Family office profile

C••••••••• F••••••••• L••

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Scottsdale, AZCandidateidentity confidence 30%c•••••••••.com

Why this class: 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.

Not yet hand-verified
Last observed Sep 21, 2026 · 52 observations · 5 sources
4 people · 0 investments · 156 public positions · 43 events
This entity is a candidate. One public signal put it on the graph (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); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 41% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Scottsdale, AZ
Office address
unknown
Business phone
unknown
Website
c•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $401M. These are different facts and are never added together.
Form 13F
$401M across 156 positions, quarter ended Jun 30, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
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Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
4 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•••• L•••Retired FounderLeadershipnone on record
D•••••• K•••Retired FounderLeadershipnone on record
E•••• N•••••CCOOperations and finance
phone: ••• Locked (published by the subject, Jul 24, 2025)
sec.gov Fact
V•••• L••••••What Is An Advisor?Othernone on record
Office contact points
Business phone: ••• Locked (published by the subject) c•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) c•••••••••.com
Investment mandate
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••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$401M Inference
13F table value, quarter ended 2025-06-30; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 156 for the quarter ended Jun 30, 2025; $316M shown of $401M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••GROWTH ETF$32.2M73,4548.0%
I•••••• T•RUS 1000 ETF$28.9M85,1177.2%
V••••••• W•••• F•MEGA GRWTH IND$27.3M74,6786.8%
V••••••• I•••• F••VALUE ETF$23.9M135,4806.0%
V••••••• T••••••••• F••VAN FTSE DEV MKT$21.8M382,2165.4%
G•••••• B•••••• I•• N••COM$17.5M407,3594.4%
A•••• I••COM$12.7M61,9073.2%
I•••••• E••• T••••• F• T• I•NASDAQ 100 ETF$11.4M50,1202.8%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$10.3M209,0562.6%
I•••••• T•EAFE SML CP ETF$9.1M124,8322.3%
I•••••• T•CORE US AGGBD ET$7.9M79,1802.0%
V••••••• I•••• F••S&P 500 ETF SHS$6.7M11,8801.7%
S••• S•• 5•• E•• T•TR UNIT$6.7M10,8971.7%
S••••• S•••••••• T•US SML CAP ETF$6.6M261,0781.6%
T•••• I••COM$6.5M20,3901.6%
M••• P•••••••• I••CL A$6.2M8,4331.6%
B••••••• I••COM$5.9M21,5581.5%
M•••••••• C•••COM$5.4M10,9171.4%
N•••••• I••COM$5.2M3,8481.3%
I•••••• T•MSCI EAFE ETF$4.7M52,5301.2%
G• A••••••••COM NEW$4.5M17,3481.1%
P••••• M••••• I••• I••COM$3.9M21,2441.0%
W•••••• I••COM$3.5M36,1150.9%
A••• C•••••• C•••COM$3.5M158,1660.9%
N••••• C•••••••••COM$3.4M21,4060.8%
A••••• C•• I••COM$3.4M15,4140.8%
O•••••• A••••••••• I••COM$3.3M36,1790.8%
3• C•COM$3.2M21,1540.8%
I•••••• T•SHORT TREAS BD$3.0M27,2670.8%
V••••••• I•••• F••REAL ESTATE ETF$3.0M33,6240.7%
W•••• G••• T•S••• GLD MINIS$3.0M45,0650.7%
A••••••• C•••COM CL A$3.0M8,4340.7%
A••• I••COM$2.8M98,1560.7%
O••••• C•••COM$2.7M12,5170.7%
J•••• D•••••• S•• T•HENDRSON AAA CL$2.5M49,0840.6%
B•••••••• H••••••• I•• D••CL B NEW$2.4M4,8490.6%
S••• S••••• T••••BLOOMBERG 1-3 MO$2.3M25,0130.6%
M••••••••• I•••••••••CL A$2.2M3,9380.6%
Q••••• S••• I••COM$2.2M5,7970.5%
A•••• I••COM$1.7M4,4800.4%
Changes between the last two quarters
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Real estate
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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
52show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 52 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($400,837,513)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1325)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Other names (Form ADV 1.B)C••••••••• F•••••••• | C••••••••• F••••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F•••••••• | C••••••••• F••••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••••••• F•••••••• | C••••••••• F••••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HRSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions156Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions141Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions138Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$401MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$363MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$362MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) c•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••••••••• F••••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact