Family office profile

E•••••••• F••••••• L••

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Newtown Square, PACandidateidentity 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 21, 2026 · 50 observations · 4 sources
2 people · 0 investments · 483 public positions · 120 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
Newtown Square, PA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $2.1B. These are different facts and are never added together.
Form 13F
$2.1B across 483 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
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
B•••• M••••••Chief Data OfficerLeadership
phone: 12158829983 (published by the subject, Feb 12, 2026)
sec.gov Fact
B•••• P• M••••••Chief Technology OfficerLeadership
phone: 12158920949 (published by the subject, May 15, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.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
$2.1B 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
40 positionsshow
Form 13F holdings

Top 40 positions of 483 for the quarter ended Mar 31, 2026; $1.2B shown of $2.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N••••• C•••••••••COM$142M815,9836.7%
A•••• I••COM$127M501,1836.0%
M•••••••• C•••COM$91.0M245,7434.3%
A••••• C•• I••COM$78.5M377,0133.7%
A••••••• I••CAP STK CL C$67.1M233,9263.2%
A••••••• I••CAP STK CL A$56.8M197,4262.7%
B••••••• I••COM$44.3M143,0382.1%
M••• P•••••••• I••CL A$42.6M74,4482.0%
T••••• S••••••••• M••••••SPONSORED ADS$32.2M95,2301.5%
T•••• I••COM$29.5M79,4261.4%
J••••••• C•••• • C•COM$29.5M100,2381.4%
E••••• T••••••• L• P•COM UT LTD PTN$27.1M1,404,7561.3%
E•••• M•••• C•••COM$25.7M151,3811.2%
E•• L•••• • C•COM$24.5M26,6071.1%
B•••••••• H••••••• I•• D••CL B NEW$24.0M50,1211.1%
J•••••• • J••••••COM$20.2M82,4350.9%
G•••• A••••••••• D•• C•••SPON ADR$19.3M168,3430.9%
G•••• A••••••••• D•• P••SPON ADS B$18.4M74,6070.9%
W•••••• M•••••••• P••••••• L•COM UNIT LP INT$18.2M442,1890.9%
W•••••• I••COM$17.7M142,4310.8%
V••••••• I•••• F••TOTAL STK MKT$17.7M55,0500.8%
E• S••••• T••••ALPHA ARCHITECT$17.0M187,0630.8%
C•••••• C•••••••••COM$15.7M75,8410.7%
A••• F•••••••• I••COM$15.2M178,2810.7%
C••••• W•••••••• C•••••••••COM$14.8M14,8540.7%
E• S••••• T••••US QUAN VALUE$14.4M275,8140.7%
N•••••• I•••COM$14.1M146,2150.7%
M••••••••• I•••••••••CL A$14.0M28,0510.7%
C•••••• S•••••••• C•••COM$13.7M618,8660.6%
C••••••••• I••COM$13.5M19,0810.6%
V••• I••COM CL A$13.1M43,3640.6%
A••••• I••COM$12.9M59,1300.6%
M••••• T••••••••• I••COM$12.5M36,9700.6%
M••• L•COM UNIT REP LTD$12.4M217,4940.6%
P•••••• • G••••• C•COM$11.9M82,4410.6%
H••• D•••• I••COM$11.6M35,3660.5%
B••• A•••••• C•••COM$11.4M233,0690.5%
M••••• S••••••COM NEW$11.3M68,6480.5%
C•••• S•• I••COM$11.3M145,1160.5%
A••••••• M•••• D•••••• I••COM$11.0M54,0620.5%
Changes between the last two quarters
  • Mar 31, 2026 E•••••••• F••••••• L•• increased E••••• T••••••• L• P• 752,045 -> 1,404,756 shares ($12,401,222 -> $27,111,791) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased Century Communities Inc 39,355 -> 73,394 shares ($2,335,719 -> $4,211,348) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $13,689,316 position in C•••••• S•••••••• C••• (618,866 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased Ternium Sa 95,129 -> 161,171 shares ($3,632,977 -> $6,471,016) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased Sprouts Fmrs Mkt Inc 5,000 -> 105,287 shares ($398,350 -> $8,120,786) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $8,279,891 position in E• S••••• T•••• (264,140 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• reduced Spdr Gold Tr 7,445 -> 4,945 shares ($2,950,528 -> $2,127,784) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• reduced E• S••••• T•••• 1,271,921 -> 275,814 shares ($61,223,233 -> $14,381,328) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• exited Copa Holdings Sa (was $4,685,699, 38,850 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased T••••• S••••••••• M•••••• 51,072 -> 95,230 shares ($15,520,270 -> $32,182,979) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• exited Corporacion Amer Arpts S a (was $6,343,662, 243,987 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $3,454,802 position in Pacer Fds Tr (47,352 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $56,771,821 position in A••••••• I•• (197,426 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• reduced V••••••• I•••• F•• 69,924 -> 1,693 shares ($21,856,513 -> $1,011,894) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• reduced Pacer Fds Tr 288,842 -> 48,411 shares ($11,523,390 -> $1,770,390) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased A••• F•••••••• I•• 95,566 -> 178,281 shares ($8,233,967 -> $15,169,930) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased W•••••• M•••••••• P••••••• L• 236,768 -> 442,189 shares ($9,352,336 -> $18,204,921) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• reduced A••••••• I•• 402,440 -> 233,926 shares ($126,127,453 -> $67,104,012) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $17,660,591 position in V••••••• I•••• F•• (55,050 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $2,370,223 position in E• S••••• T•••• (20,382 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $2,428,995 position in V••••••• I•••• F•• (13,181 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased Parke Bancorp Inc 55,446 -> 103,454 shares ($1,388,368 -> $2,938,094) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $6,278,929 position in Pacer Fds Tr (193,079 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• opened a $16,977,838 position in E• S••••• T•••• (187,063 shares) sec.gov
  • Mar 31, 2026 E•••••••• F••••••• L•• increased Federal Agric Mtg Corp 22,375 -> 41,592 shares ($3,928,379 -> $6,170,173) 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
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 changedE•••••••• F••••••• 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 discoveredE•••••••• F••••••• L•• files Form 13F (non_adviser_filer, $2,096,404,397 in 497 positions)DiscoveryInferencesec.gov
Sources and evidence
50show

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. 50 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,128,271,728)
+3 c••••••••• i••••••• u•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (640)
Mandate confidence
no components; scored 0
Identity confidence
+30 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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 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/A,40-APP,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention100Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) 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 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 positions483Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions497Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions506Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions508Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions504Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions500Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.1BMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.1BDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.1BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.9BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewtown Square, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewtown Square, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewtown Square, PASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewtown Square, PAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersHavertown, PAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersHavertown, PADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference