Family office profile

N••• C•• N•• M••••••••• G••••• F••• L• P•

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Staten Island, NYCandidateidentity 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 23, 2026 · 42 observations · 5 sources
1 people · 0 investments · 135 public positions · 18 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
Staten Island, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $130M. These are different facts and are never added together.
Form 13F
$130M across 135 positions, quarter ended Jun 30, 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
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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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•••• Z• G•••••••Managing Member of the General PartnerLeadership
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
Office contact points
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
$107M 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.
Investment vehicles (SEC Form D)
  • A•• T••••••• A••••• F••• L•• · shared principal · Dec 19, 2024 · via A•••• Z• G••••••• Inference sec.gov
  • N••• C•• N•• M••••••••• G••••• F••• L• P• · shared principal · Dec 19, 2024 · via A•••• Z• G••••••• Inference sec.gov
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
40 positionsshow
Form 13F holdings

Top 40 positions of 135 for the quarter ended Jun 30, 2026; $84.9M shown of $130M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S•••••• L•••COM$8.9M186,5006.9%
S••••• S•••••• I•••COM$4.6M615,0003.6%
S••••••••• L•••COM$4.0M650,0003.1%
K••••••••• C•• C•••• I••••••• F•••SHARES$3.3M135,5002.5%
G••••••• I•••COM$3.2M95,0002.5%
E••••• I•••COM$3.1M675,0002.4%
O•••• I•••COM$3.0M155,0002.3%
U•••• S••••••• I•••COM$2.9M100,0002.2%
T••••• I•••COM$2.3M84,0001.8%
G••••• H•••••••• I•••COM$2.1M740,0001.6%
P••••••••• I•••COM$2.1M157,5001.6%
T••••••••• L•••COM$2.1M420,0001.6%
B•••••••• I•••COM$2.1M32,5001.6%
G•••••• C•• L•••SPONSORED ADR$2.0M30,0001.5%
8••• I•••COM$1.9M1,125,0001.5%
V•••• T••••••••• I•••COM$1.9M150,0001.5%
L•••••••• I•••COM$1.8M305,0001.4%
Z•••••• I••COM$1.7M12,2501.3%
T••••••• I••••••••• S••••••• I•••COM$1.7M6,7501.3%
C•••••• I•••COM$1.6M250,0001.3%
S••••••• I•••COM$1.6M100,0001.3%
I••••• L•••COM$1.6M109,5001.2%
M••••••• G••••• I•••COM$1.5M160,0001.2%
M••••••• I•••COM$1.5M81,5001.2%
H••••••• I•••COM$1.5M8,2501.2%
S••••••••• I•••COM$1.5M9,5001.1%
T•••••• H•••••COM$1.5M175,0001.1%
M••••••• I•••COM$1.5M1,200,0001.1%
B•••••• L••••••••• I••COM$1.5M5,0001.1%
R••••• L•••COM$1.4M100,0001.1%
A•••••• I•••COM$1.4M222,5001.1%
S•••• S•••• I•••COM$1.4M25,0001.1%
S••• I•••COM$1.4M825,0001.1%
C•••••••••COM$1.3M455,0001.0%
O••••• T••• L•••COM$1.3M87,5001.0%
Z••• V•••• C•••••••••COM$1.3M15,0001.0%
S•••••••••COM$1.3M13,0001.0%
S•••••••• L•••COM$1.3M150,0001.0%
D••••••••• H••••••• I•••COM$1.3M8,0001.0%
S••••••••• L••COM$1.2M75,0000.9%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
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
show
No cited relationship to an independent sponsor.
Related entities
6show
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 changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
42show

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. 42 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (5 sources)
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($106,960,800)
+3 c••••••••• i••••••• u•••••••••
+4 F••• D• v••••••• l•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (887)
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,D,D/A,REGDEX,REGDEX/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention20Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Filing address••• LockedDec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d fund typeHedge FundDec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d fund typeHedge FundDec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundDec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundDec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d is amendmenttrueDec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Form d is amendmenttrueDec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions135Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions145Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions181Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$130MJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$107MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$117MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersStaten Island, NYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersStaten Island, NYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersStaten Island, NYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Offering amount sold31,413,415Dec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Offering amount sold30,945,415Dec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Offering first sale date2003-01-01Dec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Offering first sale date2003-01-01Dec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Offering investor count130Dec 19, 2025SEC EDGAR F••• D data sets (quarterly) sec.govFact
Offering investor count130Dec 19, 2024SEC EDGAR F••• D data sets (quarterly) sec.govFact
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference