Signals

The change tape

2,215 events match
DateEventWhoWhat changedBasis
Sep 13, 2026Classification changedMSD Capital, L.P.Dell Family Office: FAMILY_INVESTMENT_COMPANY -> CONFIRMED_SFO (The Hilo release describes Dell Family Office as the family investment office of Michael Dell, which is a single family office.)Fact
Sep 13, 2026Classification changedMingenta Family OfficeMingenta Family Office: PROBABLE_SFO -> PROBABLE_SFO (Mingenta's own site describes a private, family-led international family office rooted in real estate with offices in Basel, Dubai and Montevideo. (the site does not name the principal; matched by the distinctive name))Inference
Sep 13, 2026Classification changedMasGroupMasGroup: PROBABLE_SFO -> CONFIRMED_SFO (MasGroup's own boilerplate in the Superior Roofing release describes it as a single-family office investing in infrastructure and healthcare businesses.)Fact
Sep 13, 2026Classification changedMSD Capital, L.P.MSD Capital, L.P.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (MSD Capital (now DFO Management) is the family office that manages the capital of Michael Dell and his family.)Fact
Sep 13, 2026Classification changedDamier GroupDamier Group: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of one entrepreneur, Yvan Vindevogel.)Fact
Sep 13, 2026Classification changedBrutten GlobalBrutten Global: PROBABLE_SFO -> CONFIRMED_SFO (A TriPost release describes Brutten Global as the family office of real estate investor Marc Brutten, parent of Brixton Capital.)Fact
Sep 13, 2026Classification changedVantage Investment Partners, LLCVantage Investment Partners, LLC: CONFIRMED_SFO -> CONFIRMED_SFO (The firm's own website says it operates as a single family office and does not serve the public.)Fact
Sep 13, 2026Classification changedCrow Family HoldingsCrow Family Holdings: PROBABLE_SFO -> CONFIRMED_SFO (A Resolute Energy proxy describes Crow Family Holdings, the d/b/a of Trammell Crow Interests Company, as a family office headquartered in Dallas.)Fact
Sep 13, 2026Classification changedPine Ridge Advisers LLCPine Ridge Advisers LLC: OUTSOURCED_FAMILY_OFFICE -> PROBABLE_SFO (A Schedule 13D in which Pine Ridge is a reporting person says it manages assets for the benefit of Mr. Morcos, his entities and a private charitable foundation, the shape of one family's office. (one 13D on one stake; $14.4bn RAUM is large for one family))Inference
Sep 13, 2026Classification changedDauntless Investment Group, LLCDauntless Investment Group, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.)Fact
Sep 13, 2026Classification changedTullman Family OfficeTullman Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Tullman family's own office, whose president directs the family's philanthropic, political, business and impact investments and funds its music education nonprofit.)Fact
Sep 13, 2026Classification changedLupine Crest CapitalLupine Crest Capital: CONFIRMED_SFO -> CONFIRMED_SFO (Lupine Crest Capital's own site says JP Conte established it as his family office.)Fact
Sep 13, 2026Classification changedNordic Group of Companies LtdNordic Group of Companies Ltd: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Nordic Group describes itself as a family-owned holding company making control-equity investments in manufacturers.)Fact
Sep 13, 2026Classification changedPennant Investors, LPPennant Investors, LP: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (After returning outside capital in 2018, Alan Fournier's Summit NJ firm became a family office and GuruFocus coverage names Pennant Investors as that family office.)Fact
Sep 13, 2026Classification changedTsao Family OfficeTsao Family Office: PROBABLE_SFO -> CONFIRMED_SFO (Tsao Family Office in Singapore invests the Tsao family's assets (Tsao Assets Trust) to fund the family's philanthropy via the Tsao Foundation and Tsao Family Foundation.)Fact
Sep 13, 2026Classification changedTwo Texas PresidentsTwo Texas Presidents: PROBABLE_SFO -> CONFIRMED_SFO (Its own release says Two Texas Presidents will deploy capital sourced only from Dallas C. Salazar and his family and will not raise outside capital.)Fact
Sep 13, 2026Classification changedBollinger Enterprises, LLCBollinger Enterprises, LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Red River Bancshares' 8-K describes it as a single-family investment office in Louisiana.)Fact
Sep 13, 2026Classification changedSchooner Capital LLCSchooner Capital LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Schooner Capital was founded by Vin Ryan in 1971 to manage his private capital from a permanent base, and third-party profiles classify it as a Boston single family office. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedWhitford Management LLCWhitford Management LLC: FAMILY_INVESTMENT_COMPANY -> CONFIRMED_SFO (Whitford Management's own site calls it a private investment firm and single-family office overseeing its founders' capital, real estate and foundation.)Fact
