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R•• W••••• P•••••••

Outsourced family office provider· Boston, MA

Outsourced family office provider, based in Boston, MA.

Composed from this office's classification, location and record.

13F holdings
$10B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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1 export, up to 2 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. $8.01B → $10.4B
    13F book

    Public book $8.01B to $10.4B from Q3 2024 to Q2 2026 (+30%).

    Q2 2026 · A position opened, cut or closed is a decision the office made this quarter.

    FactSEC Form 13F, Q3 2024 and Q2 2026Public holdings →
Readings, classification basis and verificationidentity confidence 90% · 24 observations · 3 sourcesShow
Outsourced family office providerVerified Sep 14, 2026 (9 days ago)1 people · 0 investments · 645 public positions · 60 events

Why this class: R•• W••••• P••••••• is a wealth management firm that sells family office services to many client families..

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.

Profile completeness 41% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
unknown
Headquarters
Boston, MA
Office address
unknown
Business phone
unknown
Website
r••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$126M 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 $10B. Related foundation assets $126M. These are different facts and are never added together.
Form 13F
$10B across 958 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Outsourced family office provider 90%R•• W••••• P••••••• is a wealth management firm that sells family office services to many client families.Factverifiedr••••••••.com“••• Locked”
  • Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as keeps the books (SEALARK FOUNDATION INC XXX-XX-XXXX)Inferenceapps.irs.gov“••• Locked”
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
V•••••• N••Assistant Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 7, 2026)
phone: ••• Locked (published by the subject, Nov 8, 2024)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) r••••••••.com
Signals and timeline
7show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.

  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factr••••••••.com
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Full timeline · 7 events
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Investment mandate
show
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
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 958 for the quarter ended Jun 30, 2026; $7.8B shown of $10B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••GROWTH ETF$1.2B13,463,28811.1%
V••••••• T••••••••• F••VAN FTSE DEV MKT$1.1B15,098,45810.3%
I•••••• T•CORE US AGGBD ET$913M9,219,2418.7%
V••••••• I•••• F••VALUE ETF$763M3,499,6917.3%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$278M4,661,1392.7%
V••••••• S••••••••• F••SHORT TERM TREAS$260M4,467,2852.5%
A•••• I••COM$242M841,7682.3%
I•••••• T•NATIONAL MUN ETF$242M2,248,6172.3%
T•• A•••• E•• T••••CONCENTRATED EQT$229M5,537,3392.2%
V••••••• M•• B• F••TAX EXEMPT BD$226M4,476,4412.2%
All 40 positionslargest value first
IssuerClassValueSharesWeight
M•••••••• C•••COM$174M467,4381.7%
V••••••• I•••• F••SML CP GRW ETF$137M375,0041.3%
I•••••• T•CORE S&P500 ETF$134M179,2881.3%
J••••••• C•••• • C•COM$132M401,9621.3%
V••••••• I•••• F••SM CP VAL ETF$130M535,4691.2%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$111M165,6701.1%
A••••••• I••CAP STK CL A$108M303,5471.0%
C••••••••• I••COM$101M94,6521.0%
J•••••• • J••••••COM$98.3M387,2490.9%
E•• L•••• • C•COM$91.2M76,0260.9%
B••••••• I••COM$90.5M239,6720.9%
N••••• C•••••••••COM$84.2M423,4990.8%
V••••••• S••••••••• F••••DIV APP ETF$80.2M339,0680.8%
V••• I••COM CL A$75.9M221,2340.7%
Q••••• I••COM$75.4M548,7560.7%
A••••• C•• I••COM$68.1M285,6910.7%
E•••• M•••• C•••COM$64.9M474,3420.6%
V••••••• I•••• F••TOTAL STK MKT$64.6M174,6410.6%
A••• H••• N•N Y REGISTRY SHS$63.8M32,0710.6%
A••••• I••COM$59.3M235,8260.6%
V••••••• I•••• F••S&P 500 ETF SHS$58.3M84,8910.6%
V••••••• W•••• F•EXTENDED DUR$57.0M875,8150.5%
A••••••• I••CAP STK CL C$52.4M148,1690.5%
J• P• M••••• E••••••• T••••• F•HEDG EQU LAD ETF$51.6M763,3210.5%
P•••••• • G••••• C•COM$51.3M349,8010.5%
H••• D•••• I••COM$50.3M142,5040.5%
A••••••• I•••• C••••• F• I••GQG US EQUIT ETF$48.1M1,895,1920.5%
T•• C•• I•• N••COM$47.3M312,4330.5%
C••••• W•••••••• C•••••••••COM$46.6M49,8560.4%
A••••••• E•••••• C•COM$45.5M134,5150.4%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
All 25 changes
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked 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
1show
Sources and evidence
31show

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. 31 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($126,220,783)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1375)
Mandate confidence
no components; scored 0
Identity confidence
+90 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
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 31 observations
FactValueEffectiveSourceClass
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions958Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions888Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions848Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions832Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$10BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$8.0BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$7.6BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$7.4BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation books keeperSEALARK FOUNDATION INC XXX-XX-XXXXDec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersBoston, MAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewton, MASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewton, MAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNewton, MAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) r••••••••.comFact
Website••• Locked
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) r••••••••.comFact

Not yet on record: direct investments, decision makers.