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

M• F••••• A•••••••

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New York, NYCandidateidentity confidence 45%Top 500 by research priority

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Not yet hand-verified
Last observed Sep 21, 2026 · 34 observations · 2 sources
0 people · 0 investments · 0 public positions · 8 events
This entity is a candidate. One public signal put it on the graph (registered adviser with a family-named firm (investments, holdings, capital, wealth)); 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 22% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
New York, NY
Office address
757 THIRD AVENUE, 12TH FLOOR, New York, NY, 10017
Business phone
212-396-4733
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. Regulatory AUM $204M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$204M as of Mar 10, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 18, 2013 · 2 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 7 ($149M); Pooled investment vehicles: 1 ($55.5M)Fact
Private funds advised
1 (PE n/a, VC n/a, hedge 1, real estate n/a), gross assets $55.5MFact
Classification history
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Family and wealth origin
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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
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No current professionals on the record.
Office contact points
Business phone: 212-396-4733 (published by the subject) adviserinfo.sec.gov
Office address: 757 THIRD AVENUE, 12TH FLOOR, New York, NY, 10017 (published by the subject) adviserinfo.sec.gov
Investment mandate
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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
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

FundTypeGross asset valueRelated shareReportedForm D
M• D••••••••• O••••••••• F•••• L•Hedge Fund$50.5M
Mar 1, 2024
6%Feb 7, 2013 to now021-126273
M• P••••• R••• O••••••••• F•••• L••• · no longer reportedHedge Fund$3.9M
Feb 27, 2017
6%Mar 10, 2016 to Mar 9, 2018021-247875
M• J•••• D••••••••• O••••••••• F•••• L• · no longer reportedPrivate Equity Fund$2.2M
Feb 7, 2013
2%Feb 7, 2013 to Mar 25, 2014021-157174
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
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
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No cited relationship to an independent sponsor.
Related entities
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Signals and timeline
8show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 8 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredM• F••••• A••••••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
  • Feb 7, 2013Private fund first reportedM• F••••• A••••••• first reported M• D••••••••• O••••••••• F•••• L• on F••• ADV at $29.2M gross asset valueVehiclesFactadviserinfo.sec.gov
  • Mar 9, 2018Private fund no longer reportedM• P••••• R••• O••••••••• F•••• L••• no longer reported on M• F••••• A•••••••'s F••• ADV from 2018-03-09 (last gross asset value $3.9M on 2017-02-27)VehiclesFactadviserinfo.sec.gov
  • Mar 10, 2016Private fund first reportedM• F••••• A••••••• first reported M• P••••• R••• O••••••••• F•••• L••• on F••• ADV at $3.5M gross asset valueVehiclesFactadviserinfo.sec.gov
  • Mar 25, 2014Private fund no longer reportedM• J•••• D••••••••• O••••••••• F•••• L• no longer reported on M• F••••• A•••••••'s F••• ADV from 2014-03-25 (last gross asset value $2.2M on 2013-02-07)VehiclesFactadviserinfo.sec.gov
  • Feb 7, 2013Private fund first reportedM• F••••• A••••••• first reported M• J•••• D••••••••• O••••••••• F•••• L• on F••• ADV at $2.2M gross asset valueVehiclesFactadviserinfo.sec.gov
  • Feb 27, 2017Fund gross assets downM• D••••••••• O••••••••• F•••• L•: gross asset value $61.2M to $42.3M between the 2016-03-10 and 2017-02-27 filings (-31%)VehiclesFactadviserinfo.sec.gov
  • Mar 25, 2014Fund gross assets upM• D••••••••• O••••••••• F•••• L•: gross asset value $29.2M to $43.4M between the 2013-02-07 and 2014-03-25 filings (+49%)VehiclesFactadviserinfo.sec.gov
Sources and evidence
34show

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. 34 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 r••••••••• r•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 i••••••••• s•••••• (2 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($204,073,110)
+3 c••••••••• i••••••• u•••••••••
+6 F••• D• v••••••• l•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (282)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (CANDIDATE_FAMILY_OFFICE (registered adviser with a family-named firm (investments, holdings, capital, wealth)))
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 a• s••••••••• f••• w••••• 1• m••••• (9 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-10Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M• F••••• A••••••• | M• F••••• A•••••••, LLCSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M• F••••• A••••••• | M• F••••• A•••••••, LLCSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M• F••••• A••••••• | M• F••••• A•••••••, LLCSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M• F••••• A••••••• | M• F••••• A•••••••, LLCSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1Mar 1, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$50.5MMar 1, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNMar 1, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisersMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2013-02-18Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone212-396-4733Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients7Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"high_net_worth_individuals":{"clients":7,"raum_usd":148586910,"fewer_than_5":false},"pooled_investment_vehicles":{"clients":1,"raum_usd":55486200,"fewer_than_Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees2Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Hedge funds1Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersNew York, NYMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Legal formLimited Liability CompanyMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address757 THIRD AVENUE, 12TH FLOOR, New York, NY, 10017Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised1Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$55.5MMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts8Mar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$149MMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$204MMar 10, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website searchnot_foundSep 21, 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