A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

S••••• P•••••• W••••• L••

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Novato, CAOutsourced family office provideridentity confidence 60%s•••••••••.com

Why this class: registered adviser offering family office services among its advisory services ('family office and wealth planning services').

Not yet hand-verified
Last observed Sep 20, 2026 · 83 observations · 3 sources
2 people · 0 investments · 67 public positions · 13 events

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.

Overview
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Profile completeness 50% (low value, low value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Novato, CA
Office address
7049 REDWOOD BLVD., SUITE 205, Novato, CA, 94945
Business phone
415-806-0073
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $81.2M. Regulatory AUM $158M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$158M as of Apr 1, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 13, 2022 · 6 employeesFact
Client mix (Form ADV 5.D)
Individuals: 34 ($15.0M); Charitable organizations: 2 ($4.4M); High net worth individuals: 49 ($139M)Fact
Form 13F
$81.2M across 67 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office and wealth planning services')Inference
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•••••• C•••••• M•••••••••Managing Member/chief Compliance OfficerLeadershipnone on record
R••• M•••••••••CEO & FounderLeadership
phone: 415-806-0073 (published by the subject, May 15, 2026)
sec.gov Fact
Office contact points
Business phone: 415-806-0073 (published by the subject) adviserinfo.sec.gov
Office address: 7049 REDWOOD BLVD., SUITE 205, Novato, CA, 94945 (published by the subject) adviserinfo.sec.gov
Office address: 268 BUSH STREET, #3926, San Francisco, CA, 94104 (published by the subject) sec.gov
W••••••: s•••••••••.com (published by the subject) s•••••••••.com
Investment mandate
show

inferred only: public equity book 81222255.0

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
$81.2M 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
Form 13F holdings

Top 40 positions of 67 for the quarter ended Mar 31, 2026; $71.6M shown of $81.2M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
M•••••••• C•••COM$8.9M24,06911.0%
I•••••• T•0-3 MNTH TREASRY$8.7M86,53810.7%
I•••••• T•CORE S&P500 ETF$5.7M8,6977.0%
N••••• C•••••••••COM$4.5M25,9965.6%
S••••• A•••• M••••••••• L•PHYSICAL GOLD TR$3.4M96,3184.2%
A•••• I••COM$3.3M12,9124.0%
S••••• A•••• M••••••••• L•PHYSICAL GOLD AN$2.8M59,3053.5%
S••••• S•••••••• T•FUNDAMENTAL I•••$2.5M51,7593.1%
I•••••• T•S&P 500 VAL ETF$2.4M11,4253.0%
V••••••• I•••• F••VALUE ETF$1.9M9,6812.3%
I•••••• C••••••••• S••••S•••• FRANC$1.7M15,5192.1%
J•••••• • J••••••COM$1.6M6,6862.0%
A••• I••COM$1.6M55,0362.0%
A••••••• I••CAP STK CL A$1.2M4,2381.5%
I•••••• T•MSCI ACWI ETF$1.1M8,2601.4%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$1.1M8,0311.4%
V••••••• I•••• F••GROWTH ETF$1.1M2,4581.3%
J••••••• C•••• • C•COM$1.1M3,5941.3%
A•••••• M•••• I••COM$1.0M2,9801.3%
G•••••• S•••• E•• T•JUST US LRG CP$988,04710,6821.2%
V••••••• T••••••••• F••VAN FTSE DEV MKT$931,65914,5391.1%
S••• S••••• T••••STATE STREET SPD$844,99918,5631.0%
I•••••• T•US AER DEF ETF$834,9693,8171.0%
G••••• X• F••DATA CTR & DIGIT$828,39334,5741.0%
V••• I••COM CL A$823,6162,7251.0%
G• A••••••••COM NEW$811,8662,8611.0%
I•••••• T•MSCI USA QLT FCT$776,2554,0471.0%
I•••••• I••MSCI SWITZERLAND$775,93913,1941.0%
F•••• T• E••••• T••••• F• V•FT VEST LADDERED$754,21922,3340.9%
A••••••• I••CAP STK CL C$746,6972,6030.9%
A••••• I••COM$740,4563,4050.9%
C•••• S•• I••COM$732,9849,4470.9%
I•••••• T•GLOBAL TECH ETF$726,4827,2670.9%
G•••••• S•••• G•••• I••COM$706,4028350.9%
V••••••• I•••• F••TOTAL STK MKT$701,6112,1870.9%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$659,4451,0140.8%
V••••••• W•••• F•MEGA CAP I••••$647,3632,7390.8%
D•••••• I••CL A COM$620,8255,2590.8%
I•••••• D• C••••• I••• T•••UNIT$588,06120,3130.7%
A••••• C•• I••COM$579,6152,7830.7%
Changes between the last two quarters
  • Mar 31, 2026 S••••• P•••••• W••••• L•• increased S••••• S•••••••• T• 5,607 -> 51,759 shares ($253,492 -> $2,532,568) sec.gov
  • Jun 30, 2025 S••••• P•••••• W••••• L•• increased I•••••• T• 52,270 -> 93,162 shares ($5,262,043 -> $9,380,493) sec.gov
  • Mar 31, 2025 S••••• P•••••• W••••• L•• increased A•••• I•• 5,957 -> 13,580 shares ($1,491,700 -> $3,016,542) sec.gov
  • Mar 31, 2025 S••••• P•••••• W••••• L•• increased I•••••• T• 8,771 -> 52,270 shares ($879,937 -> $5,262,043) sec.gov
  • Mar 31, 2025 S••••• P•••••• W••••• L•• increased M•••••••• C••• 6,585 -> 28,062 shares ($2,775,477 -> $10,534,126) sec.gov
  • Mar 31, 2025 S••••• P•••••• W••••• L•• reduced V••••••• I•••• F•• 12,696 -> 7,616 shares ($2,149,433 -> $1,315,588) 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
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredS••••• P•••••• W••••• L•• found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
83show

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. 83 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (R•••••• C•••••• M••••••••• (Managing Member/chief Compliance Officer); R••• M••••••••• (CEO & Founder))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($158,459,375)
+0 r••• (1875)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (OUTSOURCED_FAMILY_OFFICE (registered adviser offering family office services among its advisory services ('family office and wealth planning services')))
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••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_descriptionApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-01Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••• P•••••• W••••• L•• | Spw+ | SpwSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••• P•••••• W••••• L•• | Spw+ | SpwSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••• P•••••• W••••• L•• | Spw+ | SpwSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE AND WEALTH PLANNING SERVICESApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,selection_of_other_advisers,otherApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2022-05-13Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone415-806-0073Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients49Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":34,"raum_usd":15022956,"fewer_than_5":false},"charitable_organizations":{"clients":2,"raum_usd":4353036,"fewer_than_5":false},"high_neApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees6Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address268 BUSH STREET, #3926, San Francisco, CA, 94104Dec 31, 2024SEC 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
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 quarter2026-03-31Mar 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 positions67Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions68Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions72Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions80Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$81.2MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$82.8MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$83.7MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$81.6MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$72.1MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$61.9MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNovato, CAApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersSan Francisco, CAMar 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
Legal formLimited Liability CompanyApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address7049 REDWOOD BLVD., SUITE 205, Novato, CA, 94945Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts155Apr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$139MApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$158MApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsfund_investments,impact,real_estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsfund_investments,impact,real_estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsfund_investments,impact,real_estateSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsfund_investments,impact,real_estateSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsfund_investments,impact,real_estateSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Websites•••••••••.comApr 1, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleS••••• P•••••• WealthSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleS••••• P•••••• WealthSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleS••••• P•••••• WealthSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleS••••• P•••••• WealthSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleS••••• P•••••• WealthSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact