Family office profile

R•• C••••••• L••

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Reno, NVCandidateidentity confidence 50%Top 500 by research priority

Why this class: a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $84,770,484: the shape of a single family office, unconfirmed (structural lead).

Not yet hand-verified
Last observed Sep 23, 2026 · 75 observations · 4 sources
2 people · 17 investments · 509 public positions · 212 events
This entity is a candidate. One public signal put it on the graph (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $84,770,484: the shape of a single family office, unconfirmed (structural lead)); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Direct investing
70
high

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.

Overview
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Profile completeness 50% (high value, high value deep; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Reno, NV
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$84.8M 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 $2.4B. Related foundation assets $84.8M. These are different facts and are never added together.
Form 13F
$2.4B across 511 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Candidate 50%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $84,770,484: the shape of a single family office, unconfirmed (structural lead)Inference
  • Sep 13, 2026Single family office (probable) 55%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $84,770,484: the shape of a single family office (structural inference, no self-description found)Inference
  • Sep 12, 2026Single family office (probable) 55%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $77,611,418: the shape of a single family office (structural inference, no self-description found)Inference
  • 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
Family and wealth origin
show
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
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
R•••••• B• F••••••••PresidentLeadership
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
R•••••• B• F••••••••PresidentLeadership
phone: ••• Locked (published by the subject, Feb 17, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
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)
States
none Fact
Control
passive (16), significant influence (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (17) Fact
Direct vs fund
Fund: 0 · Direct: 17 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
17 Fact
Investment kinds
public stake 13g (16), public stake 13d (1) Fact
First and last deal
Last: 2019-12-02 · First: 2009-01-16 Fact
Lead vs participant
unknown (17) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$2.0B 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.
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
Stakes the office filed (Schedule 13D, 13G, Section 16)

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.

First filedIssuerFiled asFilings
Dec 2, 2019D••••• C•••Schedule 13G (passive)••• Locked sec.gov
Jul 2, 2019A••• F•••••• I••Schedule 13D (with intent)••• Locked sec.gov
Feb 4, 2011P••••• I••Schedule 13G (passive)••• Locked sec.gov
Jan 6, 2011D•••• S••••••• I••Schedule 13G (passive)••• Locked sec.gov
Oct 4, 2010B•••••• T••••••••• C• I••Schedule 13G (passive)••• Locked sec.gov
Feb 5, 2010M••••••• G•••••• F•••• I••Schedule 13G (passive)••• Locked sec.gov
Oct 8, 2009L••• C•••Schedule 13G (passive)••• Locked sec.gov
Aug 26, 2009W•••••• G••••• I•••Schedule 13G (passive)••• Locked sec.gov
Aug 14, 2009H••••• H••••• I••Schedule 13G (passive)••• Locked sec.gov
Jul 27, 2009C•••••• C••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jul 7, 2009P•••••• C•••Schedule 13G (passive)••• Locked sec.gov
Jul 7, 2009M•• C••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Jul 7, 2009N• I••Schedule 13G (passive)••• Locked sec.gov
May 14, 2009C••••••• C•••Schedule 13G (passive)••• Locked sec.gov
May 1, 2009V•••••• L••••••• C•Schedule 13G (passive)••• Locked sec.gov
Feb 11, 2009O••••••• F•••••• M••••••• T•••• 1•••••Schedule 13G (passive)••• Locked sec.gov
Jan 16, 2009M••••••• S••••••• C•••Schedule 13G (passive)••• Locked sec.gov
Form 13F holdings

