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T••• C•••• R•••••••• L••

Outsourced family office provider· Portsmouth, NH

Outsourced family office provider, based in Portsmouth, NH.

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

Decision makers
1 of 1
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$1.9B
Form ADV, Item 5.F
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1 export, up to 2 contact reveals
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Mandate
As of · 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 70% · 34 observations · 4 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (10 days ago)1 people · 0 investments · 0 public positions · 3 events

Why this class: T••• C•••• R•••••••• is a Portsmouth NH OCIO and wealth advisory firm founded in 2024 that serves multiple families and foundations and offers virtual family office services, so it is not a single family office..

Real estate
30
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: direct investing, external managers, private markets, sponsor-friendly, co-investment.

Profile completeness 44% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Portsmouth, NH
Office address
••• Locked
Business phone
••• Locked
Website
t•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. Regulatory AUM $1.9B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$1.9B as of Mar 11, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 30, 2024 · 2 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 1 ($1.9B)Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 70%T••• C•••• R•••••••• is a Portsmouth NH OCIO and wealth advisory firm founded in 2024 that serves multiple families and foundations and offers virtual family office services, so it is not a single family office.Factverifiedt•••••••••.com“••• Locked”
  • Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••Inference
Team
1 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••••• R••••• C••••••Founder, Chief Investment Officer Chief Compliance OfficerChief investment officer · investment decisionsnone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) t•••••••••.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, 2026Real estate linked••• LockedReal estateInferenceno URL
  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factt•••••••••.com
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
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)
  • C•••••• D••••••••• A••••••••• L•• · mailing address nounit · n/a Inference
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
1show
  • 1•• B••••• P••• R•• W•••••• M• · owner of record C•••••• D••••••••• A••••••••• L•• · mails to the office's address · massgis l3 roll Inference
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
34show

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. 34 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+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)
+30 a•••••••••
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,851,491,175)
+2 F••• D• v••••••• l•••••
+0 r••• (966)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+30 o•••• r••• e••••• e•••••••
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 34 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shapeMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shapeMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-11Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• C•••• R•••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• C•••• R•••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• C•••• R•••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• C•••• R•••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Portfolio management individuals, selection of other advisersMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2024-05-30Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients1Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)High net worth individuals: Clients: 1; RAUM usd: 1,851,491,175; Fewer than 5: noMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Employees2Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersPortsmouth, NHMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) t•••••••••.comFact
Legal formLimited Liability CompanyMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Private funds advised0Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)1Mar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$1.9BMar 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$1.9BMar 11, 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
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact

Not yet on record: direct investments, last deployment.