DFX Intelligence
Family office profile
W•••• • F••••• 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.
Boston, MAMulti-family officeidentity confidence 75%w•••••••••.com
Why this class: The firm's own w•••••• states it operates in the tradition of a family office, offering trust, tax, estate, fiduciary and investment management services to multiple affluent families, foundations and trusts..
Verified Sep 14, 2026 (9 days ago)
Last observed Sep 23, 2026 · 29 observations · 3 sources
18 people · 0 investments · 388 public positions · 1 events
Direct investing
15
moderate
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, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Boston, MA
- Office address
- unknown
- Business phone
- unknown
- Website
- w•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $8.2B. These are different facts and are never added together.
- Form 13F
- $8.2B across 388 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 14, 2026Multi-family office 75%The firm's own w•••••• states it operates in the tradition of a family office, offering trust, tax, estate, fiduciary and investment management services to multiple affluent families, foundations and trusts.Factverifiedw•••••••••.com“••• Locked”
Family and wealth originshow
- 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.
Team18 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••• M• S••••••••• C•• | Chief Investment Officer, Portfolio Manager | Chief investment officer · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| A••••••• G• S••••••••• C•• | Director of Research, Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| B••••••• J• W••••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| B••••••• L••• G••••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| D••••• R• G••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| J••••• T• W••••••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| K••••• R• E•••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| M•••••• W• J•••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| N•••• T• D••••••••• C•• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| S••• G••••••••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| T••••••• E• O••• | Portfolio Manager | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| B•••• J• C••••••••• | Director of Client Development | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| J••••••• R•••••• | Director of Marketing | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| L••• A• H••••• | Manager of Estate Settlement | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| W•••• R• K•••••• | Tax Department Manager | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| K••• H• W••••• | Chief Financial Officer | Operations and finance | email: ••• Locked (published by the subject) | w•••••••••.com Fact |
| T••• J•••• | Chief Compliance Officer | Operations and finance | phone: ••• Locked (published by the subject, Jul 30, 2026) | sec.gov Fact |
| T••• R• J•••• | Chief Compliance Officer | Operations and finance | none on record | w•••••••••.com Fact |
Office contact points
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings40 positionsshow
Form 13F holdings
Top 40 positions of 388 for the quarter ended Jun 30, 2026; $6.1B shown of $8.2B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| N••••• C••••••••• | COM | $609M | 3,041,196 | 7.4% |
| A•••• I•• | COM | $481M | 1,662,845 | 5.8% |
| A••••••• I•• | CAP STK CL C | $407M | 1,153,229 | 5.0% |
| M•••••••• C••• | COM | $331M | 887,243 | 4.0% |
| O•••••• A••••••••• I•• | COM | $259M | 2,809,432 | 3.1% |
| V••• I•• | COM CL A | $242M | 705,106 | 2.9% |
| J••••••• C•••• • C• | COM | $211M | 645,494 | 2.6% |
| E•• L•••• • C• | COM | $207M | 172,704 | 2.5% |
| R•• C••••••••• | COM | $203M | 1,069,878 | 2.5% |
| J•••••• • J•••••• | COM | $167M | 657,989 | 2.0% |
| S•••••• C••••••••• | COM | $164M | 519,496 | 2.0% |
| C••••• W•••••••• C••••••••• | COM | $152M | 162,277 | 1.8% |
| H••• D•••• I•• | COM | $151M | 428,508 | 1.8% |
| A••••••• I•• | CAP STK CL A | $144M | 401,718 | 1.7% |
| A••••• C•• I•• | COM | $138M | 579,893 | 1.7% |
| C•••• L•••••• | COM | $131M | 384,803 | 1.6% |
| E••••• I•• | COM | $131M | 468,722 | 1.6% |
| T•• C•• I•• N•• | COM | $116M | 767,963 | 1.4% |
| D•••••• C••• D•• | COM | $114M | 598,324 | 1.4% |
| P•••••• • G••••• C• | COM | $111M | 754,625 | 1.3% |
| P••• A••• N••••••• I•• | COM | $110M | 322,392 | 1.3% |
| V••••• P••••••••• I•• | COM | $110M | 221,304 | 1.3% |
| S•••• S•• S••• S•• M••••• 4• | UTSER1 S&PDCRP | $100.0M | 142,173 | 1.2% |
| B••••••• I•• | COM | $99.4M | 263,007 | 1.2% |
| I•••• L••• I•• | COM | $88.3M | 167,666 | 1.1% |
| W••••• I•• | COM | $87.2M | 209,280 | 1.1% |
| A••••• I•• | COM | $87.1M | 345,978 | 1.1% |
| M••• P•••••••• I•• | CL A | $83.8M | 148,710 | 1.0% |
| M•••••••• C••• | COM | $80.8M | 298,932 | 1.0% |
| I••• M•• I•• D•• | COM | $80.8M | 639,322 | 1.0% |
| A••••••••• F••• I•• | COM | $78.5M | 171,132 | 1.0% |
| C•••• S•• I•• | COM | $73.9M | 629,560 | 0.9% |
| M•••••• T••••• I••••••••• | COM | $72.9M | 57,090 | 0.9% |
| V••••••• T••••••••• F•• | VAN FTSE DEV MKT | $67.7M | 950,233 | 0.8% |
| G•••••••• A••••• J• • C• | COM | $66.5M | 289,883 | 0.8% |
| C•••••• C••••••••• | COM | $66.1M | 398,635 | 0.8% |
| R••••• I•• | COM | $62.8M | 322,033 | 0.8% |
| N•••••• E••••• I•• | COM | $61.2M | 696,876 | 0.7% |
| W•••••• I•• | COM | $59.6M | 526,233 | 0.7% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $57.9M | 115,656 | 0.7% |
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timelineshow
No dated events beyond 13F filings.
Sources and evidence29show
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. 29 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+8 m••••••••• o•••••
+0 r••• (2090)
Mandate confidence
no components; scored 0
Identity confidence
+75 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 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 388 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $8.2B | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boston, MA | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | multi_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | multi_family_office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |