A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

I••••••••• F••••• O•••••• L••

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Albany, NYMulti-family officeidentity confidence 90%Top 500 by research priorityi•••••.com

Why this class: the office describes itself as a multi family office (cited).

Not yet hand-verified
Last observed Sep 20, 2026 · 98 observations · 6 sources
3 people · 0 investments · 90 public positions · 28 events

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 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
unknown
Headquarters
Albany, NY
Office address
677 BROADWAY, 7TH FLOOR, Albany, NY, 12207
Business phone
518-452-8050
Website
i•••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$1.3B across 17 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $243M. Regulatory AUM $760M. Related foundation assets $1.3B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$760M as of Apr 21, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 16, 2012 · 19 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 43 ($760M)Fact
Form 13F
$243M across 90 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 20, 2026Multi-family office 90%the office describes itself as a multi family office (cited)Fact
  • Sep 13, 2026Multi-family office 90%I••••••••• Family Office in Albany NY says on its own site that it serves a select group of high net worth families across the country on retainer.Factverifiedi•••••.com“We work with families across the country to help manage their personal financial lives on a long-term and day-to-day basis.”
  • Sep 12, 2026Single family office (probable) 70%named as the family office administering 7 private foundation(s) with $408,346,497 in assets (IRS in-care-of)Inference
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth origin
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Family served
B••••••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
V••• P••••• R••••Managing MemberLeadershipnone on record
W•••••• M•••••• R•••••••Founding Member and Chief Compliance OfficerOperations and financenone on record
W•••••• R•••••••Chief Compliance OfficerOperations and finance
phone: (518) 452-8050 (published by the subject, May 15, 2026)
sec.gov Fact
Office contact points
Business phone: 518-452-8050 (published by the subject) adviserinfo.sec.gov
Office address: 677 BROADWAY, 7TH FLOOR, Albany, NY, 12207 (published by the subject) sec.gov
W••••••: l•••••••.com (published by the subject) adviserinfo.sec.gov
W••••••: i•••••.com (published by the subject) i•••••.com
Investment mandate
show

inferred only: public equity book 242996740.0

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
$243M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
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 90 for the quarter ended Mar 31, 2026; $220M shown of $243M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• G••• T•I•••••• NEW$32.9M373,64513.6%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$30.1M46,21312.4%
I•••••• T•RUS 1000 VAL ETF$18.1M84,6657.4%
P•• I••COM$16.2M113,5506.7%
V••••••• I•••• F••S&P 500 ETF SHS$15.6M26,0316.4%
S••• G••• T•G••• SHS$11.7M27,1674.8%
I•••••• T•RUSSELL 2000 ETF$8.2M33,0113.4%
L••••• F•• T•HORIZON KINETICS$7.8M149,9273.2%
V••••••• T••••••••• F••VAN FTSE DEV MKT$7.3M114,1683.0%
T•••• I••CL A$6.6M250,0002.7%
I•••••• T•RUS 2000 VAL ETF$6.5M34,4032.7%
B•••••••• H••••••• I•• D••CL B NEW$5.9M12,2152.4%
V••••••• S••••••••• F••••DIV APP ETF$5.3M24,7472.2%
D••••••••• E•• T••••COMMERCIAL REAL$3.8M73,0581.6%
T••••• S••••••••• M••••••SPONSORED ADS$3.5M10,3361.4%
I•••••• T•CORE S&P SCP ETF$2.8M22,6541.2%
V••••• E•• T••••G••• MINERS ETF$2.4M26,5201.0%
A•••• I••COM$2.3M8,9570.9%
I•••••• T•0-5 YR TIPS ETF$2.1M20,5700.9%
I•••••• T•TIPS BD ETF$1.8M16,5260.8%
S••••• A•••• M••••••••• L•PHYSICAL G••• TR$1.8M51,3160.7%
S•••••• W••••••• C•COM$1.8M5,6000.7%
S••••• M••••••••• C•CL A$1.8M29,3420.7%
M•••••••• C•••COM$1.8M4,7400.7%
A••••••• I••CAP STK CL C$1.7M6,0300.7%
I•••••• T•US OIL GS EX ETF$1.6M12,7540.7%
G•••• C•• B•• I••COM$1.5M119,0130.6%
A••••••• I••CAP STK CL A$1.5M5,1710.6%
I•••••• T•CORE S&P MCP ETF$1.5M21,8900.6%
V••••••• W•••• F•UTILITIES ETF$1.5M7,4500.6%
B•••••••• H••••••• I•• D••CL A$1.4M20.6%
S••• A••••• E•• T•STATE STREET MUL$1.4M39,6110.6%
I•••••• B•••••• T•••• E••SHS BEN INT$1.3M33,8500.5%
V••••••• W•••• F•CONSUM STP ETF$1.3M5,6400.5%
V••••••• S••• F••VG TL INTL STK F$1.2M15,7740.5%
I•••••• T•SP SMCP600VL ETF$1.2M10,0800.5%
I•••••• T•MSCI EMG MKT ETF$1.2M20,6880.5%
I•••••• T•1 3 YR TREAS BD$1.1M13,7540.5%
T••••• F••••• S••••••••• I••COM$1.1M2,2570.5%
I•••••• E••••••• T••••• F• T•BUYBACK ACHIEV$1.1M8,4140.5%
Changes between the last two quarters
  • Dec 31, 2025 I••••••••• F••••• O•••••• L•• increased I•••••• T• 13,400 -> 20,070 shares ($1,385,024 -> $2,054,967) sec.gov
  • Sep 30, 2025 I••••••••• F••••• O•••••• L•• increased V••••••• I•••• F•• 18,517 -> 23,655 shares ($10,773,825 -> $14,485,849) sec.gov
  • Jun 30, 2025 I••••••••• F••••• O•••••• L•• increased V••••••• I•••• F•• 14,448 -> 18,517 shares ($7,424,972 -> $10,773,825) sec.gov
  • Jun 30, 2025 I••••••••• F••••• O•••••• L•• increased D••••••••• E•• T•••• 37,473 -> 57,623 shares ($1,943,725 -> $2,998,251) sec.gov
  • Jun 30, 2025 I••••••••• F••••• O•••••• L•• increased L••••• F•• T• 105,356 -> 134,886 shares ($4,282,721 -> $5,762,994) sec.gov
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
19show
Signals and timeline
17show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 17 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedI••••••••• Family Office L: PROBABLE_SFO -> CONFIRMED_MFO (I••••••••• Family Office in Albany NY says on its own site that it serves a select group of high net worth families across the country on retainer.)c•••••••••Facti•••••.com
  • Sep 12, 2026Office discoveredI••••••••• Family Office L named as in-care-of on M••• W•••• F••••• F••••••••• I•• ($1 in assets)DiscoveryInferenceapps.irs.gov
  • Sep 11, 2026Office discoveredI••••••••• F••••• O•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
  • Dec 31, 2024Foundation dropped a fundM•••••• E• P••••• F••••• F••••••••• no longer reports LTQ, LLC (was $0.8M) on its 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fundM•••••• E• P••••• F••••• F••••••••• no longer reports WP FOUNDERS FUND, LP (was $0.1M) on its 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fundM•••••• E• P••••• F••••• F••••••••• first reports WP FOUNDERS FUND, LP at $0.1M on its 2023-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fundM•••••• E• P••••• F••••• F••••••••• first reports LTQ, LLC at $0.8M on its 2023-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation assets changedM•••••• E• P••••• F••••• F•••••••••: total assets at fair value $8.5M to $13.5M (+59%) on the 2023-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joinedDR MARC TESSIER-LAVIGNE (DIRECTOR) appears on W•••• F••••• F•••••••••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer leftRICHARD G SWANEY (SECRETARY) is no longer on W•••••• C••••••• C••••••••• F••••••••• I••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joinedLAUREL SRI-JAYANTHA (DIRECTOR) appears on W•••• F••••• F•••••••••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joinedDR PAUL ALIVISATOS (DIRECTOR) appears on W•••• F••••• F•••••••••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joinedDR MARK SCHLISSEL (DIRECTOR) appears on W•••• F••••• F•••••••••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer leftARTHUR MAHON (ASST SEC, ASST TREAS, DIRECTOR) is no longer on W•••• F••••• F•••••••••'s 2024-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2022Foundation officer joinedMARC WEILL (DIRECTOR) appears on W•••• F••••• F•••••••••'s 2022-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2022Foundation officer joinedVIJU RAJAN (DIRECTOR, AUDIT COMMITTEE) appears on W•••• F••••• F•••••••••'s 2022-12-31 returnFoundationFactapps.irs.gov
  • Sep 20, 2026Classification changedI••••••••• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))c•••••••••Factno URL
Sources and evidence
98show

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. 98 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (V••• P••••• R•••• (Managing Member))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,296,983,533)
+8 m••••••••• o•••••
+0 r••• (407)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (B••••••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-21Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)I••••••••• F••••• O•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)I••••••••• F••••• O•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)I••••••••• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)REPORTINGApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,selection_of_other_advisers,otherApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2012-04-16Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone518-452-8050Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients43Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"high_net_worth_individuals":{"clients":43,"raum_usd":760100086,"fewer_than_5":false}}Apr 21, 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-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees19Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Family servedM••• W•••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedB••••••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedW•••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC 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 signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC 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 quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC 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 positions90Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions79Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions79Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions77Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions70Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$243MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$240MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$236MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$216MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$190MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$192MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation ico signalL••• F••••••••• I••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalW•••••• C••••••• C••••••••• F••••••••• I••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalB••••••••• F••••• F••••••••• I••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalB••••••••• F••• I••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalM••• W•••• F••••• F••••••••• I••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalW•••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalM•••••• E• P••••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersAlbany, NYApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersAlbany, NYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address677 BROADWAY, 7TH FLOOR, Albany, NY, 12207Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)multi_family_office
“We work with families across the country to help manage their personal financial lives on a long-term and day-to-day basis.”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) i•••••.comFact
Private funds advised0Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts198Apr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$760MApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$760MApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Websitei•••••.com
“office w•••••• i•••••.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) i•••••.comFact
Websitel•••••••.comApr 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference