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A•• C•••••• M•••••••••

Multi-family office· Mechanicsburg, PA

Multi-family office, based in Mechanicsburg, PA.

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

13F holdings
$216M
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 80% · 44 observations · 5 sourcesShow
Multi-family officeVerified Sep 14, 2026 (9 days ago)1 people · 0 investments · 84 public positions · 4 events

Why this class: Began as the U••••• Family Office (Goya Foods) and now describes itself as a family office offering comprehensive family office services tailored to its clients; a class is current state, so a multi-client family office, not the U••••• single family office..

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 44% (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
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Multi-family office
Description
unknown
Headquarters
Mechanicsburg, PA
Office address
unknown
Business phone
unknown
Website
a•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $216M. These are different facts and are never added together.
Form 13F
$216M across 84 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Multi-family office 80%Began as the U••••• Family Office (Goya Foods) and now describes itself as a family office offering comprehensive family office services tailored to its clients; a class is current state, so a multi-client family office, not the U••••• single family office.Factverifieda•••••••••.com“••• Locked”
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
U••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M•••••• E• S••••••MemberLeadership
phone: ••• Locked (published by the subject, Jul 29, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) a•••••••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Feb 2, 2022Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Facta•••••••••.com
Investment mandate
show
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)
Nothing to infer from.
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 84 for the quarter ended Jun 30, 2026; $199M shown of $216M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$62.6M83,84829.0%
I•••••• T•MSCI EAFE ETF$12.1M116,4965.6%
A•••• I••COM$10.6M36,7134.9%
A••••• C•• I••COM$8.3M35,0243.9%
I•••••• T•SHRT NAT MUN ETF$7.2M67,1953.3%
I•••••• T•NATIONAL MUN ETF$6.9M64,1113.2%
A••••• G•••• I••COM$6.6M92,3693.1%
I•••••• T•RUSSELL 2000 ETF$6.2M20,7942.9%
S••••• S••••• S••• T•ST STR TECHN ETF$5.7M29,8842.6%
V••••••• I•••• F••VALUE ETF$5.6M25,4862.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••••• I••CAP STK CL C$5.4M15,1792.5%
S••• S••••• T••••ST NUVE TERM ETF$4.8M100,4832.2%
I•••••• T•CORE S&P MCP ETF$4.2M54,8762.0%
I•••••• T•1 3 YR TREAS BD$4.2M51,4152.0%
I•••••• T•CORE US AGGBD ET$4.0M40,2301.8%
M••• P•••••••• I••CL A$3.5M6,2481.6%
M•••••••• C•••COM$3.0M7,9591.4%
S••• G••• T•G••• SHS$2.9M7,8161.3%
I•••••• T•CORE S&P SCP ETF$2.9M19,3971.3%
V••••••• T••••••••• F••VAN FTSE DEV MKT$2.6M36,0691.2%
V••••••• B• I•••• F••SHORT TRM BOND$2.5M32,0791.2%
I•••••• T•3 7 YR TREAS BD$2.3M19,3641.1%
G•••••• S•••• G•••• I••COM$2.3M2,2291.0%
V••••••• S••••••••• F••SHRT TRM CORP BD$2.2M28,1541.0%
M••••••••• I•••••••••CL A$2.1M4,0291.0%
I•••••• T•US HLTHCARE ETF$1.9M29,0930.9%
V••••••• I•••• F••EXTEND MKT ETF$1.9M7,7920.9%
V••••••• I•••• F••GROWTH ETF$1.9M21,7340.9%
A••••••• I••CAP STK CL A$1.7M4,8800.8%
J••••••• C•••• • C•COM$1.6M4,8980.7%
V••••••• S••••••••• F••••DIV APP ETF$1.5M6,5040.7%
C••••••••• I••COM$1.2M1,1700.6%
U••••••• P••SPON ADR NEW$1.2M19,5390.5%
E•••• C••• P••SHS$958,7702,2500.4%
V••••••• B• I•••• F••TOTAL BND MRKT$855,66711,6560.4%
A••••••• E•••••• C•COM$811,8002,4000.4%
B•••••••• H••••••• I•• D••CL B NEW$783,1101,5650.4%
H••• D•••• I••COM$772,0172,1890.4%
C••••• W•••••••• C•••••••••COM$701,6037500.3%
W•••••• I••COM$691,1136,1020.3%
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
44show

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. 44 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1719)
Mandate confidence
no components; scored 0
Identity confidence
+80 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (U••••• family)
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 44 observations
FactValueEffectiveSourceClass
Edgar fts discoveryfamily officeFeb 2, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family servedU••••• familyFeb 2, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC 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
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions84Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$216MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMechanicsburg, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Office type (stated)Outsourced family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Single family officeFeb 2, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Site mentionsPrivate equity, real estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equity, real estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equity, real estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equity, real estateSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equity, real estateSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equity, real estateSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website••• LockedSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) a•••••••••.comInference
Website••• Locked
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact

Not yet on record: direct investments, decision makers.