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P•••••• F••••• O•••••• L••

Outsourced family office provider· North Miami Beach, FL

Outsourced family office provider, based in North Miami Beach, FL.

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

Decision makers
1 of 40
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$957M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (40)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 90% · 68 observations · 4 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)40 people · 0 investments · 129 public positions · 19 events

Why this class: P•••••• F••••• O••••• is the RIA of P•••••• Wealth Management, a firm founded in 1986 offering planning, wealth management and family office services to Latin American, North American and Israeli families..

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.

Profile completeness 53% (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
••• Locked
Headquarters
North Miami Beach, FL
Office address
••• Locked
Business phone
••• Locked
Website
p••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $194M. Regulatory AUM $957M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$957M as of Apr 10, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 31, 2019 · 5 employeesFact
Client mix (Form ADV 5.D)
Individuals: 40 ($22.7M); Corporations: 70 ($716M); High net worth individuals: 60 ($218M)Fact
Form 13F
$194M across 129 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%P•••••• F••••• O••••• is the RIA of P•••••• Wealth Management, a firm founded in 1986 offering planning, wealth management and family office services to Latin American, North American and Israeli families.Factverifiedweb.archive.org“••• Locked”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Team
40 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M••• E••••Chief Investment Officer of P•••••• Wealth Management.Chief investment officer · investment decisionsnone on record
D•• T••••••Senior Wealth Manager & Portfolio Manager (PFP)Direct investments · investment decisionsnone on record
E•••• S•••••••••Senior Wealth Manager & Portfolio Manager (PFP)Direct investments · investment decisionsnone on record
N•• M•••••••••Israel Bond Market Manager & Senior Portfolio Manager (PFP)Direct investments · investment decisionsnone on record
O••• K•••Senior Wealth Manager & Investments ManagerDirect investments · investment decisionsnone on record
Full team · 40 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
S••••• B•• A•••Director, VP Investment Local Market (PFP)Direct investments · investment decisionsnone on record
Y••• S•••••Senior Portfolio Manager – Local Market (PFP)Direct investments · investment decisionsnone on record
Y•••• S•••••••Senior Portfolio Manager – Global Markets (PFP)Direct investments · investment decisionsnone on record
Y••• P••••••••Senior Portfolio Manager – Global Markets & Head of ESG Investments (PFP)Direct investments · investment decisionsnone on record
L•••• S•••••COUNSELOperations and finance
phone: ••• Locked (published by the subject, Jul 28, 2026)
phone: ••• Locked (published by the subject, May 12, 2026)
sec.gov Fact
A•••• D•••••••Senior Wealth Manager (PFP)Leadershipnone on record
A••••• A••••Senior Wealth Manager (PFP)Leadershipnone on record
A••••• S•••••Senior Wealth Manager (PFP)Leadershipnone on record
A•• N••••Director and Managing Partner of P•••••• F••••• O••••• LLC (PFO)Leadershipnone on record
A•••••• A•••Board member, Wealth managerLeadershipnone on record
A••••• N••••Manager; Chief Executive OfficerLeadershipnone on record
B••••• K•••Senior Wealth Manager (PFO)Leadershipnone on record
B•••• E•••••••Client Relationship ManagerLeadershipnone on record
B••• S•••••Senior Wealth Manager (PFP)Leadershipnone on record
C•••• B••••••Senior Wealth Manager (PFP)Leadershipnone on record
C••••• H•••••Senior Wealth Manager (PFP)Leadershipnone on record
D•••• G••••Director and CEOLeadershipnone on record
D••••••• B•••••••••Senior Wealth Manager (PFP)Leadershipnone on record
E••• H•••••••Senior Wealth Manager (PFP)Leadershipnone on record
J••••••• A••••Senior Wealth Manager (PFP)Leadershipnone on record
J••• P••••••••Wealth Manager (PFP)Leadershipnone on record
K•••• H•••••••••Senior Wealth Manager (PFP)Leadershipnone on record
L••• K••••••Senior Wealth Manager (PFP)Leadershipnone on record
M•••• H••••••••Co-Chairman of P•••••• Wealth Management GroupLeadershipnone on record
O••• G••••ManagerLeadershipnone on record
O••• G••••Director of PFO and PFPLeadershipnone on record
O••• C••••• F••••Senior Wealth Manager (PFP)Leadershipnone on record
S•••• S•••••••••Senior Wealth Manager (PFP)Leadershipnone on record
S••••• F•••••••••Senior Wealth Manager (PFP)Leadershipnone on record
U•• H••••••Senior Wealth Manager (PFP)Leadershipnone on record
Y••• L••••••Marketing Manager (PFP)Leadershipnone on record
M••••• B•••••••••VP FinanceOperations and financenone on record
P••••• A••••••••VP Operations (PFP)Operations and financenone on record
R••• B••••Chief Compliance Officer;chief Client ServicesOperations and financenone on record
R••••• B••••Chief Compliance Officer of P•••••• F••••• O•••••Operations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) p••••••••.com
