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P••••••• C••••••

Multi-family officeNot hand-verified in 180 days· Conshohocken, PA

Multi-family office, based in Conshohocken, PA.

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

Last deployment
Aug 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. $1.69B → $0
    13F book

    Public book $1.69B to $0 from Q3 2024 to Q2 2026 (-100%).

    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 70% · 53 observations · 3 sourcesShow
Multi-family officeNot yet hand-verified1 people · 0 investments · 1 public positions · 511 events

Why this class: a filing by a third party describes it as a multi family office (cited).

Key claims on this profile have not been hand-verified in the last 180 days. Regulatory facts carry their filing dates; everything else is as of the date shown beside it.

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% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
Conshohocken, PA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Multi-family office 70%a filing by a third party describes it as a multi family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
D••••• L• W••••••SecretaryOperations and finance
phone: ••• Locked (published by the subject, Nov 12, 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
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.

  • May 2, 2022Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
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
1 positionshow
Form 13F holdings

Top 1 position of 1 for the quarter ended Jun 30, 2026; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N•••N•••$00
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
show
Sources and evidence
53show

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. 53 shown.

Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1604 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1438)
Mandate confidence
no components; scored 0
Identity confidence
+70 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 53 observations
FactValueEffectiveSourceClass
Edgar fts discoveryfamily officeMay 2, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
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
Filing address••• LockedDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2023SEC 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
13F filerYDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Jun 30, 2023SEC 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
Latest 13F quarter2023-12-31Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2023-09-30Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2023-06-30Jun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions1Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions709Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions714Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions713Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions35Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions70Jun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.7BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.6BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.5BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$48.8MDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$23.7MSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$32.5MJun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersConshohocken, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersConshohocken, PASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersJenkintown, PAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersJenkintown, PAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersJenkintown, PADec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersJenkintown, PASep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersJenkintown, PAJun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family officeMay 2, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers, capital scale.