Sep 13, 2026Classification changedHF Capital, LLCHF Capital, LLC: PROBABLE_SFO -> CONFIRMED_SFO (A Westrock Coffee press release filed with its June 2023 8-K states that HF Capital invests on behalf of the Haslam family of Knoxville, Tennessee.)Fact
Sep 13, 2026Classification changedEpacria Capital Partners, LLCEpacria Capital Partners, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Its own site describes a family office investing its own long-term capital in public and private investments with no outside clients. (single is inferred from no client services))Inference
Sep 13, 2026Classification changedMercatus CapitalMercatus Capital: PROBABLE_SFO -> CONFIRMED_SFO (RF Acquisition Corp II's filed release calls it a Singapore family office, and the NYB prospectus says one person, Ravindran Govindan, wholly owns it.)Fact
Sep 13, 2026Classification changedG72 HoldingsG72 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (G72 Holdings is the family office of Raymond Gindi, whose family co-founded Century 21 Stores, and backs Crown Brands Group.)Fact
Sep 13, 2026Classification changedThe Invus Group LLCThe Invus Group LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Invus invests the capital of Artal, a European family group, with a continuous capital structure rather than limited-life funds.)Fact
Sep 13, 2026Classification changedBel Sogno EnterprisesBel Sogno Enterprises: PROBABLE_SFO -> CONFIRMED_SFO (The ConversionIQ release describes Bel Sogno Enterprises as the family office of John and Marcia Rowley, founders of International Cruise & Excursions.)Fact
Sep 13, 2026Classification changedSoficoSofico: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Swvl's filed press release describes Sofico Holdings as a Cairo family investment company.)Fact
Sep 13, 2026Classification changedBanvelcaBanvelca: CONFIRMED_SFO -> CONFIRMED_SFO (Its own site says Banvelca is the private family office through which the Herrera Velutini family stewards its own capital.)Fact
Sep 13, 2026Classification changedWest Family Investments, Inc.West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (A Schedule 13D filed by West Family Investments of Carlsbad CA with Gary and Mary West states it is a family office exempt under the Family Office Exemption.)Fact
Sep 13, 2026Classification changedTarte Family OfficeTarte Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.)Fact
Sep 13, 2026Classification changedDemetree GlobalDemetree Global: CONFIRMED_SFO -> CONFIRMED_SFO (Demetree Global describes itself in its own press release as a family office investing in real estate, venture partnerships and equities for over 75 years, chaired by Mary Demetree.)Fact
Sep 13, 2026Classification changedConsolidated Investment Group LLCConsolidated Investment Group LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Unregistered 13F filer run by Hot Pockets co-founder David Merage as manager, CEO and president, in Englewood CO where the Merage family foundations sit.)Fact
Sep 13, 2026Classification changedBender Equity LLCBender Equity LLC: PROBABLE_SFO -> CONFIRMED_SFO (The Kalon Capital release describes Bender Equity LLC of Ridgewood, New Jersey as a family office and private investment firm led by Andrew Bender.)Fact
Sep 13, 2026Classification changedEast Asset ManagementEast Asset Management: PROBABLE_SFO -> CONFIRMED_SFO (A Manning & Napier SEC filing describes East Asset Management as the family office of Terrence and Kim Pegula.)Fact
Sep 13, 2026Classification changedBower Family HoldingsBower Family Holdings: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Abundia describes Bower Family Holdings, LLC as its largest shareholder and lender, the Bower family holding vehicle, with no description as a family office.)Fact
Sep 13, 2026Classification changedMitchell CompaniesMitchell Companies: PROBABLE_SFO -> CONFIRMED_SFO (The Marpai release describes Mitchell Companies, chaired by Steve Mitchell, as a family office and investment platform.)Fact
Sep 13, 2026Classification changedMcCourt GlobalMcCourt Global: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own site describes a diversified enterprise extending the McCourt family's businesses, a family holding company rather than a stated family office.)Fact
Sep 13, 2026Classification changedOneRyan Global, LLCOneRyan Global, LLC: PROBABLE_SFO -> CONFIRMED_SFO (OneRyan Global is the Dallas family office of Ryan LLC founder G. Brint Ryan and his family.)Fact
Sep 13, 2026Classification changedApplied Invest Nordics ABApplied Invest Nordics: PROBABLE_SFO -> CONFIRMED_SFO (Talkpool's release describes it as the family office and investment platform of Bruce Grant.)Fact
Sep 13, 2026Classification changedMilken Family OfficeMilken Family Office: PROBABLE_SFO -> CONFIRMED_SFO (NextNav's SEC-filed press release names M-Cor Capital as the investment arm of the Milken Family Office, the office of the Milken family.)Fact
Sep 13, 2026Classification changedPoint Field PartnersPoint Field Partners: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Point Field Partners is the Baltimore family office of Ravens owner Steve Bisciotti and also manages the family's private foundation. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedGameAbove CapStone Holdings IncGameAbove CapStone Holdings Inc: PROBABLE_SFO -> CONFIRMED_SFO (CapStone's own site calls it a Bonita Springs family office and holding company founded by Keith J. Stone with Heather and Skyler Stone as co-founders.)Fact
Sep 13, 2026Classification changedB WildB Wild: PROBABLE_SFO -> CONFIRMED_SFO (The QDOBA release says B Wild Investments, LLC is the private investment office of Barry W. Dubin.)Fact
Sep 13, 2026Classification changedNewlands Management Operations LLCNewlands Management Operations LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Dallas based Newlands was set up in 2021 as the single family office for WhatsApp co-founder Jan Koum, per an Altss profile consistent with Forbes reporting. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedApeiron Investment GroupChristian Angermayer's Family Office: PROBABLE_SFO -> CONFIRMED_SFO (Apeiron Investment Group's own Schedule 13D says its principal business is serving as an asset manager and as the family office of Christian Angermayer.)Fact
Sep 13, 2026Classification changedChaifetz GroupChaifetz Group: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Chaifetz Group's own site says it invests permanent family capital across venture, private equity and real estate, led by Richard Chaifetz.)Fact
Sep 13, 2026Classification changedSwig Family OfficeSwig Family Office: PROBABLE_SFO -> CONFIRMED_SFO (SOJA Ventures, run by Oliver Swig, states that it is an extension of the Swig Family Office, the office of the Swig family.)Fact
Sep 13, 2026Classification changedForis VenturesForis Ventures: PROBABLE_SFO -> CONFIRMED_SFO (A SunPower press release filed with its September 2026 8-K calls Foris Ventures the family office of John Doerr.)Fact
Sep 13, 2026Classification changedExuma Capital PartnersExuma Capital Partners: PROBABLE_SFO -> CONFIRMED_SFO (A portfolio company release describes Exuma Capital Partners as a family office founded by entrepreneur Anthony Perera.)Fact
Sep 13, 2026Classification changedJoho Capital LLCJoho Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Robert Karr closed the Joho Capital hedge fund to outside money in 2013 and converted it into a family office managing his own wealth.)Fact
Sep 13, 2026Classification changedAl Nahyan Family OfficeAl Nahyan Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The TruDoc release names the Al Nahyan Family Office as the Private Department of H.E. Sheikh Mohamed Bin Khaled Al Nahyan, investing for that family.)Fact
Sep 13, 2026Classification changedKopp Family Office, LLCKopp Family Office, LLC: PROBABLE_SFO -> CONFIRMED_SFO (Its own Schedule 13G states that Kopp Family Office operates under the SEC family office rule, is wholly owned by Kopp Holding Company and controlled by LeRoy C. Kopp, Bloomington, MN.)Fact
Sep 13, 2026Classification changedDolby Family Capital Management LLCDolby Family Capital Management LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's own venture fund, and the ERA adviser manages that family vehicle rather than outside capital.)Fact
Sep 13, 2026Classification changedClark Estates Inc/nyClark Estates Inc/ny: PROBABLE_SFO -> PROBABLE_SFO (Clark Estates is the New York office founded in 1946 to manage the business and financial interests of the Clark family (Singer fortune), alongside The Clark Foundation. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedZelkova Strategic Partners LLCZelkova Strategic Partners LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Brown-Forman's 2016 proxy lists the Owsley Brown II Family Group's address as care of Zelkova Strategic Partners, and it is also in-care-of on a Louisville family foundation, so it serves as that one family's office. (inferred from a proxy address, no page says family office))Inference
Sep 13, 2026Classification changedBriar Hall Management LLCBriar Hall Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Briar Hall Management (Nashville, TN) holds Illinois Tool Works shares for the founding Smith family and is profiled as their single family office. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedFeliciano InitiativeFeliciano Initiative: PROBABLE_SFO -> CONFIRMED_SFO (Press releases describe the Jones Feliciano Initiative as a private family office founded by Kwanza Jones and Jose E. Feliciano.)Fact
Sep 13, 2026Classification changedBlack Spade CapitalBlack Spade Capital: PROBABLE_SFO -> CONFIRMED_SFO (Black Spade Capital is the family office of Lawrence Ho, Chairman and CEO of Melco Resorts & Entertainment.)Fact
Sep 13, 2026Classification changedEuclidean Capital LLCEuclidean Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Euclidean Capital is owned and managed by James and Marilyn Simons and manages the Simons family's Greenland for-profit and nonprofit vehicles.)Fact
Sep 13, 2026Classification changedSummer Road LLCSummer Road LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Summer Road's own 2026 proxy filing at Ingles Markets describes it as a family office investing its own capital across strategies.)Fact
Sep 13, 2026Classification changedPeterson Management LLCPeterson Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Commercial Observer reports Peterson Management manages the family assets of Blackstone co-founder Peter G. Peterson and relocated with the Peterson Foundation.)Fact
Sep 13, 2026Classification changedHerrmann Family CompaniesHerrmann Family Companies: PROBABLE_SFO -> CONFIRMED_SFO (The HC Capital Partners release describes Herrmann Family Companies as a San Antonio family office with multi-generational investments.)Fact
Sep 13, 2026Classification changedEpochal CorporationEpochal Corporation: CONFIRMED_SFO -> CONFIRMED_SFO (Epochal Corporation's own release describes it as the private single-family office of Neel Khokhani, based in Dubai and Monaco.)Fact
Sep 13, 2026Classification changedPittco Management, LLCPittco: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco Management's own site says it is the single-family office of AutoZone founder Pitt Hyde and his wife Barbara, based in Memphis.)Fact
Sep 13, 2026Classification changedCB3 HoldingsCB3 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (The CT Sports Group release describes CB3 Holdings, led by Calvin L. Butts Jr., as a family office investing in startups.)Fact
Sep 13, 2026Classification changedShadday Family OfficeShadday Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Big Dan's Car Wash release names the Shadday Family Office as the principal owner of the car wash chain.)Fact
Sep 13, 2026Classification changedBecklin HoldingsBecklin Holdings: CONFIRMED_SFO -> CONFIRMED_SFO (Its own release describes Becklin Holdings as a diversified family office and the investment vehicle of the Becklin family.)Fact
Sep 13, 2026Classification changedYarbrough Capital, LLCYarbrough Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Venture Nashville describes Yarbrough Capital as the family office created by VGT founder Jon Yarbrough.)Fact
Sep 13, 2026Classification changedTarsadia Capital, LLCTarsadia Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13D states that Tarsadia Capital is part of a single-family office controlled by Tushar Patel, managing private vehicles for their owners.)Fact
Sep 13, 2026Classification changedPittco Management, LLCPittco Management, LLC: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco's own release describes it as the Memphis single-family office of AutoZone founder Pitt Hyde and his wife.)Fact
Sep 13, 2026Classification changedWall Family EnterpriseWall Family Enterprise: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (A family holding enterprise that oversees four portfolio companies (described elsewhere as a library and education supplies company), not an advisory office.)Fact
Sep 13, 2026Classification changedDS Advisors LLCDS Advisors LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Its own site describes a US family office investing a permanent capital base, mainly in listed businesses, with no outside clients mentioned.)Fact
Sep 13, 2026Classification changedVP CapitalVP Capital: PROBABLE_SFO -> CONFIRMED_SFO (VP Capital is the single family office of the Van Puijenbroek family, based in Belgium and the Netherlands, as stated in its boilerplate in the HULO seed round release.)Fact
Sep 13, 2026Classification changedLyra Management LLCLyra Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (A family office database profile describes Lyra Management as a San Francisco single-family office managing a multi-generational family's affairs; the family is not named. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedSoros Fund Management LLCSoros Fund Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (In 2011 the firm returned outside capital and converted to managing assets only for the Soros family.)Fact
Sep 13, 2026Classification changedDolby Family Ventures LLCDolby Family Ventures LLC: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's venture investment vehicle, formed in honor of Ray Dolby, investing family capital in early-stage science and technology companies.)Fact
Sep 13, 2026Classification changedInterlaken CapitalInterlaken Capital: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (W. R. Berkley Corporation's proxy describes Interlaken Capital, Inc. of Greenwich as a company substantially owned and controlled by William R. Berkley.)Fact
Sep 13, 2026Classification changedDPCDPC: PROBABLE_SFO -> CONFIRMED_SFO (Dunes Point Capital, LP of Rye, New York describes itself in its own release as a family office and private investment firm.)Fact
Sep 13, 2026Classification changedCleo Thompson Family OfficeThompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (This is the J. Cleo Thompson Family Office in Dallas, which manages the investment portfolio and legacy of one family, that of J. Cleo Thompson Jr.)Fact
Sep 13, 2026Classification changedCarlson Family OfficeCarlson Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Carlson of Minnetonka is a third-generation closely held family enterprise whose Carlson Private Capital Partners invests family capital.)Fact
Sep 13, 2026Classification changedTarsadia Capital, LLCTarsadia Group: PROBABLE_SFO -> CONFIRMED_SFO (Sunstone Hotel Investors' release describes Tarsadia Capital as the investment management company of the Tarsadia Group, a single family office.)Fact
Sep 13, 2026Classification changed72 Investment Holdings, LLC72 Investment Holdings, LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Steven A. Cohen's personal holding company at the Point72 address, of which he is the sole member.)Fact
Sep 13, 2026Classification changedRFA Management Company LLCRFA Management Company LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (RFA Management Company in Atlanta was formed to oversee the Rollins family's holdings and has no outside capital. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedUSK CapitalUSK Capital: PROBABLE_SFO -> CONFIRMED_SFO (USK Capital is the family office of Uday Kotak, founder and former CEO of Kotak Mahindra Bank, and bought Go Raw from Juggernaut Capital Partners.)Fact
Sep 13, 2026Classification changedKapor Enterprises IncKapor Enterprises Inc: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Another company's proxy statement describes Kapor Enterprises as a family office, and Mitchell Kapor's holdings are addressed in its care.)Fact
Sep 13, 2026Classification changedBroe Family OfficeBroe Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.)Fact
Sep 13, 2026Classification changedBolt VenturesBolt Ventures: PROBABLE_SFO -> CONFIRMED_SFO (The WeBrokr release describes Bolt Ventures as the family office of sports investor David Blitzer.)Fact
Sep 13, 2026Classification changedHouse of VanderbiltHouse of Vanderbilt: PROBABLE_SFO -> CONFIRMED_SFO (Press release calls it the first official family office of the Vanderbilt family, founded by Consuelo Vanderbilt Costin.)Fact
Sep 13, 2026Classification changedDolby Family Ventures LLCDolby Family Ventures LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (registered adviser whose private funds are 99.0% owned by itself and its related persons ($136M gross): proprietary capital, not clients' money)Inference
Sep 13, 2026Classification changedNickolas Asset ManagementNickolas Asset Management: PROBABLE_SFO -> CONFIRMED_SFO (A Kreate press release describes Nickolas Asset Management as the Reinhart family's family office holding its manufacturing companies.)Fact
Sep 13, 2026Classification changedFortune Light Assets LtdFortune Light Assets Ltd: PROBABLE_SFO -> CONFIRMED_SFO (U Power's press release names Fortune Light Assets Ltd as the family office of Chatchaval Jiaravanon of the CP Group family.)Fact
Sep 13, 2026Classification changedHall Capital HoldingsHall Capital Holdings: PROBABLE_SFO -> CONFIRMED_SFO (The XLCS release describes Hall Capital Holdings of Palm Harbor, Florida as a single-family office.)Fact
Sep 13, 2026Classification changedLittlejohn CapitalLittlejohn Capital: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of Angus C. Littlejohn Jr., separate from the PE firm Littlejohn & Co.)Fact
Sep 13, 2026Classification changedSope Creek CapitalSope Creek Capital: PROBABLE_SFO -> CONFIRMED_SFO (Sope Creek Capital own site says Kevin Nolan established it as his family office.)Fact
Sep 13, 2026Classification changedWeinberg Capital GroupWeinberg Capital Group: CONFIRMED_SFO -> PROBABLE_SFO (Weinberg Capital Group's own website describes the Cleveland private equity firm as a family office. (its Form Ds show investor LLCs with outside co-investors))Inference
Sep 13, 2026Classification changedCleo Thompson Family OfficeCleo Thompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The J. Cleo Thompson Family Office in Dallas manages the investment portfolio and legacy of one family, that of Texas oilman J. Cleo Thompson Jr., led by principal Christy Thompson.)Fact
Sep 13, 2026Classification changedSchusterman Interests, LLCSchusterman Interests, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Press coverage of its 13F filing describes Tulsa-based Schusterman Interests as tied to the Schusterman family office, with a Schusterman Family Investments managing director signing the filing.)Fact
Sep 12, 2026Classification changedRiO Family OfficeRiO Family Office: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a press release by ICEYE describes it as a single family office (cited))Fact
Sep 12, 2026Classification changedQVT Family Office Onshore LPQVT Family Office Onshore LP: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 12, 2026Classification changedWoodlock Family Capital, L.P.Woodlock Family Capital, L.P.: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 12, 2026Classification changedDS Advisors LLCDS Advisors LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited))Fact
Sep 12, 2026Classification changedKV Family Holdings LLCKV Family Holdings LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 12, 2026Classification changedVantage Investment Partners, LLCVantage Investment Partners, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (the office describes itself as a single family office (cited))Fact
Sep 12, 2026Classification changedChameleonic Family HoldingsChameleonic Family Holdings: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 12, 2026Classification changedNordic Group of Companies LtdNordic Group of Companies Ltd: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited))Fact
Sep 12, 2026Classification changedEnceladus PartnersEnceladus Partners: CONFIRMED_SFO -> PROBABLE_SFO (a press release by Enceladus Partners, LLC describes it as a single family office (cited))Fact
Sep 12, 2026Classification changedClark Estates Inc/nyClark Estates Inc/ny: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,007,964: the shape of a single family office (structural inference, no self-description found))Inference
Sep 12, 2026Classification changedDigital Family Office LLCDigital Family Office LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a press release by Tsai Capital Corporation describes it as a single family office (cited))Fact
Sep 12, 2026Classification changedWhitford Management LLCWhitford Management LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the office describes itself as a family investment company (cited))Fact
Sep 12, 2026Classification changedStuart Shaw Family Partnership LPStuart Shaw Family Partnership LP: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 12, 2026Classification changedHF Capital, LLCHF Capital, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,453,836: the shape of a single family office (structural inference, no self-description found))Inference
Sep 12, 2026Classification changedStride Family Investments II, L.P.Stride Family Investments II, L.P.: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (a Form D issuer named as a family vehicle (LP, LLC, fund or partnership); the office behind it is not yet identified)Inference
Sep 11, 2026Classification changedVantage Investment Partners, LLCVantage Investment Partners, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)Inference
Sep 11, 2026Classification changedClark Estates Inc/nyClark Estates Inc/ny: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)Inference
Sep 11, 2026Classification changedKopp Family Office, LLCKopp Family Office, LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (unregistered 13F filer named as a family office: a multi-family office would have to register)Inference
Sep 11, 2026Classification changedWest Family Investments, Inc.West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (family-named 13F filer on no adviser roster (investments, holdings, capital, trust))Inference
Sep 11, 2026Classification changedSummer Road LLCSummer Road LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)Inference
Sep 11, 2026Classification changedStephens Group, LLCStephens Group, LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (the firm describes itself as the private investment firm backed by two named families and invests the families' capital directly; it does not call itself a family office)Fact
Sep 11, 2026Classification changedDuquesne Family Office LLCDuquesne Family Office LLC: PROBABLE_SFO -> CONFIRMED_SFO (the filer names itself a family office on its own SEC Form 13F filings, is on no adviser roster, and independent financial press identifies it as Stanley Druckenmiller's family office)Fact
Sep 11, 2026Classification changedStephens Group, LLCStephens Group, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)Inference
Sep 11, 2026Classification changedSoros Fund Management LLCSoros Fund Management LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)Inference
Sep 13, 2026Classification changedAngell Family Partners LLCAngell Family Partners LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $926,406 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedFamily Office Solutions LLCFamily Office Solutions LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $28,439,285 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedAcadia Family OfficeAcadia Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $1,115,994 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedTaylor Family OfficeTaylor Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $109,183,305 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedWadhwani Family OfficeWadhwani Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $711,350,300 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedHenshaw Capital LLCHenshaw Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $3,348,844,584: the shape of a single family office, unconfirmed (structural lead))Inference
Sep 13, 2026Classification changedHW Capital LLCHW Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedCTC Priv Client Family OfficeCTC Priv Client Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $101,690 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedBaldwin Family Office LLCBaldwin Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $0 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedRattner Family OfficeRattner Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $18,155,577 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedMcdonagh Family OfficeMcdonagh Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $2,351,872 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedCornerstone Family OfficeCornerstone Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 4 private foundation(s) with $94,598,249 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedFamily Office of Hawaii LLCFamily Office of Hawaii LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $2,543,692 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedFlynn Family OfficeFlynn Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $1 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedCalamos Family OfficeCalamos Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $56,507,546 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedFamily Office Mgmt ServicesFamily Office Mgmt Services: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $6,504,193 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedPaul-Mccoy Family OfficePaul Mccoy Family Office Services: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $14,187,170 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedPaul-Mccoy Family OfficePaul-Mccoy Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $77,099,695 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedSystematic Alpha Investments, LLCSystematic Alpha Investments, LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedJones Family OfficeJones Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $10 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedPritzker Family Office LLCPritzker Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $775,615,710 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedWalnut Private Equity Partners, LLCWalnut Private Equity Partners, LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedDolan Family Office LLCDolan Family Office LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $500 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedSK Family OfficeSK Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $16,310,944 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedMatters Capital LLCMatters Capital LLC: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedGS Partners Family OfficeGS Partners Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $18,262,051 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedFairman Group Family OfficeFairman Group Family Office: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 1 private foundation(s) with $4,066,312 in assets (IRS in-care-of); one family or several is unread)Inference
Sep 13, 2026Classification changedBrooklawn Capital AdvisorsBrooklawn Capital Advisors: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedPF AdvisorsPF Advisors: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M RAUM (unconfirmed shape))Inference
Sep 13, 2026Classification changedSouthern Family InvestmentsSouthern Family Investments: PROBABLE_SFO -> CANDIDATE_FAMILY_OFFICE (named as the family office administering 2 private foundation(s) with $1,932,869 in assets (IRS in-care-of); one family or several is unread)Inference