S••••• R••• L••
The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Why this class: S••••• R•••'s own 2026 proxy filing at I••••• M•••••• describes it as a family office investing its own capital across strategies..
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, sponsor-friendly, real estate.
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $142M. These are different facts and are never added together.
- Form 13F
- $142M across 24 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 13, 2026Single family office (confirmed) 90%S••••• R•••'s own 2026 proxy filing at I••••• M•••••• describes it as a family office investing its own capital across strategies.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
Family and wealth originshow
- Family served
- S••••• R••• L•• files 13F holdings on behalf of R•••••• S•••••• (13F-NT names S••••• R••• as filer)
- Source of wealth
- ••• Locked
- Operating company origin
- O••••• T••••••••• I••
Team6 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| R••• A• H••• | Chief Investment Officer and Executive Vice President | Chief investment officer · investment decisions | none on record | sec.gov Fact |
| R•••••• S• S••••••• M••• family | Family principal (co-reporting person with Cap 1 LLC) | Family principal · investment decisions | none on record | sec.gov Fact |
| F•••• S• V••••••• | General Counsel and Executive Vice President; sole director of Unch Corp. | Leadership · investment decisions | phone: 561-473-5060 (published by the subject, Apr 23, 2026) | sec.gov Fact |
| F•••• S• V••••••• | General Counsel | Operations and finance | phone: 561-473-5060 (published by the subject, Apr 23, 2026) | sec.gov Fact |
| R•••••• A• S••••••••• | Chief Operating Officer | Operations and finance | phone: 561-473-5114 (published by the subject, Aug 14, 2025) | sec.gov Fact |
| R•••••• S••••••••• | COO | Operations and finance | phone: 561-473-5114 (published by the subject, May 13, 2025) | sec.gov Fact |
Investment mandateshow
••• Locked
- States
- none Fact
- Control
- minority (6), passive (2), unknown (1), significant influence (1) Fact
- Sectors
- Ophthalmology biopharma (4), P•••••ceuticals (1), Grocery retail (1), Ski resorts (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- other (4), public equity (3), venture (1), private credit (1), private equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 10 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 10 Fact
- Investment kinds
- direct investment (3), public stake 13g (2), round participation (2), venture (1), public stake 13d (1), credit (1) Fact
- First and last deal
- Last: 2025-09-29 · First: 2016-11-02 Fact
- Lead vs participant
- unknown (5), lead (3), participant (2) Fact
- Disclosed check sizes
- Max: $56.6M · Min: $5.0M · Count: 5 Fact••• Locked
- Public equity book
- $142M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- Yes; structured private placements (convertible preferred, convertible notes, PIPEs) and concentrated public equity stakes with board seats
- Allocates to managers
- unknown
- Asset classes
- Invests across a diverse range of strategies and asset classes
- Sectors
- Healthcare / biopharma (O••••• T•••••••••, T•••••• T•••••••••, C•••••••, T•••••••••), leisure (P••• R••••••), grocery retail (I••••• M••••••)
- Geography
- unknown
- Check size
- unknown
Direct investments7 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Feb 26, 2024 | O••••• T••••••••• I••• •••••••• 2••• p•••••• p••••••••• | Round participation | Ophthalmology biopharma | participant · minority | $7.0M | none named | sec.gov Fact “••• Locked” |
| Dec 14, 2023 | O••••• T••••••••• I••• •••••••• 2••• u••••••••• o•••••••• | Round participation | Ophthalmology biopharma | participant · minority | $5.0M | none named | sec.gov Fact “••• Locked” |
| Jul 1, 2022 | I••••• M••••••• I••••••••• ••••• A• s••••• a•••••••• | Direct investment | Grocery retail | lead · minority | unknown | none named | sec.gov Fact “••• Locked” |
| Dec 31, 2019 | T•••••• T••••••••• I••• | Venture | P•••••ceuticals | unknown | unknown | none named | sec.gov Fact “••• Locked” |
| Mar 1, 2019 | O••••• T••••••••• I••• ••••••••• s••••• s••••••••• c••••••••• n••••• | Credit | Ophthalmology biopharma | lead · minority | $37.5M | none named | sec.gov Fact “••• Locked” |
| Feb 21, 2019 | O••••• T••••••••• I••• •••••• s•••• a••••••••• b••••• 1••• | Direct investment | Ophthalmology biopharma | unknown · minority | $56.6M | none named | sec.gov Fact “••• Locked” |
| Nov 2, 2016 exit Sep 1, 2019 | P••• R••••••• I••• •••••• A• c••••••••• c••••••••• p•••••••• a•• w•••••••• | Direct investment | Ski resorts | lead · minority | $20.0M | none named | sec.gov Fact “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdings24 positionsshow
From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
Top 24 positions of 24 for the quarter ended Mar 31, 2026; $142M shown of $142M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| O••••• T••••••••• I•• | COM | $101M | 11,879,825 | 70.8% |
| I••••• M••• I•• | CL A | $39.0M | 433,678 | 27.4% |
| L•••••• I•• | COM | $668,599 | 20,409 | 0.5% |
| V••••• E•• T•••• | G••• MINERS ETF | $291,651 | 3,178 | 0.2% |
| G•••• B•••• P••••••• I•• | COM | $228,798 | 3,550 | 0.2% |
| A••••••• I•• | CAP STK CL A | $216,245 | 752 | 0.2% |
| D••••• W••• C• | COM | $177,532 | 1,842 | 0.1% |
| C•••••••• R••• I•• | COM | $137,438 | 3,750 | 0.1% |
| S••• G••• T• | SHS | $107,572 | 250 | 0.1% |
| S••••••• B•• C••• F•• | COM NEW | $94,702 | 3,127 | 0.1% |
| A••• E•• T• | ALERIAN MLP | $80,248 | 1,524 | 0.1% |
| I•••••• D• C••••• I••• T••• | UNIT | $78,744 | 2,720 | 0.1% |
| E•••••• I•• | COM | $76,459 | 78 | 0.1% |
| V••••• M•••• C• | COM | $65,352 | 240 | 0.0% |
| F••••••• E••••••••• I•• | COMMON STOCK NEW | $46,652 | 200 | 0.0% |
| S••••• P••• I•• | CL A | $32,798 | 750 | 0.0% |
| I•••••• T• | 20 YR TR BD ETF | $32,075 | 370 | 0.0% |
| V••••••• I••• E••••• I•••• F• | ALLWRLD EX US | $24,002 | 320 | 0.0% |
| I•••••• C••• | COM | $22,584 | 1,200 | 0.0% |
| G••••• X• F•• | GLOBAL X URANIUM | $20,302 | 419 | 0.0% |
| E••• I••• | COM | $9,102 | 100 | 0.0% |
| S•• M••••• I• | COM | $7,350 | 250 | 0.0% |
| S••••• S••••• S••• T• | STATE STREET ENE | $6,126 | 100 | 0.0% |
| V••••• E•• T•••• | URANIUM AND NUCL | $4,094 | 31 | 0.0% |
- Mar 31, 2026 S••••• R••• L•• increased I••••• M••• I•• 2,500 -> 433,678 shares ($171,375 -> $38,983,315) sec.gov
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities3show
Signals and timeline12show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedS••••• R••• L••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (S••••• R•••'s own 2026 proxy filing at I••••• M•••••• describes it as a family office investing its own capital across strategies.)c•••••••••Factsec.gov
- Sep 11, 2026Classification changedS••••• R••• 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••••• R••• L•• files Form 13F (non_adviser_filer, $137,716,843 in 21 positions)DiscoveryInferencesec.gov
- Feb 26, 2024Direct investmentS••••• R••• L•• invested in O••••• T••••••••• I••• •••••••• 2••• p•••••• p•••••••••Direct investmentsFactsec.gov
- Dec 14, 2023Direct investmentS••••• R••• L•• invested in O••••• T••••••••• I••• •••••••• 2••• u••••••••• o••••••••Direct investmentsFactsec.gov
- Dec 1, 2023Cio joinedR••• A• H••• becomes Chief Investment Officerp•••••Factsec.gov
- Jul 1, 2022Direct investmentS••••• R••• L•• invested in I••••• M••••••• I••••••••• ••••• A• s••••• a••••••••Direct investmentsFactsec.gov
- Dec 31, 2019Direct investmentS••••• R••• L•• invested in T•••••• T••••••••• I•••Direct investmentsFactsec.gov
- Sep 1, 2019Portfolio exitS••••• R••• L•• exited P••• R••••••• I••• •••••• A• c••••••••• c••••••••• p•••••••• a•• w••••••••Direct investmentsFactsec.gov
- Mar 1, 2019Direct investmentS••••• R••• L•• invested in O••••• T••••••••• I••• ••••••••• s••••• s••••••••• c••••••••• n•••••Direct investmentsFactsec.gov
- Feb 21, 2019Direct investmentS••••• R••• L•• invested in O••••• T••••••••• I••• •••••• s•••• a••••••••• b••••• 1•••Direct investmentsFactsec.gov
- Nov 2, 2016Direct investmentS••••• R••• L•• invested in P••• R••••••• I••• •••••• A• c••••••••• c••••••••• p•••••••• a•• w••••••••Direct investmentsFactsec.gov
Sources and evidence73show
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. 73 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Board participation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Concentrated public position (13F) | O••••• T••••••••• I•• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Fact |
| Concentrated public position (13F) | O••••• T••••••••• I•• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar entity type | other | 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,3,4,DEFC14A,DFAN14A,DFRN14A,PREC14A,SC 13D,SC 13D/A,SC 13G,SC 13G/A,SCHEDULE 13G | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Family served | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| 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 | 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 | 1 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 1 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 1 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 1 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 1 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 1 | Dec 31, 2024 | 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 | 24 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 19 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 25 | 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 | 25 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $142M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $138M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $149M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $131M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $104M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $120M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Headquarters | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) 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 |
| Headquarters | ••• Locked “••• Locked” | Mar 4, 2019 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating company origin | O••••• T••••••••• I•• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Operating model outsourced | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | T••••••••• I••• | Sep 29, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C••••••• P••••• C•••• | Jan 25, 2019 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | O••••• T••••••••• I•• | Feb 7, 2018 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Satellite office | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| S•••••s | ••• Locked “T•••••• T••••••••• I••• C/O S••••• R••• L••” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Source of wealth | ••• Locked “Dr. S•••••• is a medical doctor/entrepreneur.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| 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 |