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H•••••• C•••••• L••

CandidateNot hand-verified in 180 days· Woburn, MA

Candidate, based in Woburn, MA.

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

13F holdings
$3.1B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

What matters now

  1. $2.27B → $3.07B
    13F book

    Public book $2.27B to $3.07B from Q1 2025 to Q2 2026 (+35%).

    Q2 2026 · A position opened, cut or closed is a decision the office made this quarter.

    FactSEC Form 13F, Q1 2025 and Q2 2026P••••• h•••••••
Readings, classification basis and verificationidentity confidence 50% · 308 observations · 4 sourcesShow
CandidateNot yet hand-verified1 people · 0 investments · 160 public positions · 1832 events

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 $3,348,844,584: the shape of a single family office, unconfirmed (structural lead).

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 44% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
unknown
Headquarters
Woburn, MA
Office address
unknown
Business phone
unknown
Website
h•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$4.2B across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $3.1B. Related foundation assets $4.2B. These are different facts and are never added together.
Form 13F
$3.1B across 160 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 $3,348,844,584: 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 $3,348,844,584: 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 $2,242,808,626: 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
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
R••••• P•••Managing DirectorLeadership
phone: ••• Locked (published by the subject, Aug 12, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) h•••••••••.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•••••••••Inferenceno URL
  • Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.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
$2.7B 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

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
S•• O•••••• F••• I•C••••••• F••••••••• I••$45.9MDec 31, 2024Inference at the office's address apps.irs.gov
S•••••••• P••• O••••••• V•••C••••••• F••••••••• I••$32.1MDec 31, 2024Inference at the office's address apps.irs.gov
P••• E••••• V••• L•C••••••• F••••••••• I••$30.2MDec 31, 2024Inference at the office's address apps.irs.gov
S•• I• L•C••••••• F••••••••• I••$28.6MDec 31, 2024Inference at the office's address apps.irs.gov
W••• X•••• L•C••••••• F••••••••• I••$25.0MDec 31, 2024Inference at the office's address apps.irs.gov
All 13 foundation holdingslargest fair value first
FundManagerHeld throughFoundation's fair valuePeriodBasis
A••••• I••••••••• I• L•C••••••• F••••••••• I••$24.2MDec 31, 2024Inference at the office's address apps.irs.gov
C•••••• B••••• V••C••••••• F••••••••• I••$17.6MDec 31, 2024Inference at the office's address apps.irs.gov
T•• P••• V••• L•C••••••• F••••••••• I••$15.0MDec 31, 2024Inference at the office's address apps.irs.gov
H•••••••• F••• I•C••••••• F••••••••• I••$13.6MDec 31, 2024Inference at the office's address apps.irs.gov
H••••••• C•••••• P•••C••••••• F••••••••• I••$12.5MDec 31, 2024Inference at the office's address apps.irs.gov
A••••• I••••••••• X• L•C••••••• F••••••••• I••$8.5MDec 31, 2024Inference at the office's address apps.irs.gov
P••••••••• E••••• P••••••• V••C••••••• F••••••••• I••$7.6MDec 31, 2024Inference at the office's address apps.irs.gov
T•• G•••••C••••••• F••••••••• I••$5.8MDec 31, 2024Inference at the office's address apps.irs.gov
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 160 for the quarter ended Jun 30, 2026; $2.6B shown of $3.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N••••• C•••••••••COM$207M1,034,0476.7%
A•••• I••COM$183M631,6395.9%
E•• L•••• • C•COM$141M117,1764.6%
A•••••• M•••• I••COM$124M171,3004.0%
J••••••• C•••• • C•COM$109M332,5643.5%
A••••••• I••CAP STK CL A$100M280,0003.3%
A••••••• I••CAP STK CL C$99.2M280,7403.2%
G• A••••••••COM NEW$92.7M248,0003.0%
I•••••• I••MSCI EQUAL WEITE$88.2M772,0002.9%
P••• A••• N••••••• I••COM$81.0M237,6202.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••• C•• I••COM$77.6M325,6292.5%
G• V•••••• I••COM$72.8M62,0002.4%
M•••••• T••••••••• I••COM$71.0M238,3822.3%
V••••••• S••••••••• F••VNG RUS2000IDX$70.7M582,0502.3%
M•••••••• C•••COM$69.1M185,3132.2%
W•••••• I••COM$66.5M587,3852.2%
M••• P•••••••• I••CL A$65.0M115,4002.1%
B•••••••• I••COM$63.5M66,0152.1%
S•••• S•• S••• S•• M••••• 4•UTSER1 S&PDCRP$51.3M73,0001.7%
V••••••• I••• E••••• I•••• F•ALLWRLD EX US$49.6M592,8131.6%
E•••• M•••• C•••COM$48.1M352,0251.6%
C••••••••• I••COM$46.8M43,9751.5%
G••••• X• F••DEFENSE TECH ETF$45.3M759,0001.5%
U•••• P•• C•••COM$45.1M165,6731.5%
A•••••••• D••• P••••••••• I•COM$44.5M198,9121.4%
O••••• C•••COM$43.3M295,4191.4%
H••• D•••• I••COM$42.4M120,2781.4%
C•••• S•• I••COM$41.8M355,8291.4%
T••••• F••••• S••••••••• I••COM$40.5M80,7791.3%
M••••••• I••• I•• N••CL A$40.4M109,0001.3%
A•••• I••COM$38.8M331,0001.3%
V••••• H••••••• C•COM CL A$36.8M110,0001.2%
S••••••••• I••COM$33.8M216,0001.1%
M•••••••• C•••COM$33.6M124,1691.1%
A••••••• E•••••• C•COM$33.3M98,3051.1%
D•••• C•••COM$27.8M124,0250.9%
C••• C••• C•COM$27.0M332,7970.9%
C•••••• D••••• S••••• I••COM$26.5M70,5000.9%
B•••••••• H••••••• I•• D••CL B NEW$25.8M51,6500.8%
B••••• C•COM$25.6M118,2280.8%
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 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 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
  • 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
  • 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
2show
Sources and evidence
308show

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. 308 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (R••••• P••• (Managing Director))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+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)
Research priority
+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($4,217,822,138)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (663)
Mandate confidence
no components; scored 0
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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 308 observations
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Dec 31, 2016SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Sep 30, 2016SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Jun 30, 2016SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address200 WEST CUMMINGS PARK, Woburn, MA, 01801Mar 31, 2016SEC 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 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
13F filerYMar 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2022SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2021SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2020SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2019SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2018SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2017SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2016SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
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Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) h•••••••••.comInference
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