---
title: "Duke & Duke Family Office — Command Center · USC Data"
url: https://uscdata.com/demos/duke-family-office/
description: "Duke & Duke Family Office — a live interactive demonstration of USC Data's BDOS framework. See how a family office with 3 entities, 22 investments and 20 investors runs on a single command center."
lang: en
---

# Family Office overview

Welcome back, Randolph. Here's where the business stands today.

Total Family Assets Under Management

$485.2M

▲ $13.4M (+2.8%) vs. prior close YoY: +8.4% Last valuation: Sep 30, 2026

**3 entities** · **20 investors** · **22 investments**

Liquidity Position

$23.0M

Cash + equivalents · 4.8% of AUM

Committed Capital

$322.0M

$70.6M uncalled

YTD Distributions

$12.4M

Across all LPs · DPI 0.33x avg

Needs Your Attention

3

1 HIGH · 2 review

### Asset allocation — 6 classes

by fair market value

Real Estate 29.3%

Public Equities 23.1%

Private Equity 20.2%

Venture Capital 17.3%

Private Credit 5.4%

Cash & Equivalents 4.8%

### Needs attention

prioritized by severity

🚨

3 invoices flagged for fraud review

NetJets (bank acct changed) · RSM (duplicate) · total exposure $81.3K

$81,290

📋

Capital call #7 ready for your approval

Fund I · $12M across 20 LPs · drafted Oct 26

$12.0M

📝

Harbor Point refinance docs awaiting signature

4 documents · DocuSign envelope sent Oct 25

📊

Q3 investor letter draft ready for review

Penelope W. · 11 pages · publish target Nov 30

🏢

Veridian AI — board meeting Nov 12

Billy Ray attending · pre-read circulated

### Entities — click any to drill in

Duke & Duke Holdings LLC

Delaware LLC · Randolph Duke

NAV

$178.4M

Cash

$9.8M

Open AP

4

Duke Family Office LLC

Delaware LLC · Mortimer Duke

NAV

$92.6M

Cash

$8.8M

Open AP

6

Duke Opportunity Fund I LP

Delaware LP · Louis Winthorpe III

NAV

$214.2M

Cash

$4.4M

Open AP

3

### Venture portfolio heatmap — unrealized value creation

8 holdings · Fund I

Duke Robotics

3.6x

Northstar Bio

3.1x

Clearpath Logistics

2.8x

Keystone Payments

2.8x

Latitude Insurance

2.5x

Veridian AI

2.3x

Harbor Health

2.0x

Orbit Analytics

2.0x

### Upcoming

next 90 days

4

Nov

Fund I LP Advisory Committee

Quarterly · 10 AM EST · boardroom

12

Nov

Veridian AI — board meeting

Billy Ray representing · Zoom

15

Nov

Capital call — Fund I ($12M)

Call #7 · 15% of commitments

30

Nov

Q3 investor letter — publish

Taylor leads · reviewed by Charlie

1

Dec

Harbor Point refinance — closing

Charlotte multi-family · $14M · M&T Bank

15

Dec

D&O / E&O renewal — Chubb

$18M coverage · action required

## Details

## External system

× **Demo tip**