DFX Intelligence

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C••••• F••••• O•••••• L••

Outsourced family office provider· Radnor, PA

Outsourced family office provider, based in Radnor, PA.

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

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Decision makers: 1 of 38
Regulatory AUM: $10B
Last deployment: Aug 2026

Contact the CIO Find similar offices

1 export, up to 39 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 135 observations · 6 sourcesShow

Outsourced family office providerVerified Sep 13, 2026 (10 days ago)38 people · 0 investments · 1226 public positions · 720 events

Why this class: C••••• F••••• O••••• is a roughly $10bn independent advisory firm with 24 partners, affiliated with C••••• LLC, serving many ultra-high-net-worth families, foundations, endowments and even single family offices, so it is not a single family office..

Direct investing

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 56% (medium value, medium; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Outsourced family office provider
Description: ••• Locked
Headquarters: Radnor, PA
Office address: ••• Locked
Business phone: ••• Locked
Website: c•••••••••.com
Year established: unknown
Assets under management: $10B as of Jan 28, 2026Fact
Regulatory AUM (Form ADV): $10B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jan 3, 2022 · 49 employeesFact
Client mix (Form ADV 5.D): Corporations: 1 ($4.6M); Charitable organizations: 12 ($1.0B); Other investment advisers: 7 ($2.1B); High net worth individuals: 170 ($7.1B)Fact
Form 13F: $5.1B across 1,226 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Outsourced family office provider 80%C••••• F••••• O••••• is a roughly $10bn independent advisory firm with 24 partners, affiliated with C••••• LLC, serving many ultra-high-net-worth families, foundations, endowments and even single family offices, so it is not a single family office.Factverifiedc•••••••••.com“••• Locked”
Sep 13, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
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

38 people, 1 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
D•••••• W• E••••	Chief Investment Officer	Chief investment officer · investment decisions	none on record	reports.adviserinfo.sec.gov Fact
D•••••• W• E••••	Chief Investment Officer	Chief investment officer · investment decisions	none on record	c•••••••••.com Fact
J•••••• F•••••	Senior Investment Associate	Direct investments · investment decisions	none on record	c•••••••••.com Fact
J••• G•••••	CEO and CCO	Leadership	phone: ••• Locked (published by the subject, Oct 8, 2024)	sec.gov Fact
A•• L• J••••••	Chief Family Officer	Leadership	none on record	c•••••••••.com Fact

Full team · 38 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
B•••• W••••••••	Executive Managing Director	Leadership	none on record	c•••••••••.com Fact
C•••••• J••••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
C•••••• W••••• I•	Founding Partner	Leadership	none on record	c•••••••••.com Fact
C•••• M••••	Director of Data Solutions & Reporting	Leadership	none on record	c•••••••••.com Fact
C•••• C••••	Managing Director	Leadership	none on record	c•••••••••.com Fact
C••••••• F• H••••	Director, Business Applications Architecture	Leadership	none on record	c•••••••••.com Fact
D••••• B••••	Chief Technology Officer	Leadership	none on record	c•••••••••.com Fact
D•••• R• R•••	Relationship Manager	Leadership	none on record	c•••••••••.com Fact
D•••• H• D•••••	Director	Leadership	none on record	c•••••••••.com Fact
D•••••• H• G••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
E•••••••• S• B••••	Managing Director, Program Delivery	Leadership	none on record	c•••••••••.com Fact
J••• G•••••	Chief Executive Officer	Leadership	none on record	c•••••••••.com Fact
J•••••• R• E•••••••	Partner	Leadership	none on record	c•••••••••.com Fact
J••••• V• R•••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
J••• A••••• G•••••	Chief Compliance Officer and Chief Executive Officer	Leadership	none on record	reports.adviserinfo.sec.gov Fact
J••• B• M•••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
J••••• L• R••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
J••••• J••• M•••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
K•••• T• C••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
L••••• B•••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
L••••• K••••••	Managing Director of Compliance	Leadership	none on record	c•••••••••.com Fact
M••• W• F••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
M•••••• R••••••••	President	Leadership	none on record	c•••••••••.com Fact
M•••••• S•••••••	Manager	Leadership	none on record	c•••••••••.com Fact
M•••••• J• S••••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
P•••••• B• T•••••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
S•••••• J• T•••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
T••••• J• R••••••• J••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
T••• N•••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
T••• R•••••	Founding Partner	Leadership	none on record	c•••••••••.com Fact
J•• M••••••	Financial Administration Associate	Operations and finance	none on record	c•••••••••.com Fact
M••••••• S••••	Business Operations Associate	Operations and finance	none on record	c•••••••••.com Fact
J••• G• G••••••	Chief Family Office Strategist	Other	none on record	c•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov

W••••••: ••• Locked (published by the subject) c•••••••••.com

Signals and timeline

4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Factc•••••••••.com
Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Investment mandate

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••• 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: $4.4B 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

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

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 1,226 for the quarter ended Jun 30, 2026; $2.4B shown of $5.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
N••••• C•••••••••	COM	$201M	1,004,009	3.9%
A•••• I••	COM	$178M	613,564	3.5%
I•••••• T•	CORE S&P500 ETF	$159M	212,091	3.1%
M•••••••• C•••	COM	$128M	344,079	2.5%
V••••••• I•••• F••	S&P 500 ETF SHS	$123M	178,743	2.4%
A••••••• I••	CAP STK CL C	$120M	339,487	2.3%
A••••• C•• I••	COM	$108M	454,551	2.1%
I•••••• T•	CORE MSCI EAFE	$105M	1,086,316	2.1%
A••••••• I••	CAP STK CL A	$89.6M	250,823	1.8%
B••••••• I••	COM	$80.4M	212,834	1.6%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
V••••••• S••••••••• F••	VNG RUS3000IDX	$72.6M	219,190	1.4%
E•• L•••• • C•	COM	$65.6M	54,722	1.3%
M••••• T••••••••• I••	COM	$56.3M	48,762	1.1%
T••••• S••••••••• M••••••	SPONSORED ADS	$53.6M	112,327	1.0%
M••• P•••••••• I••	CL A	$49.8M	88,465	1.0%
V••• I••	COM CL A	$48.4M	141,136	0.9%
A••• H••• N•	N Y REGISTRY SHS	$45.5M	22,855	0.9%
I•••••• T•	RUS 1000 GRW ETF	$41.0M	330,408	0.8%
I•••••• Q•• T•	UNIT SER 1	$41.0M	55,700	0.8%
T•••• I••	COM	$41.0M	97,519	0.8%
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$39.9M	53,392	0.8%
I•••••• T•	CORE S&P MCP ETF	$39.6M	513,069	0.8%
A••••••• M•••• D•••••• I••	COM	$37.8M	65,046	0.7%
G• A••••••••	COM NEW	$36.9M	98,688	0.7%
J••••••• C•••• • C•	COM	$33.5M	102,480	0.7%
B•••••••• H••••••• I•• D••	CL B NEW	$32.5M	64,907	0.6%
V••••••• I•••• F••	MID CAP ETF	$32.1M	398,618	0.6%
V••••••• S••••••••• F••	VNG RUS1000VAL	$30.2M	283,702	0.6%
A••••••• C•••	CL A	$29.6M	168,121	0.6%
I•••••• T•	CORE S&P SCP ETF	$27.4M	184,857	0.5%
I•••••• T•	S&P 500 GRWT ETF	$26.9M	195,591	0.5%
V••••••• I•••• F••	TOTAL STK MKT	$25.8M	69,767	0.5%
I•••••• T•	S&P 500 VAL ETF	$25.6M	112,821	0.5%
I•••••• T•	CORE S&P TTL STK	$25.1M	152,649	0.5%
U••••••••• G•••• I••	COM	$24.8M	59,730	0.5%
M••••••••• I•••••••••	CL A	$23.9M	46,509	0.5%
K•• C•••	COM NEW	$23.2M	77,004	0.5%
A•••••• M•••• I••	COM	$22.2M	30,770	0.4%
R•• C•••••••••	COM	$21.7M	114,183	0.4%
C••••••••• I••	COM	$21.4M	20,108	0.4%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
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Jun 30, 2026 ••• Locked sec.gov

All 25 changes

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Jun 30, 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

show

No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

10show

Sources and evidence

135show

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. 135 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••••• (2)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+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•••

+20 w••••••

+30 i••••••••• s•••••• (5 sources)

+30 a•••••••••

Research priority

+20 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($10,208,823,032)

+0 r••• (762)

Mandate confidence

no components; scored 0

Identity confidence

+80 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 135 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name,services_d•••••••••	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-30	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, portfolio management businesses institutions, selection of other advisers, other	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2022-01-03	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Assets under management	$10B	Jan 28, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) globenewswire.com	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	170	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Corporations: clients: 1; RAUM usd: 4,583,467; Fewer than 5: no; Charitable organizations: clients: 12; RAUM usd: 1,010,924,368; Fewer than 5: no; Other…	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	49	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	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
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2024	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
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	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
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,226	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,131	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,111	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	848	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	931	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	543	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	627	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	189	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	153	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	89	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$5.1B	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$4.4B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$4.7B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$3.1B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$3.2B	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.3B	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.6B	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$595M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$521M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$427M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Radnor, PA	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Radnor, PA	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Outsourced family office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Single family office	Sep 18, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Outsourced family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com	Fact
Office type (stated)	Single family office	Jun 22, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Jun 2, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Jun 2, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Mar 19, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Jan 28, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Sep 10, 2025	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office	Sep 8, 2025	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Private funds advised	0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	2,697	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$7.1B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$10B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	12	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Site mentions	Private credit, private equity, venture	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact

Not yet on record: direct investments.