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) p••••••••.com
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•••••••••Factweb.archive.org
  • Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.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
$156M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
8 Inference
named professionals with this responsibility
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 129 for the quarter ended Jun 30, 2026; $189M shown of $194M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$67.8M98,79235.0%
I•••••• Q•• T•UNIT SER 1$28.2M38,29714.5%
V••••••• W•••• F•INF TECH ETF$25.4M212,48313.1%
I•••••• E••• T••••• F• T• I•S&P 500 MOMNTM$17.8M110,3559.2%
V••••• E•• T••••FALLEN ANGEL HG$13.2M450,8546.8%
I•••••• T•MSCI INTL VLU FT$12.5M297,8206.4%
I•••••• T•I•••••• SEMICDTR$4.9M7,5852.5%
I•••••• E••• T••••• F• T• I•NASDAQ 100 ETF$2.8M9,3501.5%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$1.9M2,5211.0%
V••••• E•• T••••MRNGSTR WDE MOAT$1.4M13,4750.7%
All 40 positionslargest value first
IssuerClassValueSharesWeight
V••••• M••• G••• E••G••• SHS$987,71125,5950.5%
V••••• E•• T••••SEMICONDUCTR ETF$980,5561,4950.5%
S••••• S••••• S••• T•ST STR TECHN ETF$878,4884,6110.5%
A•••• I••COM$867,2122,9970.4%
I•••••• T•CORE DIV GRWTH$847,33211,1800.4%
S••• S••••• T••••ST STR P500ETF$826,9519,4100.4%
V••••••• I•••• F••GROWTH ETF$678,6117,8780.3%
A••••• C•• I••COM$620,1612,6020.3%
I•••••• E••••••• T••••• F• T•S&P 500 TOP 50$509,3728,3190.3%
V••• I••COM CL A$497,4811,4500.3%
W••••••••• B•••••• F•SHS BEN INT$485,19934,8000.3%
G•••••• S•••• G•••• I••COM$455,1174500.2%
V••••••• I•••• F••VALUE ETF$442,3982,0300.2%
I•••••• T•CORE S&P500 ETF$433,6075790.2%
I•••••• I••MSCI ISRAEL ETF$400,1543,3150.2%
W•••••• I••COM$350,7663,0970.2%
V••••••• T••••••••• F••VAN FTSE DEV MKT$348,5554,8920.2%
A••••• I••COM$307,2521,2210.2%
M•••••••• C•••COM$300,6548060.2%
P••••••• B••••••••• S• A•SPONSORED ADR$245,47015,1900.1%
A••••• L••• I••COM$236,6804900.1%
M••••••••• I••COM$220,6611300.1%
V••••• E•• T••••URANI NUCLE ETF$215,7231,8600.1%
A••••••• I••CAP STK CL C$211,9986000.1%
T•••• F•• P••••••••• M••••ACTIVEPASSIVE US$186,8794,0450.1%
I•••••• T•LATN AMER 40 ETF$183,9385,4500.1%
U••••••••• G•••• I••COM$182,8774400.1%
V••••••• S••••••••• F••INT-TERM CORP$172,4082,0860.1%
N••••• C•••••••••COM$172,0778600.1%
C••••• W•••••••• C•••••••••COM$159,0301700.1%
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
All 13 changes
  • 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
  • Mar 31, 2026 ••• 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
68show

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. 68 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (4)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+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•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($956,780,912)
+0 r••• (1557)
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
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+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
View all 68 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-10Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Portfolio management individuals, selection of other advisersApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2019-05-31Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients60Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 40; RAUM usd: 22,732,073; Fewer than 5: no; Corporations: clients: 70; RAUM usd: 715,746,735; Fewer than 5: no; High net worth…Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13f-hrSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees5Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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
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 admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC 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
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
13F positions129Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions122Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions136Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$194MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$156MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$148MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNorth Miami Beach, FLJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNorth Miami Beach, FLApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersNorth Miami Beach, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNorth Miami Beach, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) web.archive.orgFact
Private funds advised0Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)297Apr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$218MApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$957MApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsFund investmentsSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website••• LockedApr 10, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p••••••••.comFact

Not yet on record: direct investments.