Blackstone') or a dfx:ref id; omit it with min_funds=2 for the LPs that repeatedly back the same manager. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Every published relationship touching one entity (EMPLOYS, PRINCIPAL_OF, INVESTED_IN, CO_INVESTED_WITH, MANAGES, OWNS, BOARD_MEMBER_OF, VEHICLE_OF, ...), each with role, dates, currency, confidence, evidence class and source. Plus same_as links to the same entity on other graphs. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Registered investment advisers (Form ADV: RAUM, clients by type, employees, advisors on IAPD, private funds, class such as INDEPENDENT_WEALTH or WIREHOUSE), registered advisors (IAPD: current firm, registration history counts, exams, designations) and the private funds advisers report, as compact cards with dfx:ria: ids. `query` takes a name, a firm CRD number, an SEC file number (801-...), an individual CRD (with entity_type=advisor) or an SEC private fund id (805-...). Filter firms by state, class, wealth managers only, RAUM band, advisor headcount or private funds; advisors by firm CRD or state; funds by firm CRD or type. Every row names its fact class (reported: filed on Form ADV; fact_from_registration: IAPD registration dates; derived: a rule or arithmetic over filed inputs). RAUM double counts affiliates; no advisor book size exists or is estimated; the IAPD tape is survivor-biased before 2026-09-15. Nothing here is predictive. Not for private equity or venture managers as investors (search_pe_firms, search_vc_firms), though the same adviser may appear on both graphs (get_entity same_as). ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Advisors who left one firm and registered at another: the person, from and to firms with class, the registration end and begin dates, the gap, and the move type (WIREHOUSE_TO_RIA, IBD_TO_RIA, RIA_TO_RIA, ...). Filter by from firm, to firm, advisor, move type and date window. Bulk corporate re-registrations (an acquirer re-registering a roster on one day, 99,737 rows) are EXCLUDED unless include_bulk; departures with no registered destination are excluded unless include_departures. A move is two dates on IAPD, never a statement about why. Not a prediction of who will move. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Reported values and filing-to-filing changes that stand out against a peer group (segment by RAUM band, 30 or more advisers), each with the metric, current and prior value, peer median, percentile, robust deviations (median absolute deviation, floored), the filing date, a sentence saying why it triggered, a confidence and a severity. Families: STATIC (2nd/98th percentile and 3 robust deviations), TEMPORAL (a change between the last two annual amendments beyond a base-size threshold and in the top or bottom decile of peer changes), COMBINATION (two changes together: RAUM down with advisors stable, a control person gone and departures doubled, a firm absorbed and its advisors gone within a year), DATA_QUALITY (likely filing errors, excluded unless asked for). Filter by family, anomaly_type, class, state, severity, minimum RAUM, firm CRD or date. A place to look, never a conclusion; there is no master score. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The RIA event tape by OBSERVATION time: advisor firm changes and departures, team lift-outs and absorptions, successions, RAUM and headcount changes, control persons joining or leaving, first ADV filings, roster exits, each with occurred_at (the registration or filing date), observed_at (when DFX wrote it), fact class, magnitude, previous and new state, evidence and source. `since` is an ISO timestamp; poll with the `next_since` the answer returns. The historical backfill was written on 2026-09-15, so a `since` before that day returns history in bulk; the Data Factory's first-seen accrual for RIA begins when its event arm exists. Filter by event type, signal family (people, ownership, firm, consolidation) or subject id. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Private funds from Form ADV Schedule D 7.B.(1): fund name, SEC fund id (805-...), type, gross asset value with its as-of date (reported gross assets, NOT fund size or commitments), owners, minimum investment, ownership percentages, 3(c)(1) or 3(c)(7), master or feeder, first and last reported, status (reported or dropped) and the Form D file number where the adviser gave one. With include_custodians, each fund's custodians (question 25) with city, state, SEC number and LEI. Filter by adviser (dfx:ria: id or CRD), name, type, status, state, Form D number or minimum gross assets. Fund reporting after 2024-12-31 is roster counts only. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

RIA M&A from three factual sources, each labelled: successions the acquirer swore on Form ADV Item 4 (succession); firms whose advisors re-registered whole at one other firm (absorbed, a rule over registration dates); and firms that left the SEC adviser roster (roster_exit; the reason is not stated). Each row carries the target and, where there is one, the acquirer as dfx:ria: ids, the date, headline, advisor count or RAUM as magnitude, and the source. Filter by kind, acquirer or target CRD, firm id, date window or minimum advisors. Absorbed also returns acquisitions measured from registration history (a succession, half the firm in one 14-day chain, or 25 or more advisors in one month) with the advisors transferred, how many are still registered through the acquirer at 30, 90, 182 and 365 days, and the pooled retention of similar-size deals. No press, no rumours, no predictions. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

The observed pre-move indicators DFX holds, per advisor: a prior co-move teammate or the team's senior member left the firm (with who and where to), a fifth or more of the advisor's branch or practice left in six months, a Series 65 or 63 added outside licensing classes, or the advisor owns part of a newly filed adviser. Each indicator is dated, names its source (IAPD registration spans or Form ADV) and carries the back-test that admitted it: the 365-day move rate with and without it, the lift with its 95% interval (only lower bounds of 1.15 or more are served) and the lift inside the move model's deciles. Filter by firm (dfx:ria: id, CRD or name; a name covers every CRD that carries it), advisor, office city, state, kind or date; firm-scoped answers add counts by office and kind. These are indicators, never a forecast that a person will move, and most advisors carrying one do not move within a year. Use this for 'who shows signs of moving', 'who else in that office or team might leave', 'flight risk'; use search_ria_advisor_moves for moves that already happened. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Offices (a firm and an IAPD branch city) ranked by departures, joins, net flow, departure rate, team lift-outs out or in, breakaways in formation (advisors at the office who own a newly registered adviser), or size, with advisors today and 12 and 36 month flows. Filter by firm CRD, state, class and minimum advisors. From branch city and state with registration dates; street addresses are never read. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.

Outside-business entries from the advisor's own Form U4 disclosure, reviewed extraction: the company, what it does and on what basis, the advisor's role (owner, director, partner...), ownership where stated, start and end dates, materiality and why it matters, and the advisor's own words as evidence, beside the advisor's name and current firm. Every row is disclosure_status DISCLOSED_OBA (a corresponding disclosed OBA was found); DFX never labels anything undisclosed. Served for the reviewed cohort (about 2,500 advisors), so a count is a count of that cohort, not of the industry. Filter by company name, category, category group, materiality, investment related, role, start date, current only, or the advisor's current firm CRD or branch state. Outside business does not predict a move in general; the caveats name the two measured exceptions. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in `entitlement` and `locked`. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.