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G•••• • C••• L••
Single family office (confirmed), based in West Palm Beach, FL, with 5 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 5
- 13F holdings
- $40.8M
- Last deployment
- Aug 2026
- Contact points 2
Readings, classification basis and verificationidentity confidence 90% · 63 observations · 4 sourcesShowHide
Why this class: G•••• • C•. told the SEC in its family office exemptive application that it is a multi-generational single-family office for the Joseph S. G•••• family..
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.
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- unknown
- Headquarters
- West Palm Beach, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $40.8M. These are different facts and are never added together.
- Form 13F
- $40.8M across 36 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 23, 2026Single family office (confirmed) 90%G•••• • C•. told the SEC in its family office exemptive application that it is a withheld-1 for the Joseph S. G•••• family.Factverifiedsec.gov“••• Locked”
- 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
Team1 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••••• D• G•••• | President | Leadership | phone: ••• Locked (published by the subject, Aug 5, 2026) | sec.gov Fact |
Signals and timeline3show
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.
Investment mandateshow
••• Locked
- States
- none Fact
- Control
- passive (5) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (5) Fact
- Direct vs fund
- Fund: 0 · Direct: 5 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 5 Fact
- Investment kinds
- public stake 13g (5) Fact
- First and last deal
- Last: 2007-08-24 · First: 2004-10-08 Fact
- Lead vs participant
- unknown (5) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Public equity book
- $42.8M Inference13F 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 investmentsshow
Fund and manager relationshipsshow
Public stakes and holdings36 positionsshow
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Aug 24, 2007 | K••••••• P•••• • P•••••••• C••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 19, 2007 | P•••••• C•••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 21, 2006 | C••••• S••••••• P•••••••• L•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Nov 18, 2004 | W•• S••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Oct 8, 2004 | I••••••••• B••••••• C••••••• | Schedule 13G (passive) | ••• Locked sec.gov |
Top 36 positions of 36 for the quarter ended Jun 30, 2026; $40.8M shown of $40.8M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| S••• G••• T• | G••• SHS | $11.1M | 30,000 | 27.1% |
| R•••••••• M•••• I•• | COM | $5.1M | 511,834 | 12.4% |
| S•••• E••••••••• T•••• C••• Put | CLASS A COM STK | $2.6M | 15,500 | 6.5% |
| I•••••• T• | MSCI AC ASIA ETF | $2.3M | 19,000 | 5.6% |
| M•••••••• C••• | COM | $1.9M | 5,000 | 4.6% |
| A••••• C•• I•• | COM | $1.7M | 7,000 | 4.1% |
| A•••• I•• | COM | $1.6M | 5,700 | 4.0% |
| B•••• E••••• C••• | COM CL A | $1.5M | 5,000 | 3.7% |
| N••••• C••••••••• | COM | $1.3M | 6,500 | 3.2% |
| B•••• S•••• M••••••• L• P• | COM UNIT | $957,169 | 68,516 | 2.3% |
All 36 positionsShow fewerlargest value first
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| S••• S••••• T•••• | ST STR SP BIOT | $791,250 | 5,000 | 1.9% |
| S••••• S••••• S••• T• | ST STR T•••• ETF | $762,080 | 4,000 | 1.9% |
| I•••••• Q•• T• | UNIT SER 1 | $736,400 | 1,000 | 1.8% |
| I•••••• B•••••• T•••• E•• | SHS BEN INT | $722,393 | 21,700 | 1.8% |
| A••••••• I•• | CAP STK CL A | $714,740 | 2,000 | 1.8% |
| V••••• E•• T•••• | SEMICONDUCTR ETF | $655,890 | 1,000 | 1.6% |
| E••••••••• P•••• P••••••• L• | COM | $606,540 | 16,500 | 1.5% |
| M••• P•••••••• I•• | CL A | $563,290 | 1,000 | 1.4% |
| E••••• T••••••• L• P• | COM UT LTD PTN | $458,880 | 24,000 | 1.1% |
| U••••• S•• O•• F• L• | UNITS | $425,760 | 4,000 | 1.0% |
| W•••••• M•••••••• P••••••• L• | COM UNIT LP INT | $371,960 | 8,500 | 0.9% |
| I•••••• T• | US AER DEF ETF | $363,630 | 1,500 | 0.9% |
| S••••• E••••••••• C• | CL A | $346,060 | 2,000 | 0.8% |
| J••••••• C•••• • C• | COM | $327,330 | 1,000 | 0.8% |
| I•••••• T• | MSCI ACWI ETF | $313,940 | 2,000 | 0.8% |
| V••••• E•• T•••• | G••• MINERS ETF | $301,800 | 4,000 | 0.7% |
| I•••••• S••••• T• | I•••••• | $294,085 | 5,500 | 0.7% |
| U••• T••••••••• I•• | COM | $288,640 | 4,000 | 0.7% |
| F•••• I•• | COM | $274,800 | 30,000 | 0.7% |
| M•••••• S••••• G••• S••• C•• | CL A | $241,104 | 600 | 0.6% |
| E•• C••• | COM | $239,265 | 4,500 | 0.6% |
| S•••• R••••••• I•• | COM | $234,248 | 35,600 | 0.6% |
| E••••• E••••• C••••••••• | COM | $227,975 | 2,500 | 0.6% |
| D•••••• O•••••• C••• | COM | $223,403 | 2,250 | 0.5% |
| K•••• A••••••• E••••• I••••• | COM | $208,639 | 15,086 | 0.5% |
| N••••••• R•••••••• I•• | COM NEW | $104,475 | 17,500 | 0.3% |
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entitiesshow
Sources and evidence63show
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. 63 shown.
Score components
View all 63 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar former name | G•••• • C• INC | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,40-202A,40-202A/A,N-PX,SC 13G,SC 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | Non adviser filer | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 36 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 35 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 35 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 32 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 20 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 25 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 23 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $40.8M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $42.8M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $45.5M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $38.4M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $21.4M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $22.9M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $23.4M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | West Palm Beach, FL | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | Single family office “multi-generational single-family office” | Sep 23, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | K••••••• P•••• • P•••••••• C••• | Aug 24, 2007 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | P•••••• C•••••••• I•• | Jul 19, 2007 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C••••• S••••••• P•••••••• L•• | Jul 21, 2006 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | W•• S••• I•• | Nov 18, 2004 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | I••••••••• B••••••• C••••••• | Oct 8, 2004 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
Not yet on record: decision makers.