Top 40 positions of 511 for the quarter ended Jun 30, 2026; $1.3B shown of $2.4B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
M••••• S••••••COM NEW$169M810,4327.0%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$109M146,3004.5%
A••••••• C•••COM CL A$59.2M114,9552.5%
M••• P•••••••• I••CL A$59.1M105,0002.5%
B•••••••• H••••••• I•• D••CL A$56.9M762.4%
D••••• C•••••••••SHS$51.2M418,0152.1%
B••• O• A••• C•••COM$43.3M760,0001.8%
A••••••• I••CAP STK CL C$42.4M120,0001.8%
A•••• I••COM$34.7M120,0001.4%
M••••••••• I•••••••••CL A$33.6M65,5001.4%
V••• I••COM CL A$32.6M95,0001.4%
H•• H••••••••• I••COM$29.2M75,0001.2%
M••••• M•• C•COM$26.7M100,0001.1%
L•••••• E•• S••• C•••COM$24.9M499,0701.0%
W••••• L•••• F•• C•••COM$24.6M107,7111.0%
F••• I•••• C•••COM$23.9M20,0001.0%
G•••••• S•••• G•••• I••COM$23.3M23,0001.0%
B••••••• F••••••••• I••COM$23.1M258,7021.0%
U••••••••• G•••• I••COM$22.9M55,0000.9%
S•• G••••• I••COM$20.4M50,0000.8%
U•••••••• T•••••••• I••• I••COM$20.4M475,8400.8%
U••••• R•••••• I••COM$19.8M17,5000.8%
E••••••• I••COM$19.8M110,0000.8%
N••••• G•••• N•••SHS CLASS A$19.3M70,0000.8%
E••••• T••••••• L• P•COM UT LTD PTN$19.1M1,000,0000.8%
S••• S••••• T••••ST STR P500ETF$18.9M214,5740.8%
B•••••••• S• L••••• I••COM$18.7M1,160,0000.8%
M•••••••• C•••COM$18.7M50,0000.8%
A••••••• I••CAP STK CL A$17.9M50,0000.7%
T•••• H••••••••• C•••COM NEW$17.4M93,2370.7%
O••••••••• H•••• I••CL A NON VTG$17.3M163,7710.7%
U•• G•••• A•SHS$16.9M340,0000.7%
A••••• C•• I••COM$16.7M70,0000.7%
U••• T••••••••• I••COM$16.5M228,0000.7%
G••••• S••• L•••• I••COM CL A$16.4M437,4630.7%
S•••• S•• C•••COM$16.3M96,0000.7%
C••••••••• I••COM$16.0M15,0000.7%
J•••• L••• L•••••• I••COM$15.5M50,0000.6%
P•••••• I••COM$14.7M108,4000.6%
T••••••• I••COM$14.6M100,0000.6%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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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
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
75show

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. 75 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,045,554,885)
+3 c••••••••• i••••••• u•••••••••
+15 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (109)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+50 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
+70 o••••••• d••••• i••••••••• (17 on the record)
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 former nameRBF LLCSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/A,3,4,4/A,N-PX,SC 13D,SC 13D/A,SC 13G,SC 13G/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention100Sep 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 Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 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 filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerMar 31, 2026SEC 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 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 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 quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions511Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions491Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions555Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions576Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions602Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions575Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions545Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.4BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.0BMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.3BDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.2BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.1BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.9BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersReno, NVJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersReno, NVMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Public stake filed (13D, 13G, Section 16)D••••• C•••Dec 2, 2019SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A••• F•••••• I••Jul 2, 2019SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)P••••• I••Feb 4, 2011SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)D•••• S••••••• I••Jan 6, 2011SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)B•••••• T••••••••• C• I••Oct 4, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M••••••• G•••••• F•••• I••Feb 5, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)L••• C•••Oct 8, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)W•••••• G••••• I•••Aug 26, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)H••••• H••••• I••Aug 14, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• C••••• I•••Jul 27, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)N• I••Jul 7, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M•• C••••••••• I••Jul 7, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)P•••••• C•••Jul 7, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C••••••• C•••May 14, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)V•••••• L••••••• C•May 1, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)O••••••• F•••••• M••••••• T•••• 1•••••Feb 11, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M••••••• S••••••• C•••Jan 16, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference