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B••••••••• A••••••• L••

Multi-family officeTop 500· Bellevue, WA

Multi-family office, based in Bellevue, WA.

Composed from this office's classification, location and record.

13F holdings
$1.2B
Form 13F
Last deployment
Oct 2025
The latest dated investment or commitment on record
Team (2)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 41 observations · 7 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)2 people · 0 investments · 233 public positions · 59 events

Why this class: B••••••••• A••••••• of Seattle and Bellevue is described in trade press as a m••••••••• o••••• acquired by Corient..

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.

Profile completeness 47% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
Bellevue, WA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$4.2M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $1.2B. Related foundation assets $4.2M. These are different facts and are never added together.
Form 13F
$1.2B across 233 positions, quarter ended Sep 30, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 75%B••••••••• A••••••• of Seattle and Bellevue is described in trade press as a m••••••••• o••••• acquired by Corient.Factverifiedfa-mag.com“••• Locked”
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $4,249,729 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $4,249,729 in assets (IRS); could be the family's investment company or its accountantInference
Team
2 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••• C••••Compliance Officer, Regulatory ReportingOperations and finance
phone: ••• Locked (published by the subject, Oct 24, 2025)
sec.gov Fact
K•••• B••••CCOOperations and finance
phone: ••• Locked (published by the subject, Aug 4, 2025)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factfa-mag.com
  • Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Sep 30, 2022Foundation officer left••• LockedFoundationFactapps.irs.gov
Investment mandate
show

••• 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
$1.2B Inference
13F table value, quarter ended 2025-09-30; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
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 233 for the quarter ended Sep 30, 2025; $896M shown of $1.2B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
M•••••••• C•••COM$117M226,3209.8%
I•••••• T•CORE S&P500 ETF$67.0M100,1195.6%
N••••• C•••••••••COM$48.5M259,9994.1%
A•••• I••COM$45.2M177,5283.8%
S••• I•••• S•• F••PORTFOLIO DEVLPD$41.8M976,8723.5%
I•••••• T•CORE US AGGBD ET$38.6M385,5203.2%
I•••••• T•CORE S&P MCP ETF$32.5M498,2722.7%
S••••• S•••••••• T•US LRG CAP ETF$32.3M1,226,7562.7%
A••••• C•• I••COM$26.8M122,2112.2%
V••••••• I•••• F••LARGE CAP ETF$25.8M83,7112.2%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••••• I••CAP STK CL A$25.3M104,0822.1%
C••••• W••• C••• N••COM$24.6M26,5512.1%
S••• S••••• T••••PORTFOLIO AGRGTE$22.7M877,7071.9%
V••••••• B• I•••• F••TOTAL BND MRKT$22.6M303,2621.9%
S••••• S••••• S••• T•TECHNOLOGY$21.7M77,0311.8%
G•••••••• A••••• J• • C•COM$21.0M67,7941.8%
W••••••••• T•US LARGECAP DIVD$19.8M227,0251.7%
I•••••• T•CORE S&P SCP ETF$19.4M163,2701.6%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$17.5M344,9891.5%
V••••••• I•••• F••SMALL CP ETF$16.3M64,1551.4%
S••• S•• 5•• E•• T•TR UNIT$16.0M23,9811.3%
V••••••• I•••• F••GROWTH ETF$15.9M33,2511.3%
V••••••• T••••••••• F••VAN FTSE DEV MKT$15.9M264,8241.3%
I•••••• T•RUS MID CAP ETF$15.8M163,1871.3%
M••• P•••••••• I••CL A$14.5M19,7991.2%
S••••• S•••••••• T•I••• EQTY ETF$13.2M565,3371.1%
P••••••• T••••••••• I••CL A$11.3M61,7460.9%
J••••••• C•••• • C••COM$10.8M34,3860.9%
B•••••••• H••••••• I•• D••CL B NEW$10.0M19,8410.8%
T•••• I••COM$9.7M21,8230.8%
I•••••• Q•• T•UNIT SER 1$9.3M15,5580.8%
S••• S••••• T••••PRTFLO S&P500 GW$8.5M81,5870.7%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$8.5M156,5320.7%
G•••••• S•••• E•• T•ULTRA SHORT BOND$7.9M156,6760.7%
V••• I••COM CL A$7.5M21,9830.6%
J•••••• • J••••••COM$7.3M39,2360.6%
V••••••• I•••• F••MID CAP ETF$7.2M24,4760.6%
I•••••• T•MSCI EAFE ETF$6.9M74,2920.6%
N•••••• I••COM$6.8M5,6500.6%
G•••••• S•••• E•• T•ACCESS US AGRAT$6.6M156,8150.5%
Changes between the last two quarters
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
All 25 changes
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
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  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
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  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked 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
1show
Sources and evidence
41show

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. 41 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (7 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (7 sources)
+30 a•••••••••
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,196,515,645)
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (204)
Mandate confidence
no components; scored 0
Identity confidence
+75 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
View all 41 observations
FactValueEffectiveSourceClass
Other names (Form ADV 1.B)B••••••••• A••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••••• A••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••••• A••••••• 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, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention42Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) 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 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
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 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 positions233Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions296Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions380Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions376Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.2BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.2BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.2BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.3BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation ico signalP••• M• A••••••• F•••••••••Sep 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersBellevue, WASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBellevue, WAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBellevue, WAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBellevue, WADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) fa-mag.comFact
Website searchNot foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers.