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T•• C•••••• G••••

Multi-family office· Boise, ID

Multi-family office, based in Boise, ID, with 1 direct investment on record.

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

Direct investments
1
Deal announcements, Form D and filings
Decision makers
1 of 21
The office's site, Form ADV Schedule A and filings
13F holdings
$5.2B
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 22 contact reveals
More
Direct investments (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. 1
    direct deal, 12 months

    Latest direct deals: V•••••• P•••••• W••••• (Jul 2026).

    What it bought last is the best guide to what it will buy next, and to the check it writes.

    Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
  2. $2.75B → $5.22B
    13F book

    Public book $2.75B to $5.22B from Q3 2024 to Q2 2026 (+90%).

    Q2 2026 · A position opened, cut or closed is a decision the office made this quarter.

    FactSEC Form 13F, Q3 2024 and Q2 2026Public holdings →
Readings, classification basis and verificationidentity confidence 90% · 88 observations · 3 sourcesShow
Multi-family officeVerified Sep 13, 2026 (10 days ago)21 people · 1 investments · 1234 public positions · 207 events

Why this class: C••••••'s own site describes it as a m••••••••• o••••• serving 468 families..

Direct investing
30
moderate

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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (high value, high value deep; the most valuable missing fact is wealth origin)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
••• Locked
Headquarters
Boise, ID
Office address
unknown
Business phone
unknown
Website
t•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $5.2B. These are different facts and are never added together.
Form 13F
$5.2B across 1,234 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%C••••••'s own site describes it as a m••••••••• o••••• serving 468 families.Factverifiedt•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
Team
21 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
C•••• G•••••••Investment Associatedirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
C•••••• K•••••Senior Client Associate, Impact Investmentsdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 16, 2026)
E••••• S•••••Associate Director of Private Investmentsdirect i••••••••• · investment decisions
email: ••• Locked (published by the subject)
A••• M••••••Director, Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
A••• C•••••••••Director, Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 16, 2026)
Full team · 21 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
B••••• F••••• I••Director of Business DevelopmentLeadership
email: ••• Locked (published by the subject)
B••• G••••••Co - CEOLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
C•••• C••••Director, Client AdvisorLeadership
email: ••• Locked (verified by provider, Sep 16, 2026)
C••••••••• S••••Director of Family Office ServicesLeadership
email: ••• Locked (published by the subject)
D••••• M•••Managing Director, Client AdvisorLeadership
email: ••• Locked (published by the subject)
D•••• S••••Managing Director, Client AdvisorLeadership
email: ••• Locked (published by the subject)
W•••••• G• G••••••• J••PresidentLeadership
phone: ••• Locked (published by the subject, Nov 7, 2024)
sec.gov Fact
A••••• L••••Junior Client AssociateOther
email: ••• Locked (published by the subject)
C•••••• C••••Client AdvisorOther
email: ••• Locked (published by the subject)
D•••••• S•••••••Junior Client AssociateOther
email: ••• Locked (published by the subject)
D••• N••••••••Senior Client AdvisorOther
email: ••• Locked (published by the subject)
A••••• P•••••Director of Reporting ServicesLeadershipnone on record
B•••• E•••••Senior Client Associate, Director of Associate DevelopmentLeadershipnone on record
B•• R•••Client AssociateOthernone on record
B•••• W••••••Client AdvisorOthernone on record
C••• E•••••••Client AdvisorOthernone 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) t•••••••••.com
W••••••: ••• Locked (published by the subject) c••••••.com
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.

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
acquisition (1) Fact
First and last deal
Last: 2026-07-14 · First: 2026-07-14 Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Direct investment team
3 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Jul 14, 2026V•••••• P•••••• W•••••Acquisitionunknownunknownunknownnone named
prnewswire.com Fact
“••• Locked”
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 1,234 for the quarter ended Jun 30, 2026; $2.6B shown of $5.2B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••TOTAL STK MKT$328M886,8936.3%
N••••• C•••••••••COM$181M902,8903.5%
A•••• I••COM$165M568,8003.2%
V••••••• I•••• F••S&P 500 ETF SHS$134M194,5932.6%
S••••••••• I••CL A$131M7,734,5622.5%
L••••••• C•••••••••COM NEW$112M1,409,7592.2%
M•••••••• C•••COM$104M277,4772.0%
A••••• C•• I••COM$88.3M370,6781.7%
A••••••• I••CAP STK CL A$88.3M247,0941.7%
E•• L•••• • C•COM$81.8M68,1901.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••••• I••CAP STK CL C$79.8M225,7871.5%
V••••••• S••• F••VG TL I••• STK F$76.4M893,1661.5%
T••••• S••••••••• M••••••SPONSORED ADS$61.9M129,3331.2%
E••••• L•••••••• P•••••••••COM$60.5M930,1181.2%
S••••• S•••••••• T•US BRD MKT ETF$60.4M2,086,0291.2%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$59.9M79,9721.1%
B••••••• I••COM$57.9M153,1821.1%
M••••• T••••••••• I••COM$54.0M46,8171.0%
I•••••• T•RUSSELL 3000 ETF$50.8M119,1911.0%
I•••••• Q•• T•UNIT SER 1$47.6M64,6520.9%
V••••••• I••• E••••• I•••• F•ALLWRLD EX US$44.9M535,8060.9%
I•••••• T•CORE S&P TTL STK$43.4M264,3960.8%
T•••• I••COM$42.4M100,8820.8%
V••••••• T••••••••• F••VAN FTSE DEV MKT$40.7M571,1910.8%
M••• P•••••••• I••CL A$40.3M71,4610.8%
B•••••••• H••••••• I•• D••CL B NEW$36.1M72,1630.7%
J••••••• C•••• • C•COM$34.1M104,3200.7%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$30.6M512,5900.6%
Q••••• S••• I••COM$29.8M41,4090.6%
G• A••••••••COM NEW$28.2M75,3430.5%
G•••••• S•••• G•••• I••COM$26.9M26,5970.5%
G• V•••••• I••COM$26.5M22,5530.5%
L•• R••••••• C•••COM NEW$26.3M60,7230.5%
A••••••• M•••• D•••••• I••COM$25.6M44,1440.5%
V••• I••COM CL A$25.6M74,6570.5%
W•••••• D•••••• C•••COM$23.9M37,3920.5%
P••••••• T••••••••• I••CL A$23.3M199,5990.4%
J•••••• • J••••••COM$22.7M89,4030.4%
I•••••• T•CORE MSCI EAFE$21.9M227,0730.4%
S•••••• T••••••••• H••••• P•ORD SHS$21.3M22,0510.4%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
All 25 changes
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
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  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• 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
show
Sources and evidence
88show

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. 88 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (15)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
+25 d•••• p•••••• i••••••••• i• l••• 2• m••••• (V•••••• P•••••• W••••• (2026-07-14))
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-07-14)
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+8 m••••••••• o•••••
+3 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+0 r••• (669)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+90 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
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 88 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions1,234Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions902Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions859Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions715Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.2BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.7BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.5BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoise, IDJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoise, IDSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoise, IDJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoise, IDMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family officeSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Office type (stated)Multi family officeJul 14, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJul 14, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJul 14, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJul 14, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 25, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 25, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 25, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 25, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeApr 16, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeApr 16, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeApr 16, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeApr 16, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeFeb 12, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeFeb 12, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeFeb 12, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeNov 20, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeNov 20, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeSep 17, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeSep 17, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeSep 17, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Site mentionsimpactSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Site mentionsimpactSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Site mentionsimpactSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Site mentionsimpactSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Site mentionsimpactSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Site mentionsimpactSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
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
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Website••• LockedJun 25, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Website••• LockedSep 17, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
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 title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact