The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

O•••• C••••••

Multi-family officeNot hand-verified in 180 days

Multi-family office.

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

Decision makers
1 of 24
The office's site, Form ADV Schedule A and filings
Last deployment
Apr 2026
The latest dated investment or commitment on record
Contact the CIOFind similar offices
1 export, up to 25 contact reveals
More
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. +2
    new vehicles, 12 months

    1 vehicle linked to it by a shared principal appeared on Form D on 17 Apr 2026 (G•••••• T••••••••• I•••); 1 vehicle linked to it by a shared principal appeared on Form D on 1 Mar 2026 (O•• S•• P••••••• A•••• S••••••••• P••••••••).

    A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.

    InferenceSEC Form D and Form ADV; F••• D• v••••••• l••••• by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 80% · 25 observations · 3 sourcesShow
Multi-family officeNot yet hand-verified24 people · 0 investments · 0 public positions · 4 events

Why this class: the office describes itself as a multi family office (cited).

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 47% (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
••• Locked
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
o•••••••••.com
Year established
unknown
Assets under management
$22B as of May 29, 2026Fact
Classification history
  • Sep 20, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
  • Sep 13, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
Team
24 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
W••• D••••Co-President, Chief Investment OfficerChief investment officer · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
R••••• I••••••••Partner, Fixed Income Trader & P•••••••• ManagerDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
A•••• G••••Partner, ResearchLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
C•••• M••••••Partner, Client AdvisoryLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
I••• L•••••••Co-PresidentLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
Full team · 24 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
J•••••• L••Partner, ResearchLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
J•••••• V• B•••Partner, Client AdvisoryLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
K•••• B••••••Partner, Client AdvisoryLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
L•••• T••Partner, ResearchLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
M••• C• A•••••••••Partner, Client AdvisoryLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
M••••• W• O••••ChairmanLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
N•• S• O••••Chief Executive OfficerLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
V••• C••••••••Partner, ResearchLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
B••••••• U••••••••• •••Chartered Financial Analyst (CFA)Operations and financenone on record
C•••••••• S•••••••Partner, OperationsOperations and financenone on record
C••••••• U••••••••• •••Chartered Financial Analyst (CFA)Operations and financenone on record
M••••••• M• G•••••••Partner, Firm AdministrationOperations and financenone on record
M••••• S••••••Chartered Financial Analyst (CFA)Operations and financenone on record
O••••• W••••Chartered Financial Analyst (CFA)Operations and financenone on record
Q••••• C••••••••• •••Chartered Financial Analyst (CFA)Operations and financenone on record
V•••••• M• R••••Chief Financial OfficerOperations and financenone on record
B•• S•••••••••State Street Research & Management Co.Othernone on record
D•• T••• E• P•••••Chief EconomistOthernone on record
M•••••• L••••State Street Research & Management Co.Othernone on record
Office contact points
W••••••: ••• Locked (published by the subject) o•••••••••.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.

  • Apr 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Mar 1, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • May 29, 2026Office discovered••• LockedDiscoveryFactglobenewswire.com
  • Sep 20, 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.
Investment vehicles (SEC Form D)
  • O•• D• L•• · shared principal · Sep 18, 2026 · via Ned S O•••• Inference sec.gov
  • O•• T•••••• X• L•• · shared principal · Jul 17, 2026 · via Ned S O•••• Inference sec.gov
  • O•• R• C•••••• H••••••••• L•• · shared principal · Sep 18, 2026 · via Ned S O•••• Inference sec.gov
  • O•• V•• L•• · shared principal · Jun 4, 2026 · via Ned S O•••• Inference sec.gov
  • O•• A•• E••••••• L•••••••• L•• · shared principal · Apr 17, 2026 · via Ned S O•••• Inference sec.gov
All 9 vehicles
  • O•• S•• P••••••• A•••• S••••••••• P•••••••• · shared principal · Jun 5, 2026 · via N•• S• O•••• Inference sec.gov
  • O•• F••• A•••• E••••• L•••••• F••• L•• · shared principal · Jun 4, 2026 · via Ned S O•••• Inference sec.gov
  • O•• I•• L•• · shared principal · Apr 17, 2026 · via Ned S O•••• Inference sec.gov
  • G•••••• T••••••••• I••• · shared principal · May 14, 2026 · via J•••••• L•• Inference sec.gov
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
21show
Sources and evidence
25show

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. 25 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (13)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+10 F••• D• v••••••• l•••••
+0 r••• (997)
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 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 25 observations
FactValueEffectiveSourceClass
Assets under management$22BMay 29, 2026DFX model output (c••••••••• rules, scores, mandates, matches) globenewswire.comFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Office type (stated)Multi family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Office type (stated)Multi family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Office type (stated)Multi family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Office type (stated)Multi family officeMay 29, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.comFact
Office type (stated)Multi family officeMay 29, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website••• LockedMay 29, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact

Not yet on record: direct investments, capital scale.