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

S•••••••• M••••••••• L••

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Lake Forest, ILCandidateidentity confidence 30%

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 16, 2026 · 47 observations · 3 sources
1 people · 0 investments · 1 public positions · 50 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
Lake Forest, IL
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$3.6M 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 $149M. Related foundation assets $3.6M. These are different facts and are never added together.
Form 13F
$149M across 58 positions, quarter ended Mar 31, 2026. 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
  • Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•••• A••••••Chief Investment OfficerChief investment officer · investment decisions
phone: 847-295-8665 (published by the subject, May 8, 2026)
sec.gov Fact
Office contact points
Office address: PO BOX 271, Lake Forest, IL, 60045 (published by the subject) sec.gov
Investment mandate
show

inferred only: public equity book 148935700.0

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
$149M 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
1 positionsshow
Form 13F holdings

Top 1 positions of 58 for the quarter ended Mar 31, 2026; $0 shown of $149M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N•••N•••$000.0%
Changes between the last two quarters
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Spdr S&p 500 Etf Tr (was $33,224,201, 49,736 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Vanguard World Fd (was $4,555,121, 24,049 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Vanguard Index Fds (was $2,138,307, 10,200 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Visa Inc (was $2,441,891, 7,153 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Walmart Inc (was $2,350,592, 22,808 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Bank America Corp (was $2,162,240, 41,912 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Bank7 Corp (was $2,504,922, 53,823 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited The Cigna Group (was $2,349,238, 8,150 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Direxion Shs Etf Tr (was $3,539,076, 34,830 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Energy Transfer L P (was $3,123,120, 182,000 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Invesco Qqq Tr (was $5,259,310, 8,750 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Invesco Exchange Traded Fd T (was $17,659,552, 93,092 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Ishares Tr (was $5,850,491, 27,958 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited J P Morgan Exchange Traded F (was $5,417,477, 94,877 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited KKR & Co Inc (was $4,454,296, 34,277 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Nvidia Corporation (was $3,069,406, 16,450 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Microsoft Corp (was $3,166,746, 6,114 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Abbvie Inc (was $4,166,099, 17,993 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Alphabet Inc (was $4,827,161, 19,820 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Amazon Com Inc (was $2,399,900, 10,930 shares) sec.gov
  • Dec 31, 2025 S•••••••• M••••••••• L•• exited Apollo Global Mgmt Inc (was $3,000,308, 22,513 shares) sec.gov
  • Sep 30, 2025 S•••••••• M••••••••• L•• opened a $2,399,900 position in Amazon Com Inc (10,930 shares) sec.gov
  • Sep 30, 2025 S•••••••• M••••••••• L•• opened a $33,224,201 position in Spdr S&p 500 Etf Tr (49,736 shares) sec.gov
  • Sep 30, 2025 S•••••••• M••••••••• L•• opened a $17,659,552 position in Invesco Exchange Traded Fd T (93,092 shares) sec.gov
  • Sep 30, 2025 S•••••••• M••••••••• L•• opened a $5,850,491 position in Ishares Tr (27,958 shares) sec.gov
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
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Classification changedS•••••••• M••••••••• L••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (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)c•••••••••Inferenceno URL
  • Sep 11, 2026Office discoveredS•••••••• M••••••••• L•• files Form 13F (non_adviser_filer, $155,783,073 in 58 positions)DiscoveryInferencesec.gov
Sources and evidence
47show

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. 47 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (A•••• A•••••• (Chief Investment Officer))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($148,935,700)
+3 c••••••••• i••••••• u•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1321)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (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))
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 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
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressPO BOX 271, Lake Forest, IL, 60045Dec 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 signalnon_adviser_filerDec 31, 2025SEC 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 positions58Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions58Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions57Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions56Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions58Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$149MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$156MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$151MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$142MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$139MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$160MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLake Forest, ILDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference